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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The consumer’s return to normal; Online shopping habits; The omni consumer
56% of consumers have returned to the majority of their pre-pandemic routines: In our latest consumer survey, we found that the majority of consumers have returned to their pre-pandemic routine. This is in-line with both our October and August surveys, but less than our June 2021 report, suggesting there has…
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Top 5 account priority; Brands forecasting strong growth; B&M store expansion
Amazon Fresh is a top 5 account for 77% of brands: In our latest Amazon Fresh update we found that despite supply chain challenges, the majority of brands are prioritizing Fresh in 2022. Brands are continuing to experience growth on the platform and hope that some of the common executional issues…
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Retail Media – Current Investments & Funding; External Partners
83% of brands are investing in retail media on Walmart.com: Over the last 2 years, we have seen a proliferation in retail media platforms as many large retailers have invested significantly to capture the higher growth, above-average profitability, and captive consumer base that come from these platforms. As there are…
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Growth Trends & Outlook; Profitability; Advertising
In our latest Amazon research we explore recent trends, themes, and top considerations over the last 30 days. Here are our top 3 takeaways. Source: CRC 2022 Vendor Performance Benchmark, n=73 Some softer-than-expected sales trends in January; brands expecting similar growth in 2022 as in 2021: In our research we have found…
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Top AVN focuses: GMMs, SAS program, freight ; Brands increasing investments in 2022
For this week’s edition of 3 Things, we are highlighting our 2022 Core Amazon.com Platform Update, which takes a deep dive into Amazon’s 2022 AVN season so far. One of the top areas brands reported Amazon focusing on during AVNs is various supply chain programs. Last week we polled our…
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Estimates for pure play, last mile provider, & omnichannel accounts
For this week’s edition of 3 Things, we are diving into our eCommerce Retailer Forecasts. Our forecasts can be paired with our recent 2022 eCommerce Performance Benchmark which explores brands’ expectations for eCommerce growth, penetration, mix of business and margin. Combining both perspectives can aid in more accurately forecasting for…
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