Episodes
EP297 - GroceryShop 2022 and News Episode 297 is a recap of the GroceryShop trade show in Las Vegas, and the Consumer Brands Executive Summit in Colorado Springs.
We also discuss the latest news (and controversies) around Facebook and TikTok pulling back from some social commerce initiatives (and pressing forward with others).
We cover the Prime Early Access sale and its potential impact on the overall holiday season.
Episode 297 of the Jason & Scot show was recorded on...
Published 10/06/22
EP296 - Guardian Baseball Co-Founder Matt Kubancik
Episode 296 is an interview with Matt Kubancik (@mattkubancik), CEO and Co-Founder of Guardian Baseball. Matt is a serial e-commerce entrepreneur who was the founder of Street Moda, Co-Founder of SKU Vault, and most recently Co-Founder and CEO of Guardian Baseball.
Mark is an experienced Marketplace seller, and his current business Guardian Baseball is a hybrid seller selling both wholesale and owned brands direct to consumer from a...
Published 09/27/22
Episode 295 is a breakdown of Walmart and Target Q2 earnings, as well as the US Department of Commerce retail sales data for July.
Episode 295 of the Jason & Scot show was recorded on Thursday August 18, 2022.
Transcript Jason:
[0:23] Welcome to the Jason and Scot show,
this is episode 295 being recorded on Thursday August 18th 2022 I'm your host Jason retailgeek Goldberg and as usual I'm here with your co-host Scot Wingo.
Scot:
[0:38] Hey Jason and welcome back Jason Scott...
Published 08/20/22
EP294 - Amazon Q2 Earnings
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Episode 294 is a breakdown of Amazon’s Q2 2022 earnings.
Episode 294 of the Jason & Scot show was recorded on Sunday July 31, 2022.
http://jasonandscot.com
Join your hosts Jason "Retailgeek" Goldberg, Chief Commerce Strategy Officer at Publicis, and Scot Wingo, CEO of GetSpiffy and Co-Founder of ChannelAdvisor as they discuss the latest news and trends in the world of e-commerce and digital shopper marketing
Transcript Jason:
[0:23] Welcome to the Jason...
Published 08/01/22
EP293 - E-commerce leadership changes and news
Episode 293 previews Amazon no good, dirty, rotten, Q2. Including why Amazon's much hailed SCOT software may have led them astray (not a surprise given the name). We also discuss the recent leadership changes at Amazon, Google, Pinterest, and Bed Bath & Beyond.
Episode 293 of the Jason & Scot show was recorded on Thursday June 30, 2022.
http://jasonandscot.com
Join your hosts Jason "Retailgeek" Goldberg, Chief Commerce Strategy...
Published 07/07/22
EP292- Quarterly Recap
Sorry for the delay since our last show. We took a beginning of summer hiatus, and Jason upgraded to a new knee!
This episode was recorded in front of a live audience at the NYC Google HQ, for Zenith Basecamp.
Key Topics discussed:
Amazon’s rate of growth declined in Q1, what lies ahead for them. Impact of App Tracking Transparency (ATT) on advertising platforms Shopify vs. Facebook Retail Media Networks Q1 2022 US Department of commerce data and trends Audience...
Published 06/13/22
Amazon released their Q1 earnings for 2022 on Thursday April 29th. In this episode we do a deep dive into all the details.
Key Topics:
Declining macro economics First quarter 1P sales were down year-over-year for the first time in two decades, as it had to comp against a very strong Q1 2021 which was elevated by the pandemic. AWS getting a strong boost from the pandemic. Ads continue to quietly be a bright spot for Amazon Andy Jassy's first annual shareholder letter Amazon's new...
Published 04/29/22
EP290 - Shoptalk 2022 Recap
ShopTalk held it's first in-person show since 2019, May 27-30th in Las Vegas. The show made the move from the Venetian to the Mandalay Bay. Nearly 10,000 attendees joined more than 600 exhibitors at this years show. Making ShopTalk one of the first industry events to truly feel like it did prior to the pandemic, and living up to the billing as the retail industries reunion. Shoptalk has truly established itself as the preeminent digital commerce event in the...
Published 04/01/22
EP289 - ShipBob Co-Founder Dhruv Saxena Dhruv Saxena is the co-founder and CEO of ShipBob, Inc. ShipBob is a tech-enabled third-party logistics provider (3PL) that fulfills e-commerce orders for direct-to-consumer brands.
We discuss ShipBob's origin story, how the e-commerce fulfillment industry has evolved, as well as the challenges and implications of Amazon and Shopify's various fulfillment initiatives.
Episode 289 of the Jason & Scot show was recorded on Friday March 18,...
Published 03/19/22
EP288 - News and Q4 Earnings Reports News Amazon Stock Split Shopify Fulfillment Network eBay “The Vault” Twitter E-Commerce Pilot Retail Media Networks are on fire Inflation continues to rise Q4 Earnings Reports Winners Dicks Sporting Goods Walmart Target Neutral
Best Buy Ulta Kohls Gap Nordstrom Ralph Lauren Losers
Dollar Tree Abercrombie & Fitch Macy’s Episode 288 of the Jason & Scot show was recorded on Thursday March 10, 2022.
http://jasonandscot.com
Join your hosts...
Published 03/11/22
EP287 - Amazon Supply Chain Deep Dive with Marc Wulfraat http://jasonandscot.com
Marc Wulfraat is President of MWPVL, a global supply chain and logistics consulting firm, and one of the foremost experts outside of Amazon, into Amazons supply chain.
In this episode to do a deep dive into all the elements of Amazon's supply chain, how it compares to other third party logistics providers, and most importantly if and how other retailers should think about competing against the enormous...
Published 02/18/22
EP286 - Amazon Q4 Earnings
Amazon released their Q4 (and full year) earnings for 2021 on Thursday February 3rd. In this episode we do a deep dive into all the details.
Key Topics:
Amazon North American Revenue grew 18.4% in 2021, which was just above the industry average of 17.9% Amazon has broken out their ad revenue for the first time. In 2021 total revenue was $31.16B growing at 32% Year over Year. Ready Jason’s Forbes Article here. Amazon is raising the rates for Amazon Prime from...
Published 02/04/22
EP285 - 22021 Full Year and Holiday Data Deep Dive
The US Dept of Commerce December Advanced Retail Sales Data is out, which gives us a full look at 2021 and the 2021 holiday season. So Episode 285 is a data deepdive into 2021.
If you want to follow along, we've made a deck with all the data available at https://retailgeek.com/2021-commerce-recap
Data Sources
US Retail & E-Com Sales Data: US Dept of Commerce
E-Commerce Estimates: eMarketer
Retail Foot Traffic Data: Placer.ai
...
Published 01/21/22
EP284 - 2022 Annual Predictions h
2021 Predictions Recap
Jason:
Made to Order apparel business > 9 figures Yes Retailer offers viable health alt insurance option to consumers No Grocery E-Com > 10% someone deploys(not pilots) MFC Yes Amazon Shopify Competitor (shipping solution) No Retail Media > $20B Yes Bonus – More store closures in 2021 than 2020. No
Jason Total Score: 3 of 5
Scot:
Amazon move to same day prime by opening a huge wave of neighborhood DCs (near DSPs) Yes...
Published 01/07/22
We recap the US Dept of Commerce November Advanced Retail Sales Data.
We do a deep dive into the retail industries growth from 2019 through November 2021. In those 23 months, the retail industry grew 22%, historically fast growth. There were clear winners and losers.
We also highlight the six most important trends of 2021.
Published 12/21/21
Rob Garf (@retailrobgarf) is VP and GM, Retail at Salesforce. Rob returns to the show for the third time (EP249 and EP110) to talk about November, and especially cyber week e-commerce sales.
The Salesforce shopping index combines data and holiday insights on the activity of more than a billion global shoppers.
We cover e-commerce sales in November 2021 vs 2020 and 2019. First mile issues, last mile issues, inflation, winning and losing categories, predictions for December.
Published 12/01/21
Mark Mahaney is Senior Managing Director at Evercore ISI, Research Division, he’s one of the original and longest lasting internet analysts on Wall Street. He recently published “Nothing but Net: 10 Timeless Stock-Picking Lessons from One of Wall Street’s Top Tech Analysts.”
Published 11/23/21
Eric Villines is the Global Head of Communications for Anker Innovations. Anker is one of the most successful brands to be started on the Amazon platform. In this broad ranging interview, we discuss the origin story of Anker, their evolution from early Amazon FBA seller to Global Omni-channel brand. Eric covers their incubator, Anker Innovation, and their Amazon FBA consulting service OceanWing.
Published 11/22/21
In Episode 257 we talked about IDFA and the impact of privacy and digital ads, and then on Episode 277 we talked about Supply chain pain (SupplyPain™). Now that we’re in Q3 earnings season we’re seeing those themes play out. This week we dive into the earnings calls from Snap, eBay, Shopify, and Amazon. We also discuss the Rent the Runway IPO.
Published 10/29/21
we get the very first look at Adobe 2021 Holiday Shopping Forecast. This is a deep dive on digital shopping behaviors based on Adobe Analytics, which analyzes 1 trillion visits to retail sites and over 100 million SKUs. We break it all down with Taylor Schreiner, Director of Adobe Digital Insights.
Published 10/20/21
Holiday 2021 will be one of the most uncertain holiday events in modern retail history. Major disruptions to the supply chain, the last mille, and to consumer behavior as a result of covid, will make this year extremely hard to predict and manage for brands and retailers.
Published 10/04/21
Mickey Drexler is the former CEO of Ann Taylor, The Gap, J. Crew, and is a former board member of Apple and Warby Parker. He is currently the CEO of Alex Mill, a digitally native vertical brand, founded by his son Alex Drexler.
He has been dubbed the “Merchant Prince” for his successful turn around of Ann Taylor, and his dramatic transformation of The Gap.
In this broad ranging interview, we cover his distinguished career, his opinion about the recent direct to consumer trends, and much more.
Published 09/09/21
Warby Parker and AllBirds filed their S-1 registrations with the SEC in preparation of making an initial public offering. In this episode we deep dive into all the information revealed in the fillings.
Published 09/03/21
Alex Kopco is the Founder and COO of Forum Brands, a roll-up of digitally-native consumer brands selling via Amazon.
In this interview we discuss Alex’s experiences at Target and Amazon prior to founding Forum Brands. We talk about Forum Brands specific business model and their unique tools and expertise for Amazon sellers, the Amazon FBA Roll-up trend in general, and the future of commerce.
Published 08/25/21
We break down the US Dept of Commerce July retail data, and Q2 E-Com data, look at Q2 earnings from Walmart, Target, Home Depot, and Lowes, and discuss a potential Amazon Department store concept.
Published 08/20/21