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Why it鈥檚 worth watching: Retail and tech giants are more likely than D2C healthcare and telehealth companies to disrupt health systems鈥� operations. We think there are two connecting factors explaining this:. 1. D2C and telehealth-focused business models aren鈥檛 intimidating hospitals.

So listen to last week's re-imagining retail episode for that, but they had a really strong earnings showing and the company is finding growth while many direct to consumer companies aren't leveraging their store footprint and they're leveraging in-store eyecare in order to stay healthy. Arielle Feger (05:42):.

Report: D2C Brands 2022. Article: TikTok will drive social commerce growth in 2023. Article: 5 ways influencer marketing is changing. Methodology: Estimates are based on the analysis of survey and traffic data from other research firms, historical consumer adoption trends, company releases and demographic adoption trends.

But the Big Tech giant quickly pivoted, launching a D2C virtual care clinic (Amazon Clinic) in November, offering message-based healthcare services to adults ages 18 to 64 who live in one of 32 states.

It鈥檚 also rolling out the red carpet to digitally native D2C brands鈥攎ost of which have resisted selling through Amazon鈥攚ith the promise of promoting high-performing brands on the marketplace onto Walmart store shelves. Walmart is using its competitive advantage (physical stores) to attack where Amazon is weak on product selection (D2C brands).

D2C telehealth companies are the latest to erode privacy. Yesterday鈥檚 Chart of the Day: Social rally.

Many digitally native D2C brands like Peloton are struggling to recapture the explosive growth they saw in their early years. These brands will make up less than a quarter of US D2C ecommerce sales this year, per our March 2023 forecast. This has led them to join with more established retailers to reach customers across more channels.

Amazon got into the direct-to-consumer (D2C) virtual care space in November 2022 with Amazon Clinic, a text-based telehealth service. The challenges: Amazon Pharmacy鈥檚 November 2020 launch caused a great deal of apprehension across the healthcare industry. But major players have since changed their game plans, new entrants have emerged, and Amazon Pharmacy didn鈥檛 cause the disruption many feared.

Walmart offloads Bonobos as it shifts away from D2C ecommerce. Despite Amazon鈥檚 cost cutting, Jassy maintains commitment to innovation. Walmart struggles to find an urban format that works. Yesterday鈥檚 Chart of the Day: When life gives you Lemon8.

Delivery apps, quick-service restaurants (QSRs), D2C brands, and media platforms all offer subscriptions that vie for a share of consumers鈥� budgets. This has caused subscription fatigue for many people. The long-term outlook is murky, particularly amid economic uncertainty.

鈥淒espite Nike鈥檚 recent focus on D2C [direct-to-consumer], the company is rebuilding its relationship with retail partners like Foot Locker and Dick鈥檚 Sporting Goods, which could signal a larger shift back to wholesale,鈥� said Wolff. Better together: We鈥檙e not the only ones noticing the brand power of Tiffany & Co.

8/1 - Keeping it dynamic. 7/31 - Streaming showdown. 7/28 - Price is key for D2C.

More Chart of the Day:. 7/31 - Streaming showdown. 7/28 - Price is key for D2C. 7/27 - Ad channel choices. 7/26 - CTV鈥檚 $15B boost. 7/25 - Retail top 10. Methodology: Data is from a July 2023 CivicScience survey. 3,019 responses from US adults age 18+ were obtained during July 14-17, 2023. Data was weighted according to the US Census.

Professional sales grew 32.7% to $105.5 million, special retail increased 68.5% to $64.2 million, and direct-to-consumer sales grew 19.3% to $41.2 million. 42%: Olaplex鈥檚 2021 sales that are international. The brand launched in China through online marketplace Tmall in 2020 and is now the No. 1 hair care and the No. 12 brand overall on the platform, CEO JuE Wong told Glossy.

Sales strategies mixing direct-to-consumer with wholesale channels online and offline will prevail. Brands will look for ways to widen reach and protect their bottom line:. Increase (wholesale) distribution. Along with creating wider reach, increased distribution spreads inventory liability.

Retail: Banks can learn from the direct-to-consumer (DTC) brands that were originally solely digital, like Warby Parker, Allbirds, and Bonobos, but are now blending physical store operations with online operations. Their goal is to enhance customer service and to create unique in-person experiences and communal spaces for customers.

Direct-to-consumer (D2C) ads in the US began in 1997, and the media bonanza has grown exponentially since. A common misperception is that the Health Insurance Portability and Accountability Act of 1996 (HIPAA) governs the industry鈥檚 advertising messages, as well as patients鈥� medical privacy.

Retailers such as CVS and Walgreens, direct-to-consumer (D2C) startups, and Big Tech players like Amazon are increasingly becoming healthcare providers. Their pitch to patients? Being established, consumer-obsessed companies that recognize the value in simplifying the patient experience. How can providers and marketers keep pace with the digital healthcare consumer?

Peloton鈥檚 recent decision to start selling on Amazon could also drive higher-ticket holiday purchases and encourage direct-to-consumer (D2C) brands to give Amazon a second look. Prestige brands: Nike, lululemon athletica, and Apple continue to generate strong sales as affluent consumers appear resilient in the face of consumer spending headwinds.

Automakers, for example, one of the top TV advertisers, reduced budgets for months in a row and instead pivoted to post-purchase and direct-to-consumer advertising. It wasn鈥檛 just old relationships like automakers and TV that suffered.

Etsy and Wayfair combined for 44.19% of all impressions on D2C brands. Both jumped into the top 10 by impressions, despite marginal increases in spend. The NFL accounted for 30% more TV ad impressions for retail brands year-over-year. More impressions (28.4% of the total) shifted to the 鈥淏ig 4鈥� broadcast networks versus last year (24.0%). Undoubtedly, the World Cup and NFL played a big part in this.

But despite the higher spending on digital ads, the sector is marred with signal loss from AppTrackingTransparency, the deprecation of third-party cookies, and growing privacy regulation that is prompting some industries to turn to post-purchase marketing and direct-to-consumer channels.

More Chart of the Day:. 7/28 - Price is key for D2C. 7/27 - Ad channel choices. 7/26 - CTV鈥檚 $15B boost. 7/25 - Retail top 10. 7/24 - Peak TV.

Brand execs from Forever 21, Abercrombie & Fitch, and more talk AI, Gen Z, and D2C. More Chart of the Day:. 7/6 - Beauty on a budget. 7/5 - Making ad-justments. 7/3 - Summer inflation. 6/30 - CTV gains on mobile. 6/29 - Beauty and the bucks.

Adidas took a direct-to-consumer approach by offering direct, paid opportunities for college athletes to promote products on social media. Fanatics brand Topps will be launching college sports collectable trading cards this fall. Brigham Young University brokered a teamwide deal between its football players and Built protein bars. Other schools have since followed suit.