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
Tag: Supply Chain
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!?!
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
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 […]