January 23, 2023 Amazon’s new FBA Capacity Management System (let’s call it FBA CMS!) was all over the ecosystem news last week. But what hasn’t been covered is what it tells us about capabilities and why it’s relevant for 1P brands. eCommerce leaders should read on to understand FBA CMS, why it isn’t that creative, the importance of […]
Topics Covered: October 17, 2022Feedback on Amazon’s Prime Early Access SaleKroger & Albertsons to create giantWalmart Luminate free tierGorillas building capacitySponsored Brand Video at top of searchTikTok wants to own a supply chain?
Topics Covered: October 10, 20223 brands on inflation, consumers, supply chainIncrementality seriesAmazon PO trends=Correl(organic, paid)Fines as limiters to retail mediaFaster deliveryDigital partnerships to reduce CACSocial commerce should work, but isn’t
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
Topics Covered: August 15, 2022August CPG ThemesInsights on Walmart LuminateWalmart streamingRetailer or Supply Chain TechDigital vs. physical shelfNo more DTCLatest media option
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
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 […]
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!?!