The follow-up to a killer benchmark report last year from Pentaleap just dropped today, comparing how major retail media networks perform across search terms, categories, and bidding models. I'm doing a 2-parter breaking down my biggest takeaways from the report. In this post today, I'll share
Before we begin, if you like today's post, you'll love the webinar I'm part of next week: The Retail Media Halo Effect brought to us by Keen Decision Systems and Future Commerce. Much of my thoughts below came from noodling on the very topics
This article was originally published to my Forbes column on May 8th. You can read the original article here. Fidji Simo, Instacart’s CEO since August 2021, said yesterday she’ll move to OpenAI later this year to run its consumer products. Her departure comes after transforming Instacart from a
Last week I ran a poll on LinkedIn asking how brands plan to participate in Prime Day 2025 compared to previous years. The results paint an interesting picture: * Going Bigger: 12.50% * About the same: 35.7% * Scaling back: 37.5% * Skipping it: 14.29% That means over half (51.
Today, I'm sharing "The Back-Channel" - a grab-bag of snippets from conversations with industry insiders that I've had in the past week or so. The point is to identify updates on the big themes that are happening in the industry, just as if we
"We're not dabbling here" said Amazon CEO Andy Jassy on the company's earnings call on Thursday. That's an understatement. Jassy pointed to a 'thousand plus AI applications' that are being baked at Amazon right now. As he put it: "
Until 1914, any vessel moving between the Atlantic and Pacific had to brave the 13,000-kilometre journey around Cape Horn. The Panama Canal completely rewired world trade by letting ships cut straight through a tightly governed corridor—with Panama collecting the tolls. Today, retailers sit on a trove of first-party
Amazon announced its Q1 2025 earnings last Thursday. Here's my hot take on a few winners and losers, from within the earnings call and in recent discussions with brands and solution providers. When the dust settled on Amazon's Q1 earnings, the headline numbers looked solid – Amazon
Remember the kid at school who was super cool, because they just didn't give a rats? When all the other kids were trying so hard to fit in and have the latest and greatest brands to wear, making excrutiating decisions over weekend plans. But the cool kid just
Today, I'm sharing "The Back-Channel" - an anonymized grab-bag of snippets from conversations with industry insiders that I've had in the past week. The point is to identify updates on the big themes that are happening in the industry, just like if we were
The article was originally published for my column for Forbes on April 23rd, 2025. Amazon is expanding its new low-cost "haul" store at a pivotal moment for cross-border e-commerce. Six months after launching as a mobile-only beta, the retail giant has extended Amazon Haul to desktop consumers while
In the classic board game Risk, players maneuver armies across continents, form strategic alliances, and attempt to control territory. Today, a similar high-stakes game is unfolding in the digital realm as tech giants position their AI shopping agents to capture the most valuable territory of all: consumer purchasing decisions. The