eCommerce Forecasts, P&L Credit for Amazon Advertising, Freight Update
eCom penetration likely returning to pre-COVID growth rates; estimated ~1 pt incremental improvement each year: Last week in our mid-year forecast report, we published our estimations for 2022 to 2024. Overall, it appears that since our last forecast report in January, eCommerce penetration has come down as shoppers return to…
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Estimates for pure play, last mile provider, & omnichannel accounts
For this week’s edition of 3 Things, we are diving into our eCommerce Retailer Forecasts. Our forecasts can be paired with our recent 2022 eCommerce Performance Benchmark which explores brands’ expectations for eCommerce growth, penetration, mix of business and margin. Combining both perspectives can aid in more accurately forecasting for…
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Mask Mandates Re-instated; Amazon 2Q Recap; Supply Chain Optimization
With the COVID-19 Delta variant on the rise, last week the CDC recommended that all individuals should wear masks in public indoor areas, regardless of vaccination status. In response to the CDC’s announcement, big-name retailers have started to re-instate their mask-mandates including Target, Walmart, Kroger, Home Depot, Kohl’s, Publix, and…
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Strong Amazon Demand; Target’s Same-Day Delivery Services; Q4 Digital Sales
Our research suggests demand trends remain very strong 1Q to-date and brands and Amazon management alike expect elevated demand to continue for the near term at least. In many categories, Amazon appears to be ordering aggressively in 1Q as it works its way back to healthier in-stock levels. While in-stocks are…
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Amazon Vendor Negotiations; Costco Tests Curbside Pickup; Consumer Buying Behavior in Flux
Over the last several years, many manufacturers have increased spend requests during their Annual Vendor Negotiations (AVNs). In our latest benchmark study, Amazon appears most focused on asking manufacturers to spend more on co-op, merchandising programs, and its SAS resource. Our study suggested food and consumables manufacturers have a larger…
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Omnichannel & Pureplay Collaboration; Commerce Marketing Growth; COVID-19 Concessions
In our latest benchmark research on team collaboration, an increasing number of brands are connecting their Amazon teams with their omnichannel teams. This is because emerging omnichannel retailers often model their digital business and strategies after Amazon. About half of these brands hold meetings monthly or more between these two…
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