Why category leading brick and mortar retailers are likely the biggest long term Covid…

Covid-19 has created short-term winners and losers. But the more structural impact is that trends already under way have been accelerated. Everything was already moving online. Now this is happening even faster. Online marketplaces now have a combined value of $814 billion globally. 58% of consumer marketplaces could be well-positioned to navigate ... See more

These data highlight the resilience of independent retail in a world where Amazon has grown its market share over time. Among the reasons for this: Independent retailers are nimble and provide a differentiated value proposition from vertical to vertical. The retail businesses most negatively impacted by the acceleration of e-commerce are midsize an... See more

But what happens when those products sell out? As Amazon Prime Now begins to show its supply chain and last mile pressures, 2PM’s research has identified a number of categories and brands that are reflecting signs of lift in traffic, search awareness, and conversion. These categories include: utility, hydration, food, recreation, and entertainment.... See more

Amazon is at a crossroads and like the brands who depend heavily on Instagram or Facebook.com, the rule of online retail is multichannel diversification. The product manufacturers and brands who keep up an even-handed approach to acquisition will not be impaired when one channel determines their fates for them.

Many investors saw the "death blow" to Amazon coming when the big established retailers started selling online. So while Amazon was born out of an initial appreciation for the growth of the internet, they stayed on top with execution. The ability to execute in an internet-native model vs. the transition big-box retailers were trying (and failing) t... See more

Conversely, as Casper discovered, there is no particular reason why a company selling consumer products ‘but on the internet’ should have any higher margins than anyone else. It seems quite likely that the great consumer reset underway now will see the creation of all sorts of new retailers, brands and products, but it doesn't follow that they will... See more