Retail Geek

FEBRUARY 19, 2021

Episode 254 is a breakdown of Walmart and Shopify Q4 2020 earnings reports, a recap of 2020 sales data from the US Dept Commerce, and Amazon News. 2020 Sales Data. US Dept of Commerce released it’s retail data for December, which gives us a full picture of 2020, as well as the Q4 e-commerce data. versus 3.5%

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Retail Geek

SEPTEMBER 3, 2021

Net positive ebit has but they basically have had a net loss every year except 2019 when they broke even. 8:26] You know you like if you look at 2018 you said hey they sold 270 million and they lost 22 million on it in 2019 they sold 370 million and they broke even. So what’s a little worrisome about that is. [8:26]

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Retail Geek

DECEMBER 21, 2021

We do a deep dive into the retail industries growth from 2019 through November 2021. If you want to follow along on with all the data, here is a visual recap of retail growth 2020-2021. Aggregate sales for 2019 and the aggregate sales for 2021 and saying how much bigger was 2021 than 2019. PDF Download).

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Retail Geek

JANUARY 22, 2021

Episode 251 is our annual predictions episode for 2021 and a recap of our 2020 predictions. 2020 Recap – Predictions made on episode 204. 2020 Predictions Recap. 5% of retail in 2019, could be 8-10% in 2020 (as measured by IRI, for CPG private label). Bonus – More store closures in 2021 than 2020.

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Retail Geek

MAY 20, 2021

April Sales – Flat vs. March 2021, up 41% vs. April 2020 (severely Covid impacted month). vs Q4 2020, up 39.1% vs Q1 2020. 8:15] But if we compare April of 20 21 to April of 2020 retail sales were up a whopping forty six percent. Perry was up 200 and or I’m sorry 727 percent from April of 2020.

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Retail Geek

JUNE 25, 2021

Traditionally Prime Day has been a summer event taking place in July, for example July 15-16, 2019. In 2020 due to the pandemic, Prime Day was held in October 13-14, 2020. Jason: [3:06] One of my favorite charging accessory companies has been like banned from Amazon so that like there was less for me to choose from this year.

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Retail Geek

AUGUST 29, 2023

1:24] And just to set it up the you know in my world of start-up land it has been very hard to get an IPO done so there’s been a couple post coated and like late 2020. Jason: [5:06] That’s a we call that a teaser for a future episode. But then the growth in 2021 over 2020 was 24%. Scot: [1:23:04] Yeah far away.

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Retail Geek

NOVEMBER 30, 2021

We cover e-commerce sales in November 2021 vs 2020 and 2019. Rob: [1:06] Hey Scott Jason it’s great to be here as always happy holidays. 20/20 and I’d also love to know how he did versus 2019. First mile issues, last mile issues, inflation, winning and losing categories, predictions for December.

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Retail Geek

JUNE 13, 2022

trillion dollars of stuff that’s almost 10% more stuff than we sold in 2020. [28:42] 28:42] 36% more stuff than we sold in 2019 so everybody talks about how hard the last two years have been and how challenging and difficult and that’s all true. From from January through April in the u.s.

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Retail Geek

JANUARY 20, 2023

Jason: [35:26] Yeah so I’ll give you a yes for that I do think a lot of the instant delivery companies like pulled out of markets or flat went out of business or left the US in 2020 so I think that’s fair. Jason: [37:06] So your third one is metaverse lots of demo videos no Revenue. So I’ll give you a yes.

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Retail Geek

MARCH 11, 2022

It wouldn’t have felt any different than e-tail 2019 felt to me so I think people were like frankly pretty excited about getting back together. Scot: [13:06] Because Jeff is just like oh Jason’s challenge me now the gauntlet is down. Scot: [12:53] I remember you saying it was pretty much impossible.

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Retail Geek

OCTOBER 29, 2021

Jason: [1:06] Yeah but the other way to think about it is that it’s Christmas in October both because retailers are desperately trying to pull holiday sales and but also because Apple finally release the new Macbook Pros that you and I have been waiting for. So and it’s a very. [49:23] So and it’s a very. [49:23]

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Retail Geek

APRIL 21, 2021

And I thought actually that’s a choice now because in 2019 you either went or you didn’t do the business. And in 2020 it had to be video. 19:06] Five different chains and so there is a Tesco truck and a car do truck a Safeway truck and the sainsbury truck. Benedict: [42:06] Reporting invented the clock radio.

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Retail Geek

OCTOBER 20, 2021

And it’s 10 percent up from last year which you know in the long run of historical growth rates is a little bit low but we’re getting off of a 33% jump the year before so if you kind of look all the way back to 2019 we’re still. 2020 and 2021.

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Retail Geek

FEBRUARY 8, 2024

Operating income came in at 6.1%, which is the highest since 2019. Scot: [17:06] Yeah. We grew 7.7% in 2020. That represents 14% year-over-year growth. So they’re kind of back in pre-COVID shape, if you will, and doing better than pre-COVID.

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Retail Geek

OCTOBER 4, 2021

Scot: [38:06] Yeah in the Auto World we’re having a huge problem here where there’s a chip shortage and then. [38:14] Scot: [56:00] Will they miss this quarter and if you miss this quarter you’re just going to get worse the next quarter Seth. Jason: [56:04] Exactly exactly.

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Retail Geek

MAY 28, 2021

last year) Burlington – Comps up 20% (shutdown e-commerce Q1 2020) Gap – Comps up 28% (up 13% vs 2YA). Jason: [5:06] Yeah well a couple of That’s So a whether Jeff realize it is it or not he could only is the bond villain in this scenario. Dollar General – US Comps down 4.6%; (up 17.1% Digital up 82% vs 2 YA.

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Retail Geek

MARCH 18, 2021

California Consumer Privacy Act of 2020 (CPRA) California Consumer Privacy Act of 2018 (CCPA) EU General Data Protection Regulation (GDPR). Safari (19% share) 3P cookies blocked as of March 2020 Firefox (4% share) 3P blocked as of Sept 2019 Chrome (64% share) will block 3P January 2022. Background. Privacy Law Changes.

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Retail Geek

JULY 16, 2021

39:18] If you look at it we it Commerce tools and you know folks in the mock Alliance we’re not really competing based on feature function we’re competing based on our architecture. [39:28] They like all these other Enterprise tools would benefit from a lot of the same.

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