What happens when rent, returns and advertising blur into one? What would it mean to do ecommerce that doesn’t scale?
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This year’s lockdowns triggered a huge spike in online sales of every kind, but where would that stabilise? Once things started to calm down, where would the new level be set? We’re now starting to see - over 20% of US retail sales are now online and in the UK, ecommerce is now 40% of retail sales excluding groceries.
Read MoreWhat’s going to happen in ecommerce and retail? TV? TV ads? Retail? Brands? Online advertising? There are half a dozen huge industries where all of the cards are being thrown up in the air, and no-one really knows where they’re going to land.
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Both the UK and (today) the USA have given official statistics on how ecommerce and retail have changed during lockdown. The headline numbers are pretty dramatic. The UK went from 20% ecommerce penetration to over 30% in two months, and the USA from 17% to 22%.
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In January, everyone was online, and probably willing to try anything online. Now we don’t have a choice - we’re shut indoors for weeks or months. What does that means for work? Ecommerce? Health and education? And the people left behind?
Read MoreAmazon is so new, and so dramatic in its speed and scale and aggression, that we can easily forget how many of the things it’s doing are actually very old.
Read MoreMachine learning means smartphones will (nearly) always take perfect pictures. But it also means they might understand what’s in the picture and why you took it. So what do they do with that? What does the discoverability and communication of AI look like, if you can answer lots of questions but might still be wrong?
Read MoreHow do fundamental, structural changes in TV, in retail and in advertising interlock and accelerate each other, and what cascading effects might there be?
Read MoreEverything bad and complicated that the internet did to media is going to happen to retail. As, just as Facebook shapes so much of what we read online, what channels will shape and reshape what we buy?
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