The Jason & Scot Show - E-commerce And Retail News

EP178 - Chewy IPO and Listener Questions Part 2  Recap of Chewy IPO (Chewy S1) Listener Questions Part 2: Q5: Nick Barrett Would be really interested to hear your guys thoughts on how an established e-commerce store should expand into new product categories. Is it a good idea to launch new niche websites through Shopify to do this, or is it better to keep focus within a single e-commerce site and expand within that? Q6 Rebecca Saunders Have you seen any recent data on the costs of customer acquisition online via the various channels, and how these have changed over time? I hear a lot anecdotally but haven’t managed to access any reliable data. Thanks in advance! Love the show btw (all the way from rainy London). Q7 Amit Agarwal Have you ever done some research on e-commerce subscriptions such as amazon subscribe and save or autoship? Also, what is the industry trends for bark box, hello fresh and other bundle subscriptions? Q8: Parker Block  Hey Scot, What do you see as likely business implications of risin

EP177 - Internet Trends 2019 and Listener Questions Part 1 A recap of Code Conference and Mary Meekers Internet Trends 2019 Presentation, as well as Part 1 of Listener Questions. Recap of the Code Conference in AZ. Recap of Mary Meeker "Internet Trends 2019" from Code Conference Listener Questions Part 1: Q1: Perry Solomon What do you project the effect of the FedEx contract termination to be, this especially applies to 3P merchants using FedEx for SFP? Q2: Danny Sheridan If a brand is ready to partner with an Amazon channel-consultant, how do they tend to find each other? Is the industry growing or shrinking from your point of view? Q3: Ben Kates How will the CDP change in the next 3 years? How does personalization continue to evolve? Thanks for all of your time and energy into the show. -Ben from CompassRed in Philadelphia Q4: Jamie Dooley Hey Jason & Scot! Have you heard any news or updates around Amazon Singularity? (combination of Amazon Vendor Central & Seller Central). I’ve heard the project’s

EP176 - Tuft & Needle Co-Founder JT Marino   Tuft & Needle (@tuftandneedle) is the original digitally native direct to consumer mattress brand (founded in 2012).  In 2018 they merged with Serta Simmons Bedding company.  JT Marino is a co-founder of Tuft & Needle, now Chief Strategy Officer for Serta. Topics covered: Tuft & Needle origin story Merger with Serta State of the online mattress industry Tuft & Needles Amazon strategy Future of Direct to consumer model Omni-Channel opportunities Don’t forget to like our facebook page, and if you enjoyed this episode please write us a review on itunes. Episode 176 of the Jason & Scot show was recorded on Monday, June 3rd, 2019. http://jasonandscot.com Join your hosts Jason “Retailgeek” Goldberg, Chief Commerce Strategy Officer at Publicis, and Scot Wingo, CEO of GetSpiffy and Founder and Executive Chairman of Channel Advisor as they discuss the latest news and trends in the world of e-commerce and digital shopper marketing.

EP175 - Hudson Yards and retail earning news  Review of Hudson Yards mixed used shopping development in NYC (thye don’t like to call it a mall). Upcoming Shows: Code 6/10 RetailX  6/25 NRF NXT 7/22 Etail East 8/19 Grocery Shop 9/15 Walmart, Macy’s, Kohls earning reports. Direct to Consumer Valuations (Harry’s, Away, and more) Don’t forget to like our facebook page, and if you enjoyed this episode please write us a review on itunes. Episode 175 of the Jason & Scot show was recorded on Tuesday, May 21st, 2019. http://jasonandscot.com Join your hosts Jason “Retailgeek” Goldberg, Chief Commerce Strategy Officer at Publicis, and Scot Wingo, CEO of GetSpiffy and Founder and Executive Chairman of Channel Advisor as they discuss the latest news and trends in the world of e-commerce and digital shopper marketing.

EP174 - Web Smith of 2PM  Web Smith (@web) is the Founder and Editor-in-chief of 2pm, a curated, subscription-based media company.  We cover a wide variety of topics around digitally native vertical brands, including the recent Harry's acquisition, and Away investment. Don't forget to like our facebook page, and if you enjoyed this episode please write us a review on itunes. Episode 174 of the Jason & Scot show was recorded on Wednesday, May 16th, 2019. http://jasonandscot.com Join your hosts Jason "Retailgeek" Goldberg, Chief Commerce Strategy Officer at Publicis, and Scot Wingo, CEO of GetSpiffy and Founder and Executive Chairman of Channel Advisor as they discuss the latest news and trends in the world of e-commerce and digital shopper marketing.

EP173 - Live show from ChannelAdvisor Connect http://jasonandscot.com This is a live presentation from the ChannelAdvisor Connect show in Austin, Texas.  If you'd like to follow along, you can download the deck here: https://www.slideshare.net/retailgeek/jason-scot-show-channeladvisor-connect-2019 Don't forget to like our facebook page, and if you enjoyed this episode please write us a review on itunes. Episode 173 of the Jason & Scot show was recorded on Monday, April 8th, 2019. http://jasonandscot.com

EP172 - Amazon Shareholder Letter and Q1 Results Amazon Annual Shareholder Letter Jeff Bezos released the Amazon 2018 Annual Shareholder Letter, which this year was focused the the phenomenal success and growth of the Amazon Marketplace.  In the process, Amazon disclosed the breakdown of it's 1P and 3P revenue from 1999 - 2018, as well as giving us the "physical gross merchandise volume (physical GMV)" for the first time.  In 2018 1p = $117B, and 3P = $160B.  For a total GMV of $277B (which means US GMV is approx $161B).   Prior to this disclosure we've all had to guess as the the actual size of Amazon's retail business.  This makes Amazon the second largest retailer in the US, behind Walmarts $318B (excluding Sam's Club), and ahead of Krogers $116B. The letter also talks about the importance of companies being allowed to experiment (wondering as Jeff calls it), even if many of those experiments ultimately fail.  No customer ever asked for AWS, but a few success like AWS can fun many failures.  Even failures

EP171 - DTC brands physical experiences  A discussion of Direct-To-Consumer brands physical retail experiences, recorded live fromThe Domain mall in Austin.  Jason & Scot were in Austin to speak at the annual ChannelAdvisor Connect conference, and took time out to do store visits at The Domain.   Update: In the episode we state that Domain is owned by Simon Properties, which is not accurate.  Domain is actually several developments that are separately operated.  Domain Northside is operated by Northwood Retail, it is phase III of the development of the Domain.    Domain I is operated by Simon Malls.   Most of the tenants we were talking about are Domain Northside, Neiman Marcus is Domain. (5/24/2019) Don’t forget to like our facebook page, and if you enjoyed this episode please write us a review on itunes. Episode 171 of the Jason & Scot show was recorded on Monday, April 8th, 2019. http://jasonandscot.com Join your hosts Jason “Retailgeek” Goldberg, Chief Commerce Strategy Officer at Publicis,

EP170 - ThredUp President Anthony Marino  Anthony Marino (@amarino) is the President of thredUp (@thredup), the nation's leading online marketplace for women's and kids'​ like-new apparel. Over 25,000 brands, ranging from Gap to Gucci, are listed on thredUP.com at prices up to 90 percent off retail.  In this interview, we cover the basic thredUp value proposition, challenges and opportunities for the re-commerce business model, the dynamics of operating a two-sided marketplace, customer acquisition, reverse logistics, and the dynamics for brands in the re-commerce space. Don't forget to like our facebook page, and if you enjoyed this episode please write us a review on itunes. Episode 170 of the Jason & Scot show was recorded on Friday, February 22, 2019 from the eTail West tradeshow in Palm Desert, CA. http://jasonandscot.com Join your hosts Jason "Retailgeek" Goldberg, Chief Commerce Strategy Officer at Publicis, and Scot Wingo, CEO of GetSpiffy and Founder and Executive Chairman of Channel Advisor as t

EP169 - GGV Capital Principal Robin Li  Robin Li is a principal at GVV Capital, a global venture capital firm that focuses on seed-to-growth stage investments across Consumer/New Retail, Social/Digital & Internet, Enterprise/Cloud and Frontier Tech sectors. The firm was founded in 2000 and manages $6.2 billion in capital across 13 funds. Past and present portfolio companies include Affirm, Airbnb, Alibaba,  Peloton, Poshmark, Slack, Square, Wish, and many others. In this interview, we cover a wide range of topics around the hot trends in retail and consumer in North America, and we deep dive in what’s going on with retail, social and e-commerce in China well. Don't forget to like our facebook page, and if you enjoyed this episode please write us a review on itunes. Episode 169 of the Jason & Scot show was recorded on Wednesday, February 20, 2019 from the eTail West tradeshow in Palm Desert, CA. http://jasonandscot.com Join your hosts Jason "Retailgeek" Goldberg, Chief Commerce Strategy Officer at Publ

EP168 - Bombas founder David Heath     David Heath is the CEO and Co-Founder of Bombas (@bombas), a fast growing, energetic e-commerce apparel company, focused on making the most comfortable socks in the history of feet, while helping those in need. Founded because socks are the number one most requested clothing item at homeless shelters, for every pair they sell, they donate a pair to someone in need. In this interview, we cover a wide range of topics including the Bombas founding story, their SharkTank experience, the DTC business model and growth challenges, social marketing, innovation, the brick and mortar. If you’re inspired by the Bombas story, they are hiring!  FREE SOCKS included. https://boards.greenhouse.io/bombas Don’t forget to like our facebook page, and if you enjoyed this episode please write us a review on itunes. Episode 168 of the Jason & Scot show was recorded on Friday, February 22, 2019 from the eTail West tradeshow in Palm Desert, CA. http://jasonandscot.com Join your hosts Jaso

EP167 - Instagram Checkout Hot Take  This episode is a hot take on Checkout on Instagram feature.  We cover the main features, details about the closed beta, potential pros and cons, and a recommendation for brands thinking about selling on Instagram. Don’t forget to like our facebook page, and if you enjoyed this episode please write us a review on itunes. Episode 167 of the Jason & Scot show was recorded on Wednesday, March 20th, 2019. Join your hosts Jason “Retailgeek” Goldberg, Chief Commerce Strategy Officer and Scot Wingo, CEO of GetSpiffy and Executive Chairman of Channel Advisor as they discuss the latest news and trends in the world of e-commerce and digital shopper marketing.

EP166 - Shipsi CEO Chelsie Lee Chelsie Lee (@ChelsieAnnLee) is the CEO and Co-Founder of Shipsi, a software solution for aggregating and managing last mile delivery services. In this interview, we cover a wide range of topics including last mile solutions, curbside pickup versus delivery, changing customer behaviors, and the Amazon effect. Don’t forget to like our facebook page, and if you enjoyed this episode please write us a review on itunes. Episode 166 of the Jason & Scot show was recorded on Wednesday, February 20, 2019 from the eTail West tradeshow in Palm Desert, CA. http://jasonandscot.com Join your hosts Jason “Retailgeek” Goldberg, Chief Commerce Strategy Officer at Publicis, and Scot Wingo, CEO of GetSpiffy and Founder and Executive Chairman of Channel Advisor as they discuss the latest news and trends in the world of e-commerce and digital shopper marketing.

EP165 - Amazon Alexa's David Isbitski David Isbitski (@thedavedev)is the Chief Evangelist for Alexa at Amazon. In this interview, we cover a wide range of topics including the growth of the Alexa platform, the evolution of the developer community, the future of voice, and voice commerce specifically. Don’t forget to like our facebook page, and if you enjoyed this episode please write us a review on itunes. Episode 165 of the Jason & Scot show was recorded on Friday, February 22, 2019 from the eTail West tradeshow in Palm Desert, CA. http://jasonandscot.com Join your hosts Jason “Retailgeek” Goldberg, Chief Commerce Strategy Officer at Publicis, and Scot Wingo, CEO of GetSpiffy and Founder and Executive Chairman of Channel Advisor as they discuss the latest news and trends in the world of e-commerce and digital shopper marketing.

EP164 - News live from ICSC OAC  http://jasonandscot.com Jason & Scot gave a presentation at the International Council of Shopping Centers Open Air Centers show in Austin Texas and got together afterward to record a news update. Amazon Project Zero - New brand protection program Walmart Earnings.  Same store sales up 4.2%, E-Com for the quarter up 43% (up 40% for the fiscal year), guidance for next year is that e-com will grow 35%.  Profitability of e-commerce continues to be a challenge for Walmart, and they expect that to continue.   Walmart stores offering "Online Grocery Pickup" (OGP)_ grew from 800 to 2100 stores this year, and is expected to grow to 3100 next year. JCPenneys Earnings. Revenue down 8.4%, same store sales down -4% (vs. 4.3% expected).  They announced the closure of 18 stores, and said to expect more in subsequent years). L Brands Earnings - Victoria's Secret same store sales down 7%, will close 53 stores. FedEx launched a new delivery robot, SameDay Bot Stamps.com dropped it's exclus

Digital Alcohol with Diageo and Drizly  Jason & Scot will be podcasting live from the eTail West which is held Feb 19-22 in sunny Palm Springs, CA. As a special gift to listeners, you can use the code JASONSCOT for 20% off. This episode is a deep dive into the digital alcohol market with Diageo and Drizly. Taylor Burton (@TBurton86) is the VP of Strategic Partnerships at Drizly, the world's largest alcohol marketplace to shop beer, wine and spirits, currently available in 95 cities. Wayne Blum (@waynegblum) is is the Director, U.S eCommerce strategy and partnerships at Diageo,  A global leader in beverage alcohol, with over 200+ brands. Don't forget to like our facebook page, and if you enjoyed this episode please write us a review on itunes. Episode 163 of the Jason & Scot show was recorded on Monday, February 11th, 2019. Join your hosts Jason "Retailgeek" Goldberg, Chief Commerce Strategy Officer and Scot Wingo, CEO of GetSpiffy and Executive Chairman of Channel Advisor as they discuss the latest ne

EP162 - Amazon Q4 2018 Earnings Hot Take  Jason & Scot will be podcasting live from the eTail West which is held Feb 19-22 in sunny Palm Springs, CA. As a special gift to listeners, you can use the code JASONSCOT for 20% off. This episode is a hot take on Amazon Q4 2018 earnings Amazon Q4 Earnings Highlights $72.4BB, which is a 20% y/y increase $19.4B in Free cash flow Amazon grew North America 18% y/y and International 15% y/y, for a blended growth rate of 17% Unit growth decelerated to 14% from 15% in Q3 Revenue from brick and mortar down 3% Amazon Web Services - Grew 45% to $7.4B for the quarter and generated $2.2b in operating income which was up 61% y/y Marketplace 52% of units, down from 53% levels in Q2 and Q3 Wingo GMV estimate -> 150B GMV for the quarter.  $450B GMV for the year ($300B GMV in North America). Amazon Ad Business - grew 95% y/y  to $3.49B (Estimated $10B for the year) Pivotal estimates $38B by 2023 Jason & Scot will be podcasting live from the eTail West which is held

EP161 - Verizon Enterprise Solutions GVP, Michele Dupre  Episode 161 is an interview with Michele Dupre, GVP of Verizon Enterprise Solutions, live the National Retail Federation Big Show.  We cover a variety of topics including: Verizon's Holiday Retail Index Findings 5G and it's likely impact on commerce Security Don't forget to like our facebook page, and if you enjoyed this episode please write us a review on itunes. Episode 161 of the Jason & Scot show was recorded on Tuesday, January 15th, 2019. https://jasonandscot.com

EP160 - CES 2019 Recap, and NRF Update Episode 160 is a recap of the 2019 Consumer Electronics Show, and an update from the Nation Retail Federation Big Show. Don't forget to like our facebook page, and if you enjoyed this episode please write us a review on itunes. Episode 160 of the Jason & Scot show was recorded on Monday, January 14th, 2019.

EP159 - 2019 Predictions and 2018 Recap Our annual predictions episode for 2019 and a recap of our 2018 predictions. 2018 Recap - Predictions made on episode 112 Scot Mallageddon 2.0 - We saw 7000 stores close in 2017, I think this accelerates in 2018 as the 30-40% of weak malls fail  closures. YES Amazon will NOT buy another offline retailer, triples down on private label. YES Amazon will squarely get in the last mile business in 2018 and compete with FedEx and UPS. NO Amazon’s ad group will get so large that they have to break out details about it and everyone will be shocked at how large it has gotten so quickly YES Walmart will make a big M+A - top candidates would be Instacart, postmates and eBay. YES Somebody acquires Magento, or they go public. YES 5/6 Bonus - Amazon comes out with Alexa powered wireless earbuds - because I want them. NO Jason Grocery gets disrupted by digital (led by curbside pickup).  Digital grocery doubles in US, at least one delivery firm peters out.YES Drug gets disrupted by d