CPG
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Target Buys Shipt, Why Target?, The Expansion of Amazon Basics
The Disney-21st Century Fox was certainly the biggest acquisition that happened last week, but it wasn’t the only one. Netflix may loom large, but Amazon arguably looms larger.
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Amazon Shutters Quidsi, Amazon and CPG Companies, Amazon and Wal-Mart
Amazon is shutting down Quidsi, and taking the fight for CPG goods to Wal-Mart.
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Amazon’s Overwhelming Leverage, P&G Scaling Back Targeted Facebook Ads, Facebook Earnings
In case I wasn’t clear in yesterday’s article, Walmart really has no chance to catch Amazon in e-commerce. Then, the news that P&G will reduce targeting isn’t a surprise, but it’s not necessarily that much of a problem for Facebook. Plus, notes on Facebook’s earnings.
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Follow-up: Dollar Shave Club, CPG, and Amazon; Tesla’s Master Plan, Part Deux
More on exactly how Dollar Shave Club succeeded, and if it’s replicable. Then, Musk has another inspiring blog post, but is it enough to erase nagging doubts about Tesla?
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Dollar Shave Club and the Disruption of Everything
Dollar Shave Club is a textbook example of how the new Internet economy will destroy value in incumbent industries.
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Brexit and Tech: The Narrow View, HBO Versus Netflix, Amazon Dash Buttons
There is a broader story to be told about Brexit and tech, but today the narrower view of its impact. Then, why Netflix and HBO are different, and how Amazon’s Dash buttons demonstrate the company’s strength and the CPG industry’s weakness.
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TV Advertising’s Surprising Strength — And Inevitable Fall
TV advertising is having a good week at the upfronts, and it may be more resilient than expected. That, though, means the crash will be even more abrupt.
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Amazon Private Label, Facebook Audience Network Adds Video Ads
The idea of private labels aren’t new, but Amazon is uniquely positioned to profit from them. Then, the Facebook Audience Network is getting some deserved attention
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Daily Update: Tidal and Telling the Same Story, The Brilliant Amazon Dash Button, Amazon Dash Replenishment Service
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How Technology is Changing the World (P&G Edition)
P&G is cutting product lines, the plethora of which made far more sense in the retail world than online. More change is coming.