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Bankruptcies on the Rise

Bankruptcies; Instagram Checkout and Retailers; Online Grocery Demand

Last month's bankruptcy filing by Tuesday Morning follows a number of retail and brand bankruptcies that we have been tracking since the start of the COVID-19 crisis, including Pier 1 Imports, J.C. Penney, and others. These retailers were pushed over the proverbial... Read More

Facebook makes progress on social commerce

Amazon Media; Social Commerce Update; Material Acceleration in eCommerce Growth

Amazon’s advertising business grew 44 % during 1Q (ending March 2020), up from 41% during the prior quarter. In our research, 1P manufacturers on average were increasing the amount of spend with Amazon’s paid search advertising units (AMS), citing continued... Read More

Amazon’s Results Highlight Marketplace, Prime and One Day

Amazon’s Growth, YouTube and Instagram, FC Investments

Amazon’s 4Q19 results came in very strong, with 1P sales growing 15% Y/Y (vs. 22% last quarter) and 3P sales reaching 30% Y/Y (vs. 27% last quarter). This translates to an estimated $12B in gross merchandise value in N. America... Read More

Dropshipping, Kroger Online, YouTube

Dropshipping Capability Growth In our 2019 supply chain benchmark, 56% of manufacturers we polled indicated they currently have dropship capability, an increase from 40% from last year’s benchmark. Hardline manufacturers tend to outpace CPG companies with this capability as CPG... Read More

Instagram Adds In-App Checkout; SIOC Worries; eTailers See 4Q Growth Slow

Brands Increasingly Concerned About SIOC Implementation: Late last year Amazon released new requirements that packages over 18x14x8 inches or greater than 20 pounds that Amazon fulfills would need to be SIOC compliant or pay $1.99/unit shipped after the August 2019... Read More

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