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They're a global player enabling D2C e-commerce and retail e-commerce. And they've built a first party data set called Shopify Audiences. So, that is a key part of launching a retail media network, is that investing in the data and making it available to partners. So, that data set is only available to a select few partners today.

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:.

Yeah, loyalty, as a beauty retailer, is also so important because beauty D2C is still pretty strong, especially for digitally natives, and you don't want, as a retailer, your consumers abandoning you to buy directly from the source. Carina Perkins:. Exactly that, and it's such a competitive space now.

They are really direct-to-consumer, and so we know from one of Blake's last reports, that too is a little bit tricky, so it'll be interesting to see where they net out. I'm surprised they have such a large percentage of e-commerce, though, at 1%. Sara Lebow:. Yeah, I think there's a lot of money in pet products. People talk about this as a recession-proof category. Blake Droesch:.

In a quick pivot that November, Amazon launched Amazon Clinic as a D2C text-based telehealth service. That was then expanded this month to video visits, available in all 50 states. Halo wearables are no more. In April 2023, Amazon announced the end of its Halo division, including the Halo View, Halo Band, and Halo Rise.

They can think of different products like that of Casper mattresses or Warby Parker glasses that both started off as D2C companies that started to introduce their own retail brick-and- mortar shops where people could try that on and see if they like it. And whether they order the product online or at the store, it doesn't matter, they'll eventually make the purchase. Marcus Johnson:. Oscar.