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

EP115 - Amazon Q4 2017 Earnings Hot Take This episode is a hot take of the Amazon Q4 2017 earnings Amazon Q4 2017 Earnings $60B Revenue =~ $129B GMV ($47B 1P + $82B 3P) New Amazon A+ Content Options Amazon, JPMorgan Chase Health Care Project Supreme Court to hear South Dakota sales tax collection case UPS - Amazon Problem eBay - PayPal breakup Don't forget to like our facebook page, and if you enjoyed this episode please write us a review on itunes. Episode 115 of the Jason & Scot show was recorded on Thursday, February 1st 2018. http://jasonandscot.com Join your hosts Jason "Retailgeek" Goldberg, SVP Commerce & Content at Razorfish, and Scot Wingo, 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.

EP114 - Great Retail Bifurcation, Kasey Lobaugh of Deloitte http://jasonandscot.com Kasey Lobaugh is a Principal and Chief Retail Innovation Officer at Deloitte Consulting LLP, he first appeared on episode 68.  You can follow him on twitter at @klobaugh.  Kasey and his team publish some of the most useful research in the industry including The New Digital Divide which helps quantify the effect of digital on in-store purchases, and the Deloitte Retail Volatility Index which measures disruption in the retail industry.  Kasey sat down for an interview live from the NRF Big Show, to discuss some new research he'll be publishing in March at ShopTalk.  Kasey is giving our listeners an exclusive first preview. Join your hosts Jason "Retailgeek" Goldberg, SVP Commerce & Content at SapientRazorfish, and Scot Wingo, 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. Don't forget to like our facebook page, and if you enjoyed this episode please write us a review on itunes. Episode 114 of the Jason & Scot show was recorded on Monday, January 15th, 2018.

EP113 - NRF Preview http://jasonandscot.com Episode 113 is preview of the NRF Big Show 2018. Recap of CES 2018 Preview of NRF Big Show 2018 Retail News Don't forget to like our facebook page, and if you enjoyed this episode please write us a review on itunes. Join your hosts Jason "Retailgeek" Goldberg, SVP Commerce & Content at SapientRazorfish, and Scot Wingo, 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. Episode 113 of the Jason & Scot show was recorded on Sunday, January 15th, 2018. New beta feature - Google Automated Transcription of the show

EP112 - Annual Predictions for 2018   2017 Recap – Predictions made on episode 64 Jason Retailers truly embrace Omni-channel  (Attribution/Inventory/promotion/pricing – YES A/I – Bots for Customer Service but probably not for transactions, lots of buzz on big data AI but no game changing new experience – No Personalization – to eliminate friction, not drive new demand.  Data integration not some new product or touchpoint –No Laggard categories will discover digital (Grocery, Luxury, QSR) – Yes Microservices – 50% of new platform implementations will be cloud, and Micro-service based solutions will start to emerge – Partial Jason 2017 Score 2.5/5 Scot The IPO market is going to be open, but the e-commerce companies will get crowded out by the big tech unicorns like Uber, Snap, pinterest, airbnb, spotify and the like – Partial Amazon will start to chip away at the Fedex and UPS’s of the world with a service like this in the US.  – No Machine learning is the new ‘network effect’ – everyone has caught onto the power and competitive moats available from ML and that’s going to be a big theme.  Every vendor you work with from carts to images to upsells to recommendations to search engine results to whatever is going to HAVE to have a ML capability to stay current and keep YOU competitive. – Yes We’re going to see e-commerce growth accelerate pretty materially in 2017.  We’ve been in this 15% band and I think we will see there was a move up in 2H16 to high teens and we could see 20’s in 2017 – Yes eBay – it’s a do or die year for ebay, they could potential partner with Alibaba. – No Scot 2017 Score 2.5/5 2018 Predictions Scot Mallageddon 2.0 – We saw 7000 stores close in 2017, I think this accelerates in 2018 as the 30-40% of weak malls fail and we end up with 9000 closures. Amazon will NOT buy another offline retailer, triples down on private label. I’m going to re-up on my Amazon logistics prediction, I think I was just a bit too early on that one, but I’ll make it bolder, that Amazon will squarely get in the last mile business in 2018 and compete with FedEx and UPS.Amazon’s ad group will get so large that they have to break out details about it and everyone will be shocked at how large it has gotten so quickly Walmart will make a big M+A – top candidates would be Instacart, postmates and eBay. Somebody acquires magento, or they go public. Bonus – Amazon comes out with alexa powered wireless earbuds – because I want them. Jason Grocery gets disrupted by digital (led by curbside pickup).  Digital grocery doubles in US, at least one delivery firm peters out. Drug gets disrupted by digital. AI Gap – biggest trend of 2018 Voice – Huge but not for commerce. Payments – Retail digital wallets die (except Starbucks/Walmart/Amazon).  Bitcoin tanks. Bonus – Amazon launches a wearable. Don’t forget to like our facebook page, and if you enjoyed this episode please write us a review on itunes. Episode 112 of the Jason & Scot show was recorded on Wednesday, January 3rd, 2018. http://jasonandscot.com Join your hosts Jason "Retailgeek" Goldberg, SVP Commerce & Content at SapientRazorfish, and Scot Wingo, 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.

EP111- End of year news. Holiday Recap E-Commerce up approx 18%, total retail up 4.8% UPS Woes Amazon News Amazon Holiday Recap Amazon wins 50% of holiday sales !?!? WPP, Publcis, Omnicom  spend $800M on Amazon ads Other News Home Depot may buy XPO (large item logistics firm) Stitchfix first quarter post-IPO Michelle Gass takes over helm at Kolhs. (Episode 77 of the podcast featured outgoing CEO Kevin Mansell) Don’t forget to like our facebook page, and if you enjoyed this episode please write us a review on itunes. Episode 111 of the Jason & Scot show was recorded on Friday, December 29th 2017.  Last show of 2017, happy new year everyone!  Tune in next week for our much anticipated annual predictions episode. http://jasonandscot.com Join your hosts Jason "Retailgeek" Goldberg, SVP Commerce & Content at SapientRazorfish, and Scot Wingo, 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

EP110 - Holiday 17 Hot Take with Rob Garf of Salesforce.com Rob Garf (@retailrobgarf), is the VP of Industry Strategy and insights at Salesforce Commerce Cloud.  His team has access to insights from all the Salesforce Commerce Cloud clients (formerly Demandware).  We have a broad ranging conversation about what he's seeing this holiday season and trends he expects for next year. You can read more about his teams insights here: Salesforce Reveals Black Friday Was the Busiest Digital Shopping Day of the Holiday Season Don't forget to like our facebook page, and if you enjoyed this episode please write us a review on itunes. Episode 110 of the Jason & Scot show was recorded on November 30th 2017. http://jasonandscot.com Join your hosts Jason "Retailgeek" Goldberg, SVP Commerce & Content at Razorfish, and Scot Wingo, 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.

Tamara Gaffney is the Director of the Strategic Insights Engagement Group at Adobe.  Tamera joins us to discuss the holiday e-commerce results from Black Friday through Cyber Monday (Cyber 5).  Tamera has access to anonymous, and aggregated data from more than 5,000 companies worldwide that use the Adobe Digital Marketing Cloud (including Adobe Analytics formerly known as Omniture), which represents one of the largest samples of the overall e-commerce industry available.  Her team publishes useful insights based on that data throughout the year. Adobe 2017 Holiday Forecast and Realtime Holiday Dashboard Adobe Digital Insights Adobe Digital Price Index Long time listeners will remember that Tamara first appeared on Episode 60 with Holiday Predictions for 2016. Don’t forget to like our facebook page, and if you enjoyed this episode please write us a review on itunes. Episode 107 of the Jason & Scot show was recorded on Thursday November 30, 2017. http://jasonandscot.com Join your hosts Jason "Retailgeek" Goldberg, SVP Commerce & Content at Razorfish, and Scot Wingo, 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.

EP107- Listener Questions   Listener Questions Q1: Brands selling direct on their own site Shawn Cheng What do u think about a brand to run their own brand store, not through market place such as eBay, Amazon or Alibaba? Jamie Dooley Hi Scot & Jason: Have you heard of any brands seeing true success building a D2C E-Comm business through their own websites? (On a path to do 10-20% of sales and/or 8-9 figures in annual sales?). D2C seems like D2C was a big trend a year ago but I am not hearing about success stories where sales justified significant spend. Scott Silverman Do you think a new brand without an e-commerce site or digital presence could be built by selling on Amazon? Secondarily, should manufacturers selling on their own e-comm sites, shut them down and just sell via retailers? Q2 Mobile Conversion Gap Ari Nahmani Mobile conversion rate... retailers are getting more and more of their web traffic from mobile, but those users are half or a third as likely to convert. They don’t seem to be coming back on desktop. So what’s happening? We see across the board where YoY traffic is flat, revenue is down due to the device mix over-indexing on mobile YoY. How do we explain this behavior? Where are those users purchasing if ecommerce growth is up?  I’m seeing his trend on several client sites and I recall one of your shows that this trend was discussed. Q3: Omni-Channel Fulfillment Alexandro Volakis order sourcing in an omnichannel network. how do you decide where its best to ship from? Q4: Singles Day in the US Julia Ptock How do you think about Singles Day (11.11.)? Are there some retailers who take part at this event in the USA? Amazon is focusing on Cyber Week (Cyber Monday & Black Friday) but doesn't show interest in Single Day. Do you have an idea why? Q5: Toys R Us impact on Holiday Promotions Melissa Burdick How will the bankruptcy of Toys R Us impact Amazon this Holiday? Is it going to be a bloodbath in pricing this Holiday with TRU stores cutting prices and Amazon price matching (and then closing stores shortly after holiday)? https://www.usatoday.com/.../toys-r-us-store.../683762001/ Amazon News Amazon opening permanent device shops inside of some Chicago WholeFoods stores.  Jason visited one under construction. Amazon lowers prices on marketplace sellers products.  It looks like primarily 3000 beauty SKU's at the moment. More Amazon Private Label: Furniture:  Rivet - “stylish and versatile mid-century modern furniture and décor".  Mid-century modern aesthetic, focus on small space solutions, 1 year warranty, prime exclusive Stone & Beam - Higher end price points.  modern farmhouse aesthetic, 3 year warranty. Athlesure Rebel Canyon - Low price point, Men's and Woman's lounge clothing. Peak Velocity - Higher price point active wear (Under Armor competitor), prime exclusive GoodSport - Men's and Woman's moisture wicking apparel Baby Mama-Bear - Relaunched diapers Amazon Private Label articles: Bloomberg piece on Amazon sportswear w/ L2 Glossy covers Amazon Gift Guide (which focuses on exclusive Amazon products) http://jasonandscot.com Join your hosts Jason "Retailgeek" Goldberg, SVP Commerce & Content at Razorfish, and Scot Wingo, 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. Don't forget to like our facebook page, and if you enjoyed this episode please write us a review on itunes. Episode 107 of the Jason & Scot show was recorded on Thursday November 9, 2017.

EP106 - Amazon's Q3 Results Hot Take This episode is a hot take of the Amazon Q3 Results as well as a few misc pieces of news Apple opened it's new midwest flagship "town square" store in Chicago Amazon opened a new "Pickup and Return" retail concept in Chicago For those interested in todays update who want more, we have deep dive episodes on three topics: EP024 – Amazon Deep Dive EP089 – Amazon Acquires Whole Foods Hot Take EP093 - Prime Day Hot Take Breakdown of Q3 Results Core commerce/marketplace Forecast going forward International Prime membership Whole Foods Ad revenue Amazon Alexa/Echo Headcount AWS Amazon received licenses to distribute pharmaceutical equipment in 12 states, which could be a precursor to Amazon entering the pharmacy business.  The news immediately drove down stock prices of traditional pharmacy companies. In coincidental news, CVS announced a bid to acquire Aetna for $66B. Don't forget to like our facebook page, and if you enjoyed this episode please write us a review on itunes. Episode 106 of the Jason & Scot show was recorded on Sunday, October 29th 2017. http://jasonandscot.com Join your hosts Jason "Retailgeek" Goldberg, SVP Commerce & Content at Razorfish, and Scot Wingo, 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.

EP0105 - Stitch Fix IPO Hot Take This episode is a hot take of the Stitch Fix IPO Filing: How IPO's Work / Jobs Act $1B Exits in E-Commerce Zappos - $850m 2009 Quidsi/diapers - $545m -2010 Kiva - $775b 2012 Trunk Club - $350m 2014 Jet.com - $4b  8/16 Dollar Shave club - $1b 7/16 Chewy.com - $3b 4/17 Zulily - went public with $2.7b Stitch Fix Background Offering History Financing History Stitch Fix financial performance Stitch Fix Customer Value / Churn Personalization and Machine Learning Company size and roles Conclusion Don't forget to like our facebook page, and if you enjoyed this episode please write us a review on itunes. Episode 105 of the Jason & Scot show was recorded on Sunday, October 22nd 2017. http://jasonandscot.com Join your hosts Jason "Retailgeek" Goldberg, SVP Commerce & Content at SapientRazorfish, and Scot Wingo, 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.