Walmart Media Group; Marketplaces; ’21 Amazon Forecasts
Our research suggests Walmart is expanding its advertising inventory meaningfully and asking vendors to significantly increase their investments with Walmart Media Group (WMG). With Walmart’s new integrated merchandising structure, WMG team members are beginning to join more meetings between the buyer and vendor and the pressure to invest greater funds…
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Annual Vendor Negotiations; Digital Advertising Spend; 4Q Amazon Sales Performance
Many vendors are kicking off the Annual Vendor Negotiation (AVN) process with Amazon. While the level of asks on basic terms like accruals and return allowances seem quite varied among brands, a common theme we’re seeing in our research is Amazon asking for greater participation in several supply chain programs,…
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4Q Demand Trends; Walgreens Advertising; Commerce Marketing Staffing
As we continue to gather insights on Turkey 5 performance on Amazon, our research suggests many brands have experienced a slight moderation in sales growth in November and early December compared to prior trends. This moderation is likely driven at least in part by pull forward demand from Prime Day…
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Amazon Updates; Prime Day, Pharmacy Launch; 2Q Share Gains
Our recent consumer study suggests that 51% of Prime members made a purchase during Amazon's Prime Day this year (vs. 45% last year). Our research also suggests that Amazon was able to add a great deal of members during the shopping holiday period and its device sales performed particularly well. However,…
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Amazon Fresh Investment; Alibaba Sets Record; Pandemic Savings for Consumers
The COVID-19 pandemic has dramatically altered how consumers are buying groceries with a major shift to online platforms. As a result, a net 64% of brands plan to increase their level of support for Amazon Fresh in '21 and nearly 30% indicate that Amazon Fresh is a clear winner among…
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Amazon Reaches 3Q Revenue; Wayfair Growth Rate; Commerce Marketing Funding
Last week, Amazon reported its total revenue grew 37% in 3Q, reaching $96B (vs. $89B in the previous quarter), with North American revenue decelerating slightly to 39% Y/Y (vs. 43% in Q2). Overall, however, Amazon’s 3Q20 results suggest consumers demonstrated an elevated level of demand throughout the quarter, prioritizing online shopping. While…
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Optimizing eCommerce Teams; TikTok Partners with Shopify; eBay Elevated US Growth
Just as the eCommerce industry has accelerated, hiring and investment plans originally slated for years out have also been accelerated, as 81% of brands report either slightly (48%) or significantly (33%) ramping up eCommerce investments relative to pre-pandemic plans. On average, eCommerce teams consist of seven dedicated individuals and five…
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Retailer Paid Search; Whole Foods Expands Grocery Pickup; Commerce Marketing
As eCommerce gains prominence, manufacturers continue to be drawn to paid search advertising activations across different customers. 71% of respondents polled during our Summit indicated they spend 75% or more of their ad budget on Amazon within paid search activations. In addition, investing more and refining paid search strategies on…
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General Merchandise Spend Increases; SpartanNash Deal; Direct to Consumer Strategy
General Merchandise spend intentions have increased to a net 22% of shoppers anticipating buying more over the next 30 days (vs. a net 13% in July), likely in part due to Prime Day and other deal days from competing retailers. Apparel, electronics, home décor, and toys are GM categories that saw…
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