October 31, 20225 minute read Shopify provided a lens into the health of the eCommerce market when it reported its third quarter results last week. It’s a great way for leaders inside large consumer and retail brands to understand the state of DTC and SMB retail, complementing the insight learned from Amazon’s results published last week. Big picture, […]
Topics Covered: October 31, 2022Shopify insights on DTC landscapeKroger/Albertsons store spin outsAmazon’s tempered outlookOctober is the new NovemberA rare Reddit case studyTrigo (Amazon JWO rival) raises new round
March 2, 20225 minute readTLDR: Walmart has become the second most important marketplace to sell on behind Amazon as the company has loosened its restrictions and enabled fulfillment through WFS. The resulting growth is creating some of the same challenges 1P brands faced at Amazon, heightening the value of direct relationships with Walmart merchants. Monitoring […]
2 minute readAs Amazon prepares to report its quarterly results this Thursday, we’re breaking down its retail business segments in a multi-part series this week. Yesterday we analyzed “Online Stores” and today we’ll analyze “Third-Party Seller Services”, which encompasses the commissions and FBA fees associated with its third-party marketplace.
3Q21 Performance & Market Update Amazon’s retail business slowed during the quarter, in-line with the broader digital market. It’s commentary suggests labor issues are the primary challenge it faced this quarter and will continue to battle in 4Q as it looks to meet holiday demand.Should Amazon National Account Managers be worried? Not necessarily. We’ve seen […]
The following report covers a number of recurring themes in Stratably’s Amazon research over the last three months, including developments around supply chain, price increases, and marketplace dynamics. Key Takeaways: Supply chain issues persist for many manufacturers resulting in extended lead times for purchase order intake, direct import delays, and pull-forward on timing for key […]
Topics Covered: Amazon 2Q21 Earnings Analysis Key Takeaways 1P vs. 3P Trends Geographic Performance Amazon vs. Shopify GMV Growth Advertising Performance vs. Peers Margin Performance Management’s Financial Outlook
Reviewing 2Q21 Performance As we await Amazon reporting its second-quarter results on Thursday, we reviewed management’s focus heading into the quarter to give Amazon account managers a sense for how the company is performing relative to its strategic objectives.