Tag: eCommerce Growth Back To CRC Insights

Walmart Connect

Amazon Advertising and Walmart Connect Revenue; Shipt Partners with CitrusAd

Amazon’s “other” segment which is made up of predominately advertising revenue grew 87.5% Y/Y in 2Q21 vs. 76.8% in 1Q21. The increase in revenue growth was driven largely by continued acceleration in the ads business. Amazon continues to innovate in... Read More

eCommerce Brand Implications

eCommerce Brand Implications: Macro, Consumer, and Retail

Today’s macroeconomic environment is causing significant change throughout retail. The COVID-19 pandemic has caused labor, transportation, and raw material shortages, ultimately resulting in short supply and delayed deliveries to retail customers. Source: CRC Macroeconomic Webinar, 07/21/2021, n = 305 Consumer... Read More

2Q21 eCommerce Results

eCommerce Highlights from Retailers’ 2Q21 Results

Shopify was the clear winner this quarter with 40% growth on top of 118% in 2020, driven by sustained strength in GMV and contributions from their POS offering and social commerce partnerships. Management noted that omnichannel opportunities will continue to... Read More

2021 Virtual Walmart Forum

Amazon Supersedes Walmart; Growth Forecasts for 2021

Earlier this week Walmart reported their 2Q FY2022 earnings, bringing their total sales for the last year (ending in July) to $566 billion. Comparatively, Amazon made history this quarter by boasting an estimated $610B in total sales in the same... Read More

Amazon Strategic Account

Amazon SAS Program; Shop Pay Expands; Amazon 1Q21 Sales Growth

Amazon has increasingly pushed manufacturers to invest in what they now call their Strategic Account Services (SAS) resource [previously known as Strategic Vendor Services (SVS) and Amazon Vendor Services (AVS)]. In our recent manufacturer benchmark, 44% reported currently using the... Read More

Amazon Business Growth

Jeff Bezos’s Transition; Walmart Connect; Amazon 4Q Results

Amazon announced this week that Jeff Bezos would be transitioning from CEO to Executive Chairman, passing the baton to Andy Jassy, long-time CEO of Amazon Web Services. Based on reports, Jassy is a well-respected executive at Amazon, essentially starting and... Read More

Amazon Fresh B&M

Amazon Fresh Stores; Walmart Distribution Centers; eCommerce Growth in 2021

Amazon has launched five Fresh (“Mendel”) B&M stores to date, including four in California and one in Illinois. The Amazon Fresh team appears to have ambitious goals for store expansion this year (indicating to many brands that it plans to... Read More

Amazon Advertising & Supply Chain Strengthened; Outlook for 2021

Brands continued to lean heavily into paid search in the fourth quarter as 56% reported increasing their spend compared to only 6% cutting back. Also, 33% of brands report spending more on media and DSP with Amazon in 4Q compared... Read More

Walmart Media Group; Marketplaces; ’21 Amazon Forecasts

Our research suggests Walmart is expanding its advertising inventory meaningfully and asking vendors to significantly increase their investments with Walmart Media Group (WMG). With Walmart’s new integrated merchandising structure, WMG team members are beginning to join more meetings between the... Read More

Annual Vendor Negotiations; Digital Advertising Spend; 4Q Amazon Sales Performance

Many vendors are kicking off the Annual Vendor Negotiation (AVN) process with Amazon. While the level of asks on basic terms like accruals and return allowances seem quite varied among brands, a common theme we’re seeing in our research is... Read More

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