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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Amazon’s Future, Government Counterfeit Recommendations, Amazon Earnings
In our recent eCommerce Forecasts report we looked into Amazon over the next several years and saw several key changes occurring for the eTailer. The most notable is likely the continued shift towards 3P sales, which, as we noted previously, will likely account for nearly 70% of GMV in 2024.…
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$1 Trillion in eCommerce Growth; Amazon Expands B&M Presence
eCommerce growth is likely to continue to far outpace overall consumer growth over the next several years, although it will likely moderate to some degree from current levels. More nascent categories like food, CPG, and home improvement are expected to help support digital growth over the next five years. This…
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eTailer Advertising, Google’s Latest, Marginal Impact of Ratings
Given the success that Amazon has had with its Amazon Advertising platform, a number of competing eTailers continue to expand their advertising offerings. Most notably, eBay highlighted that in 3Q its Promoted Listings offering grew 120% Y/Y to $103M (by comparison Amazon had ~$3.5B in advertising in 3Q) and Etsy…
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eTailer Feature Improvements, Amazon Europe B&M, Social Commerce
In an effort to better compete with Amazon’s leading marketplace, several pure play eTailers have recently highlighted new features on their marketplaces in an effort to drive improved conversion and improve the customer experience. Many of these match existing offerings on platforms like Amazon including better support for variants on…
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Amazon Price Matching; Holiday Growth; Private Label Shoppers
Our research indicates that Amazon appears to have gotten more sophisticated with its price matching algorithms, with manufacturers now seeing Amazon match offers that historically had not been captured. Examples we have seen include matching gift card promotions at Target, matching smaller retailers such as Menards or Walgreens, matching in…
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Private Label; Google 100; eComm Growth
Our latest consumer research indicates that in addition to being an important tool for product research, social media presence is also important when it comes to reaching shoppers buying Amazon Private label products. 84% of Amazon’s private label shoppers report to have researched or purchased a product because of something…
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Marketplace Sales Tax, AmazonFresh Expansion, 2020 Home Improvement Growth
During 3Q19, 14 states began enforcing changes to sales taxes, which require small out of state sellers with no local nexus to charge sales tax, collected by marketplaces. This caused a number of eTailers to see headwinds to Gross Merchandise Value (GMV) growth, and this is expected to worsen in…
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