alipsman

@DKThomp Online marketplace / price competition dynamics. Little price transparency/competition in healthcare. Lots of price transparency in toys & consumer electronics. The key detail here is college textbooks. The curve bends once the shift from college bookstores to Chegg takes hold.

This is the chart that has launched a thousand takes. The conclusion seems obvious: Everything the govt touches goes to infinity in price. Everything pure capitalism touches goes to zero. But there's another way of looking at this graph that dramatically changes the story.

@stefhamerlinck DollarShaveClub’s launch ad. 27 mm views, cost $4,500 to shoot youtu.be/ZUG9qYTJMsI

Looking for some interesting examples of campaigns that were fairly low budget and had high earned media coverage. Any ideas?

“Retail media is digital advertising’s third big wave” - new report by @alipsman, press release w/stats here: emarketer.com/newsroom/index… #ecommerce #retail #digitaladvertising #retailmedia

In a global historic first, #ecommerce in #China will account for more than 50% of all #retail sales. For the first time anywhere, a majority of retail sales for an entire country will transact online.

@benedictevans Suddenly CNN rumors start to make sense. Acquire under antitrust scrutiny? No way. But if they spin out AWS under their own volition? CNN (or other major TV network) is the fuel for Ads business to scale. Need ad supported video inventory to really go big with Ads.

@benedictevans This quarters big profit beat is maybe best evidence yet of Ads business margins. It’s acceleration may have driven much of what fell to the bottom line

@firstadopter There are pockets of opportunity for competitors (eg Wayfair) in certain categories right now, but in aggregate it’s just not true that Amazon’s slipping in the ecommerce market. May lose a sale here or there on shipping delays but consumers understand the context of the moment.

@firstadopter Data still points to Amazon increasing ecommerce market share. Huge surge in March despite deprioritizing nonessentials that will accelerate in April/May as logistics improve. Big boxes seeing gains on click-and-collect, but that’s mostly channel-shifting—not at Amazon’s expense

Second, the e-commerce race is getting more interesting. While Amazon struggles with demand and serving its customers, its rivals - upstarts and traditional retailers - are growing online sales much, much faster. Strangely, not many are talking about this bloomberg.com/opinion/articl…

Having kids in your house in quarantine is like having malware on your computer. You can still work but you're constantly burning resources in the background and every 45 minutes there's an emergency shutdown.

@nmeyersohn @FMI_ORG Yikes, wrong headline on that one. Only 3% of groceries are currently bought online so this says Millennials and Gen Z way overindex on the behavior

One thing Millennials are not killing: Grocery shopping. Not much online grocery shopping from Gen Z & Millennials, per @FMI_ORG

@kevevans11 @web @laurenthomas The 2017 data point is pulled from December which would heavily skew it upward, while other years are September. Really exaggerates the reality of the situation. Walmart def gaining ground but I’ve seen little to suggest at direct expense of Amazon.

@alipsman @web @laurenthomas cnbc.com/2019/11/04/wal…?

Thought: American eCommerce may have a breaking point. Also why I caution digital-only strategies. I'm not sure that we can withstand the environmental or logistical weights of China's adoption curve, for instance. At 30% of all retail, NYC would see ~ 5 mil packages per day.

@web @laurenthomas What’s the data source here? Seems like too dramatic a decline

The frequency of people buying items on Amazon six times or more per month has dropped to 40% this year from 80% in 2017. — @laurenthomas

2016: performance marketers 2018: growth marketers 2020: brand marketers With each progression, the talent pool and the traditional quant-side of measure diminishes. But strength of brand will become a KPI that will determine the staying power of a digitally-native retailer.

We've entered a new era in marketing. The big digital advertising platforms are fairly priced now. Offline channels like television, billboards, and retail stores are growing fast again. Innovation will shift towards top-of-funnel advertising.

@asharma nope. i'm saying if the unintended byproduct of a little wastage associated with the (successful) attempt to get you to buy something at a very specific conversion cost is some branding, it's reasonable to assume some advertisers may be OK with that.

@gfulgoni MRC can say what it wants but I don’t think anyone will listen. Availability unfortunately trumps accuracy/relevance these days. Also, direct response actually working for lots of brands right now, esp D2Cs.

Show no mercy. The click on display ads is one of the most misleading metrics. It deserves to die

@gfulgoni Whoa, looks intomidating! How’d it go?

About to try the zip line in Toroverde

Hey @tedcruz if you need a stand in against @jimmykimmel I know a guy twitter.com/jimmykimmel/st…

@DuaneForrester @comScore believe it was misattributed to comScore, which was also sourced on the same mary meeker slide: recode.net/2016/6/1/11829…