Tag: Instant Grocery

The Omni-Enabler Calculus (Part 3)

Article in Briefings

November 11, 20222 minute read Should there be urgency for consumer brands when it comes to winning on omni-enablers? Moving early means moving before something’s obvious. Once it’s obvious, your competitors will be there and you’re simply moving along with the market.The omni-enabler market and all the macroeconomic dynamics wrapped up in it makes for a non-obvious […]

The Omni-Enabler Calculus (Part 2)

Article in Briefings

November 9, 20224 minute read Brands express three common reasons why they’re hesitant to invest more into omni-enablers.Expectation 1: eCommerce growth was temporary This critique is born out of confusion from early in the pandemic when analysts observed eCommerce penetration jumped four years ahead. Flash forward to 2Q21-1Q22 and eCommerce growth rates decelerated rapidly, and digital penetration stagnated. But […]

The Omni-Enabler Calculus (Part 1)

Article in Briefings

November 7, 20222 minute read There’s a great deal of pessimism in the eGrocery industry. Investors went from risk-on to risk-off, challenging not just the growth potential but the survival of many firms that just a year or two earlier were darlings of the industry. Quick commerce firms shut down, IPOs were delayed, international markets were closed. But just […]

What might Bezos say about Q-Commerce?

Article in Building Blocks

5 minute readSince rapid delivery companies are failing left and right, the idea of quick commerce is dead. JOKR has exited the U.S. market. Gorillas has cut staff and is shifting to a profitability focus as future funding has dried up. Fifteentwenty, Buyk, Fridge No More are out. Getir is reportedly cutting staff. Gopuff is even […]

State of retail media + Amazon Stream + Q-Com Lives!

Article in Research

Topics Covered: June 27, 2022The state of retail mediaAmazon Marketing StreamDTC to wholesaleNew Q-Commerce testsPhysical-Digital analoguesThe State of Retail MediaWe all know the number of retail media platforms has grown. But it becomes crystal clear when you put it down on paper. 🤯 🤯 🤯  I’m sure I didn’t capture them all, but there’s 29 listed […]

Q-Commerce Retrenchment + Retail Media & Social Commerce

Article in Research

Topics Covered: June 6, 2022The inevitable path for Q-CommerceInterview on retail media budget allocationMost interesting retail media postsSocial commerce progress as Pinterest acquires The YesExample of influencer marketingLivestreaming limitsIs Amazon a retailer?The Inevitable Path for Q-CommerceGorillas and Getir are cutting headcount, Jiffy ceased physical operations altogether, JOKR is reportedly struggling, Gopuff is shuttering some of […]