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I think even if, for example, you're a bank and you choose to go more of a utility white label route rather than direct to consumer... And I do think we'll see banks trying out both options. I think bigger ones will go for, let's stick direct to consumer because we have the clout for that. Smaller ones will probably go the utility style route.

Companies with D2C channels鈥攂rands, publishers, media networks, and retailers鈥攚ant to leverage that data for targeting, personalization, and attribution. The challenge is that first-party data is often limited in scale, outside of giant walled gardens, and it still needs to be matched with other online and offline data sets in a privacy-compliant way. Data clean rooms.

How about creators going direct to consumer and asking for tips essentially? We're in this tipping culture. Has that gained traction recently? Jasmine Enberg:. Yes, it is one of the fastest growing revenue streams for creators, but you also have to remember that these are really small sums.

We define social commerce as transacting basically one click away, meaning they can go to a D2C site or somewhere else to transact. Again, if you think about who can get this right. (09:55):. Also, by the way, the whole point about AI being really expensive, a hundred percent right. Also, this is a great way of getting everybody else out of the market.

So Gatorade has launched an omnichannel loyalty program and also the idea is that it's also going to boost its D two c e-commerce site. Now, I'm not saying that this D two C site is going to be uber successful, but what I think is interesting is the loyalty part of things.

US retail marketplace e-commerce sales will grow by 10% year over year this year to nearly $385 billion. That's according to our forecast, which comes from Whitney and which Sky wrote the report on. That represents over a third of total retail e-commerce sales, that $385 billion.

On today's episode, in our "Retail Me This, Retail Me That" segment, we discuss what the customer journey currently looks like, where folks are discovering products, and how the funnel is collapsing. Then for "Pop-Up Rankings," we rank the top four personal frustrations in the customer shopping journey. Join our analyst Sara Lebow as she hosts analysts Sky Canaves and Suzy Davidkhanian.

So I think that luxury e-commerce is kind of taking a hit there as well. Zak Stambor:. Yeah, I think that's right.

Well, it's that Amazon is becoming a much bigger direct-to-consumer healthcare player. It's now expanding its services for Amazon Clinic, as you mentioned, video and text-based healthcare services. It's got Amazon Pharmacy, it rolled out a discounted RX pass for generic medications. So, it's really playing to the consumer in the consumer's healthcare needs.

Two companies will build what they're calling an expansive and open games and entertainment universe that offers opportunities for folks to play, watch, shop, and engage with content, characters and stories from Disney, Pixar, Marvel, Star Wars, Avatar, and more, so a bunch of the different Disney brands.

I will say that there is a notable discrepancy between the approaches of small, independent, maybe D2C type brands and larger more heritage and tradition bound enterprise or legacy brands. If you have several generations of dos and don'ts in your brand guidelines, or you employ multiple creative agencies, you're a lot less likely to let this technology just spit stuff out willy-nilly and deploy it.

So that's why you see a lot of DTC brands as they expand they'll eventually start advertising in linear television. And a lot of the largest tech companies in the world like Amazon and Apple, Facebook are among the largest out-of-home ad spenders each year.

On today's podcast episode, in our "Retail Me This, Retail Me That" segment, we discuss Walmart's purchase of Vizio, its brick-and-mortar strategy, and whether they can attract more upper income shoppers. Then, in a mini "Shark Tank"-style segment, we predict what the next big move for Walmart will be. Join our analyst Sara Lebow as she hosts senior director of media content Becky Schilling and analyst Zak Stambor.

Yeah, Victoria's Secret was founded on every 2000s trend that's gauche now, like ultra-thin models, no diversity, and they're also being undercut by D2Cs. Sarah Marzano (02:40):. Yeah, I think it's an interesting move to bring on Super. Savage Fenty famously has been one of the brands that's taken market share away from Victoria's Secret.

But basically their mission now is to sort of become an entertainment app where you can shop. You see the shop ads are now at a $2 billion run rate across Meta. That also includes Facebook, but I would imagine most of that happens on Instagram. And what's going to be interesting is just try to compare and contrast the balance that the two apps can strike.

Health and beauty is Amazon's fastest growing e-commerce category in the US but it still has room to grow penetration. So this year, health and beauty is projected to have 24% growth according to our forecast and health and beauty e-commerce penetration is at 32% for Amazon.

So in some cases it could be worse depending on what your need is and that shortage has really been pushing patients to seek other options, whether that's retail health or direct to consumer telehealth, if it's not a serious issue, or urgent care, or in the worst case emergency care. But we're already seeing the impact.

But I think certainly among Gen Zs, there is an appetite for AI and shopping, but only if it's actually going to reduce frictions and not just create more frustration. Sara Lebow:. Yeah, with recommendations and shopping assistance I think there's a tightrope to walk because on one hand you might like it if you feel that these products are picked specifically for you based on technology.

So they're expanding their market earning fees from companies while in the meantime not spending as much marketing direct to consumer. Rob Rubin:. Okay. So is this a good time for companies to be offering an employee perk that's going to cost them money around this? Is this such a burning need for HR departments to add this particular perk? Tyler Brown:.

Now we're going to assign some awards to some of the biggest players in retail eCommerce in the U.S. Let's start off with our Internet Innovator Award. Blake, why don't you tell us who won the award of Best Internet Innovator? Blake Droesch:.

On today's episode, in our "Retail Me This, Retail Me That" segment, we discuss why beauty is doing so much better than the rest of retail, how we've seen the "lipstick effect" play out, and how beauty shopping habits are changing. Then, for "Pop-Up Rankings," we rank our top four beauty brand marketing strategies other retailers can learn from. Join our analyst Sara Lebow as she hosts analysts Sky Canaves and Carina Perkins.

On today's podcast episode, we discuss what to make of Google turning 25 years old, how US shoppers feel about stores, why tiered rewards are all the rage, how Hispanic people think their values are reflected by advertisers and Americans, taxi drivers turning into robots, some mind-bending facts about US geography, and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood, forecasting analyst Zach Goldner, and director of forecasting Oscar Orozco.

B2B ecommerce is gaining traction as 59% of B2B buyers make purchases through online marketplaces in 2023, per an April 2023 Digital Commerce 360 and Forrester survey. Amazon Business, the leader among US third-party marketplaces, accounted for just 2.1% of the B2B ecommerce market in 2022.