On today’s podcast episode, we take a deeper dive into lesser-known areas of Amazon’s business. First, we examine the initiatives at play for the company's TV and voice businesses. Then, we discuss Amazon's ambitions around “just walk out” and smart payment technology. Tune in to the conversation with our analysts Grace Broadbent, David Morris, and Yory Wurmser.
QSRs see opportunity in late-night dining: Easing labor pressures and growing delivery demand are helping increase visits and sales during off-peak hours.
Strong volume growth and 100 million users prove the BNPL provider’s successful expansion
Its rise in delinquencies exposes potential deterioration in the credit card market
The partnerships will help grow its volume as it digs it deeper into the $176B rewards industry
Retailers turn to gamification to encourage loyalty, boost sales: Lego, Under Armour, and Hudson’s Bay Company are hoping to keep users engaged and their brands top-of-mind.
Retailers face a tough terrain: We dissect why some retailers appeared immune to Q2’s slowdown in discretionary spending, while others fell flat.
Key stat: US digital commerce platform gross payment value growth will slow down this year, increasing only 9.0% compared with last year’s 25.0%, per our forecast.
Digitally native vertical brands (DNVBs) have a long way to go to catch up to established brands. While established brands will make up $134.55 billion in D2C ecommerce sales in 2023, digitally native brands will make up just $34.84 billion, according to our March 2023 forecast.
Indian startup Zepto bucks rapid grocery skepticism with $200 million funding round: But it’s proving to be an outlier in the quick-commerce space, as Getir and Gopuff both struggle to find a sustainable model.
Target shifts away from a nationwide distribution network: By placing goods closer to customers, the retailer is delivering orders faster and speeding up store replenishment.
Walmart expands drone delivery in Texas: Roughly 60,000 more households will be able to get food, groceries, and medicine delivered by drone.
Younger generations are more likely to discover new grocery products via social media and search engines.
The slowdown in discretionary spending hurt Petco’s Q2 results: The retailer’s supplies and companion animal business fell 9.4% YoY, and some shoppers are trading down to lower-priced food.
On today's podcast episode, we discuss the current state of the affiliate space, bringing new light to influencer activity through "performance branding," the impact of programmatic ads coming to movies theaters, and how retail media aids affiliate marketing. "In Other News," we talk about the impact of programmatic ads coming to the movies and what YouTube's next anti-ad blocking measure will be. Tune in to the discussion with our analyst Max Willens and Alexandra Forsch, president of Awin Americas.
Shein teams up with Forever 21 to grow marketplace selection, experiment with brick-and-mortar retail: Forever 21 will gain access to the former’s 150 million global customers to help it win back fast-fashion share.
It joins a frenzy of other payment providers racing to add the functionality
The mass media campaign targets the Hispanic community in the US, which is the world’s top remitting country
Changes to Bank of America’s Customized Cash Rewards could prove popular, but Amex’s price hikes may leave consumers with a sour taste
Olipop uses TikTok and the promise of gut health to capture Gen Z’s attention, while Crocs leans on Gen Z’s sense of nostalgia and cool collaborations. Coach reinvented itself to appeal to a younger generation of fashion consumers who want to express themselves and GU makes its US debut as Uniqlo’s little sister.