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Retailer Capacity Constraints; Walmart Connect; Amazon Assortment

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Retailers facing growing capacity constraints; Amazon looks well positioned vs. peers:Our team recently published a report focusing on the growing capacity constraints across retailers which we anticipate will likely drive markdowns and replenishment cuts across categories. Our research points to mounting capacity constraints impacting stores and distribution centers in recent…

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Instacart advertising

What Suppliers are Spending on Instacart, Walmart, and Amazon Advertising

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After meaningfully ramping up Instacart advertising investments in 2021, our research suggests suppliers are planning for much less growth in ad spend in 2022. While brands remain quite pleased with ROAS, many are experiencing challenges in securing incremental funding given the growing competition for advertising dollars and the inability to…

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Walmart Connect

Amazon Advertising and Walmart Connect Revenue; Shipt Partners with CitrusAd

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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 the media business, launching over 40 new features and self-service…

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