Topics Covered: February 20, 2023Retail media is not a math problemLight orders at AmazonRetail CEO & digital experienceShopify on Buy with PrimeRegional grocer cuts InstacartDirect 1P relationships in EUDoorDash up 5x vs. ’19Retail Media is Not a Math ProblemBrands think retail media is simply a math problem. Something that can be solved and optimized with the […]
February 16, 2023 Shopify will power more than $200B in gross merchandise volume on its site this year, making it the largest and most direct read we have on the health of the direct-to-consumer market.We analyzed its 4Q22 results from last night to see what we could learn about…eCommerce healthConsumer demand and outlookShopify’s response to Buy […]
Topics Covered: August 1, 2022Digital Ad market in 6 chartsAmazon counters return to stores narrativeShopify bends itself to realityWalmart & Best Buy see worsening trendsGoogle delays cookie-less futureTarget adds digital capacity
4 minute readTL;DRInflation’s impact on discretionary purchases + return to stores drove decelerating performance this quarter (similar to last)Vertical integration of logistics is its biggest strategic bet ($1 billion on Shopify fulfillment network + Deliverr acquisition)Apple’s privacy initiatives and corresponding challenge for merchants to efficiently acquire customers was largely not discussedShopify appears to be saying […]
7 minute readExpectations ResetDespite the May weather, we’re entering a bit of an eCommerce winter, supported by Shopify’s results last week in which its GMV grew 16% (vs. 32% in the prior quarter and 114% in the March-2021 quarter). Shopify, acknowledging the slowdown in eCommerce spending (tough comps, increasing consumer mobility), focused much of its commentary […]
Topics Covered: April 25, 2022“Buy with Prime” vs. Deliverr3-Step framework for retail media growthAds all the way down: Netflix, Microsoft, SonyP&G on inflationOmnicom on privacyMore stats on drone delivery
Understanding how “Buy with Prime” and Shopify’s Interest in Deliverr are LinkedThere were two, very related developments that happened last week:Amazon launched “Buy with Prime”: In summary, a DTC site can place a widget on their checkout that allows the consumer to use their Amazon credentials to check out and then the brand uses Amazon […]
Topics Covered: February 21, 2022Magic wandsReversion to the meanStratably’s WorkPatrick Miller on Amazon AdvertisingAmazon’s 50x leadShopify’s 4Q22 ReviewWalmart’s 4Q22 ReviewWalmart DSP running with 20Only dozens of new Amazon Fresh storesDigital is top priority at Ahold DelhaizeSupply chain innovationPodcast ad infrastructure30-minute delivery speed