Virtual bundling on Amazon, 2022 POS expectations, Macro Supply-Demand Balance
Increased vendor interest in virtual bundling on Amazon: A common theme in our research recently has been increased interest to test and learn with virtual bundling on Amazon. Given the push from Amazon for vendors to broaden their assortment and to prioritize lower priced ASINs, brands are getting creative with…
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Prime Day Perspective, Amazon Brand Registry, & Macro Outlook
Prime Day Performance Appears to Have Exceeded Expectations: Based on our conversations with brands over the last week, Prime Day looked to perform above expectations for the majority of vendors. Some of the outperformance seemed to be due to more modest expectations going into the multiday event as there was…
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Back-to-School Insights & Instacart Updates
Amazon, Target, Dollar Stores, & Walmart are viewed as winners this BTS season: This week CRC's Traditional Retail Council hosted a webinar on current back-to-school trends as we head into the heavy promotional season. The team unpacked the most important macro/consumer trends, back-to-school forecasts, early holiday projections, and key focus…
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Prime Day investments, Amazon’s fall promotional event, B&M foot traffic
Food & CPG Brands pulling back for Prime Day this year:In terms of the July sales event, our latest insights indicate that a net 7% of Food & CPG brands plan to spend less on Prime day in 2022 than in 2021. Conversely, a net 45% of General Merchandise brands plan…
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eCommerce Forecasts, P&L Credit for Amazon Advertising, Freight Update
eCom penetration likely returning to pre-COVID growth rates; estimated ~1 pt incremental improvement each year: Last week in our mid-year forecast report, we published our estimations for 2022 to 2024. Overall, it appears that since our last forecast report in January, eCommerce penetration has come down as shoppers return to…
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Amazon Advertising: Share of total retail media & 2021 performance by AMS ad type
For this edition of 3 Things, we are previewing some highlights and key considerations from our 2022 Amazon Advertising benchmark that will be published Tuesday, June 14th. The study was conducted in May 2022 and was completed by 112 brands and advertising agencies representing over $1.5 billion in advertising spend…
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Amazon Advertising Challenges; Amazon Store & Posts; Retail Foot Traffic
Increased cost to advertising on Amazon is top challenge for brands year-to-date: In our 2022 Amazon Advertising benchmark we found that over half of General Merchandise and Food & CPG brands reported that CPC/CPM increases have been the biggest challenge within Amazon Advertising since the start of 2022. For General…
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eCommerce Growth, Pull Back in Ad Spend & Consumer Spending
eCommerce growth moderating with digital penetration normalizing; retailers continue to make omnichannel investments: In our latest slide deck we take a look at 1Q22 results from some of the largest retailers and online marketplaces. Within these results we see online sales in the mid-single digit range with eCommerce penetration at…
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E-Grocery Consumer: Price Sensitivity & Future Usage Outlook; Live Shopping
How do consumers view e-grocery platform pricing compared to in-store? In our latest study tracking 1800 online grocery shoppers it was clear that the online grocery players fall into 3 tiers in terms of consumer price perception. First, is Walmart.com which is by far perceived as being most fair / cheapest…
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