July 11, 2025 • 14 mins
Alex & Jill Dvorak unpack key US retail stories: Glossier on TikTok, Adidas’ Superstar comeback, NRF Back-to-School data & Prime Day showdown.
⏩ Jump straight into it:
00:00 Welcome & Intro to Jill Dvorak (NRF)
00:47 Glossier’s Big TikTok Move
03:17 Adidas Superstar Relaunch (Missy Elliott & Samuel L. Jackson)
05:15 Cannes Lions: Creators vs Agencies (Walmart Connect & more)
07:54 NRF’s Back-to-School Insights (Shopping Trends & Spending)
11:09 Amazon Prime Day vs Walmart & Nordstrom
Welcome to our first-ever **Five Things Friday USA Edition!** Alex sits down with the brilliant **Jill Dvorak (SVP Content, NRF)** for a lively chat on the hottest US retail and commerce stories of the week:
🚀 **Glossier** launches on TikTok Shop, instantly scaling its 1M followers into a 1B-user shopping marketplace.
👟 **Adidas** taps megastars **Missy Elliott** & **Samuel L. Jackson** for an iconic relaunch of the Superstar sneaker—just as competitor Nike struggles.
🎤 **Cannes Lions Festival** shifts from big agencies to micro-creators; Jill reveals standout activations including Walmart Connect’s impressive presence.
📚 **NRF research:** Back-to-school shopping starts earlier as families brace for price impacts. Jill shares exclusive NRF insights on how tariffs and Prime Day impact spending.
🛒 **Amazon Prime Day** expands to four days, facing off directly with Walmart’s rival sale and Nordstrom’s Anniversary event. Early results show surprises, including the rise of Buy Now Pay Later.
🔗 Featured Sources & Resources:
- Glossier TikTok: https://www.tiktok.com/@glossier
- Glossier x TikTok Shop (FastCompany): https://www.fastcompany.com/91362270/glossier-is-joining-tiktok-shop
- Adidas Superstar Campaign: https://youtu.be/0i3ryZcv1PU
- NRF Back-to-School Blog: https://nrf.com/blog/back-to-basics-3-ways-the-economy-is-impacting-back-to-school-this-year
- NRF Economist Insights: https://nrf.com/media-center/press-releases/nrf-chief-economist-says-anxiety-and-confusion-from-tariffs-and-other-policies-are-causing-uncertainty
- Prime Day Insights (AdWeek): https://www.adweek.com/commerce/4-trends-marketers-should-keep-in-mind-heading-into-prime-day/
- Oasis (UK Adidas activation): https://oasisinet.com/
- MediaPost Analysis: https://www.mediapost.com/publications/article/407211/
#FiveThingsFriday #RetailTrends #Glossier #AdidasSuperstar #PrimeDay #NRF #Podcast #RetailInnovation
Mark as Played
Transcript
Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
(00:00):
Hello and welcome to a fabulous USA 5 Things Friday with my
amazing Co host Jill Dvorak. Is that right?
Right. You got it right.
Yes and the reason why I'm smiling.
This is like such a phenomenal Co host to be sharing this
virtual stage with. Jill is the SVP of Content at
(00:23):
NRF. I've been going to NRF 15 years.
He's like meeting your idols. So you're like quiet.
Don't be. Sure you're.
Listen, we're gonna. We're gonna.
We're in a tight schedule. We're gonna try and keep it to
15 minutes. You know the format.
These are the five top things inthe United States of America
that we feel are quite interesting to have a, a
(00:45):
conversation on. And to start off with, we're
going to have a, a look. I think Glossier is like one of
the leading beauty brands, right?
Absolutely. I, I mean, it's certainly in the
Gen Z category. It's just, you know, they came
out with such a unique proposition years and years ago,
and they've just, they've kept it up.
(01:05):
They've still done really, really well.
People. Yeah.
Following. I know what we spoke about
their, their CEO stepping down, but the the news here is that
obviously Glossier with their 1,000,000 TikTok followers,
they've just launched the Glossier brand on TikTok shop.
And, and this is really proving to me specifically in the USA,
(01:27):
Gen Z's favourite place to go and buy beauty to go and
discover, discover beauty. And you can see their own videos
have got quite good traction. Anyway, they're sort of you can
now buy it on TikTok shop in theUS, which I think is again a
sign of our time. So who would have thought you
would have beauty on social media channel?
(01:50):
I don't well, it's, you know, it's so interesting because you
look and you see 1,000,000 followers like, well, what, what
else do they need? They're doing great.
Well, on TikTok, it's close to abillion users slash potential
shoppers. So they've just, I can't even do
that math. But 1,000,000 to 1 billion,
they've exponentially outsized their audience now and they can,
(02:12):
they just continue to kind of create this incredible content.
It's a natural fit. All of their customers are also
like very likely creators. So it's, it's a perfect fit.
And frankly, I, I would have thought they were on there
already. So it's great to see that now
they're joining to be on there and have it have another Ave for
the people to check out and, youknow, learn about them.
(02:34):
And I'm hoping I'm, I'm doing the CEO justice.
I'm pretty sure she said. We're, we're not a 10 or 12 year
old brand. We're a, we're 100 year old
brand that's 10 years into that journey, which I absolutely
loved. You know, I love that.
Isn't that the right way to lookat it?
Yeah, So Emily, Emily Weiss was the founder then Kyle Leahy is
the the current CEO that's moving out.
(02:57):
And they both, I, I think they've been so true to kind of
who their customer is that it's they seemed that they will stand
the test of time. They weren't a blip that went
away quickly. They've showed staying power, at
least in this insane era of social media.
So yeah, they're, I think they're here to stick around.
Which is the nice link into the next one Adidas seeing to
(03:18):
currently not be able to put a foot wrong.
And I'll and I'll say why because obviously athletes, some
of their competitors Nike have been really struggling with
sales and some people have argued it's because they went
off peace. They decided to disrupt the
market just be direct to market,a direct to market brand.
Then they went no, no, we're going to go with our partners.
(03:39):
So they're bold and dabbled in both markets, but also what I
think is a fantastic sign of theeconomy right now for brands is
this sort of relationship with megastars.
I mean, Samuel L Jackson is a megastar, so is Missy Elliott.
And they've come up as the part of the launch of the Superstar
(03:59):
brand from Adidas. They've come up with this.
Cool. I've got the notes on who
actually did that. Who is it?
Where is it? Let me tell you is.
Glorilla, I think, is part of it.
Oh man, where is that lost it. OK, I I thought I did it, but I
don't. But the reason why this is
interesting and I mentioned globally, obviously this is AUS
campaign that's literally launched one day ago had 50,000
(04:23):
views in the UK right now Oasis are doing their comeback tour 30
year old band that's been sold out.
But look at who what brand is atthe heart of this and it's
engagement. It's again Adidas and you know
the the pop up store that's beenopened in Manchester and London,
Adidas all over the shop connecting with Rock'n'roll,
(04:46):
which again is a complete different music sphere from
Missy Elliott and acting sphere from Sammy L Jackson.
But I think it's a master class in working with create content
creators at a mega star level which. 100% I mean, it's just
bringing the relevance and bringing the cool factor and you
know, the the joie de vive like people want to be part of
(05:08):
something that's cool and relevant.
Speaking of of cool, I got the chance to go to, you know,
canned lions the the creative festival about out of three
weeks ago. And it was really clear from
kind of walking around there, the shift from giant, giant
agencies running all creative and all brands kind of top of
(05:31):
funnel to now being much more inthe creator space, much more in
the influencer, but even micro influencer space.
There were a lot of influencers that had very specific niche,
but fervent, fervent followers. So that was interesting to see.
There's kind of a a wave of revenue that's shifting and is
(05:52):
there for the taking for brands and for influencers.
So I think that goes along. We're like, do you need an
agency to go direct to a celeb? Not really, but maybe to go to
some of these smaller influencers.
How are you finding them? It's just it's a unique new way
of matching. I know you love everyone, so you
you have to be really careful and like, but who was there any
(06:14):
brand that sort of blew your mind in terms of their
activations or any, anyone that did a really great job?
It's a great question. All of them are amazing because.
All of them. You're in, you're in the South
of France. I will say Walmart Connect had a
really great one. They had a lot of their partners
there and you could kind of go and just, it's almost like, what
(06:36):
are those things called? Like a when speed dating?
Like you could just go up and belike, oh, here's NBC, here's
this player. Here's this player.
And so. Yeah, and they had a lot of
their partners there. So it was just it was a one stop
shop to kind of meet a lot of those people.
There were, I mean, YouTube, Salesforce, you know,
MasterCard, the female quotient,a lot of them had these
(06:59):
different brands that were speaking and just talking about
any part of their marketing journey, mostly top of funnel
brand awareness. But a lot of them realise you
need the metrics obviously now and that people are there to
talk about the metrics. So a lot we're talking about
really what are the new KPI's that you look at and how do you
measure them when everything is new and you're not even comping
(07:21):
year over year anymore because there's brand new activations
and things like that. So it was, it was fascinating
and we could do a whole we should do a show from there.
Well, we'll do that one. And I think I mean, can we call
them a RE? Obviously they are a retailer,
but Oh no, like what a transformation right underneath
their their CEO the last five years going into all these
(07:45):
texts. Anyway, we we definitely need to
the show just talking on research and data.
It just happens that NRF have had some interesting recent
research. Yeah, I mean, we every year, you
know, we do back to school, that's a big, big shopping
holiday. It's not just elementary and
middle in high school. There's a lot with college and a
lot leaving home for the first time.
(08:06):
So you think about it, it's almost like you're you're
rehousing people each year. So that's a really, really big
holiday, probably second only tokind of the Q4 holidays in
December. So as of early July, where we
are now, more than half of back to school and college shoppers
have already started. So it's getting a little bit
(08:26):
earlier and earlier each year. Some of that is because people
are pulling forward shopping foryear of tariff pricing going
into effect. Some of that is there are deals
right now and there are big Amazon Prime deals.
There are big Walmart deals. Walmart launched a very similar
sale to Amazon Prime these same four days.
(08:48):
There are a tonne of those saleskind of the Christmas in July
that we can talk about. But right now, I mean, the
research is showing how much people are pulling this forward,
which is great to look at the numbers.
What it could mean is that it will be a little lighter in
August or September if everyone's pulling these
forward. So something to think about ties
(09:09):
in a lot with our chief economist Jack Kleinhans.
He's. Phenomenal.
By the way, in the press. I've got a snake floating over
NRF because this is going to become quite great for people.
And you saw him? Yeah.
I'm not paid, actually. And two years ago I turned up
from Europe. Doom and gloom, the world is
going to the and he stood up with the Deloitte.
(09:30):
I can't remember whoever else was on stage with him.
And he says numbers are really good.
It's going to be the best year ever.
We we're calling it that. It's going to be really good.
And I was, oh man, you know, nothing next year.
I said, you know what, I have toapologise because I actually
when I did the review of it, I was like these Americans and
their positivity about the economy, best year ever.
But anyway, sorry, go ahead. Also, I will, I will make sure
(09:53):
he knows that he was right. It is funny.
We, we always talk about should we go back and talk about how
correct we were? But yeah, you know, I mean,
it's, it's a huge, huge amount of money for a lot of these, you
know, specialty electronics, clothing, department stores,
shoes, all of that. So, you know, each family is
expected to spend around. It's funny, I would I would ask
(10:16):
us, and I would never say this much, but about a little over
1300. It's almost $1400 for each
school year. So for this year, last year set
a record of just over that. It was 1370 or 1367, I think for
each family. So last year the forecast was
around 94 billion in schools back school shopping, not just
(10:38):
school supplies. This year will be a little short
of that. But again, if you look at the
maybe some increase in prices due to tariffs, it will likely
be right over. So usually we're within a one
point margin error based on the.Back to school If you're in the
back to school market, it's a good year.
It's a great it's a great year. So that's get your supplies now
(10:59):
if you don't want them to sell out, that's that's one of the
things that the stores are kind of toting.
So that's a good it's a Goodyear.
Do you want to comment on this one or should we go straight
forward to our final one? Yeah, let's go to our final one.
But yeah, I mean I. Think you meant this sort of
blends perfectly to what you were saying.
Get those deals in. Get those deals so.
We're not, we're not paid by Prime.
You were telling me there's a warm up day as well and there's
(11:20):
another day as well. Right.
Yeah, yeah, I mean, at this point all of them I'm.
I'm very serious customer at allof them, but it's interesting
and Prime Day has been going on now close to a decade.
Going into it, there was a forecast that Prime Day alone
was going to have just shy of $24 billion of sales in four
days. Now the big change this year is
(11:42):
that it's a four day holiday. It used to be a 2 day holiday
here. So then what Walmart has done,
you know, obviously to try to get their share as well, is
they've launched a four day holiday, same thing, prices very
similar if not better. If you're running now, as in
like from the 4th of July onwards.
Exact same days. Yep, and it just so happens to
(12:03):
also coincide with Nordstrom's biggest sale of the year.
That always happens at this timeof the year, the anniversary
sale. Now Nordstrom doesn't sell quite
the same SKU count, obviously Walmart and Amazon, but it's a
lot of these same back to schoolitems, the fall items, the trend
items that you can get at a discount.
So that's it's just a sale bonanza and I'm going to just be
(12:26):
shopping again all night tonight.
But I saw a few early results come in from Prime Day
yesterday. More than half of the sales were
mobile, which is really kind of what we expect most, most
Americans have the app on their phone, but it was a little
lighter than I think people wereexpecting.
(12:47):
Now I, I'm imagining Walmart took a good amount of that share
as well. But it will also be it's people
are just getting back from a holiday weekend and you have
four more days. So potentially the urgency of a
2 day sale got spread out into four and we might see it kind of
pick up as the sales end. But again, I mean, Amazon puts
all of their own products on very, very deep discount and
(13:09):
then walk across the other categories.
It has a big red banner that youcan tell if it's on Prime Day,
you have to be a prime member toshop it.
So it's it really kind of reinforces their whole value
prop. Now with Walmart, you don't have
to be a Walmart plus member to shop their deals.
So that's a really interesting take.
Walmart plus is incredibly popular, competes with Amazon
Prime programme. However, you don't need to be a
(13:31):
Walmart Plus member to get the everyday low price at Walmart.
One of the things I know we've got 5 things and we're like on
the last minute, but I need to pull here.
But here from Adweek, he and hiscommentary was interesting.
He was saying that buy now, pay later is going to be a major
factor in that Grove because a lot of shoppers leaning into buy
now, pay later, which I thought was like, I thought people were
(13:52):
coming away from it. But anyway.
I did too. I mean, look, if they're bigger
purchases, it makes total sense,right?
You, you need some help kind of paying that overtime.
But man, when I saw that buy now, pay later and a firm and
all of those payment providers where you spread it out going on
DoorDash and Uber Eats, I wantedto lose my mind.
If you can't afford your Potbelly sandwich, you shouldn't
(14:15):
pay for it. Like this is a red flag.
Like stop. So.
It makes sense for large purchases and there's a lot of
electronics on sale. There's lots of homewares and
furnitures and equipment on all of these websites.
So that'll be a really interesting stat to see if we
could look at that in the next week or two.
(14:36):
That's brilliant, Jill. I want to be super respectful.
We're at the top of our allottedtime.
Thank you so, so, so much for for joining us.
Great way to start the day. It's a tonne of excitement and
we love, love keeping pulse and thank you for having me.
It's a pleasure. Until next time.
Hello and welcome to a fabulous USA 5 Things Friday with my
amazing Co host Jill Dvorak. Is that right?
Right. You got it right.
Yes and the reason why I'm smiling.
This is like such a phenomenal Co host to be sharing this
virtual stage with. Jill is the SVP of Content at
(00:23):
NRF. I've been going to NRF 15 years.
He's like meeting your idols. So you're like quiet.
Don't be. Sure you're.
Listen, we're gonna. We're gonna.
We're in a tight schedule. We're gonna try and keep it to
15 minutes. You know the format.
These are the five top things inthe United States of America
that we feel are quite interesting to have a, a
(00:45):
conversation on. And to start off with, we're
going to have a, a look. I think Glossier is like one of
the leading beauty brands, right?
Absolutely. I, I mean, it's certainly in the
Gen Z category. It's just, you know, they came
out with such a unique proposition years and years ago,
and they've just, they've kept it up.
(01:05):
They've still done really, really well.
People. Yeah.
Following. I know what we spoke about
their, their CEO stepping down, but the the news here is that
obviously Glossier with their 1,000,000 TikTok followers,
they've just launched the Glossier brand on TikTok shop.
And, and this is really proving to me specifically in the USA,
(01:27):
Gen Z's favourite place to go and buy beauty to go and
discover, discover beauty. And you can see their own videos
have got quite good traction. Anyway, they're sort of you can
now buy it on TikTok shop in theUS, which I think is again a
sign of our time. So who would have thought you
would have beauty on social media channel?
(01:50):
I don't well, it's, you know, it's so interesting because you
look and you see 1,000,000 followers like, well, what, what
else do they need? They're doing great.
Well, on TikTok, it's close to abillion users slash potential
shoppers. So they've just, I can't even do
that math. But 1,000,000 to 1 billion,
they've exponentially outsized their audience now and they can,
(02:12):
they just continue to kind of create this incredible content.
It's a natural fit. All of their customers are also
like very likely creators. So it's, it's a perfect fit.
And frankly, I, I would have thought they were on there
already. So it's great to see that now
they're joining to be on there and have it have another Ave for
the people to check out and, youknow, learn about them.
(02:34):
And I'm hoping I'm, I'm doing the CEO justice.
I'm pretty sure she said. We're, we're not a 10 or 12 year
old brand. We're a, we're 100 year old
brand that's 10 years into that journey, which I absolutely
loved. You know, I love that.
Isn't that the right way to lookat it?
Yeah, So Emily, Emily Weiss was the founder then Kyle Leahy is
the the current CEO that's moving out.
(02:57):
And they both, I, I think they've been so true to kind of
who their customer is that it's they seemed that they will stand
the test of time. They weren't a blip that went
away quickly. They've showed staying power, at
least in this insane era of social media.
So yeah, they're, I think they're here to stick around.
Which is the nice link into the next one Adidas seeing to
(03:18):
currently not be able to put a foot wrong.
And I'll and I'll say why because obviously athletes, some
of their competitors Nike have been really struggling with
sales and some people have argued it's because they went
off peace. They decided to disrupt the
market just be direct to market,a direct to market brand.
Then they went no, no, we're going to go with our partners.
(03:39):
So they're bold and dabbled in both markets, but also what I
think is a fantastic sign of theeconomy right now for brands is
this sort of relationship with megastars.
I mean, Samuel L Jackson is a megastar, so is Missy Elliott.
And they've come up as the part of the launch of the Superstar
(03:59):
brand from Adidas. They've come up with this.
Cool. I've got the notes on who
actually did that. Who is it?
Where is it? Let me tell you is.
Glorilla, I think, is part of it.
Oh man, where is that lost it. OK, I I thought I did it, but I
don't. But the reason why this is
interesting and I mentioned globally, obviously this is AUS
campaign that's literally launched one day ago had 50,000
(04:23):
views in the UK right now Oasis are doing their comeback tour 30
year old band that's been sold out.
But look at who what brand is atthe heart of this and it's
engagement. It's again Adidas and you know
the the pop up store that's beenopened in Manchester and London,
Adidas all over the shop connecting with Rock'n'roll,
(04:46):
which again is a complete different music sphere from
Missy Elliott and acting sphere from Sammy L Jackson.
But I think it's a master class in working with create content
creators at a mega star level which. 100% I mean, it's just
bringing the relevance and bringing the cool factor and you
know, the the joie de vive like people want to be part of
(05:08):
something that's cool and relevant.
Speaking of of cool, I got the chance to go to, you know,
canned lions the the creative festival about out of three
weeks ago. And it was really clear from
kind of walking around there, the shift from giant, giant
agencies running all creative and all brands kind of top of
(05:31):
funnel to now being much more inthe creator space, much more in
the influencer, but even micro influencer space.
There were a lot of influencers that had very specific niche,
but fervent, fervent followers. So that was interesting to see.
There's kind of a a wave of revenue that's shifting and is
(05:52):
there for the taking for brands and for influencers.
So I think that goes along. We're like, do you need an
agency to go direct to a celeb? Not really, but maybe to go to
some of these smaller influencers.
How are you finding them? It's just it's a unique new way
of matching. I know you love everyone, so you
you have to be really careful and like, but who was there any
(06:14):
brand that sort of blew your mind in terms of their
activations or any, anyone that did a really great job?
It's a great question. All of them are amazing because.
All of them. You're in, you're in the South
of France. I will say Walmart Connect had a
really great one. They had a lot of their partners
there and you could kind of go and just, it's almost like, what
(06:36):
are those things called? Like a when speed dating?
Like you could just go up and belike, oh, here's NBC, here's
this player. Here's this player.
And so. Yeah, and they had a lot of
their partners there. So it was just it was a one stop
shop to kind of meet a lot of those people.
There were, I mean, YouTube, Salesforce, you know,
MasterCard, the female quotient,a lot of them had these
(06:59):
different brands that were speaking and just talking about
any part of their marketing journey, mostly top of funnel
brand awareness. But a lot of them realise you
need the metrics obviously now and that people are there to
talk about the metrics. So a lot we're talking about
really what are the new KPI's that you look at and how do you
measure them when everything is new and you're not even comping
(07:21):
year over year anymore because there's brand new activations
and things like that. So it was, it was fascinating
and we could do a whole we should do a show from there.
Well, we'll do that one. And I think I mean, can we call
them a RE? Obviously they are a retailer,
but Oh no, like what a transformation right underneath
their their CEO the last five years going into all these
(07:45):
texts. Anyway, we we definitely need to
the show just talking on research and data.
It just happens that NRF have had some interesting recent
research. Yeah, I mean, we every year, you
know, we do back to school, that's a big, big shopping
holiday. It's not just elementary and
middle in high school. There's a lot with college and a
lot leaving home for the first time.
(08:06):
So you think about it, it's almost like you're you're
rehousing people each year. So that's a really, really big
holiday, probably second only tokind of the Q4 holidays in
December. So as of early July, where we
are now, more than half of back to school and college shoppers
have already started. So it's getting a little bit
(08:26):
earlier and earlier each year. Some of that is because people
are pulling forward shopping foryear of tariff pricing going
into effect. Some of that is there are deals
right now and there are big Amazon Prime deals.
There are big Walmart deals. Walmart launched a very similar
sale to Amazon Prime these same four days.
(08:48):
There are a tonne of those saleskind of the Christmas in July
that we can talk about. But right now, I mean, the
research is showing how much people are pulling this forward,
which is great to look at the numbers.
What it could mean is that it will be a little lighter in
August or September if everyone's pulling these
forward. So something to think about ties
(09:09):
in a lot with our chief economist Jack Kleinhans.
He's. Phenomenal.
By the way, in the press. I've got a snake floating over
NRF because this is going to become quite great for people.
And you saw him? Yeah.
I'm not paid, actually. And two years ago I turned up
from Europe. Doom and gloom, the world is
going to the and he stood up with the Deloitte.
(09:30):
I can't remember whoever else was on stage with him.
And he says numbers are really good.
It's going to be the best year ever.
We we're calling it that. It's going to be really good.
And I was, oh man, you know, nothing next year.
I said, you know what, I have toapologise because I actually
when I did the review of it, I was like these Americans and
their positivity about the economy, best year ever.
But anyway, sorry, go ahead. Also, I will, I will make sure
(09:53):
he knows that he was right. It is funny.
We, we always talk about should we go back and talk about how
correct we were? But yeah, you know, I mean,
it's, it's a huge, huge amount of money for a lot of these, you
know, specialty electronics, clothing, department stores,
shoes, all of that. So, you know, each family is
expected to spend around. It's funny, I would I would ask
(10:16):
us, and I would never say this much, but about a little over
1300. It's almost $1400 for each
school year. So for this year, last year set
a record of just over that. It was 1370 or 1367, I think for
each family. So last year the forecast was
around 94 billion in schools back school shopping, not just
(10:38):
school supplies. This year will be a little short
of that. But again, if you look at the
maybe some increase in prices due to tariffs, it will likely
be right over. So usually we're within a one
point margin error based on the.Back to school If you're in the
back to school market, it's a good year.
It's a great it's a great year. So that's get your supplies now
(10:59):
if you don't want them to sell out, that's that's one of the
things that the stores are kind of toting.
So that's a good it's a Goodyear.
Do you want to comment on this one or should we go straight
forward to our final one? Yeah, let's go to our final one.
But yeah, I mean I. Think you meant this sort of
blends perfectly to what you were saying.
Get those deals in. Get those deals so.
We're not, we're not paid by Prime.
You were telling me there's a warm up day as well and there's
(11:20):
another day as well. Right.
Yeah, yeah, I mean, at this point all of them I'm.
I'm very serious customer at allof them, but it's interesting
and Prime Day has been going on now close to a decade.
Going into it, there was a forecast that Prime Day alone
was going to have just shy of $24 billion of sales in four
days. Now the big change this year is
(11:42):
that it's a four day holiday. It used to be a 2 day holiday
here. So then what Walmart has done,
you know, obviously to try to get their share as well, is
they've launched a four day holiday, same thing, prices very
similar if not better. If you're running now, as in
like from the 4th of July onwards.
Exact same days. Yep, and it just so happens to
(12:03):
also coincide with Nordstrom's biggest sale of the year.
That always happens at this timeof the year, the anniversary
sale. Now Nordstrom doesn't sell quite
the same SKU count, obviously Walmart and Amazon, but it's a
lot of these same back to schoolitems, the fall items, the trend
items that you can get at a discount.
So that's it's just a sale bonanza and I'm going to just be
(12:26):
shopping again all night tonight.
But I saw a few early results come in from Prime Day
yesterday. More than half of the sales were
mobile, which is really kind of what we expect most, most
Americans have the app on their phone, but it was a little
lighter than I think people wereexpecting.
(12:47):
Now I, I'm imagining Walmart took a good amount of that share
as well. But it will also be it's people
are just getting back from a holiday weekend and you have
four more days. So potentially the urgency of a
2 day sale got spread out into four and we might see it kind of
pick up as the sales end. But again, I mean, Amazon puts
all of their own products on very, very deep discount and
(13:09):
then walk across the other categories.
It has a big red banner that youcan tell if it's on Prime Day,
you have to be a prime member toshop it.
So it's it really kind of reinforces their whole value
prop. Now with Walmart, you don't have
to be a Walmart plus member to shop their deals.
So that's a really interesting take.
Walmart plus is incredibly popular, competes with Amazon
Prime programme. However, you don't need to be a
(13:31):
Walmart Plus member to get the everyday low price at Walmart.
One of the things I know we've got 5 things and we're like on
the last minute, but I need to pull here.
But here from Adweek, he and hiscommentary was interesting.
He was saying that buy now, pay later is going to be a major
factor in that Grove because a lot of shoppers leaning into buy
now, pay later, which I thought was like, I thought people were
(13:52):
coming away from it. But anyway.
I did too. I mean, look, if they're bigger
purchases, it makes total sense,right?
You, you need some help kind of paying that overtime.
But man, when I saw that buy now, pay later and a firm and
all of those payment providers where you spread it out going on
DoorDash and Uber Eats, I wantedto lose my mind.
If you can't afford your Potbelly sandwich, you shouldn't
(14:15):
pay for it. Like this is a red flag.
Like stop. So.
It makes sense for large purchases and there's a lot of
electronics on sale. There's lots of homewares and
furnitures and equipment on all of these websites.
So that'll be a really interesting stat to see if we
could look at that in the next week or two.
(14:36):
That's brilliant, Jill. I want to be super respectful.
We're at the top of our allottedtime.
Thank you so, so, so much for for joining us.
Great way to start the day. It's a tonne of excitement and
we love, love keeping pulse and thank you for having me.
It's a pleasure. Until next time.
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