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Retailers now and for the foreseeable future will live or die based on their ability to sift through mounds of data in order to create product and service offerings that resonate with their consumers. This includes dealing with the growing complexity of supply chain, inventory management, and more. At the same time, margins are being squeezed like ... See more
Sanford Stein • Retailing 2020 – 2030: taking a long view
1- NICHE RICH: Continued Customer Segmentation Refinement
Sanford Stein • Retailing 2020 – 2030: taking a long view
California e-tailer Revolve did $499 million in sales last year but spent $531 million on returns, after accounting for processing costs and lost sales. The number does not account for the retailer also covering the shipping costs of returns. Revolve declined to comment on whether it’s working to resolve this discrepancy.
Melina Flabiano • 🛒 The problem with eCommerce

Amazon’s ad business is bigger than YouTube and more profitable than AWS. Shein is the biggest fast-fashion retailer in the US, with no stores. US pay TV subscribers have fallen by a third. Where do ad budgets go, where does rent go, and how many brands will there be?
Benedict Evans • TV, merchant media and the unbundling of advertising — Benedict Evans

Business has been booming since the pandemic hit. Sales reached an estimated $250 million in 2019, and orders are up 400% this year, but it is not profitable and admits it’s still not making money on a fourth of its centers.
Lauren Debter • Error PageSecurity Violation (403)
3. Bringing the point-of-sale to the consumer
Alexandre Dewez • 🥕 Key Learnings From our Webinar on Grocery
One of the major concerns that consumers have about the growth of ecommerce is the excess waste that goes into packaging. With consumers now wanting to feel less responsible for their impact on the environment, they're seeking out brands that facilitate environmentally conscious purchase habits–and waste-reduction is a key part of that process.