Tag: Supply Chain

Channel Analysis + Amazon Amazon Amazon

Article in Research

Topics Covered: August 22, 2022Breaking down retail market growth by channelWalmart 2Q22 resultsTarget 2Q22 resultsAmazon gains new JWO customerAmazon re-organizes physical store orgAmazon creating TikTok feed?Gopuff aligns retail media with impulseGAP joins retail peers in LAAS

Amazon v. the Market; Gopuff Cuts; Reaction Speed

Article in Research

Topics Covered: July 18, 2022Prime Day growth in contextTalking eCommerce with Patrick at AscentialReal-time Prime Day ObservationsGopuff retrenchmentAmazon store innovationFaster planning/reactionPepsi + ConAgra datapointsOwning supply chain

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 […]

Amazon & Kohl’s, Pipe Delivery, Aggregator SAAS

Article in Research

Topics Covered: June 13, 2022Should Amazon step in and acquire Kohl’sRetail media innovation inside storesTarget announces more markdownsAmazon overtaking Walmart in ‘24Aggregator pivots to SAASMiddle-mile autonomousDelivery via…pipes!?!

CPG Inflation + Amazon 1Q + Supply Chain Partners

Article in Research

Topics Covered: May 2, 2022Inflation is top of mind for CPGThree big eCommerce trendsAmazon’s 1Q22 Earnings AnalysisAmerican Eagle as a supply chain partnerFood Rocket raises new round for instant groceryThe lack of MFC adoption to-dateExplainer on retail media networks

Amazon vs Shopify; Ads all the Way Down

Article in Research

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

“Buy with Prime” vs. Shopify & Deliverr

Article in Briefings

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 […]