PipeCandy

We are the first and the only vertical data company from India to build an omni-channel merchant insights company, right out of the headquarters of SaaS – Chennai, to become the global industry standard data on #ecommerce companies. Come build with us! youtube.com/watch?v=b2Ao1m…

8% of the US B2C Physical Goods merchants with USD 1M-5M GMV – 13% in higher ranges – used an additional cart technology, besides the base Shopify plan. So? Shopify Plus ought to have more brands than base Shopify plans, in the higher GMV ranges. pipecandy.com/research/advan…

ChatGPT is not super intelligent. It does not do real learning either. How much progress will we make in teaching machines consciousness? When will machines start interpreting the world around them and the motivations of humans? linkedin.com/pulse/pipecand…

Retailers used to be buyers of goods from brands. Now, brands buy ad inventory from retailers. But retail media is good only for brands carried by a retailer and not every brand is suited to be on retailers’ websites. blog.pipecandy.com/post/all-its-m…

Though only a fraction of traditional RMNs, there is value in delivery apps’ proximity to consumers. Brands such as Danone are happy with the targeting, day parting and ROI on platforms such as Instacart and Uber Cornershop. blog.pipecandy.com/post/instant-d…

Item placement, managing shipments, carriers, routes - bring 'em all together Outbound shipping costs about 12% of revenues. Improvements there have disproportionate impact on the cost structure. open.spotify.com/episode/77Iyu8…

In situ ads. Not another AI fad. A ROAS of 7 through Advantage+, the AI-led ad tool, brings Meta back into the game. Compared to non-Advantage+ adverts, there's a 20% - 30% lift in sales. blog.pipecandy.com/post/the-meta-…

The aggregate annual GMV of PayPal and Stripe are comparable. Only, Stripe’s clientele has a higher average per-merchant annual GMV than PayPal’s. However, Stripe's TPV has been lower than that of PayPal or Adyen. pipecandy.com/research/globa…

What has the pandemic done to eCommerce? Turns out 'Brands' held out better than the others. Find winners and whiners among Retailers, Marketplaces, Brands and product categories, in this comprehensive study. pipecandy.com/eCommerce-Pre-…

Walmart's catch up year @Walmart is the @Microsoft of the retail world: both old guards in their respective industries. But Walmart as a stock has been pretty lacklustre for all of 2022 though a choppy macro-environment is what Walmart could thrive in. blog.pipecandy.com/post/walmarts-…

Generative AI in eCommerce Just as railroads industrialized America, AI will revolutionize many industries. For eCommerce too, there are plenty of opportunities that come from the roads that AI will lay. #ai #agi linkedin.com/pulse/pipecand…

Spaced out - Amazon's FBA Gamble Efficient use of the new system boils down to an interplay between reservation fee, shipping costs, fulfilment fee, sales velocity and the impact of the wider rollout of ‘Buy with Prime'. linkedin.com/pulse/pipecand…

The power of Shopify @Shopify has become the largest eCommerce platform technology in terms of the number of users, and the second-largest eCommerce ecosystem in the US after @amazon . Full report: pipecandy.com/research/advan…

It’s not the flat ad revenue that makes the market jittery but Meta’s answer seems to lie on an experiment that the market doesn’t believe in. But don’t count Zuck out. (2/2) blog.pipecandy.com/post/good-bad-…

The Good, Bad and Ugly - Q4/2022 Earnings Analysis @Meta’s consistent vision to build on their AI discovery engine, Ads, and Business Messaging seems to be bets that might help the company’s major revenue-generating segments. The success of Metaverse is still to be seen. (1/2)

Payment acceptance trends in US DTC eCommerce Consumers in the US were 54% more willing to buy when a business accepted @PayPal; 59% of them abandoned a transaction because the option to pay via PayPal wasn’t provided. pipecandy.com/research/payme…

Read the full report here: pipecandy.com/research/dtc-r…

More Mid-market companies offer same-day delivery compared with Enterprise or Small businesses. Aligning with on-demand shipping platforms like @Instacart or @DoorDash, Mid-market DTC brands offer same-day delivery more than companies in other categories do.

Managing finances as an entrepreneur What questions should young brands raise as they build the Ark? Supplier terms, repeat business, customer acquisition, ad spend, payback period, LTV - unpack them all in the latest episode of Merchantry! open.spotify.com/episode/3nVQtA…

PayPal – The top dog in Payments Almost two-thirds of all smartphones have @PayPal installed, per Cornerstone. PayPal’s mobile wallet has powered 28% of in-store mobile transactions and 48% of all online transactions. pipecandy.com/research/payme…

Headless Commerce - What it is Enterprise-grade commerce solutions to mid-market retailers and brands with an API-first philosophy and composable approach is a niche. And here's how it's evolving. Listen to the full podcast here: open.spotify.com/episode/2NIyue…