Episodes

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 retail growth 2020-2021. (PDF Download). We also highlight the six most important trends of 2021. ...

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 countries powered by Commerce Cloud, billions of consumer engagements and millions of public social media conversati...

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 career with with Mary Meeker. His initial evaluation of EBay. His long positions on Amazon, Netflix, and...

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, Anker Innovation, and their Amazon FBA consulting service OceanWing. We also discuss his recent boo...

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 279 of the Jason & Scot show was recorded on Thursday. October 28th, 2021. http://jasonandscot.com Jo...

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 sites and over 100 million SKUs. We break it all down with Taylor Schreiner, Director of Adobe Digital...

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 Amazon and Target starting holiday deals early in October, and consumer still looking for scarce inv...

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 broad ranging interview, we cover his distinguished career, his opinion about the recent direct to c...

EP274 - Warby Parker and AllBirds IPOs and 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. Episode...

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 FBA Roll-up trend in general, and the future of commerce. Episode 273 of the Jason & Scot show was r...

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 months are higher than two years ago. Retail sales for all of Q2 2021 grew 28.2% from Q2 2020, e-com...

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" Goldberg, Chief Commerce Strategy Officer at Publicis, and Scot Wingo, CEO of GetSpiffy and Co-Fo...

EP270 - MicroService based commerce with Kelly Goetsch

EP269 - New CEOs at Amazon and Instacart, Other news Breaking News: Instacart has appointed Facebook executive Fidji Simo as its new CEO Amazon News Jeff Bezos steps down Amazon offers it’s multi-channel fulfillment (MCF) to Big Commerce customers Other News Shopify Unite 2021 Instagram leans into commerce Nike earnings Warby Parker IPO Episode 269 of the Jason & Scot show was recorded on Thursday July 8, 2021. http://jasonandscot.com Join your hosts Jason "Retailgeek" Goldberg, Chief...

EP268 - Amazon Prime Day Recap with ChannelAdvisor CEO David Spitz David Spitz (@davidspitz) is the CEO of ChannelAdvisor. He joins us this week to share ChannelAdvisor data from Amazon Prime Day 2021. Amazon Prime day was launched in 2015 to celebrate Amazon’s 20th anniversary, and has become a world-wide summer shopping event. The length of the event has been slowly expanding since 2015, so it is now two days long. Traditionally Prime Day has been a summer event taking place in July, for ex...

EP267 - Deep Dive into Food Commerce with Matt Newberg of HNGRY Matt Newberg (@thenewb) is the founder of HNGRY (hngry.tv). In this episode we deep dive into the rapidly changing digital grocery and digital restaurant industries. Topics Covered: Changes in competition between grocery, QSR, and fast casual. Digital restaurant marketplaces (Door Dash, Uber Eats) Digital grocery marketplaces (Instacart) Ghost Kitchens (food industry version of private label) Delivery vs Pickup On Prem vs Of...

EP266 - Minoan CEO Marc Hostovsky on Native Retail Marc Hostovsky, CEO of Monoan an innovative “Native Retail” concept. Monoan makes it easy for consumers to natively purchase products that they have tried and loved during hospitality experiences. Such as buying the bedding used in a boutique hotel room you are staying at. Marc founded Monoan after previous commerce experiences at Jet.com and Walmart. Marc can be reached at sayhello@minoanexperience.com Episode 266 of the Jason & Scot show was ...

EP265 - News and Listener Questions Amazon News Amazon acquisition of MGM DC attorney general sues Amazon on antitrust grounds Amazon limited FBA access Amazon addressing review fraud Amazon Prime Day likely June 21 and 22 Other News Perch (from Episode 252) raises $775M Walmart testing a new livestream format Fedex struggling with late deliveries and adding higher surchages Retail Q1 Earnings Ulta – US Comps up 65.9% (up 7% from 2YA) Costco – US Comps up 18.2%, e-commerce up 41.2% Dollar...

EP264 - Retail Earnings, E-Commerce Quarterly Data US Dept of Commerce Data April Sales – Flat vs. March 2021, up 41% vs. April 2020 (severely Covid impacted month). Many categories were wildly up, most notably Apparel which was up 727% vs the same month last year. Q1 E-Commerce – Up 7.7% vs Q4 2020, up 39.1% vs Q1 2020. Retail Q1 Earnings Walmart – US E-Commerce up 37% YoY, same-store sales saw up 6% YoY Target – US E-Commerce up 50% YoY, same-store sales saw up 18% YoY Macys – US E-Comm...

EP263 - Amazon Unbound Author Brad Stone In 2014 Brad Stone wrote the seminal biography of Amazon, "The Everything Store." In it, he discovered Jeff Bezos birth father, and even earned a negative review on Amazon, from Amazon's co-founder Mckinsey Scott (then McKinsy Bezos). Brad is also a Senior Executive Editor with Bloomberg News, and can be found at his personal website brad-stone.com. This year Brad followed it up with Amazon Unbound, which released on May 11, 2021. Chronicling the dramat...

EP262 - Amazon Q1 Earnings It's Q1 earning season. We recap Amazon, EBay, and Shopify Q1 earnings reports. We also lightly touch on Google and Facebook earnings and cover some other Amazon news. 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. Episode 262 of the Ja...

EP261 - Benedict Evans Benedict Evans (@BenedictEvans) has been a VC, an operator, consultant and an investment banker. His VC career includes a five year stint as partner at Andreessen Horowitz. He know lives in London, where he publishes an excellent weekly newsletter “What mattered in tech this week?“, a podcast “Another Podcast“, and some epic annual presentations, such as this years “The Great Unbundling.” You can find all things Benedict Evans at his website. He’s one of the most thoughtf...

EP260 - March Retail Sales Data, Amazon Shareholder Letter March Retail Sales March retail sales data from the US Department of Commerce is out. March retail sales were $556,935B, up 26.9% from March of 2020. Year to date retail sales are $1,589,538B up 16.4% from Jan-Mar of 2020. Non-store sales were $93,111B, up 16.7% from March of 2020. Bezos Shareholder Letter Jeff Bezos published his final annual shareholder letter as CEO of Amazon. As always it’s a must read. Don’t forget to re-read t...

EP259 - Listener Questions