“Many people think our main competition is Bing or Yahoo. But, really, our biggest search competitor is Amazon.” -Eric Schmidt, Google, 2014 Amazon’s advertising business is up 620% over the last four years. On a compound annual growth rate basis, it grew 64% each year since 2017. It is now solidly the third […]
Facebook, Snap, Twitter, Amazon, and Google all reported their third-quarter results last week, providing insight into over $100 billion of digital advertising spend. This special edition of The Spark highlights the most interesting commentary through the lens of consumer brands. Topics Covered: Quantifying market performance Insights on near term consumer behavior Apple’s ATT initiative […]
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 […]
Topics Covered: Types of activities most impacted by growing risk aversion among U.S. consumers U.S. ad sales projection with comparison to Amazon Amazon and Walmart shopper overlap datapoints Google Shopping Iterations 1 billion at TikTok More Shopify integrations Facebook results hurting from Apple Rethinking old business models
Topics Covered: Instant retail (an update needed every week!) Is retail media in stores the answer? Getting more out of TikTok and Instagram (via Google) Shoppable video adoption growing The tech coming to Amazon’s department stores
Topics Covered: Apple’s privacy strategy (or why social commerce is coming in a bigger way) Walmart & Instacart expand despite directly competing BNPL ad networks Buyk: Another entrant into NYC’s burgeoning instant grocery market Amazon reducing seller inventory again Amazon’s marketplace and stolen goods Instacart integrates with white-label offering Music album of the year? ? Explainer on Apple’s Privacy Strategy (or why social […]
Topics Covered: DoorDash and Gorillas Together Amazon Fresh seeing high out of stocks Online grocery market demand steady m/m in July Loyalty program example in CPG Stockpiling picking back up as Delta variant spreads
Topics Covered: The growing use of sortation centers to support digital Walmart announcing the Amazon playbook: commercializing delivery infrastructure + DSP Amazon department stores New DTC brands don’t own manufacturing U.S. container rates surge Start-ups helping brands tap into Twitch livestreaming