Retail Geek

JANUARY 20, 2023

Jason: [14:02] Yeah so I don’t know if it’s as explicit as taking share I think there’s this notion new companies are highly likely to start life on Shopify and it’s a. Scot: [11:49] No but it’s still kind of the state of Missouri.

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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

NOVEMBER 9, 2023

Demand got pulled earlier in the season and oh by the way retailers didn’t have to Discount as steep as they normally do so going into 2020 retailers thought. [11:26] Jason: [15:02] No or sorry for holiday if you don’t have it it’s fine. percent in 2020 to grew 5.4% percent in 2020 to grew 5.4%

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Retail Geek

SEPTEMBER 3, 2021

Jason: [1:02] I’m guessing to S ones. Scot: [4:02] Yeah I like the retail Roadshow too but sadly it comes weeks after this one so this one is like an appetizer before you get to the movie. Even some exciting Star Wars news. Jason: [0:55] No what’s God. So what’s a little worrisome about that is. [8:26]

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Retail Geek

JANUARY 7, 2022

Bonus – More store closures in 2021 than 2020. Scot: [3:02] If you can beat that you know over override it there. [3:10] Jason: [23:02] For sure I certainly agree with that and I would encourage you to double down on that prediction for Fort Wayne tonight but I will say like two things I was clearly wrong on the shop a. [23:17]

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Mass Relators

FEBRUARY 28, 2022

billion the fourth quarter of 2020. Amazon said it spent $23.6 billion on shipping in the fourth quarter, a 10% increase from a year earlier. Overall operating income was cut nearly in half, to $3.5 billion, from $6.9 Fourth quarter sales at Amazon’s brick-and-mortar stores were up 16% to $4.7 billion in the year’s final three months.

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Retail Geek

APRIL 16, 2021

from March of 2020. from Jan-Mar of 2020. from March of 2020. Jason: [1:02] All right I look forward to hearing that podcast. But then what’s interesting he’s kind of goes and tries to make a does the math on the the annual impact and uses the last year 2020 as the. Non-store sales were $93,111B, up 16.7%

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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. Jason: [6:02] Yeah the I do believe that they are smaller runs but it’s like they’re more likely to be working with those those kind of influencers than a Kardashian.

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Retail Geek

MAY 6, 2024

Jason: [4:02] Well, we’re both very busy. 2020, 2021, and 2022 were the greatest three years in the history of retail. Scot: [42:02] Very cool. Jason: [1:02:22] I’m by no means I’m writing Amazon off as a grocer, but I am very skeptical and cynical about these dash cards. Scot: [4:00] Uh-huh.

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Retail Geek

OCTOBER 29, 2021

Scot: [2:02] I miss Johnny I’ve saying aluminium this my favor. 7:02] You know I think our guesses that those would be bigger than people thought on it came true so let’s walk through what that. Jason: [2:05] Yes and as you may know aluminium is dramatically more expensive than aluminum. 7:30] Analyst.

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Retail Geek

DECEMBER 21, 2021

If you want to follow along on with all the data, here is a visual recap of retail growth 2020-2021. Jason: [12:02] Imperfect yes so you are right like one of the wrinkles in all of this is. Like the compounding problem of your 2020 growth include your you know growth over 2019. There were clear winners and losers.

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Retail Geek

AUGUST 20, 2021

from Q2 2020, e-commerce in Q2 grew 9% during the same period (due to the very high covid driven e-com last year). Stores selling essential goods are comping against a very large 2020 basis in Q2. Scot: [17:02] This is where I always get confused because the headlines that came across my CNBC trackers were retail sales were down 1.1

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Retail Geek

JANUARY 21, 2022

Like is that does that surprise you at all it has is that has that been your perception that these are Monster year that 2020 and 2021 more Monster years for retail because I feel like that’s not necessarily the narrative we’ve been getting in some of the Commerce media. Six point six trillion in retail 1.5

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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

FEBRUARY 8, 2024

23:02] But you also alluded to the ads business. We grew 7.7% in 2020. Or will we have, you know, sort of a different amenity for doing these more intent based searches than we do for the keyword searches? I don’t know.

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Retail Geek

JANUARY 6, 2023

Matt: [2:02] Yeah have you too I like to think about my career or having two careers to date the first one was, very foundational for what I’m doing now but very quantitative, process-oriented mechanical engineering patent law Manufacturing, Ops Consulting things that had nothing to do with retail or fashion or e-commerce and then I. [2:32]

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Retail Geek

NOVEMBER 30, 2021

We cover e-commerce sales in November 2021 vs 2020 and 2019. Rob: [42:02] Yeah you know I’ll look I’ll give you some information and across cyberweek. First mile issues, last mile issues, inflation, winning and losing categories, predictions for December.

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Retail Geek

OCTOBER 6, 2022

The bigwigs from the cpgs many of which were also at grocery shop so so it was a lot of back-and-forth but you’re right grocery shops a spin-off of shop talk which is old-school a spin-off of a show called money 2020 if you’re really. Scot: [38:02] Well his dad is the original retailgeek.

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Retail Geek

AUGUST 1, 2022

27:02] Not a great business but a good business and but like a massive scale you know hundreds you know what three hundred million dollars plus annualized then you’ve got a third party Marketplace business that we talk a lot about. Scot: [14:56] Yeah yeah 10% profit change at Walmart’s like a 40 billion dollar number.

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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. But then the growth in 2021 over 2020 was 24%. I mean it is the filing of the S14 instacart. [1:24] The revenue growth is Meaningful and accelerating.

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Retail Geek

OCTOBER 20, 2021

2020 and 2021. 28:02] Third category that I thought was fascinating was groceries. Jason: [9:58] And again like this still means e-commerce is almost certainly growing faster than brick and mortar.

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Retail Geek

JUNE 13, 2022

Scot: [19:02] We’ve seen this play out we’re like who was it the CEO of Macy’s said Amazon will never get into apparel and if they do it’ll be a bloodbath everyone that makes one of those statements they end up a you know ruining their career and then be very being very wrong so.

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Retail Geek

JULY 9, 2021

Jason: [40:02] Gotcha and so but it is true that at some point that s one becomes public right. And you know again comping. [34:42] 34:42] Kind of what would that be April major March April May of this year versus last year like the basis was really sucky last year so you would expect.

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Retail Geek

DECEMBER 7, 2020

Episode 249 of the Jason & Scot show was recorded live on Monday, December 7th, 2020. Jason: [0:24] Welcome to the Jason and Scot show this is episode 249 being recorded on Monday December 7th 2020 I’m your host Jason retailgeek Goldberg and as usual I’m here with your co-host Scot Wingo. Transcript.

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Retail Geek

MAY 13, 2021

I want to say like a almost equally credible news organization the Telegraph and London like into 2020 reported that Bill Gates had bought like a 650 million dollar yacht, I don’t know if you remember this but it was kind of like a meme for for a month and it turned out to be totally untrue. Brad: [47:10] How was it how was it.

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Retail Geek

JUNE 25, 2021

In 2020 due to the pandemic, Prime Day was held in October 13-14, 2020. Scot: [3:02] Yes no more dongles are cables or power juicers or anything. The length of the event has been slowly expanding since 2015, so it is now two days long. This year Prime Day is earlier than usual on June 22-23, 2021.

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Retail Geek

APRIL 7, 2023

Jason: [1:02:01] I like it I know that was a lot there was a little bit of Amazon news did you have a POV on the recent layoffs. A digital wallet but the distinction between instant payments and digital wallets digital wallets can hold like credit cards and traditional forms of payment instant payment is kind of like. [10:33]

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Retail Geek

APRIL 21, 2021

And in 2020 it had to be video. Jason: [59:02] Yeah that is interesting it’s. Benedict: [3:57] It is yeah I mean it’s an interim we can maybe go into this later but I had this sort of interesting moment a couple weeks ago when I was asked to speak at a conference in September in Zurich.

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Retail Geek

JULY 16, 2021

As I mentioned we had a hundred and something apply so weird about a thirty percent acceptance rate and we really want folks who are in the alliance to be able to proudly say that indeed they are mocked based that they’re not just you know using this term and applying it to some old product. [31:02]

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Retail Geek

MARCH 31, 2021

million users at the end of 2020, and the reason that that is interesting is because, Ali Baba has 779 million which means pin duo duo has more users in China than Alibaba has in China. Like inexpensive, stuff but they they are a public company in China and they in their their earnings, they announced that they had 780 8.4

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Retail Geek

MARCH 11, 2022

Scot: [46:02] Pregnant. 40:30] You know they’ve been really successful with their own Brands and to kind of put that in perspective about 26 percent of all of their sales. but then last year when stores reopened you’d expect that to dip way down and they. Jason: [46:04] Side note and I.

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