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Amazon’s ad business is bigger than YouTube and more profitable than AWS. Shein is the biggest fast-fashion retailer in the US, with no stores. US pay TV subscribers have fallen by a third. Where do ad budgets go, where does rent go, and how many brands will there be?
Benedict Evans • TV, merchant media and the unbundling of advertising — Benedict Evans
Amazon owns the shopper. From its start here status for buying anything online to its world-class fulfillment & logistics infrastructure, the Amazon ecommerce experience is unmatched – nothing else even comes close.
chrisrempel.com • Part 1: the internet is having a kodak moment – Chris Rempel's Blog
The DNVB and Direct to Consumer industry is growing — currently a $15 billion industry and set to hit $20 billion by the end of 2020.
Jaclyn Grauman • Search no more—the Verticale, the go-to-source for the new era of retail brands, announces it’s…
Ultrafast Delivery: The $28B Market to Build the On-Demand Bodega
sacra.com
Direct to Consumer (DTC) Brands are Replacing Specialty Brands
Sanford Stein • Retailing 2020 – 2030: taking a long view
GoPuff is working on 3 special projects:
- Catalogue expansion: besides grocery, GoPuff has added pharmacy, baby products, pet food, etc. It's also launched ghost kitchens to complement its offering with fresh food with coffee or pizzas.
- Advertising for CPG brands: GoPuff has a self-served advertising platform for CPG brands offering ad products.
- Ope
Alexandre Dewez • 🌶 An Update on Grocery Quick Commerce
Today, there is an ecosystem of retailers, services, and brands primed to appeal to modern consumer behavior. There are prominent, online-first furniture marketplaces like Houzz and Wayfair. Yet, there isn’t a digitally-native home improvement hub for modern brands like Sunday, Titan Sinkware, Setter, Article, Clare, Open Spaces, Burrow, and The... See more
Web Smith • ON DTC AND HOME IMPROVEMENT
