Prime Day Membership Bump, Hybrid Selling Model, & Post-Pandemic Grocery Shopping
Our research suggests an uptick in interest among brands to pursue the hybrid model on Amazon. This means brands would maintain their 1P retail relationship with Amazon’s retail team while also offering assortment on the 3P marketplace, either via the brand itself or through a partnership with another 3P…
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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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Consumers Choosing Amazon, Private Label Ads, Dropshipping
Amazon Continues to Dominate Path to Purchase Our data suggests that online shoppers are expecting to purchase more on Amazon over the next 12 months and Prime membership has increased meaningfully vs. last year. Beyond shopping on Amazon, consumers are also using the platform as a research tool - discovering,…
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Freight Savings; Alibaba in the US; Amazon Segment Growth
Shippers Seeing Opportunity for Freight Savings Our research into the transportation space has indicated that Truckload (TL) rates are trending down 5-10% in recent bids (as compared to 5-10% increases a year ago), providing an opportunity for manufacturers to mitigate cost pressures across the rest of the business (tariffs, raw…
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