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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AVN’s, World’s Largest Advertiser, FC Buildout
Despite Amazon looking to be price competitive and offer the best assortment online, it is continuing to seek out the best terms from manufacturers. While each AVN experience is unique, a couple of commonalities stand out this year. First, several manufacturers have indicated Amazon appears more eager to wrap up…
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Amazon’s Growth, YouTube and Instagram, FC Investments
Amazon’s 4Q19 results came in very strong, with 1P sales growing 15% Y/Y (vs. 22% last quarter) and 3P sales reaching 30% Y/Y (vs. 27% last quarter). This translates to an estimated $12B in gross merchandise value in N. America on a Y/Y basis. Much of what is driving this…
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