EP161 - Verizon Enterprise Solutions GVP, Michele Dupre 

Episode 161 is an interview with Michele Dupre, GVP of Verizon Enterprise Solutions, live the National Retail Federation Big Show.  We cover a variety of topics including:

• Verizon's Holiday Retail Index Findings
• 5G and it's likely impact on commerce
• Security

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Episode 161 of the Jason & Scot show was recorded on Tuesday, January 15th, 2019.

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EP160 - CES 2019 Recap, and NRF Update

Episode 160 is a recap of the 2019 Consumer Electronics Show, and an update from the Nation Retail Federation Big Show.

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Episode 160 of the Jason & Scot show was recorded on Monday, January 14th, 2019.

EP159 - 2019 Predictions and 2018 Recap

Our annual predictions episode for 2019 and a recap of our 2018 predictions.

2018 Recap - Predictions made on episode 112

Scot

1. Mallageddon 2.0 - We saw 7000 stores close in 2017, I think this accelerates in 2018 as the 30-40% of weak malls fail  closures. YES
2. Amazon will NOT buy another offline retailer, triples down on private label. YES
3. Amazon will squarely get in the last mile business in 2018 and compete with FedEx and UPS. NO
4. Amazon’s ad group will get so large that they have to break out details about it and everyone will be shocked at how large it has gotten so quickly YES
5. Walmart will make a big M+A - top candidates would be Instacart, postmates and eBay. YES
6. Somebody acquires Magento, or they go public. YES

5/6

Bonus - Amazon comes out with Alexa powered wireless earbuds - because I want them. NO

Jason

1. Grocery gets disrupted by digital (led by curbside pickup).  Digital grocery doubles in US, at least one delivery firm peters out.YES
2. Drug gets disrupted by digital. NO
3. AI Gap - biggest trend of 2018 NO
4. Voice - Huge but not for commerce. YES
5. Payments - Retail digital wallets die (except Starbucks/Walmart/Amazon).  Bitcoin tanks. YES

3/5

Bonus - Amazon launches a wearable. NO . 

Scot crushes Jason!

2019 Predictions

Scot

1. At least 5k more store closures in 2019 
2. Amazon - Prof Galloway is big on Amazon having to create a AWS spinoff and has moderated that to tracking stock. I’m going to predict Amazon doesn’t do either of those things. But this WILL be the year they break ads out.
3. eBay/Alibaba - I think this is the year when the both need to do something big and the stars are aligning for a combination there. 
4.  Shopify gets acquired by one of the big ad-based companies (facebook/google most likely) 
5. Walmart stumbles in e-commerce

Jason

1. Amazon store count exceeds 1000 stores
2. Walmart buys a last mile firm 
3. Another big  bankruptcy (going to be a tougher than expected year, JCP, category killers Office, BBBY, Neiman)
4. Mobile commerce revenue passes Desktop - Aided by PWA’s, and payment API’s we see mobile gap narrow
5. Fads (Voice Commerce, Customer facing AI, SocialCommerce, VR BlockChain)

Bonus: Amazon breaks out Prime revenue.  

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Episode 159 of the Jason & Scot show was recorded on Sunday, January 6th, 2019.

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