Retailer Capacity Constraints; Walmart Connect; Amazon Assortment
Retailers facing growing capacity constraints; Amazon looks well positioned vs. peers:Our team recently published a report focusing on the growing capacity constraints across retailers which we anticipate will likely drive markdowns and replenishment cuts across categories. Our research points to mounting capacity constraints impacting stores and distribution centers in recent…
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Amazon aggregators, Amazon labor capacity, Macro labor demand
Amazon aggregators: consolidation, layoffs, and leadership changes: Recently, there looks to have been an inflection in the aggregator space which has brought on consolidation, layoffs, and leadership changes. We believe a combination of factors including rising costs, elevated CACs, debt covenants, tougher fundraising environment, and more modest sales are leading…
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Amazon Price Increases & Instacart Consumer Insights Portal
Pricing action does not look to be enough to fully offset input cost inflation for majority of brands: In our latest benchmark we have found that Amazon price increases have not fully covered input cost inflation for brands, resulting in margin compression for 58% of brands surveyed. Given the significant increase…
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Stackline Brand Loyalty Data; Amazon Price Increases; Amazon’s 2021 Letter to Shareholders
Grocery category seeing highest brand retention rate at only 29%:Earlier this week CRC hosted our second installment of our 2022 Thought Leader Webinar Series where we were joined by Michael Lagoni, CEO of Stackline. During the session Michael touched on the importance of having a customer-centric strategy to build customer…
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Amazon shortage deductions, Amazon’s DSP, Truckload cost inflation
Some brands having more success with Amazon chargebacks:In our LiveCast yesterday we polled our community and found 53% of brands are successful in receiving 50% or greater of Amazon deductions credited back. This is a slight improvement compared to the 46% of brands which indicated a 50% or better success…
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CRC’s 2022 eCommerce Summit; Instacart Update; Inflation
Jet set to sunny San Diego for the 10th annual show:We’re excited to return in-person for CRC's 2022 eCommerce Summit in San Diego, CA! The Summit will include a cocktail reception the night of September 14th, followed by a full day of content on September 15th with a networking event…
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Amazon Live & OTT Tests Expanding; eCom Agency Partners; Chewy 4Q21 Results
Amazon Live & OTT Tests Expanding: This week we released our latest update on Amazon Advertising. In our research we found that Amazon Live videos appear to be getting more adoption and investment. These shoppable livestreams have gained traction throughout the holiday season and Amazon’s competitors like Walmart have been moving…
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Heavy Ordering at Amazon; Online Order Frequency; Boxed 4Q21 Results
Brands are seeing heavy orders from Amazon: Over the last ~60-90 days, we have been hearing that Amazon has been ordering heavier than normal for a lot of vendors, bulking up its weeks-on-hand supply at Amazon fulfillment centers. The biggest driver to these heavier orders appears to be Amazon's improved capacity…
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eCom Packaging; Discussing Price with Amazon; 4Q21 Performance
In a recent study, Menasha found that around ~52% of Amazon's packages have between 50 and 90% of unused space. As we inch further away from the peak of the COVID-19 pandemic, we are finding that consumer behavior has been permanently altered. Online shopping and home delivery have become an…
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