4Q Demand Trends; Walgreens Advertising; Commerce Marketing Staffing
As we continue to gather insights on Turkey 5 performance on Amazon, our research suggests many brands have experienced a slight moderation in sales growth in November and early December compared to prior trends. This moderation is likely driven at least in part by pull forward demand from Prime Day…
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Amazon Reaches 3Q Revenue; Wayfair Growth Rate; Commerce Marketing Funding
Last week, Amazon reported its total revenue grew 37% in 3Q, reaching $96B (vs. $89B in the previous quarter), with North American revenue decelerating slightly to 39% Y/Y (vs. 43% in Q2). Overall, however, Amazon’s 3Q20 results suggest consumers demonstrated an elevated level of demand throughout the quarter, prioritizing online shopping. While…
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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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Amazon LTL, Holiday Advertising, Short Orders
Our research has indicated that Amazon has shipped more LTL freight using its own network over the last few months, rather than using external LTL carriers. This is a continuation of Amazon’s efforts to develop internal freight capabilities as it looks to improve delivery speeds while minimizing costs. Amazon has…
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Commerce Marketing, Amazon Pickup, 3Q Results
Commerce Marketing Amazon is an important destination for shoppers along each point in the path to purchase, and a strong presence on Amazon can yield positive results across channels, both digital and physical. As a result, manufacturers have evolved their funding of Amazon Advertising over time. Our commerce marketing teams…
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