The CPG Guys Fast Forward – Détails, épisodes et analyse

Amazon released an outstanding Q4 with strong growth in sales and profitability driving a huge uptick in their share price.  In this episode Bryan and Andrea break down the drivers of that performance as well as key attributes of the call that highlight Amazon's future prospects and growth:
1) Faster and Cheaper - how increased delivery speed and lower cost to serve are transforming Amazon's ability to solve for consumer products retail
2) International's quest to balance growth and profitability and the increasing role retail media is playing in their global profit picture
3) Rufus and how brands will need to learn  (not be spoon fed) how Amazon's shopper facing AI is evaluating products and shopper choices
4) Amazon's seeming higher level of satisfaction in grocery
5) Amazon's overfocus on the conusmer experience in healthcare- B2B is where Amazon makes it's money (not B2C) and healthcare's structural issues are in the B2B side
6) Signs of Amazon's "maturity" - everything from how they talk about people to how they account for depreciation!

Follow Andrea K. Leigh online at:   https://www.linkedin.com/in/andreakleigh/
Follow The Allume Group Online At: https://www.linkedin.com/company/allumegroup/insights/

CPG Guys Website: http://CPGguys.com
FMCG Guys Website: http://FMCGguys.com
CPG Scoop Website: http://CPGscoop.com
NextUp Website: http://nextupisnow.org/cpgguys
RetailWit Website: http://retailwit.com

DISCLAIMER: The content in this podcast episode is provided for general informational purposes only. By listening to our episode, you understand that no information contained in this episode should be construed as advice from CPGGUYS, LLC or the individual author, hosts, or guests, nor is it intended to be a substitute for research on any subject matter. Reference to any specific product or entity does not constitute an endorsement or recommendation by CPGGUYS, LLC. The views expressed by guests are their own and their appearance on the program does not imply an endorsement of them or any entity they represent.

In this episode Bryan Gildenberg  does a guest stint on High Impact's "The Retail Journey" podcast (link to audio and YouTube to subscribe below)

In this podcast, Bryan, James and Charles discuss why a digital-first approach to retail media in the US is crucial and how it contrasts with other markets. They also share insights about Walmart Luminate and the escalating importance of first-party data. You’ll gain a fresh perspective on the evolution of product discovery and how data is reshaping the retail industry. We'll also navigate through Walmart’s category management and its influence on brand growth. Discover how emerging brands can level the playing field using category advisorship and innovative data-driven strategies. You'll also learn about the potential risks and benefits associated with AI in retail and the need to comprehend the algorithms behind it. 

*Books mentioned during the podcast: "The Coming Wave" by Mustafa Suleyman and Michael Bhaskar, "The Experience Machine" by Andy Clark, and "Tomorrow, Tomorrow And Tomorrow" by Gabrielle Zevin.

Follow James on LinkedIn at: https://www.linkedin.com/in/james-harris-a777055/
Follow Charles on LinkedIn at: https://www.linkedin.com/in/charles-greathouse/
Follow High Impact Analytics at: https://www.linkedin.com/company/high-impact-analytics/
Follow High Impact Analytics online at: https://www.highimpactanalytics.com/

Follow The Retail Journey Podcast at: https://www.highimpactanalytics.com/theretailjourney

CPG Guys Website: http://CPGguys.com
FMCG Guys Website: http://FMCGguys.com
CPG Scoop Website: http://CPGscoop.com
NextUp Website: http://nextupisnow.org/cpgguys
RetailWit Website: http://retailwit.com

DISCLAIMER: The content in this podcast episode is provided for general informational purposes only. By listening to our episode, you understand that no information contained in this episode should be construed as advice from CPGGUYS, LLC or the individual author, hosts, or guests, nor is it intended to be a substitute for research on any subject matter. Reference to any specific product or entity does not constitute an endorsement or recommendation by CPGGUYS, LLC. The views expressed by guests are their own and their appearance on the program does not imply an endorsement of them or any entity they represent.

Bryan, Sri & PVSB recently conduct a LinkedIn Live session recapping key themes from August '23. We have converted this into a podcast episode. Topics include:

• Instacart Announces IPO 
• PepsiCo invests in Instacart 
• Rite Aid prepping for Chapter 11 
• ALDI acquires Winn-Dixie from Southeastern Grocers 
• Global ad spending to top $1 Trillion in 2023 
• Walmart Sellers Conference in Las Vegas 
• Amazon resets Fresh format, readies to resume expansion 
• Barbie sponsors reap big returns 
• Dollar General reports ID store sales declines & lowers expectations 
• Walmart egrocery Sales hit record highs 
• Giant Food closes 3 eComm facilities 

CPG Guys Website: http://CPGguys.com
FMCG Guys Website: http://FMCGguys.com
CPG Scoop Website: http://CPGscoop.com
NextUp Website: http://nextupisnow.org/cpgguys
RetailWit Website: http://retailwit.com

DISCLAIMER: The content in this podcast episode is provided for general informational purposes only. By listening to our episode, you understand that no information contained in this episode should be construed as advice from CPGGUYS, LLC or the individual author, hosts, or guests, nor is it intended to be a substitute for research on any subject matter. Reference to any specific product or entity does not constitute an endorsement or recommendation by CPGGUYS, LLC. The views expressed by guests are their own and their appearance on the program does not imply an endorsement of them or any entity they represent.

In this episode Bryan Gildenberg and Andrea K. (Andrea Minnie) Leigh tackle a few key issues that Amazon's Q2 results highlighted after a quick review of their actual performance.  In particular they focus the conversation on 5 key changes for Amazon's "footprint" - the basic shape of their business:
1) Amazon's new economic footprint - advertiser vs. infrastructure vs. retail
2) Amazon's new growth footprint - AWS and it's somewhat "cloud"y outlook for growth
3) Amazon's retooled logistics footrprint - the changes in Amazon's distribution model as their business becomes more consumables and less discretionary centric - UPS' shares being down 5% this AM on "reduced demand" may be in no small part due to this change
4) Amazon's uncertain grocery footprint
5) Amazon's cultural footprint - some great reflections at the end on how the nature of Amazon's operating and decision making environments change as their growth trajectory flattens...
This episode is sponsored by GoSpotCheck by Form – the leading provider of mobile market execution software.

Follow Andrea K. (Andrea Minnie) Leigh online at:   https://www.linkedin.com/in/andreakleigh/
Follow The Allume Group Online At: https://www.linkedin.com/company/allumegroup/insights/
Follow GoSpotCheck by Form on LinkedIn at: https://www.linkedin.com/company/gospotcheck/
Follow GoSpotCheck by Form online at: https://www.gospotcheck.com/

CPG Guys Website: http://CPGguys.com
FMCG Guys Website: http://FMCGguys.com
CPG Scoop Website: http://CPGscoop.com
NextUp Website: http://nextupisnow.org/cpgguys
RetailWit Website: http://retailwit.com

DISCLAIMER: The content in this podcast episode is provided for general informational purposes only. By listening to our episode, you understand that no information contained in this episode should be construed as advice from CPGGUYS, LLC or the individual author, hosts, or guests, nor is it intended to be a substitute for research on any subject matter. Reference to any specific product or entity does not constitute an endorsement or recommendation by CPGGUYS, LLC. The views expressed by guests are their own and their appearance on the program does not imply an endorsement of them or any entity they represent.

Sri & PVSB recently conduct a LinkedIn Live session recapping key themes from July '23. We have converted this into a podcast episode. Topics include:

• IAB Retail Media Guide. The definitive approach, a good start or not enough?
• Amazon “re” fresh - a new and better start?
• How is retail media doing in regional retail?
• Ask Instacart… transformational to search?
• Self-checkout for grocery..another checkout option or “all in”?
• Amazon ad sales up 22% in latest earnings..any signs of slow down??
• WPP Spotify partnership
• IOS 17 privacy shift on link tracking
• Prime Day…good for brands or just good for Amazon?
• Are we living in a Barbie World?
• “X” marks the spot or are we watching another juggernaut in its death throws?
• Jell-O rebrand…a big deal or keep moving?

CPG Guys Website: http://CPGguys.com
FMCG Guys Website: http://FMCGguys.com
CPG Scoop Website: http://CPGscoop.com
NextUp Website: http://nextupisnow.org/cpgguys
RetailWit Website: http://retailwit.com

DISCLAIMER: The content in this podcast episode is provided for general informational purposes only. By listening to our episode, you understand that no information contained in this episode should be construed as advice from CPGGUYS, LLC or the individual author, hosts, or guests, nor is it intended to be a substitute for research on any subject matter. Reference to any specific product or entity does not constitute an endorsement or recommendation by CPGGUYS, LLC. The views expressed by guests are their own and their appearance on the program does not imply an endorsement of them or any entity they represent.

In this week's episode Bryan is joined by another Brian, Brian Owens, the SVO of Commerce Strategy for VMLY&R Commerce for a conversation focused on Brian's 2 overlapping passion points - Inclusivity in Commerce (#JusticeAtShelf) and the evolving integration of Healthcare and Commerce.  The Bri/yans discuss how to think about defining and achieving success in bringing more inclusivity to commerce, and ways to think about that tangibly and specifically not abstractly.   They also discuss the importance of retail to healthcare, particularly for underserved populations.   Fast Forward is brought to you by GoSpotCheck at Form! 

Follow Brian Owens at:  https://www.linkedin.com/in/brian-owens-8b02171/
Follow VMLY&R Commerce at: https://www.linkedin.com/company/vmlyrcommerce/

Follow GoSpotCheck by Form on LinkedIn at: https://www.linkedin.com/company/gospotcheck/
Follow GoSpotCheck by Form online at: https://www.gospotcheck.com/

CPG Guys Website: http://CPGguys.com
FMCG Guys Website: http://FMCGguys.com
CPG Scoop Website: http://CPGscoop.com
NextUp Website: http://nextupisnow.org/cpgguys
RetailWit Website: http://retailwit.com

DISCLAIMER: The content in this podcast episode is provided for general informational purposes only. By listening to our episode, you understand that no information contained in this episode should be construed as advice from CPGGUYS, LLC or the individual author, hosts, or guests, nor is it intended to be a substitute for research on any subject matter. Reference to any specific product or entity does not constitute an endorsement or recommendation by CPGGUYS, LLC. The views expressed by guests are their own and their appearance on the program does not imply an endorsement of them or any entity they represent.

CPG Guys Website: http://CPGguys.com
FMCG Guys Website: http://FMCGguys.com
CPG Scoop Website: http://CPGscoop.com
NextUp Website: http://nextupisnow.org/cpgguys
RetailWit Website: http://retailwit.com

DISCLAIMER: The content in this podcast episode is provided for general informational purposes only. By listening to our episode, you understand that no information contained in this episode should be construed as advice from CPGGUYS, LLC or the individual author, hosts, or guests, nor is it intended to be a substitute for research on any subject matter. Reference to any specific product or entity does not constitute an endorsement or recommendation by CPGGUYS, LLC. The views expressed by guests are their own and their appearance on the program does not imply an endorsement of them or any entity they represent.

In this week's 2 part episode Bryan Gildenberg is joined once again by Allume Group's CEO Andrea Leigh for a discussion on Amazon's aspirations in AI - notably how they are using the thinking that powered AWS to power their winning hardware solution in AI. In Part 2 Bryan interviews Kantar's knowledge lead, Walker Smith, about the future of ChatGPT...what it's best at today, how it can help consumers and insights professionals, and where it is going in the future.  This episode is sponsored by GoSpotCheck by Form – the leading provider of mobile market execution software.

Follow Andrea Leigh at: https://www.linkedin.com/in/andreakleigh/
Follow Allume Group at: https://www.linkedin.com/company/allumegroup/
Allume Group Website: https://allumegroup.com/

Follow Walker Smith at: https://www.linkedin.com/in/j-walker-smith-7170518/
Follow Kantar Online At:  https://www.kantar.com/north-america
Follow GoSpotCheck by Form on LinkedIn at: https://www.linkedin.com/company/gospotcheck/
Follow GoSpotCheck by Form online at: https://www.gospotcheck.com/

CPG Guys Website: http://CPGguys.com
FMCG Guys Website: http://FMCGguys.com
CPG Scoop Website: http://CPGscoop.com
NextUp Website: http://nextupisnow.org/cpgguys
RetailWit Website: http://retailwit.com

DISCLAIMER: The content in this podcast episode is provided for general informational purposes only. By listening to our episode, you understand that no information contained in this episode should be construed as advice from CPGGUYS, LLC or the individual author, hosts, or guests, nor is it intended to be a substitute for research on any subject matter. Reference to any specific product or entity does not constitute an endorsement or recommendation by CPGGUYS, LLC. The views expressed by guests are their own and their appearance on the program does not imply an endorsement of them or any entity they represent.

CPG Guys Website: http://CPGguys.com
FMCG Guys Website: http://FMCGguys.com
CPG Scoop Website: http://CPGscoop.com
NextUp Website: http://nextupisnow.org/cpgguys
RetailWit Website: http://retailwit.com

DISCLAIMER: The content in this podcast episode is provided for general informational purposes only. By listening to our episode, you understand that no information contained in this episode should be construed as advice from CPGGUYS, LLC or the individual author, hosts, or guests, nor is it intended to be a substitute for research on any subject matter. Reference to any specific product or entity does not constitute an endorsement or recommendation by CPGGUYS, LLC. The views expressed by guests are their own and their appearance on the program does not imply an endorsement of them or any entity they represent.

In this week's 2 part episode Bryan Gildenberg is joined by Allume Group's CEO Andrea Leigh for a discussion on Amazon's aspirations in the grocery industry based on their last quarter's earnings results...and then in Part 2 Bryan interviews the CEO of the Consumer Brands Association David Chavern about the organization and their upcoming event, the CPG Summit, September 26-28 in Colorado Springs, CO.  They discuss the CBA's mission, purpose and position on key issues like supply chain, technology, labor productivity and sustainability.This episode is sponsored by GoSpotCheck by Form – the leading provider of mobile market execution software.

Follow the CBA online at: https://consumerbrandsassociation.org/
Find out more about the CPG Summit at: https://consumerbrandsassociation.org/events-education/
Follow GoSpotCheck by Form on LinkedIn at: https://www.linkedin.com/company/gospotcheck/
Follow GoSpotCheck by Form online at: https://www.gospotcheck.com/

CPG Guys Website: http://CPGguys.com
FMCG Guys Website: http://FMCGguys.com
CPG Scoop Website: http://CPGscoop.com
NextUp Website: http://nextupisnow.org/cpgguys
RetailWit Website: http://retailwit.com

DISCLAIMER: The content in this podcast episode is provided for general informational purposes only. By listening to our episode, you understand that no information contained in this episode should be construed as advice from CPGGUYS, LLC or the individual author, hosts, or guests, nor is it intended to be a substitute for research on any subject matter. Reference to any specific product or entity does not constitute an endorsement or recommendation by CPGGUYS, LLC. The views expressed by guests are their own and their appearance on the program does not imply an endorsement of them or any entity they represent.

CPG Guys Website: http://CPGguys.com
FMCG Guys Website: http://FMCGguys.com
CPG Scoop Website: http://CPGscoop.com
NextUp Website: http://nextupisnow.org/cpgguys
RetailWit Website: http://retailwit.com

DISCLAIMER: The content in this podcast episode is provided for general informational purposes only. By listening to our episode, you understand that no information contained in this episode should be construed as advice from CPGGUYS, LLC or the individual author, hosts, or guests, nor is it intended to be a substitute for research on any subject matter. Reference to any specific product or entity does not constitute an endorsement or recommendation by CPGGUYS, LLC. The views expressed by guests are their own and their appearance on the program does not imply an endorsement of them or any entity they represent.

Bryan is joined by guest co-host Andrea K. Leigh of Allume Group as they speak with autor Jason Del Rey about his new book "Winner Sells All:Amazon, Walmart, and the Battle for Our Wallets"

This episode is sponsored by GoSpotCheck by Form – the leading provider of mobile market execution software.   

Follow Jason online at: https://www.linkedin.com/in/jasondelrey
Purchase Jason's book on Amazon at: https://a.co/d/5UcwUTy

Follow GoSpotCheck by Form on LinkedIn at: https://www.linkedin.com/company/gospotcheck/
Follow GoSpotCheck by Form online at: https://www.gospotcheck.com/ 


 
CPG Guys Website: http://CPGguys.com
FMCG Guys Website: http://FMCGguys.com
CPG Scoop Website: http://CPGscoop.com
NextUp Website: http://nextupisnow.org/cpgguys
RetailWit Website: http://retailwit.com


DISCLAIMER: The content in this podcast episode is provided for general informational purposes only. By listening to our episode, you understand that no information contained in this episode should be construed as advice from CPGGUYS, LLC or the individual author, hosts, or guests, nor is it intended to be a substitute for research on any subject matter. Reference to any specific product or entity does not constitute an endorsement or recommendation by CPGGUYS, LLC. The views expressed by guests are their own and their appearance on the program does not imply an endorsement of them or any entity they represent.

CPG Guys Website: http://CPGguys.com
FMCG Guys Website: http://FMCGguys.com
CPG Scoop Website: http://CPGscoop.com
NextUp Website: http://nextupisnow.org/cpgguys
RetailWit Website: http://retailwit.com

DISCLAIMER: The content in this podcast episode is provided for general informational purposes only. By listening to our episode, you understand that no information contained in this episode should be construed as advice from CPGGUYS, LLC or the individual author, hosts, or guests, nor is it intended to be a substitute for research on any subject matter. Reference to any specific product or entity does not constitute an endorsement or recommendation by CPGGUYS, LLC. The views expressed by guests are their own and their appearance on the program does not imply an endorsement of them or any entity they represent.

For the inaugural episode of Fast Forward, CPG Guy Bryan Gildenberg is joined by Leon Nicholas, Vice President of Insights and Retail Solutions at WestRock Company, a global leader in sustainable paper and packaging solutions. 

This episode is sponsored by GoSpotCheck by Form – the leading provider of mobile market execution software.   

Follow Leon Nicholas on LinkedIn at: https://www.linkedin.com/in/leon-nicholas-a06565/
Follow WestRock Company on LinkedIn at: https://www.linkedin.com/company/westrockcompany/
Follow WestRock Company online at: https://www.westrock.com/
Follow GoSpotCheck by Form on LinkedIn at: https://www.linkedin.com/company/gospotcheck/
Follow GoSpotCheck by Form online at: https://www.gospotcheck.com/ 

Leon answers these questions:

1) How did you get to be the head of Retail Insights and Solutions at Westrock?
2) So, if I had to ask you to classify the evolution or future of in-store merchandising, how would you break it down?  How does the display of the future look different than it does today? 
3) Talk about the evolution up the supply chain in terms of how things get to the store.  What are some of the important trends there?
4) What’s happening in terms of more easily readable/scannable packaging?
5) How are retailers using packaging to solve eCommerce profitability/operational issues?  Increasingly, the conversation in eCommerce is about how to package-enable robotic technology – what’s happening there?
6) What impact do you think retail media will have on how West Rock works with its clients? Does a media enabled store need to work differently?
7) Do you think ESG/sustainability goals are moving from a “nice to have” in the joint business plan to a “must have”? How does this change the packaging conversation?
8) What didn’t we talk about that we should have?
 
CPG Guys Website: http://CPGguys.com
FMCG Guys Website: http://FMCGguys.com
CPG Scoop Website: http://CPGscoop.com
NextUp Website: http://nextupisnow.org/cpgguys
RetailWit Website: http://retailwit.com

DISCLAIMER: The content in this podcast episode is provided for general informational purposes only. By listening to our episode, you understand that no information contained in this episode should be construed as advice from CPGGUYS, LLC or the individual author, hosts, or guests, nor is it intended to be a substitute for research on any subjec

CPG Guys Website: http://CPGguys.com
FMCG Guys Website: http://FMCGguys.com
CPG Scoop Website: http://CPGscoop.com
NextUp Website: http://nextupisnow.org/cpgguys
RetailWit Website: http://retailwit.com

DISCLAIMER: The content in this podcast episode is provided for general informational purposes only. By listening to our episode, you understand that no information contained in this episode should be construed as advice from CPGGUYS, LLC or the individual author, hosts, or guests, nor is it intended to be a substitute for research on any subject matter. Reference to any specific product or entity does not constitute an endorsement or recommendation by CPGGUYS, LLC. The views expressed by guests are their own and their appearance on the program does not imply an endorsement of them or any entity they represent.