Episodes

EP254 - Walmart and Shopify earnings, and retail sales data

EP253 - Amazon Q4 2020 Earnings Amazon Earnings Amazon reported in Q4 2020 earnings on Tuesday Feb 2. Jeff Bezos is stepping down as CEO and moving into an executive chairman role. Read his letter to employees here. We deep dive into the Q4 and full year 2020 results. Sales, profit, and free cash flow were all above expectations. US product sales had a robust 44% YoY increase. 3P continues to grow as a share of sales (now 55% of sales mix). AWS continued to grow. Other income (which is lar...

EP252 - Amazon FBA Roll-ups w Chris Bell CEO of Perch [NOTE: The audio quality of this episode is not up to our usual standards due to some internet challenges. But we felt the content was valuable enough to publish the episode anyway.] A number of firms are acquiring, or some would say rolling up, brands that primarily distribute their products on Amazon using Fulfillment by Amazon. By some accounts, these firms have cumulatively raised over $1B in capitol, and are rapidly acquiring brands. ...

EP251 - 2021 Annual Predictions 2020 Recap – Predictions made on episode 204 2020 Predictions Recap Scot Shopify wilts a bit – new competition comes out with different angles (marketcap stays static) – No Fedex does something drastic – buy eBay? Merge with Alibaba? No (but shoprunner for 0.5) The year of returns – “happy returns” – a startup raises $100M+ in space. No (but 0.5 for year of returns) Mallageddon continues At least another 8k stores Yes 8721 stores +1 Google gets aggressive in eco...

EP250- Holiday 2020 Recap This week we recap the commerce results for Holiday 2020 (including the data sources you can use to get a read for yourself), give an update on #shipageddon, and cover some industry news. 2019 2020 YoY %Ch Stores $864.69 $822.79 -4.8% Online $140.28 $190.47 35.8% Total $1004.97 $1013.26 0.8% Nov-Dec Sales estimates from e-marketer $B November Retail Sales Aren’t As Ominous As You Think Jason's article in Forbes, recaping the results we've seen through November. Cons...

EP249 - Holiday shipping data from ShipBob Casey Armstrong (@CaseyA) is CMO at ShipBob, a third party logistics provider that offers e-commerce fulfillment for thousands of brands. They are able to see the carrier shipping performance for all those clients and provide aggregate data that gives us insight into holiday shipping performance, also known as #shipageddon. Shipageddon Repository ShipBob Carrier Dashboard ShipBob 404 Page w/ Star Wars reference Episode 249 of the Jason & Scot show was...

EP248 - Cyber 5 with Salesforce's Rob Garf Rob Garf (@retailrobgarf) the VP of Strategy and Insights, Retail and Consumer goods at Salesforce. Rob also earned a 10/10 from @ratemyskyperoom which makes me extremely jealous. Cyber Week online sales unfolded in the pattern we expected after the first three quarters of the year. Digital sales surged an unprecedented 71% in Q2 globally and significantly grew 55% in Q3 globally. We forecast 30% growth for the entire holiday season, November 1 – Dece...

EP247 - Cyber 5 with Adobe Vivek Pandya is the Senior Digital Insights Manager at Adobe. Data from Adobe, which uses Adobe Analytics to analyze one trillion visits and 100 million SKUs from 80 of the 100 largest retailers in the U.S., found that consumers spent a whopping $34.4 billion during this year’s Cyber Week, which represents a 20.7 percent year-over-year (YoY) increase. Unsurprisingly, Thanksgiving, Black Friday and Cyber Monday represented the bulk of total spend over the five-day per...

EP246 - Q3 E-Commerce Results

EP245 - Shipageddon DeepDive On October 3rd, we published episode 238 and coined the term “Shipageddon.” We were talking about the likely e-commerce peak we expected from the holiday, on top of the e-commerce peak we were already seeing do to Covid-19, and we felt like retailers were likely to run into shipping capacity issues. The term (and concept) have gained a lot of traction, being featured print in the NY Times Brace for Holiday ‘Shipageddon’ Forbes, Bloomberg, and on the Today Show, NBC ...

EP244 - Upfront Ventures Greg Bettinelli Greg Bettinelli (@gregbettinelli) is a partner at Upfront Ventures. Greg was previously the CMO for LA-based HauteLook, a leading online flash-sale retailer (acquired by Nordstrom). Upfronts portfolio includes ThredUp, Parachute Home, Adore Me, Skylar, Verishop Goat, Happy Returns, Invia Robotics, ChowNow, Verishop and in transportation Fair, Bird, and SureSale. We discuss DNVBs, Marketplaces, Shipageddon, and much more. Don’t forget to like our facebo...

EP243 - Amazon Q3 2020 Earnings Recap In this episode, we break down Amazon’s Q3 2020 earnings (PDF) results. Don’t forget to like our facebook page, and if you enjoyed this episode please write us a review on itunes. 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....

EP242 - Salsify Co-Founder and CMO Rob Gonzalez Rob Gonzales is the Co-Founder and CMO of Salsify an e-commerce enablement SaaS company that has raised over $250m and focuses on helping brands sell online. Rob is also co-founder of the Digital Shelf Institute. Don’t forget to like our facebook page, and if you enjoyed this episode please write us a review on itunes. Episode 242 of the Jason & Scot show was recorded live on Wednesday, October 21st 2020. http://jasonandscot.com Join your hosts ...

EP241 - Holiday Preview with eMarketer's Andrew Lipsman Andrew Lipsman (@alipsman) is the Principal Analyst for retail and e-commerce for eMarketer. In this episode, Andrew gives listeners an advanced preview of eMarketer’s holiday forecast, and we do a deep dive into all the factors that will play into this holiday season. This holiday season may have more uncertainty for brands and retailers than any other holiday season in our lifetime, so it’s well worth the listen. This is an exclusive pr...

EP240 - Amazon Prime Day Recap Episode 240 is a recap of Amazon Prime Day 2020, and a review of the US Census Advanced Monthly Retail Sales data for September. Amazon Prime Day Amazon Press Release ChannelAdvisor Prime Day Salesforce Prime Day Blog Two Thirds of Sales During Prime Day Were by Amazon 1P – marketplace Pulse Cool PrimeDay Review of 50 e-commerce sites by Forrester research analyst Nicole Murgia Advanced Retail Sales Data for September US Census Advanced Monthly Retail Sales f...

EP239 - Retail Sales Data with US Census Bureau Paul Bucchioni is Branch Chief and Scott Scheleur is a Supervisory Survey Statistician, both with the Retail Indicator Branch, Economic Indicators Division of the U.S. Census Bureau. In this interview, Paul and Scott walk us through the real sales data products that the US Census publishes and gives us advance about how to interpret the data. US Census Retail Data Site Twitter Account: @uscensusbureau St. Louis Federal Reserve Tool (FRED) Google ...

EP238 - Holiday Shipageddon

EP237 - Always Day One author Alex Kantrowitz Alex Kantrowitzer (@Kantrowitz) is the author of “Always Day One: How the Tech Titans Plan to Stay on Top Forever.” He is an on-air contributor at CNBC and host of the Big Technology podcast. In this broad-ranging interview, we discuss the unique management styles at Apple, Google, and Facebook, as well as doing a deep dive into what makes the Amazon culture unique. Disclosure: links to Amazon are affiliate links. Don’t forget to like our faceboo...

EP236 - DNVBs w/ Nate Poulin Episode 236 is an interview with Nate Poulin aka @digitallynativ about Digitally Native Verticle Brands (DNVBs).. Upcoming Events Digital Day North America Jason & Scot Keynote September 23 8:40-9:25am CT Channel Advisor Connect – Jason & Scot October 7th Texas A&M Retail Summit Jason October 9th 9:50am CT ShopTalk Meetup – Jason October 20-22 Measuring Ecommerce Success Against Fast-Changing Benchmarks. Topics Nate Poulin (@digitalnativ) cut his teeth with D...

EP235 - Amazon Grocery, Walmart+, Holiday Preview This episode covers the latest Amazon Grocery news, the launch of Walmart+, and our first look at holiday 2020. Upcoming Events CommerceLive – Jason September 15, Noon ET. Panel: Retailer Search Strategies — What’s Working and What’s Worth It? Publicis Livestream – Jason & Scot – Thursday, September 17 11:00AM ET Covid, Holiday 2020, and 2021 Digital Day North America Jason & Scot Keynote September 23 8:40-9:25am CT Channel Advisor Connect ...

EP234 - Listener Questions Live Episode 234 is a live show featuring live audience questions. Jason & Scot get to interact with listeners live. Topics Jason wrote an article in Forbes, "It’s Time For E-Commerce Marketplace Reform", Scot found it controversial! California’s proposed AB 3262, related to product liabilities for marketplaces. Amazon's stance on hybrid sellers (both selling wholesale to Amazon, and direct on the marketplace) SEO in the Covid era What's the next big thing? How...

EP234 Preview - Listener Question Show Coming Soon Hi Listeners. We'll be recording a live listener questions podcast on Wednesday August 26th at 7pm PT / 10pm ET. Send questions in advance to Facebook Or @scotwingo on twitter Zoom details to join the live call: Join from a PC, Mac, iPad, iPhone or Android device: Please click this URL to join. https://us02web.zoom.us/j/85358703161?pwd=dWdreWdyckR6S1dQcE5nR3JlVWVCQT09 Passcode: 262640 Description: Jason & Scot Show - Listener Questions Or jo...

EP233 - Q2 2020 Retail Earnings and News US Census Data US Census Retail Data website Quarterly Retail E-Commerce Sales 2nd Quarter 2020 (PDF) St. Louis Federal Reserve Tool (FRED) Google Public Dataset Tool Retail Earnings Updates Walmart Comp sales up 9.3% E-commerce up 97%. Transactions down 14%, basket up 27% Target SSS up 10.9%, E-Commerce up 195%. 75% e-commerce fulfilled from stores. Home Depot SSS up 25%, e-commerce up 100% (60% BOPIS) Lowes US Comp sales up 35.1%, E-commerce up ...

EP232 - rue21 CEO John Fleming John Fleming is the the interim CEO of rue21. John was formerly the global e-commerce CEO for Uniqlo, Chief Merchant at Walmart, and CEO of Walmart.com. He has also served as a board member at Bed Bath & Beyond and Untuckit. rue21 is an American specialty retailer of women’s casual apparel and accessories with 670 stores that primarily designs and fabricates its’ own products. In this broad ranging interview, we discuss the challenges and opportunities presented...