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

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 Ba...

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.  

EP294 - Amazon Q2 Earnings . 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...

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://jasonan...

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....

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...

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 reun...

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 i...

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...

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 i...

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...

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...

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 : Am...

EP283 - Year End Review  It's our final show of 2021! 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. If you want to follow along on with all the data, here is a  visual recap of r...

EP282 - Cyberweek Recap with Salesforce's Rob Garf  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 across more than 54 countrie...

EP281 - Mark Mahaney, author and top internet analyst  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." We cover a variety of fun topics including the beginning of his care...

EP280 - Anker Innovations Head of Global Communications Eric Villines 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,...

EP279 - Amazon, EBay, Shopify Q3 Earnings  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. Episode...

EP278 - Adobe Holiday E-Commerce Forecast with Taylor Schreiner In  Episode 277  we covered some of the early overall holiday sales forecasts, and the issues likely to impact this holiday season. In this episdoe 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...

EP277- Holiday 2021 Preview 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. Will shipageddon 2.0 play out again this year? Will the supply chain become the supply pain? With A...

EP275 - Mickey Drexler on DTC 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 b...

EP274 - Warby Parker and AllBirds IPOs  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. Surprising Learnings From Warby Parker And AllBirds IPO Filings (forbes.com) Episode 274 of the Jason & Scot show was recorded on Wednesday September 1st,...

EP273 - Amazon FBA Roll-ups with Alex Kopco of Forum Brands  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...

EP272 - Q2 Ecom Data, Earnings, and Amazon News US Dept of Commerce Data In July retail sales were up 13.3% from previous July (down 1.1% from June). Year to Date sales were up 21.1% vs. 2020. Apparel is in the biggest recovery, up 63%. At peak of pandemic, restaurants lost nearly $51B/mo of sales to grocery stores. In July the gap has closed to $4B in sales. Restaurants sales for the past two mon...

EP271 - Amazon Q2 2021 Earnings Recap  Jason is back on the road and has some retail store visit reports: Bed Bath & Beyond Flagship in Chelsea Harry Potter Store New York Google New York Neighborhood Goods Starbucks Reserve New York Amazon Q2 2021 Earnings Recap Episode 271 of the Jason & Scot show was recorded on Thursday July 30, 2021. http://jasonandscot.com Join your hosts Jason "Retailgeek"...