Analysis

Alexa, Grow Faster: Moonshot Initiatives

Consumer Technology
Amazon

Five years have passed since Alexa was born on November 6th 2014, alongside the first Amazon Echo. Today, over 26% of US households have a smart speaker, with Alexa as the dominant voice with over 60% market share. Alexa is now trying to catalyze the next phase of growth. Avoid hitting an inflection point. The...

Walmart goes on offense against Amazon on apparel, re-invests in Bonobos

Retail
Walmart

Walmart is unexpectedly boosting investment in Fashion. October data shows the number of new positions in apparel and fashion retailing increasing 10x, from 15 in September to 150 in October. Bonobos hiring for 121 positions one month after layoffs Bonobos is responsible for the bulk of this hiring spree. A complete reversal from the situation...

Costco is Taking eCommerce More Seriously, Slightly

Retail
Costco

The number of Costco eCommerce and retail IT open job postings reached an all time high of 50 in September. A significant surge from the 20 postings it had in July, and 40 in August. Prior to July, Costco only had a dozen eCommerce positions open in any given month. Half to staff its online...

Amazon hitting peak advertising

Online Advertising
Amazon

Google and Facebook command 60% of the $107 billion online advertising business, but growth has stalled, and Amazon is stealing market share. Amazon recently acquired ad-server company Sizmek to boost capabilities. Is Amazon becoming a serious threat to the duopoly? What are Amazon’s growth intentions? Amazon continues to pour large investments into Advertising this year...

Walmart ramps up fight for upper-middle class USA, re-invests in Sam’s Club

Retail
Walmart

“Let’s Try Again” series investigates why companies attempt to do something they failed at previously. Walmart is ramping up growth at Sam’s Club a year after it closed 63 stores and laid off almost 1,000 workers. Our data shows the number of new positions posted at Sam’s Club grew from 84 in April to 2,300+...

Why Target is boosting investment in Starbucks cafes

Retail
Target

Target’s investment in restaurant operations surged this past July. The number of open hospitality-restaurant job postings increased 74% MoM, from 1,274 open postings in June to 2,218 postings in July. This is in stark contrast to open postings in retail which dropped -40% from 11,190 to 6,671. It appears Target is doubling down on restaurants...