The Weekly Consensus™ brings to your inbox every Monday a summary of the major stories that impacted consumer businesses in the prior week. It also includes “The Big Story” – and editorial by a Consensus professional commenting on an item of significance to the industry.
E-grocery and restaurant delivery experienced an unprecedented spike in adoption with the start of the coronavirus pandemic, and startups sprang up and partnered with retailers to facilitate getting food to consumers stuck at home. As the economy reopens, however, some are beginning to ask if all the investment in food delivery has created a bubble […]
Many of us have watched with awe as Amazon’s Prime Day has gone from a new holiday conjured from thin air in 2015 to one of the largest annual ecommerce shopping events in the U.S. This year’s 48-hour Prime Day, which wrapped up last Tuesday, generated over $11 billion in total U.S. ecommerce sales (including […]
Last week a New York Time’s headline read, “Momentous: New York and California Open.” After sixteen or so very dark COVID months, the light is beginning to shine from coast to coast. And prognosticators are suddenly recalibrating their assumptions to come up with new and improved forecasts. In February, the National Retail Federation projected that […]
Last year, as Walmart and Amazon started drone pilot programs to provide faster delivery times, I wrote in this forum that commercial drone programs were not developed enough and were not properly regulated enough for wide range commercial use. The buzz around drone deliveries has not dissipated since I wrote that piece. In addition to […]
With more than 40% of all Americans and over 50% of U.S. adults now vaccinated against COVID-19, the infection rate has dropped considerably and things are slowly returning to normal. Mask mandates and social distancing guidelines that have been in place since last March are being dropped and there is a push to return to […]