Instacart Activations; Kroger eCommerce Profitability; Consumer Holiday Shopping Plans

Our latest research on Instacart suggests brands should first turn to Featured Products (i.e. paid search) with their activation budgets, maximizing that spend before moving to other activations. This is […]

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Prime Day; Amazon’s Partnerships with Kohl’s and Toys R Us; eCommerce Growth Forecasts

We expect the holiday shopping season to kickoff early this year, as Prime Day is expected to run in mid-October and Amazon’s competitors are following suit with holiday-type promotions planned […]

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Direct Import Program; Walmart+ Launch; Increasing Budget for Amazon Paid Search

We estimate Amazon’s GMV growth rate nearly doubled in 2Q20 as pandemic-driven buying behavior increasingly shifted online. We expect this trend to continue, forecasting 37% and 40% growth in 3Q and […]

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“Overstocked” Items at Amazon; CVS Media Platform; Retention Expectations

Since July, weighted average inventory amounts at Amazon have remained in normal ranges, although some manufacturers are seeing changes to inventory on certain ASINs (Amazon increasing inventory on high volume […]

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Back-To-School; Post Office Raises Rates; eCom Market Booming in the US

According to an analysis from Stackline, online growth across Amazon, Walmart and Target has decelerated in back to school categories year-to-date. Both Walmart and Target had discussed back-to-school sales across […]

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WFH Expectations; Lowe’s Supply Chain Improvements; Kroger Looks to Expand

Consumer expectations for returning to the office have worsened according to our latest consumer study results, with 51% of workers expecting to go in for work in the month of October […]

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