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Jason & Scot Show Episode 274 – Warby Parker and AllBirds file S-1 prospectus for IPOs

Retail Geek

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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Jason & Scot Show Episode 267 – Deep Dive into Food Commerce with Matt Newberg of HNGRY

Retail Geek

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 Off Prem Consumption Emerging digital grocery top-off market (GoPuff, Instacart, DoorDash) Amazon evolving grocery strategy (Amazon Fresh, Just Walk Out, Delivery).

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Jason & Scot Show Episode 270 – Microservice based commerce platforms with Kelly Goetsch

Retail Geek

DSW shoes and Taylor a lot of those Mall brands that were big atg customers back then and I started getting involved with the different Walmart accounts there my first one actually was it was a combination between Blockbuster and Walmart. And the website was movie downloads. grocery was the very first u.s.

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Jason & Scot Show Episode 309 Instacart IPO Filing

Retail Geek

So it’s been a very dry IPO market for startups and thus of interior backed investors. 10:38] Sequoia and a couple others this is very unusual but I think it’s an interesting play because it basically says to the market. Gone so well they’re down like 95% bird the scooter company did this as well.

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Jason & Scot Show Episode 257 – Cookies, IDFA, and Commerce Deep Dive

Retail Geek

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. Privacy Law Changes. Third Party Cookies.