Tag: Supply Chain

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 […]

Walmart, Amazon & Shopify Magic Wands

Article in Research

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

Amazon’s Supply Chain Dominance

Article in Building Blocks

February 17, 20223 minute readShopify’s New Supply Chain Strategy Lags AmazonDigital commerce leaders know more about supply chain than ever before because of the last two years of pandemic disruptions. Amazon, of course, has always known this, speedily shipping its owned inventory through its network, creating its FBA service to enable sellers to reach consumers in […]

Shopify Forecasts Growing eCommerce Penetration

Article in Briefings

February 16, 20225 minute readShopify Sees Bright Future Ahead30 Second SummaryShopify (a proxy for the DTC market and, more broadly, how retail is evolving) reported fourth-quarter results, growing GMV by 32%, down slightly from the trend in the prior two quarters. The company’s outlook includes optimism that consumer behavior has permanently changed, helping drive digital […]

Super Bowl Challengers, Top ROI at Amazon, $80B at Stake

Article in Research

Topics Covered: February 14, 2022Retail media network ROI$80 billion in promo & placement spending up for grabsAre retail media budgets at risk?Amazon stores don’t matterChallenger brands watching rivals during The Big GameAnti-climatic strategies for the metaverseCase study: The power of linking social to AmazonShip backlogs easing in 2H22Where livestreaming can workAcquisition in the Connected TV space

Quick Commerce Unit Economics

Article in Briefings

2 minute readQuick Commerce is a highly controversial topic, with bulls and bears firmly convicted on their position of the longevity of models like JOKR that promise 15-minute delivery.Like most things, its more gray, than black and white.

Delivery Speed Elasticity [unlocked]

Article in Briefings

4 minute read Price elasticity is the sensitivity of demand to a product’s price. For an elastic product, if you raise price by 10%, demand may fall by more than 10%. For an inelastic product, if you raise price by 10%, demand falls by less than 10%, if at all. The Information reports rapid grocery delivery companies […]