Topics Covered: September 26, 2022Part 1 (of 3) – Most interesting findings on AmazonAmazon Accelerate conference takeawaysWalmart partners with TikTok and Snap750k join General Mills loyalty programCoty sees digital as a way to reduce CapexInstacart launches “Connected Stores” initiative1 in 8 ad dollars going to retail media
Topics Covered: September 19, 2022Building a digital visionNegative sentiment amongst CPG brands continuesAmazon launches 3PL websiteInflation at highest rate in AugustWalmart extending ad options to sellersAmazon enables email marketingKroger adds video and CTV to PMPMarketing analytics investmentInflation is Monopolizing Consumer Brand Attention, but some Remain Focused on Winning eCommerceA digital vision goes beyond talking about […]
August 31, 20223 minute readRetail professionals like us talk about eCommerce as if it’s one homogenous thing. eCommerce is what’s sold online. It’s what the Census Bureau reports. It’s what Amazon dominates. It’s a growing segment of Walmart and Target’s business. It’s how new brands go to market. eCommerce is a singular concept because the term is […]
Topics Covered: August 29, 2022Lessons from Peloton expanding to Amazon5 takeaways on Amazon’s changing business mixKroger opens more spokesInstacart +39% Y/YEasier to join Walmart’s marketplaceAmazon expanding clean room
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
August 22, 20223 minute readAnalyzing Growth by Channel in Mass RetailAmazon, Walmart and Target comprise the bulk of mass merchandise sold online by big consumer brands, totaling nearly 15% of the entire retail market and more than half of the entire eCommerce market in the U.S. when combined. The data recently released by the Census Bureau, […]
August 16, 20227 minute readWalmart July ’22 Quarter ResultsWalmart reported its July-’22 quarterly results this morning, beating the low expectations from the investment community following its July 25th disclosure that it was having to become more promotional to clear out excess inventory in certain general merchandise categories. Walmart’s shares are up ~18% since its last earnings […]
Topics Covered: August 15, 2022August CPG ThemesInsights on Walmart LuminateWalmart streamingRetailer or Supply Chain TechDigital vs. physical shelfNo more DTCLatest media option