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VOICE ARCHIVE

Neil Saunders

@neilretail
13 posts
2023-08-25
Did you have a partnership between Shein and Forever 21 on your bingo card for 2023? Probably not, but the deal - which has seen Shein take a one-third stake in SPARC Group, the owner of the Forever 21 brand - makes sense for both parties. Although it's on a firmer financial... [image]
2023-08-25 View on X
Wall Street Journal

Shein acquires ~33% of Forever 21 parent company Sparc and Sparc takes a Shein minority stake, letting Shein sell Forever 21 items and operate inside its stores

the deal is a win for fast fashion, but a loss for the environment PYMNTS.com : Shein's Forever 21 Returns Deal Spotlights Key Omnichannel Strategy Wajeeh Khan / Invezz : Shein jus...

2023-02-14
Lovely to see @iiiitsandrea quoted while catching up with my FT reading... Full article: https://www.ft.com/... https://twitter.com/...
2023-02-14 View on X
Financial Times

Amazon CEO Andy Jassy says the company plans to “go big” on physical retail stores in 2023, blaming a lack of “normalcy” during the pandemic for its stumbles

Andy Jassy says ecommerce giant will double down on grocery despite recent stumbles

2023-02-06
🇺🇸 TikTok users are speaking critically about viral products and advocating for thoughtful shopping habits. On a platform known for driving consumption, is change even possible? https://www.wsj.com/...
2023-02-06 View on X
Wall Street Journal

A look at “de-influencers”, a rising cohort of TikTok users criticizing viral products and promoting thoughtful shopping; #deinfluencing videos passed 68M views

2023-02-05
🇺🇸 TikTok users are speaking critically about viral products and advocating for thoughtful shopping habits. On a platform known for driving consumption, is change even possible? https://www.wsj.com/...
2023-02-05 View on X
Wall Street Journal

A look at “de-influencers”, a rising cohort of TikTok users criticizing viral products and promoting thoughtful shopping; #deinfluencing videos passed 68M views

TikTok users are speaking critically about viral products and advocating for thoughtful shopping habits.

2022-10-13
We said this back in 2020! Unfortunately, too many got caught up in headline-grabbing narratives around ‘acceleration’ and other buzzy terms rather than looking carefully at data and underlying consumer sentiment... https://twitter.com/... https://twitter.com/...
2022-10-13 View on X
Bloomberg

Amazon, Shopify, Wayfair, and other big e-commerce sites scale back operations after erroneously betting that pandemic online shopping trends would be permanent

Matthew Townsend / Bloomberg :

2022-04-18
There was an enormous amount of hyperbole about online during the pandemic. Some of it was complete nonsense - as the numbers are now showing. The truth is that a lot of people like in-person shopping and don't want to sit at home in front of a screen all day. https://twitter.com/...
2022-04-18 View on X
Wall Street Journal

Data shows e-commerce as a percentage share of all US retail has almost returned to pre-pandemic levels; in March e-commerce dropped YoY as in-store sales rose

Wall Street Journal :

2022-04-12
Retail media networks are a big driver of this. In 2021, Amazon's advertising revenue was $31 billion. Walmart's was $2.1 billion - and is growing rapidly. Even Nordstrom brought in $40 million. Ads are a great offset to crimped margins and weakening demand in retail. https://twitter.com/...
2022-04-12 View on X
Wall Street Journal

IAB: US digital ad spend rose 35% YoY to $189B in 2021, the largest gain since 2006; 10 publishers and platforms took 78.6% of the total, up from 78.1% in 2020

78.6%—of total digital ad revenue...” ~$40b+ remaining is a lot, but that % should trend the other way. Why? https://twitter.com/... Meg Graham / @megancgraham : New IAB report on ...

2020-12-31
🇺🇸 France has resumed collecting what is known as its digital-services tax, while the U.S. is set on Jan. 6 to impose $1.3 billion in tariffs on French imports, including cosmetics and handbags https://www.wsj.com/...
2020-12-31 View on X
Wall Street Journal

France says it has resumed collecting its digital services tax, as the UK and Italy prepare to collect their own; France's 3% levy brought in €400M in 2019

Wall Street Journal : Tweets: @seamuscoffey , @linuxbsdpirate , @seamuscoffey , @conoraon , @wellisz , @neilretail , and @samschech Tweets: Seamus Coffey / @seamuscoffey : Here's ...

2020-10-30
Amazon Q3 total sales up by 37.4%. Product sales up by 32.8%. Very strong growth, but not as strong as last quarter. However, on the bottom line net income is up by 196.7% to $6.3 billion. $AMZN https://twitter.com/...
2020-10-30 View on X
Amazon.com, Inc.

Amazon reports Q3 revenue of $96.15B, net sales increase of 37% YoY, net income of $6.3B, up from $2.1B YoY, and AWS net sales of $11.6B, up 29% YoY

Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its third quarter ended September 30, 2020.

2020-07-06
Retail tech is drawing lockdown dollars, but that doesn't mean all physical stores are doomed. I spoke with the Financial Times about the role shops (and technology) will play in the emerging retail landscape. https://www.ft.com/...
2020-07-06 View on X
Financial Times

eMarketer: US consumers to spend $710B online in 2020, up 18% YoY, with ecommerce's share of the retail market growing to a record 14.5%

Dave Lee / Financial Times : Tweets: @jrichlive , @_mrherbert , @neilretail , and @sub8u Tweets: Jeff Richards / @jrichlive : US consumers will spend >$100B more on ecommerce this...

2020-05-24
🇺🇸 Webcams are sold out nearly everywhere as coronavirus pandemic keeps people at home https://www.washingtonpost.com/ ...
2020-05-24 View on X
Washington Post

A look at webcam supply chain issues as ecommerce tracking firm CommerceIQ finds 78% of views on webcam product pages showed out of stock in the week of May 9

Webcams are back-ordered and sold out across the Internet as we struggle to look our best on camera while working from home Tweets: @rachelerman , @washingtonpost , @laurastevens ,...

2020-01-01
Retail grapples with $100bn returns problem: but with often free and easy returns are retailers training the consumer to be wasteful? I chatted to the FT about the issue. https://www.ft.com/...
2020-01-01 View on X
Financial Times

US shoppers are expected to return $100B worth of unwanted goods bought this holiday season; online purchases 3x more likely to be returned than those in stores

Alistair Gray / Financial Times :

2019-12-31
Retail grapples with $100bn returns problem: but with often free and easy returns are retailers training the consumer to be wasteful? I chatted to the FT about the issue. https://www.ft.com/...
2019-12-31 View on X
Financial Times

US shoppers are expected to return $100B worth of unwanted goods bought this holiday season; online purchases 3x more likely to be returned than those in stores

Alistair Gray / Financial Times :