Retail & Ecommerce

Amazon’s cashierless tech finds a home outside the US for the first time: While adoption has been slower than expected, the Just Walk Out system can still transform the grocery sector, and rival retailers may find it hard to resist amid labor shortages and rising COVID-19 cases.

Instacart delays IPO plans to focus on broadening services: The company believes it may generate as much as $10 billion to $20 billion in annual revenues from its retail media network in the coming years.

Walmart, The Home Depot earnings demonstrate the benefits of supply chain management: Amid concerns about logistics snafus, both retailers stocked up on inventory to keep their shelves full.

Apple’s contract with some states reveals that hiring, marketing, and management costs could fall on taxpayers.

Johnson & Johnson plans to turn its $15 billion consumer health segment into a new company: Diversification is no longer in vogue, with minimal synergies between the professional and consumer divisions.

Google’s paid search ads have gotten pricier in the US, with costs per click (CPCs) rising across retail product categories in Q3 2021.

The consumer packaged goods (CPG) and grocery sector is years beyond where it was expected to be in terms of consumer adoption of ecommerce. Watch Industry Voices: Spotlight on D2C with The Clorox Company’s Jackson Jeyanayagam to hear how the cleaning products company's brand portfolio is responding to evolving behavior and encouraging consumers of all ages to buy products online.

Meta still tracking teens despite claiming it would limit how advertisers can target them: The company is accused of making misleading statements to the public and lawmakers.

The Europe-based neobank’s acknowledgment of an increasingly apparent reality and its soft retreat could indicate other foreign neobanks are struggling to crack the US market.

On today's episode, we discuss the most interesting takeaways from Amazon's Q3 earnings, why the online store's sales hit the brakes, and how Amazon's ad business is coming along. We then talk about Walmart testing an SMS-assisted ecommerce tool called “Walmart Text to Shop,” how new brick-and-mortar stores might look different, and Pinterest's new shoppable live series called Pinterest TV. Tune in to the discussion with eMarketer principal analyst at Insider Intelligence Andrew Lipsman.