This episode provides a snapshot of the major shifts happening in the retail landscape driven by Amazon and Walmart in 2017. It highlights Amazon's rapid growth across Prime, marketplace, FBA, and advertising, alongside Walmart's aggressive moves into e-commerce and strategic acquisitions. E-commerce operators will gain valuable context on the competitive forces shaping the industry and the increasing importance of robust marketplace and fulfillment strategies.
Key takeaways
Amazon's third-party marketplace and FBA services are experiencing significant growth, indicating a strong opportunity for brands to leverage these channels for sales and fulfillment.
Walmart is heavily investing in e-commerce, including free 2-day shipping and strategic acquisitions, signaling its intent to seriously compete with Amazon. Businesses should monitor Walmart's evolving e-commerce offerings as a potential sales channel.
Amazon's growing advertising business (up 73% at the time) suggests that brands need to consider Amazon as a serious advertising platform, not just a sales channel.
The focus on device sales over book sales in Amazon bookstores, and the Amazon Go concept, highlights Amazon's long-term strategy of integrating technology and convenience into physical retail, suggesting future trends for omnichannel businesses.
The competitive reaction to shipping offers (Walmart's free 2-day shipping prompting Amazon to lower its threshold) underscores the critical role of fast and affordable shipping in customer acquisition and retention.
EP071 - News Update, Amazon, Walmart, & Dept Stores Trip Reports Razorfish Tech Summit - YouTube video Seattle - Jason visits Amazon Go, and B8ta stores Toronto - AdWeek FFWD 2017 Amazon News Amazon Earning Call - Prime Estimates 60m subscriptions, First party sales grew 19%, Third Party Marketplace sales grew 43%, FBA is now 55% of all sales, Amazon Ad sales grew 73% to $2.95B. Amazon video conferencing app (Chime) Amazon in-home smart home consultations Amazon denies NYPost story about Robot store Prime Air Cameo in Echo Super Bowl spot Amazon CFO - bookstores more about devices than books Walmart News 2 day free shipping $35 (Amazon lowers threshold in response) Ecomm grew 29% Walmart aquires Moosejaw New Walmart convenience store Pilot </
What does this episode say about amazon & marketplaces?
Amazon's third-party marketplace and FBA services are experiencing significant growth, indicating a strong opportunity for brands to leverage these channels for sales and fulfillment.
What does this episode say about retail & omnichannel?
Walmart is heavily investing in e-commerce, including free 2-day shipping and strategic acquisitions, signaling its intent to seriously compete with Amazon. Businesses should monitor Walmart's evolving e-commerce offerings as a potential sales channel.
What does this episode say about supply chain & operations?
Amazon's growing advertising business (up 73% at the time) suggests that brands need to consider Amazon as a serious advertising platform, not just a sales channel.
What does this episode say about amazon & marketplaces?
The focus on device sales over book sales in Amazon bookstores, and the Amazon Go concept, highlights Amazon's long-term strategy of integrating technology and convenience into physical retail, suggesting future trends for omnichannel businesses.
What does this episode say about amazon & marketplaces?
The competitive reaction to shipping offers (Walmart's free 2-day shipping prompting Amazon to lower its threshold) underscores the critical role of fast and affordable shipping in customer acquisition and retention.
