4Q Demand Trends; Walgreens Advertising; Commerce Marketing Staffing

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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

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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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Google Improving Mobile Apparel and Footwear Shopping

eTailer Advertising, Google’s Latest, Marginal Impact of Ratings

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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

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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

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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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