Back-To-School; Post Office Raises Rates; eCom Market Booming in the US
According to an analysis from Stackline, online growth across Amazon, Walmart and Target has decelerated in back to school categories year-to-date. Both Walmart and Target had discussed back-to-school sales across digital and store formats during their earnings calls this week, although both expect the selling period to extend longer than…
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WFH Expectations; Lowe’s Supply Chain Improvements; Kroger Looks to Expand
Consumer expectations for returning to the office have worsened according to our latest consumer study results, with 51% of workers expecting to go in for work in the month of October compared to ~70% in our July study. This aligns with recent announcements that Google has extended its remote work policy until…
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Amazon 2Q Earnings; Home Depot Enhances Omnichannel; Wayfair Turns Profitable
Last week Amazon reported earnings for what proved to be a phenomenal quarter, despite the high costs related to COVID-19 ($4B+). During the second quarter, the company grew its GMV an estimated $36B+, to ~$113B. To put that in context, this level of incremental growth in 2Q surpassed what it accomplished…
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Amazon Media; Social Commerce Update; Material Acceleration in eCommerce Growth
Amazon’s advertising business grew 44 % during 1Q (ending March 2020), up from 41% during the prior quarter. In our research, 1P manufacturers on average were increasing the amount of spend with Amazon’s paid search advertising units (AMS), citing continued positive ROI’s and the reduction in other promotional vehicles like…
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Online Home Improvement, Etsy Free Shipping, Amazon Hires
Amazon Continues to Lead Online Home Improvement Category Our research indicates online Home Improvement sales have seen strong growth recently. In partnering with Stackline on this report, its digital shelf data indicates Amazon is seeing the fastest growth in the category at 45% Y/Y growth compared to Home Depot trending…
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Amazon DSP and Video Ads, HD Delivery, AVNs
Amazon Expanding Advertising through DSP and Mobile Video Ads Our research indicates that Amazon’s DSP offering appears to be seeing more interest from brands as Amazon improves customer service and invests in a larger sales force for the service. Amazon is also having some success winning business from advertisers who…
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