Tag: eCommerce Growth Back To CRC Insights

Prime Day; Amazon’s Partnerships with Kohl’s and Toys R Us; eCommerce Growth Forecasts

We expect the holiday shopping season to kickoff early this year, as Prime Day is expected to run in mid-October and Amazon’s competitors are following suit with holiday-type promotions planned to start earlier than normal (Home Depot the most recent... Read More

Direct Import Program; Walmart+ Launch; Increasing Budget for Amazon Paid Search

We estimate Amazon’s GMV growth rate nearly doubled in 2Q20 as pandemic-driven buying behavior increasingly shifted online. We expect this trend to continue, forecasting 37% and 40% growth in 3Q and 4Q respectively. With massive growth comes fulfillment challenges and ordering and... Read More

“Overstocked” Items at Amazon; CVS Media Platform; Retention Expectations

Since July, weighted average inventory amounts at Amazon have remained in normal ranges, although some manufacturers are seeing changes to inventory on certain ASINs (Amazon increasing inventory on high volume ASINs, decreasing on low volume, especially as it preps for... Read More

Back-To-School; Post Office Raises Rates; eCom Market Booming in the US

According to an analysis from Stackline, online growth across Amazon, Walmart and Target has decelerated in back to school categories year-to-date. Both Walmart and Target had discussed back-to-school sales across digital and store formats during their earnings calls this week,... Read More

WFH Expectations; Lowe’s Supply Chain Improvements; Kroger Looks to Expand

Consumer expectations for returning to the office have worsened according to our latest consumer study results, with 51% of workers expecting to go in for work in the month of October compared to ~70% in our July study. This aligns with... Read More

Amazon 2Q Earnings; Home Depot Enhancing Omnichannel Distribution; Wayfair Turns Profitable

Last week Amazon reported earnings for what proved to be a phenomenal quarter, despite the high costs related to COVID-19 ($4B+). During the second quarter, the company grew its GMV an estimated $36B+, to ~$113B. To put that in context, this... Read More

eCommerce Growth; Bezos’ Testimony; eBay and Shopify 2Q Results

According to our interview with Michael Lagoni, Founder and CEO of Stackline, eCommerce growth has normalized around 60-70% year over year for the past several months. This is down from 80-90% growth in March and April, but is well above... Read More

Four-Year Step Change

Four Year Leap; eBay GMV; Amazon Earnings

The COVID-19 crisis has led to an enormous mix shift towards digital. Based on our benchmark results, manufacturers expect eCommerce to reach 21% of their U.S. retail sales in 2021, up from 15% seen in 2019. These results are consistent... Read More

Consumer Survey Highlights Continued eCommerce Share Growth

eCommerce Share, Target Digital up 275%, Walmart.com and Online Grocery Growth

Feedback from our most recent COVID-19 consumer survey indicates shoppers continue to migrate online due to the ongoing crisis. Within general merchandise, eCommerce share accelerated by 5 points since our last survey (now at 55%), with 58% expecting to purchase... Read More

$800 Billion, Amazon Deliveries, Census Data

Amazon Continues to Dominate Three Year eCommerce Forecast In our recently published eCommerce forecast report, we extended our forecasts out to 3 years to help branded manufacturers plan their businesses over the medium term. In the forecast, the US eCommerce... Read More

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