Article
in Research
Topics Covered: November 28, 2022Amazon analytical tool adoptionDeclining growth, same spend?eCommerce teams moving in right directionBest Buy insights on holidayDollar Tree growing in tough macroGopuff iterationsBenchmark Research on Amazon Analytical ToolsStratably surveyed 40 consumer brands on their usage of Amazon’s analytical tools including Amazon Marketing Cloud, Amazon Attribution, and Amazon Stream. This is an important study […]
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 […]
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 […]
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 […]
Article
in Research
Topics Covered: November 7, 2022The omni-enabler calculus (part 1)The expanding role for CDOsAmazon as a service providerCompany commentary from last weekAmazon freezes ads segmentAmazon v. Walmart studyLike Amazon in 2015, omni-enablers don’t offer a choice to consumer brandsThere’s a great deal of pessimism in the eGrocery industry. Investors went from risk-on to risk-off, challenging not just […]
Article
in Building Blocks
August 31, 20223 minute readRetail professionals like us talk about eCommerce as if it’s one homogenous thing. eCommerce is what’s sold online. It’s what the Census Bureau reports. It’s what Amazon dominates. It’s a growing segment of Walmart and Target’s business. It’s how new brands go to market. eCommerce is a singular concept because the term is […]
Article
in Briefings
August 15, 20226 minute read The last research I published on macroeconomic themes was five weeks ago, assessing the results from CPG brands General Mills, McCormick and Simply Good Foods. At the end of May, I reviewed commentary from category-focused retailers.In May, the research highlighted the sharp reversal in investor sentiment within tech and the retailer […]
Article
in Briefings
July 7, 20228 minute readTL;DRRecent commentary from General Mills, McCormick, and Simply Good Foods provides insight into how companies are evolving their strategic thinking in this fast-moving macro environment:Consumer Behavior: Elasticities remain below normal, although consumers across income demographics are reacting to inflationary pressure.Pricing Actions: Brands are planning more pricing actions, but each successive increase […]
