The Jason & Scot Show - E-Commerce And Retail News

The Jason & Scot Show - E-Commerce And Retail News

Join hosts Jason “Retailgeek” Goldberg, Chief Commerce Strategy Officer at Publicis, and Scot Wingo, CEO of GetSpiffy and Founder and Executive Chairman of Channel Advisor, as they discuss the latest news and trends in the world of e-commerce and digital shopper marketing.

Episodes

April 29, 2022 54 min

Amazon released their Q1 earnings for 2022 on Thursday April 29th. In this episode we do a deep dive into all the details.

Key Topics:

  • Declining macro economics
  • First quarter 1P sales were down year-over-year for the first time in two decades, as it had to comp against a very strong Q1 2021 which was elevated by the pandemic.
  • AWS getting a strong boost from the pandemic.
  • Ads continue to quietly be a bright spot for Amazon
  • Andy Jas...
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    EP290 - Shoptalk 2022 Recap

    ShopTalk held it's first in-person show since 2019, May 27-30th in Las Vegas. The show made the move from the Venetian to the Mandalay Bay. Nearly 10,000 attendees joined more than 600 exhibitors at this years show. Making ShopTalk one of the first industry events to truly feel like it did prior to the pandemic, and living up to the billing as the retail industries reunion. Shoptalk has truly establ...

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    EP289 - ShipBob Co-Founder Dhruv Saxena 

    Dhruv Saxena is the co-founder and CEO of ShipBob, Inc. ShipBob is a tech-enabled third-party logistics provider (3PL) that fulfills e-commerce orders for direct-to-consumer brands.

    We discuss ShipBob's origin story, how the e-commerce fulfillment industry has evolved, as well as the challenges and implications of Amazon and Shopify's various fulfillment initiatives.

    Episode 289...

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    March 11, 2022 52 min
    EP288 - News and Q4 Earnings Reports  News
  • Amazon Stock Split
  • Shopify Fulfillment Network
  • eBay “The Vault”
  • Twitter E-Commerce Pilot
  • Retail Media Networks are on fire
  • Inflation continues to rise
  • Q4 Earnings Reports Winners
  • Dicks Sporting Goods
  • Walmart
  • Target
  • Neutral

  • Best Buy
  • Ulta
  • Kohls
  • Gap
  • Nordstrom
  • Ralph Lauren
  • Losers

  • Dollar Tree
  • Abercrombie & Fitch
  • Macy’s
  • Episode 288 of the Jason & Scot show was recorded on Thursday March 10, 2022.

    http...

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    EP287 - Amazon Supply Chain Deep Dive with Marc Wulfraat

    http://jasonandscot.com

    Marc Wulfraat is President of MWPVL, a global supply chain and logistics consulting firm, and one of the foremost experts outside of Amazon, into Amazons supply chain.

    In this episode to do a deep dive into all the elements of Amazon's supply chain, how it compares to other third party logistics providers, and most importantly if and how other r...

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    February 4, 2022 38 min

    EP286 - Amazon Q4 Earnings 

    Amazon released their Q4 (and full year) earnings for 2021 on Thursday February 3rd. In this episode we do a deep dive into all the details.

    Key Topics:

  • Amazon North American Revenue grew 18.4% in 2021, which was just above the industry average of 17.9%
  • Amazon has broken out their ad revenue for the first time. In 2021 total revenue was $31.16B growing at 32% Year over Year. Ready Jason’s Forbes Article h...
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    EP285 - 22021 Full Year and Holiday Data Deep Dive

    The US Dept of Commerce December Advanced Retail Sales Data is out, which gives us a full look at 2021 and the 2021 holiday season. So Episode 285 is a data deepdive into 2021.

    If you want to follow along, we've made a deck with all the data available at https://retailgeek.com/2021-commerce-recap

    Data Sources US Retail & E-Com Sales Data: US Dept of Commerce E-Commerce E...

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    January 7, 2022 52 min

    EP284 - 2022 Annual Predictions h

    2021 Predictions Recap

    Jason:

  • Made to Order apparel business > 9 figures Yes
  • Retailer offers viable health alt insurance option to consumers No
  • Grocery E-Com > 10%  someone deploys(not pilots) MFC Yes
  • Amazon Shopify Competitor (shipping solution) No
  • Retail Media > $20B Yes
  • Bonus – More store closures in 2021 than 2020. No

    Jason Total Score: 3 of 5

    Scot:

  • Amazon move to same day prime by opening...
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    December 21, 2021 45 min

    EP283 - Year End Review 

    It’s our final show of 2021!

    We recap the US Dept of Commerce November Advanced Retail Sales Data.

    We do a deep dive into the retail industries growth from 2019 through November 2021. In those 23 months, the retail industry grew 22%, historically fast growth. There were clear winners and losers. If you want to follow along on with all the data, here is a visual recap of retail growth 2020-2021. (PDF Downloa...

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    EP282 - Cyberweek Recap with Salesforce's Rob Garf 

    Rob Garf (@retailrobgarf) is VP and GM, Retail at Salesforce. Rob returns to the show for the third time (EP249 and EP110) to talk about November, and especially cyber week e-commerce sales.

    The Salesforce shopping index combines data and holiday insights on the activity of more than a billion global shoppers across more than 54 countries powered by Commerce Cloud, billion...

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    EP281 - Mark Mahaney, author and top internet analyst 

    Mark Mahaney is Senior Managing Director at Evercore ISI, Research Division, he’s one of the original and longest lasting internet analysts on Wall Street. He recently published “Nothing but Net: 10 Timeless Stock-Picking Lessons from One of Wall Street’s Top Tech Analysts.”

    We cover a variety of fun topics including the beginning of his career with with Mary Meeker. His initi...

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    EP280 - Anker Innovations Head of Global Communications Eric Villines

    Eric Villines is the Global Head of Communications for Anker Innovations. Anker is one of the most successful brands to be started on the Amazon platform. In this broad ranging interview, we discuss the origin story of Anker, their evolution from early Amazon FBA seller to Global Omni-channel brand. Eric covers their incubator, Anker Innovation, and their Amazon ...

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    EP279 - Amazon, EBay, Shopify Q3 Earnings 

    In Episode 257 we talked about IDFA and the impact of privacy and digital ads, and then on Episode 277 we talked about Supply chain pain (SupplyPain™). Now that we’re in Q3 earnings season we’re seeing those themes play out. This week we dive into the earnings calls from Snap, eBay, Shopify, and Amazon. We also discuss the Rent the Runway IPO.

    Episode 279 of the Jason & Scot show was r...

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    EP278 - Adobe Holiday E-Commerce Forecast with Taylor Schreiner

    In Episode 277 we covered some of the early overall holiday sales forecasts, and the issues likely to impact this holiday season. In this episdoe we get the very first look at Adobe 2021 Holiday Shopping Forecast. This is a deep dive on digital shopping behaviors based on Adobe Analytics, which analyzes 1 trillion visits to retail sites and over 100 million SKUs. We br...

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    October 4, 2021 61 min

    EP277- Holiday 2021 Preview

    Holiday 2021 will be one of the most uncertain holiday events in modern retail history. Major disruptions to the supply chain, the last mille, and to consumer behavior as a result of covid, will make this year extremely hard to predict and manage for brands and retailers. Will shipageddon 2.0 play out again this year? Will the supply chain become the supply pain? With Amazon and Target sta...

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    September 9, 2021 64 min

    EP275 - Mickey Drexler on DTC

    Mickey Drexler is the former CEO of Ann Taylor, The Gap, J. Crew, and is a former board member of Apple and Warby Parker. He is currently the CEO of Alex Mill, a digitally native vertical brand, founded by his son Alex Drexler.

    He has been dubbed the “Merchant Prince” for his successful turn around of Ann Taylor, and his dramatic transformation of The Gap.

    In this broad ranging interview, we cover his ...

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    September 3, 2021 63 min

    EP274 - Warby Parker and AllBirds IPOs 

    Warby Parker and AllBirds filed their S-1 registrations with the SEC in preparation of making an initial public offering. In this episode we deep dive into all the information revealed in the fillings.

    Surprising Learnings From Warby Parker And AllBirds IPO Filings (forbes.com)

    Episode 274 of the Jason & Scot show was recorded on Wednesday September 1st, 2021.

    http://jasonandscot.com

    Joi...

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    EP273 - Amazon FBA Roll-ups with Alex Kopco of Forum Brands 

    Alex Kopco is the Founder and COO of Forum Brands, a roll-up of digitally-native consumer brands selling via Amazon.

    In this interview we discuss Alex’s experiences at Target and Amazon prior to founding Forum Brands. We talk about Forum Brands specific business model and their unique tools and expertise for Amazon sellers, the Amazon FBA Roll-up trend in general, and the...

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    EP272 - Q2 Ecom Data, Earnings, and Amazon News

    US Dept of Commerce Data

    In July retail sales were up 13.3% from previous July (down 1.1% from June). Year to Date sales were up 21.1% vs. 2020. Apparel is in the biggest recovery, up 63%.

    At peak of pandemic, restaurants lost nearly $51B/mo of sales to grocery stores. In July the gap has closed to $4B in sales. Restaurants sales for the past two months are higher than two years ago.

    ...

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    EP271 - Amazon Q2 2021 Earnings Recap 

    Jason is back on the road and has some retail store visit reports:

  • Bed Bath & Beyond Flagship in Chelsea
  • Harry Potter Store New York
  • Google New York
  • Neighborhood Goods
  • Starbucks Reserve New York
  • Amazon Q2 2021 Earnings Recap

    Episode 271 of the Jason & Scot show was recorded on Thursday July 30, 2021.

    http://jasonandscot.com

    Join your hosts Jason "Retailgeek" Goldberg, Chief Commerc...

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