Bankruptcies on the Rise

Bankruptcies; Instagram Checkout and Retailers; Online Grocery Demand

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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 financial edge by a combination of forced closures from COVID-19…

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Facebook makes progress on social commerce

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

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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 positive ROI’s and the reduction in other promotional vehicles like…

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Amazon’s Results Highlight Marketplace, Prime and One Day

Amazon’s Growth, YouTube and Instagram, FC Investments

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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 on a Y/Y basis. Much of what is driving this…

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Dropshipping, Kroger Online, YouTube

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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 products tend to be very difficult to economically ship directly…

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

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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 deadline. At the beginning of the year many brands felt…

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