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Consumer Trends 2021
newconsumer.com🎄 Wish IPO Analysis - Reinventing Ecommerce for the Invisible Half
Alexandre Dewezalexandre.substack.com
Most CPG industries have about one-quarter of sales coming from brand websites, according to data he cited from a Walker Sands report. There is only so much share available in the age of brand vs retailer vs big third parties like Amazon.
Beth Newhart • Alcohol’s three-tier system slows ecommerce and dates the industry
I recently noticed when ordering on Amazon that I was offered the option to opt-in to a slower shipping speed in exchange for an Amazon credit. I’m curious whether other brands can adopt this policy. Slower shipping speeds can result in significant savings for brands. Amazon’s offer is especially elegant because the credit must be used on Amazon, e... See more
Melina Flabiano • 🛒 The problem with eCommerce
I sometimes think that investors do not appreciate how large and rapidly growing the e-commerce businesses at some of these category leading retailers are. Wal-Mart’s digital revenue in Q2 was an annualized $42 billion, growing 94% — faster than Amazon. Best Buy’s digital revenue in Q2 was an annualized $19.4 billion, growing 242% — faster than Ama... See more
Gavin Baker • Why category leading brick and mortar retailers are likely the biggest long term Covid…
In a business context, digitization was just a hostile takeover. Digital substitution goods were cheaper, more convenient, and more scalable than their pre-Internet competitors. Max may be digital cable with slightly worse content, Uber may be digital cabs that price gouge you when you need them most, and Airbnb may be digital hotels run by the wor
... See moreHow the Sausage Gets Made: Digital Marketing & Attribution
Sam Blumenthalcompoundingthoughts.substack.com