Competition

General articles on the competitive situation and competitive forces in retail.

  1. Shopper & Customer

Retail’s Great Balancing Act and Why Crowdsourcing is Key

Consumers want convenience, personalization and value — it’s what pushed the U.S. retail market to a record $5.13 trillion in 2023. As inflation subsides, what shoppers want and how they spend will keep playing a big role in how the market evolves. Retailers need to keep pace with a more connected, savvy and discerning customer […]
3 min read
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  1. Channel: Delivery

Long-Term Theme: Instacart Deep Dive

Alternative data can help investors increase conviction around unit economics, competition, and strategic initiatives for their long term holdings. Our Instacart (CART) research is a perfect example of differentiated granularity into fees, competition and SNAP benefit usage on the platform. Average Discount as % of AOV (pre-discount) Average Fees as % of AOV (pre-discount) Our […]
2 min read
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  1. Channel: Grocery

Your Views:  Perception Shift

I talked this week about how Jon Jenkins of AWS made the point during the NGA technology Summit that retailers should not compare smart carts to more traditional carts in terms of cost;  instead, he suggested, they should be thought of a self-checkout systems being used throughout the store, taking pressure off the front end. […]
2 min read
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  1. Trends & External Forces

How to Ensure Your E-Commerce Site is Compliant With Emerging Privacy Laws

Navigating the data privacy landscape these days can be daunting, particularly with the continual emergence of new state and federal regulations. We now have 13 state laws signed, and many others to come online in the next year, not to mention sector-specific laws. These have led to hundreds of lawsuits and enforcement actions. Given that […]
3 min read
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  1. Channel: Mass

Walmart Provides Managers With Compassion Lessons

The New York Times this morning has a story about Walmart’s Manager Academy, to which it flies store managers from all over the country with the goal of teaching them that “Walmart’s success is possible only if the store managers take care of their workers and the customers and community where they operate.” Context from […]
2 min read
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  1. Corporate Finance

The Body Shop Ceases its US Operations

The Body Shop has ceased its U.S. operations and is closing dozens of locations in Canada amid deepening financial struggles for the British beauty and cosmetics chain. The Body Shop’s U.S. arm ceased operations on March 1, according to a company announcement from earlier this month. And the brand’s Canadian subsidiary commenced liquidation of 33 […]
< 1 min read
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  1. Channel: Ecommerce & Digital

Using In-Depth Retail Media Analytics To Refine DSP Performance DSI

“A big trap that a lot of brands fall into is, they may have some growth goals … but they’re overly focused on bottom-of-funnel metrics like ROAS [return on investment]. And that is just going to kill any innovation that you might have.” — Kiri Masters, Head of Retail Marketplace Strategy, Acadia Measuring Amazon Deliver Service […]
9 min read
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  1. Trends & External Forces

Biden vows to cut costs of Rx drugs

WASHINGTON — President Biden urged Congress to focus on cost-saving ideas for pharmaceuticals in his State of the Union address Thursday night, including capping out-of-pocket prescription drug costs for all Americans and allowing the federal government to negotiate the prices of widely used medications. The two proposals expand on actions taken in the 2022 Inflation […]
3 min read
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  1. Trends & External Forces

Kroger Reports Fourth Quarter and Full-Year 2023 Results, Announces Guidance for 2024

Comments from Chairman and CEO Rodney McMullen. "Kroger achieved strong 2023 results, in line with our long-term growth model and built upon three consecutive years of historic growth.
9 min read
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  1. Data & Insights

dunnhumby and Placer.ai strike partnership enabling retailers to unlock unique door-to-purchase customer journey insights

By combining in-store and out-of-store customer journey insights, the partnership delivers retailers and CPGs with actionable strategies in today’s highly competitive environment.
3 min read
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  1. Retailer Media

Step Into the Future of Retail Media: Key Tenets to Scaling a Creative Workflow

Want to build your own retail media empire? Or at least figure out a way to manage your advertisers seamlessly to keep your stress low and your ability to scale high? Retail media is growing fast. To make the most of that momentum, your advertisers have specific, evolving expectations about what working with you will […]
3 min read
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  1. Trends & External Forces

Britvic retailer competition to win £1k towards energy bills

Britvic is offering five retailers the chance to win £1,000 each towards their energy bills this year, alongside a bespoke planogram for their store to help power-up their soft drink sales. ACS research shows us that 85% of the retailers surveyed had experienced an increase… This story continues at Britvic retailer competition to win £1k […]
< 1 min read
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  1. Trends & External Forces

Regulators Put $8 Cap On Credit Card Late Fees

The Washington Post reports that the federal Consumer Financial Protection Bureau (CFPB) announced that “it would sharply limit the fees that credit card companies can charge customers who fall behind on their bills, aiming to cap the penalties at $8 in a move that is expected to draw fierce resistance from financial giants … Under […]
2 min read
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  1. CPG: Food

New Cadbury Fingers promo

Cadbury Fingers competition offers shoppers the chance to with £20k. Cadbury Dairy Milk Fingers is giving shoppers the chance to win £20,000 through a new on-pack promotion. The Cadbury Dairy Milk Fingers Crossed promotion, which is on participating packs now, offers shoppers the chance to… This story continues at New Cadbury Fingers promo Or just […]
< 1 min read
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  1. Technology & Innovation

3 Keys to Creating Experiences that Gen Alpha Loves

Gen Alpha is poised to reach 2 billion people by 2025, making it the largest generation in history, according to Matt Smith, Trends Manager at GWI. However, the influence and impact of this consumer base already are significant, considering the heightened role they’ve played in household decision-making processes since the start of the pandemic. “Families […]
4 min read
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  1. Data & Insights

How To Maintain Dominance on the Amazon Retail Media Network With Advanced Data Analytics DSI

“If you have top organic placement, having always-on paid is probably not the best use of dollars. But what happens if you don’t is, you’ll see your organic ranks start to come down … a slow in and out strategy is actually how you can keep your balloon up in the air.” — Aisha Khan, […]
8 min read
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  1. Acquisitions, Divestitures & Mergers

Macy’s Confirms Receipt of Revised Acquisition Proposal

Macy’s confirmed on Sunday that it received a revised proposal from two of its major investors, Arkhouse Management Co. and Brigade Capital Management, to acquire each of the remaining shares in Macy’s they don’t already own for $24 per share — up from an earlier offer of $21 per share — for a deal value […]
< 1 min read
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  1. Trends & External Forces

Your Views:  SSNIPT Blues

Got this email from an MNB reader: I believe the final ruling on the merger will come down to who best defines “grocery store” for the courts.  If it’s the broader definition that includes WMT, Costco, Dollar General, Target, delivery & remote options, etc., Kroger will prevail.   If the 1980s / FTC definition of […]
2 min read
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  1. Data & Insights

Key Takeaways from the Wiser Industry Leaders Brand Panel: Challenges and Adaptations

Navigating the current retail landscape presents a unique set of challenges that retailers and brand manufacturers must face. One crucial theme addressed during a recent Customer Panel hosted by Wiser Solutions concerned the deficit of labor resources within the retail sector. Panelists highlighted the frustration with labor scarcity in an environment where consumer demands and […]
6 min read
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  1. Data & Insights

Tailored to Perfection: Creating a Hyper-Local Shopping Experience with AI

It’s easy to understand, emotionally, why consumers would want to shop from a store that tailors its product assortments to the neighborhood they live in. For large chain retailers, it’s a way of letting the community know that consumers are seen and that the store wants to be part of the community. Ultimately, it sounds […]
3 min read
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  1. CPG: Food

Your Views:  Minority Opinion?

We’ve posted a lot of commentary and emails against the Kroger-Albertsons deal, so it is important to point out that not everybody feels that way, as one MNB reader wrote: Throughout the saga of the Kroger-Albertsons deal I’ve definitely felt I carry the minority opinion.  I work for a large CPG and engage with Kroger’s […]
3 min read
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  1. Channel: Club

Costco To Open New Furniture-and-Appliances-Only Store

The Street reports that Costco “plans to open a store solely dedicated to furniture and appliances.” The story notes that “most of Costco’s 850 global locations are its classic warehouse model that sells food, household goods, and lots of other things. The chain has opened a handful of ‘Business Centers,’ in recent years, locations that […]
< 1 min read
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  1. Channel: Ecommerce & Digital
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  10. Stores & Formats

Amazon tops expectations for revenue, earnings

SEATTLE – Amazon posted better-than-expected revenue and earnings in the quarter ended March 31. Net sales increased 13% from a year earlier to $143.3 billion. The company reported first-quarter net income of $10.4 billion, or 98 cents a diluted share, compared to $3.2 billion a year earlier. Amazon’s operating income surged to $15.3 billion, up […]
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Walmart to close all 51 health centers

BENTONVILLE, Ark. — Walmart today said it has made the “difficult decision” to close its Walmart Health and Walmart Virtual Care clinics, citing a lack of profitability. “The decision to close all 51 health centers across five states and shut down the virtual care offering was not easy. We understand this change affects lives – […]
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