蘑菇AV

This is the first installment of our 鈥淩etail and Ecommerce Sales Benchmarks鈥� series, which helps retailers calibrate their sales mix against the market.

This is the first installment of our 鈥淩etail and Ecommerce Sales Benchmarks鈥� series, which helps retailers calibrate their sales mix against the market.

This is the first installment of our 鈥淩etail and Ecommerce Sales Benchmarks鈥� series, which helps retailers calibrate their sales mix against the market.

Insurers looking to step into the space can refer to these examples for ideas on use cases for the model; whether to offer D2C or B2B products; and whether to approach the space through building, buying, or partnering. US-based insurtech Lemonade started offering blockchain-based parametric insurance coverage to crop and livestock farmers in Africa in March 2022.

Amazon Clinic, a D2C telehealth venture, is now called Amazon One Medical Pay-per-visit. The entity recently pushed further into the D2C healthcare market to include upfront, fixed pricing for the treatment of five conditions鈥攕kin care, hair loss, erectile dysfunction, eyelash growth, and motion sickness.

And then also I think having some of these D2C, very much e-commerce centric brands like Warby Parker for example, having that at the mall so people go there to really fulfill some type of practical need and then they're like, "Okay, I'm here. I might as well do X, Y, Z, or I might as well just roam a little bit."

Gen Z鈥檚 complicated path to purchase leans heavily on digital platforms and channels. But offline resources still play a key role.

The news: Eli Lilly joined forces with direct-to-consumer (D2C) telehealth company Ro to offer single-dose vials of its GLP-1 Zepbound to Ro patients with obesity. Previously, this reduced price form of the medication was only available on the drugmaker鈥檚 D2C website for its LillyDirect self-pay pharmacy (meaning insurance isn鈥檛 accepted).

Disney marked its first-ever profit in the streaming division, a quarter ahead of schedule, signaling a successful turnaround in its direct-to-consumer strategy. Retail media remains a rapidly growing sector. Amazon leads with forecasted US retail media spending of $41.95 billion in 2024, though Walmart is making significant strides with 26% advertising growth in Q2. Search.

Gauging the influence of digital on the shopper's journey.

But many D2C brands are now weighing the pros and cons of putting some of their goods on TikTok Shop and using affiliate marketing to drive sales. 鈥淔or products that are $100 and under, you see the affiliate budget slowly start to go that way,鈥� Mayberry said. 鈥淒o we keep this off dot-com and only go to TikTok Shop?鈥�. Affiliate is entering a period of data stratification.

Deckers relies on scarcity to drive Ugg, Hoka growth: That tactic paid off with record sales and profits during the holiday quarter.

But attempts to reign in D2C drug advertising as well as anti-vaccine rhetoric won鈥檛 go over well with Big Pharma. We鈥檒l be closely monitoring the confirmations of Trump鈥檚 picks for key federal health agencies in early 2025.

The final word: To that end, Walgreens decided to expand its direct-to-consumer virtual healthcare services to reach consumers in 30 states. The retailer launched Walgreens Virtual Healthcare last year in nine states. 3. Walgreens is considering a sale of the company to a private equity firm. The announcement comes as Walgreens closes out 2024 with a net loss of $8.6 billion鈥攁 177% YoY increase.

On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of January. Each month, our analysts Arielle Feger, Becky Schilling, and Sara Lebow (aka The Committee) put together a very unofficial list of the top eight retailers they're watching based on which are making the most interesting moves: Who's launching new initiatives? Which partnerships are moving the needle? Which standout marketing campaigns are being created? In this month's episode, Committee members Analyst Arielle Feger and Senior Analyst Sara Lebow will defend their list against Senior Analyst Zak Stambor and Analyst Rachel Wolff, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.

Ecommerce has become a dominant sales channel in the pet industry, fueled by convenience and a broad range of online offerings. By 2028, nearly half of pet products sales will come from ecommerce.

Our forecast was up, and Magna鈥檚 was even more bullish鈥攊ncluding consumer goods, driven by a D2C shift. With all of that spending, waste was a major topic, and avoiding overspending on channels like CTV and MFA sites was consistently in focus. To facilitate more dollars moving to digital channels, players like Google began launching features like AI chatbots to create ads more effortlessly.

Creators are going direct-to-consumer. Direct audience monetization tactics鈥攍ike tipping, subscriptions, and merchandising鈥攁re the fastest-growing social media creator revenue streams. But it isn鈥檛 easy for most creators to make meaningful revenues from them. Tipping is a thriving, but tiny, creator income source. The sums are small, but they鈥檙e beginning to add up.

Juice Media, which represents DSC and other direct-to-consumer brands, said shoppable ads could take up as much as 20% of budgets. Many buyers noted their interest and uncertainty, saying the format still needs to prove its value before securing further budget commitments.

The news: Amazon鈥檚 direct-to-consumer (D2C) telehealth business expanded its services to include upfront, fixed pricing for the treatment of five conditions鈥攕kin care, hair loss, erectile dysfunction (ED), eyelash growth, and motion sickness. Why it matters: The new offering places Amazon One Medical Pay-per-visit in direct competition with D2C healthcare companies such as Hims & Hers and Ro.

Direct-to-consumer ARPU: $11.99 for US and Canada; $4.05 for other markets. Global D2C ARPU for the quarter increased by 1% YoY to $7.84 but was lower than last quarter鈥檚 $8.00. Overall financials: Total revenues declined 4% to $9.62 billion as theatrical revenues plunged 40%, and adjusted EBITDA for Warner Bros. Discovery鈥檚 entire business dropped 19% to $2.41 billion.

In April, Headspace rolled out mental health coaching for its direct-to-consumer subscriber base, through which users can access one-on-one support for help managing stressful situations and improving emotional resilience. And just last month, the company followed that up by launching Ebb, an AI companion integrated into its app that provides personalized emotional support to members.

For some smaller D2C brands, ASC+ now represents well over half of their social ad spending. Social media platforms鈥� ad offerings are increasingly geared to retail and consumer packaged goods (CPG) advertisers.

So I have the same ingredients in different proportions, and I just throw in the leadership piece into the D2C strategy. So I guess it's sort of similar.