EP284 - 2022 Annual Predictions h
2021 Predictions Recap
Jason:
- Made to Order apparel business > 9 figures Yes
- Retailer offers viable health alt insurance option to consumers No
- Grocery E-Com > 10% someone deploys(not pilots) MFC Yes
- Amazon Shopify Competitor (shipping solution) No
- Retail Media > $20B Yes
Bonus – More store closures in 2021 than 2020. No
Jason Total Score: 3 of 5
Scot:
- Amazon move to same day prime by opening a huge wave of neighborhood DCs (near DSPs) Yes
- Shipping (Shopify) – launch own DSP No
- Shopify marketplace No
- ‘zero friction addiction’ sticks – I’ve seen 30-40% repeated a lot, I think it’s 60-80%. commerce penetration says at 16% or better in 2021. Yes
- spac/ipo? Dnvb wave Yes
Bonus: post-covid anti-consumerism/materialism wave No
Scot Total Score: 3 of 5
We have a tie, including the tie-breaker. Here are some relevent links:
2022 Predictions
Jason:
- NFTs, Web 3, Metaverse, and Ultrafast delivery services are all overhyped and don’t deliver meaningful commerce revenue in 2022.
- Shein exceeds $30B in annual sales, disrupting apparel industry
- Adoption of BNPL services slows down to less than 15% CAGR in 2022.
- Amazon opens more than 100 Amazon Fresh grocery stores
- Last Mile evolves Veho, X-Delivery, shipium, or Instacart gets aquired
Scot:
- Amazon launches a competitor to Shopify webstore, possibly via a headless solution on AWS
- Amazon wins ultra-fast delivery. Gopuff, Gorilla, or Jokr goes out of business in 2022
- Metaverse gets lots of buzz but no revenue
- Livestream commerce goes mainstream in the US
- Fabric gets acquired
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Episode 284 of the Jason & Scot show was recorded on Thursday, January 6th, 2022.
ttp://jasonandscot.com
Join your hosts Jason "Retailgeek" Goldberg, Chief Commerce Strategy Officer at Publicis, and Scot Wingo, CEO of GetSpiffy and Co-Founder of ChannelAdvisor as they discuss the latest news and trends in the world of e-commerce and digital shopper marketing.