蘑菇AV

I was just wondering if that program would come to the U.S. via Space NK partnership with Walmart, 'cause they launched a partnership last year to bring Space NK to Walmart, both online and in stores. I mean, that's another part of the big surge in beauty sales that we're seeing in the U.S..

Whereas all the newer brands, and now we're focusing on the digitally native brands, had the opportunity to learn from what some of these more legacy brands were doing wrong and try and figure it out and make it easier, and could use some of these platforms like Shopify or even marketplaces to try and...

I guess it's similar to retail healthcare, it seems a bit odd to go to Walmart to see a doctor. But once you get used to going to Walmart to see a doctor, and once you become familiar with how convenient that is, you get over the fact that it's Walmart. And maybe there's something to having a trusted brand just in general.

There's going to come a point where that switching, that resistance to switch to a different marketplace is going to go away and the experience is going to matter. Blake Droesch:. I agree. I think it's just the quality of the marketplace as well.

And now, they're just employing direct to consumer as a strategy as well as being in stores versus a multi-branded store or online retailer marketplace like Amazon that always started like that. The reason some of these brands have been so successful is because they've carved out a niche that people have come to expect.

So, there are opportunities for the major retailers, the ones like Walmart and Target that put out their annual hot toy list to participate in this. But I think at the same time we'll see more opportunities for viral growth of toys. Last year, for example, Squishmallows was a good example, really took off on TikTok and it really took off among older kids and teens and adults.

Well, you can ask Rufus questions if you're shopping on Amazon on it's marketplace Pulse. Ben Glickman of the Wall Street Journal writes that Rufus is trained on the company's product catalog, customer reviews, community questions and information from across the web. How will it help folks?

And at the same time, I wonder even if other companies don't really need to follow Amazon's path, the science of behavioral economics has probably taught us that we're not rational actors in the marketplace.

I think, in terms of just for grocery alone, if Amazon wants to ever seriously compete with Walmart and all the other brick-and-mortar grocers, it's going to have to invest billions of dollars into opening new stores or else it's just never going to be able to compete.