EP321 - Amazon Q3 2024 Earnings Recap In today’s episode of the Jason & Scot Show, Jason and Scot dive into the latest developments shaping retail, tech, and consumer trends heading into the 2024 holiday season. Here’s a breakdown of the topics covered in this jam-packed discussion: Amazon Q3 2024 Earnings Release Amazon Q3 2024 Earnings Call Trans…

EP320 - News, First Half Recap, Early Holiday Preview http://jasonandscot.com 0:23 Welcome Back After Hiatus 2:51 Upcoming Events in Retail 7:28 GroceryShop 16:02 Retail Growth Trends 21:28 Concerns for Holiday 2024 30:27 The De Minimis Provision 40:27 TikTok's Impact on E-commerce In this episode of The Jason and Scot Show, we discuss the current …

EP319 - Amazon Q1 2024 Recap http://jasonandscot.com Join your hosts Jason "Retailgeek" Goldberg, Chief Commerce Strategy Officer at Publicis, and Scot Wingo, CEO of GetSpiffy and Co-Founder of ChannelAdvisor as they discuss the latest news and trends in the world of e-commerce and digital shopper marketing. Episode Summary: In this episode, Jason …

EP318 - Temu Deep Dive with Earnest Analytics Episode Summary: In this episode, Jason "Retailgeek" Goldberg and Scot Wingo dive deep Temu, the online marketplace operated by the Chinese e-commerce company PDD Holdings, that has become the fastest growing retailer in history. Joining us on the episode is Michael Maloof is the Head of Marketing for E…

EP317 - Amazon Q4 Results Episode Summary: In this episode, Jason Goldberg and Scot Wingo dive deep into Amazon's fourth-quarter results for 2023, analyzing the company's performance in various segments such as retail, offline and online sales, marketplace, AWS, and advertising. They also explore the impact of AI on Amazon's business and provide in…

EP316 - Annual Predictions 2024 Jason visited the Walmart Neighborhood Market in Pea Ridge, Arkansas featuring drone delivery. Here is a video for those interested. 2023 Predictions Recap Jason: At least 2 retail bankruptcies (besides Party City) Yes BNPL Consolidation (Klarna, Affirm, Afterpay. Sezzle) – at least one merges/exits US or BNPL. No Sh…

EP315 - 2023 Turkey5 Recap with Salesforces Rob Garf Episode 315 is a recap of Turkey5 (The five days from Thanksgiving through Cyber Monday) 2023 with Rob Garf, Vice President and General Manager, Retail at Salesforce. This is Robs' Six time on the show, having previously been on episodes 110, 248, 282, 299, and 313. Jason and Scot discuss the "Tu…

The Jason & Scot Show. Podcast about e-commerce and digital shopper marketing. Editor note: We're trying some fun new AI features for this episode. The following show notes were written by ChatGPT. We're also let AI remove all the "stop words" in our audio, and we've switched from Google to OpenAI for our audio transcription. Let us know your feedb…

EP313 - Holiday 2023 Preview with Rob Garf of Salesforce Episode 313 is preview of Holiday 2023 with Rob Garf, Vice President and General Manager, Retail at Salesforce. This is Robs' fifth time on the show, having previously been on episodes 110, 248, 282, and 299. It's happened again. Your Halloween decorations have come down (or at least your pum…

EP312 - Amazon Q3 2023 Earnings Amazon reported another strong quarter across the board for Q3, soundly exceeding analyst profit expectations and retail industry averages. In this episode we break down the AWS AI, Ads, and retail performance. http://jasonandscot.com Join your hosts Jason "Retailgeek" Goldberg, Chief Commerce Strategy Officer at Pub…

EP311 - Video Commerce with Qurate's Brian Beitler Brian Beitler is the Founder and General Manager of Live Shop Ventures, a video commerce initiative within the Qurate Retail Group, which is the parent company of HSN and QVC. Brian has also served as the CMO of Qurate Retail Group, in addition to many other interesting marketing roles in the retai…

EP310 - Sam's Club VP E-Commerce, Sabrina Callahan Sabrina Callahan is the VP of E-Commerce at Sam's Club. She participated on a panel at E-Tail Boston entitled "Humanizing your brand through effective storytelling". After her panel, she sat down with Jason to discuss all things digital commerce at Sam's Club. This broad ranging discussion included…

EP309 - Instacart IPO Filing Warning: Given the complexity and breadth of topics, this is a longer than usual episode with a runtime of 90 minutes (if we had more time, we'd produce a shorter podcast). Update: In this episode Jason mentioned that he didn't think Instacart accepted SNAP payments. It turns out that Instacart did start accepting SNAP …

EP308 - Amazon Q2 Earnings http://jasonandscot.com Amazon reported a strong quarter across the board for Q2, soundly exceeding analyst expectations and retail industry averages. In this episode we break down the 1p and 3p retail performance, AWS, and the Ads. We go into depth around Amazon disruption reorganization (to a regional model), Amazon's n…

EP307 - PrimeDay, NRF Nexus, Commerce Next http://jasonandscot.com Amazon Prime Day 2023 occurred over June 11 and 12th. Adobe says total sales were up 6% over 2022. Discount levels were much more conservative than holiday. We give a complete breakdown. Commerce Next 2023 was held in New York City June 20-21st. NRF Nexus 2023 was held at the Terran…

EP306 - Apple WWDC announcement, Generative AI, and Holiday First Look Apple previewed a new mixed reality headset called the Apple Vision Pro at it's Worldwide Developers Conference (WWDC) this month. Apple calls the new category spatial computing and we speculate about how it may or may not be a big deal. We also discuss the latest Echo hardware …

EP305 - Amazon and Shopify Q1 2023 earnings Amazon and Shopify both reported their Q1 2023 earnings last week. Amazon had a strong first quarter, slightly over-shadowed by it's slowing AWS growth. Shopify also had strong Q1 2023 earnings although it did not achieve profitability. Shopify also announced a second reduction of headcount and announced …

EP304 - ShopTalk Recap ShopTalk 2023 took place at the Mandalay Bay in Las Vegas March 26 – March 29th, and seems fully back to pre-pandemic levels. Over 10,000 attendees, 600 exhibitors, and 50,000 one on one meetings, make ShopTalk the premiere digital commerce event in the US. In this episode we recap everything you may have missed if you couldn…

EP303 - Amazon, Walmartand E-com Q4 Results In this episode we cover: Amazon Q4 Earnings Walmart Q4 Earnings US Department of Commerce Q4 e-commerce data Discussion of Temu and other Social Commerce News Don’t forget to like our facebook page, and if you enjoyed this episode please write us a review on itunes. Episode 303 of the Jason & Scot show w…

EP302 - Kasey Lobaugh, Deloitte Chief Futurist, Buying into Better: The future of the consumer industry Deloitte Chief Futurist, Consumer Industry, Principal and Owner, Kasey Lobaugh, joins the podcast for his fifth appearance. Having previously appeared on episodes 68, 114, 180, 213. Deloitte has published some new new research, Buying in to Bette…

EP301 - Annual Predictions, NRF Big Show, Year End Recap This ended up being a slightly longer than usual episode, sorry! If we had more time, we’d make a shorter podcast (to paraphrase Mark Twain). So here are some timecodes if you want to jump ahead: Recap of the NRF Big Show 1:27 Recap of 2022 Holiday and Full Year Results 22:43 2022 Predictions…

EP300 - GoodwillFinds CEO Matt Kaness In this interview, we cover the sale of ModCloth to Walmart, Matts's subsequent work at Lucky Brand and Afterpay, and his new role as CEO at Goodwillfinds. Goodwillfinds.com is an e-commerce site, which sells previously owned merchandise, which has been donated to Goodwill. We cover many of the tactical challen…

EP299 - Thanksgiving Week 2022 with Rob Garf of Salesforce A discussion of Thanksgiving Week 2022 from a retail perspective with Rob Garf, Vice President and General Manager, Retail at Salesforce. This is Robs' fourth time on the show, having previously been on episodes 110, 248, and 282. Thanksgiving week 2022 will go down as one of the most compl…

EP298 - Amazon Q3 Earnings Episode 298 is a recap of Amazon's Q3 2022 Earnings Report. Episode 298 of the Jason & Scot show was recorded on Friday October 28th, 2022. http://jasonandscot.com Join your hosts Jason "Retailgeek" Goldberg, Chief Commerce Strategy Officer at Publicis, and Scot Wingo, CEO of GetSpiffy and Co-Founder of ChannelAdvisor as …

EP297 - GroceryShop 2022 and News Episode 297 is a recap of the GroceryShop trade show in Las Vegas, and the Consumer Brands Executive Summit in Colorado Springs. We also discuss the latest news (and controversies) around Facebook and TikTok pulling back from some social commerce initiatives (and pressing forward with others). We cover the Prime Ea…

EP296 - Guardian Baseball Co-Founder Matt Kubancik Episode 296 is an interview with Matt Kubancik (@mattkubancik), CEO and Co-Founder of Guardian Baseball. Matt is a serial e-commerce entrepreneur who was the founder of Street Moda, Co-Founder of SKU Vault, and most recently Co-Founder and CEO of Guardian Baseball. Mark is an experienced Marketplac…

Episode 295 is a breakdown of Walmart and Target Q2 earnings, as well as the US Department of Commerce retail sales data for July. Episode 295 of the Jason & Scot show was recorded on Thursday August 18, 2022.Door Jason "Retailgeek" Goldberg & Scot Wingo

EP294 - Amazon Q2 Earnings . Episode 294 is a breakdown of Amazon’s Q2 2022 earnings. Episode 294 of the Jason & Scot show was recorded on Sunday July 31, 2022. http://jasonandscot.com Join your hosts Jason "Retailgeek" Goldberg, Chief Commerce Strategy Officer at Publicis, and Scot Wingo, CEO of GetSpiffy and Co-Founder of ChannelAdvisor as they d…

EP293 - E-commerce leadership changes and news Episode 293 previews Amazon no good, dirty, rotten, Q2. Including why Amazon's much hailed SCOT software may have led them astray (not a surprise given the name). We also discuss the recent leadership changes at Amazon, Google, Pinterest, and Bed Bath & Beyond. Episode 293 of the Jason & Scot show was …

EP292- Quarterly Recap Sorry for the delay since our last show. We took a beginning of summer hiatus, and Jason upgraded to a new knee! This episode was recorded in front of a live audience at the NYC Google HQ, for Zenith Basecamp. Key Topics discussed: Amazon’s rate of growth declined in Q1, what lies ahead for them. Impact of App Tracking Transp…

Amazon released their Q1 earnings for 2022 on Thursday April 29th. In this episode we do a deep dive into all the details. Key Topics: Declining macro economics First quarter 1P sales were down year-over-year for the first time in two decades, as it had to comp against a very strong Q1 2021 which was elevated by the pandemic. AWS getting a strong b…

EP290 - Shoptalk 2022 Recap ShopTalk held it's first in-person show since 2019, May 27-30th in Las Vegas. The show made the move from the Venetian to the Mandalay Bay. Nearly 10,000 attendees joined more than 600 exhibitors at this years show. Making ShopTalk one of the first industry events to truly feel like it did prior to the pandemic, and livi…

EP289 - ShipBob Co-Founder Dhruv Saxena Dhruv Saxena is the co-founder and CEO of ShipBob, Inc. ShipBob is a tech-enabled third-party logistics provider (3PL) that fulfills e-commerce orders for direct-to-consumer brands. We discuss ShipBob's origin story, how the e-commerce fulfillment industry has evolved, as well as the challenges and implicatio…

EP288 - News and Q4 Earnings Reports News Amazon Stock Split Shopify Fulfillment Network eBay “The Vault” Twitter E-Commerce Pilot Retail Media Networks are on fire Inflation continues to rise Q4 Earnings Reports Winners Dicks Sporting Goods Walmart Target Neutral Best Buy Ulta Kohls Gap Nordstrom Ralph Lauren Losers Dollar Tree Abercrombie & Fitch…

EP287 - Amazon Supply Chain Deep Dive with Marc Wulfraat http://jasonandscot.com Marc Wulfraat is President of MWPVL, a global supply chain and logistics consulting firm, and one of the foremost experts outside of Amazon, into Amazons supply chain. In this episode to do a deep dive into all the elements of Amazon's supply chain, how it compares to …

EP286 - Amazon Q4 Earnings Amazon released their Q4 (and full year) earnings for 2021 on Thursday February 3rd. In this episode we do a deep dive into all the details. Key Topics: Amazon North American Revenue grew 18.4% in 2021, which was just above the industry average of 17.9% Amazon has broken out their ad revenue for the first time. In 2021 to…

EP285 - 22021 Full Year and Holiday Data Deep Dive The US Dept of Commerce December Advanced Retail Sales Data is out, which gives us a full look at 2021 and the 2021 holiday season. So Episode 285 is a data deepdive into 2021. If you want to follow along, we've made a deck with all the data available at https://retailgeek.com/2021-commerce-recap D…

EP284 - 2022 Annual Predictions h 2021 Predictions Recap Jason: Made to Order apparel business > 9 figures Yes Retailer offers viable health alt insurance option to consumers No Grocery E-Com > 10% someone deploys(not pilots) MFC Yes Amazon Shopify Competitor (shipping solution) No Retail Media > $20B Yes Bonus – More store closures in 2021 than 20…

EP283 - Year End Review It’s our final show of 2021! We recap the US Dept of Commerce November Advanced Retail Sales Data. We do a deep dive into the retail industries growth from 2019 through November 2021. In those 23 months, the retail industry grew 22%, historically fast growth. There were clear winners and losers. If you want to follow along o…

EP282 - Cyberweek Recap with Salesforce's Rob Garf Rob Garf (@retailrobgarf) is VP and GM, Retail at Salesforce. Rob returns to the show for the third time (EP249 and EP110) to talk about November, and especially cyber week e-commerce sales. The Salesforce shopping index combines data and holiday insights on the activity of more than a billion glob…

EP281 - Mark Mahaney, author and top internet analyst Mark Mahaney is Senior Managing Director at Evercore ISI, Research Division, he’s one of the original and longest lasting internet analysts on Wall Street. He recently published “Nothing but Net: 10 Timeless Stock-Picking Lessons from One of Wall Street’s Top Tech Analysts.” We cover a variety o…

EP280 - Anker Innovations Head of Global Communications Eric Villines Eric Villines is the Global Head of Communications for Anker Innovations. Anker is one of the most successful brands to be started on the Amazon platform. In this broad ranging interview, we discuss the origin story of Anker, their evolution from early Amazon FBA seller to Global…

EP279 - Amazon, EBay, Shopify Q3 Earnings In Episode 257 we talked about IDFA and the impact of privacy and digital ads, and then on Episode 277 we talked about Supply chain pain (SupplyPain™). Now that we’re in Q3 earnings season we’re seeing those themes play out. This week we dive into the earnings calls from Snap, eBay, Shopify, and Amazon. We …

EP278 - Adobe Holiday E-Commerce Forecast with Taylor Schreiner In Episode 277 we covered some of the early overall holiday sales forecasts, and the issues likely to impact this holiday season. In this episdoe we get the very first look at Adobe 2021 Holiday Shopping Forecast. This is a deep dive on digital shopping behaviors based on Adobe Analyti…

EP277- Holiday 2021 Preview Holiday 2021 will be one of the most uncertain holiday events in modern retail history. Major disruptions to the supply chain, the last mille, and to consumer behavior as a result of covid, will make this year extremely hard to predict and manage for brands and retailers. Will shipageddon 2.0 play out again this year? Wi…

EP275 - Mickey Drexler on DTC Mickey Drexler is the former CEO of Ann Taylor, The Gap, J. Crew, and is a former board member of Apple and Warby Parker. He is currently the CEO of Alex Mill, a digitally native vertical brand, founded by his son Alex Drexler. He has been dubbed the “Merchant Prince” for his successful turn around of Ann Taylor, and h…

EP274 - Warby Parker and AllBirds IPOs Warby Parker and AllBirds filed their S-1 registrations with the SEC in preparation of making an initial public offering. In this episode we deep dive into all the information revealed in the fillings. Surprising Learnings From Warby Parker And AllBirds IPO Filings (forbes.com) Episode 274 of the Jason & Scot …

EP273 - Amazon FBA Roll-ups with Alex Kopco of Forum Brands Alex Kopco is the Founder and COO of Forum Brands, a roll-up of digitally-native consumer brands selling via Amazon. In this interview we discuss Alex’s experiences at Target and Amazon prior to founding Forum Brands. We talk about Forum Brands specific business model and their unique tool…

EP272 - Q2 Ecom Data, Earnings, and Amazon News US Dept of Commerce Data In July retail sales were up 13.3% from previous July (down 1.1% from June). Year to Date sales were up 21.1% vs. 2020. Apparel is in the biggest recovery, up 63%. At peak of pandemic, restaurants lost nearly $51B/mo of sales to grocery stores. In July the gap has closed to $4…

EP271 - Amazon Q2 2021 Earnings Recap Jason is back on the road and has some retail store visit reports: Bed Bath & Beyond Flagship in Chelsea Harry Potter Store New York Google New York Neighborhood Goods Starbucks Reserve New York Amazon Q2 2021 Earnings Recap Episode 271 of the Jason & Scot show was recorded on Thursday July 30, 2021. http://jas…