Tag: Supply Chain

1P Implications from Amazon’s FBA CMS Initiative

Article in Briefings

January 23, 20233 minute read 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 […]

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!?!