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Analyzes & Data
All our files, decryptions and case studies
Analysis
[case study] How PepsiCo partnered with Uber Eats for retail media
Since September 2023, Uber Advertising, the international advertising network launched by Uber at the end of 2022, has been offering a retail media service based on the Uber Eats app, using Criteo's technology and commercial muscle. We look back at the first major campaign in France, run by PepsiCo to boost online sales.
Analysis
Retail media: One year after launch, Mirakl Ads faces challenges ahead
The recent partnership between Mirakl and Havas has put the spotlight once again on the digital marketplaces provider's retail media offering, which combines technology and advertising network. A year after the roll-out, Mirakl Ads now needs to sign up with leading retailers, in a highly competitive market.
Data
B2B customers: the new retail Eldorado
The crisis in falling purchasing power prompted retailers to turn towards B2B shoppers. As purchasing volumes have been declining in Europe, professional customers have become a new lever for securing revenue. If this dynamic is not new in the home furnishings sector, it is now taking off in the grocery sector, with players such as Walmart, Auchan and Casino jumping in. Mind Retail interviewed several players about their strategy: Emilie Benoit-Vernay (Shopify), Lily Cadell (Ankorstore), Louis Carbonnier (Hokodo), Alexis Delplanque (Djust), Constance Fouquet (Maisons du Monde), Alexandre Onufryk (Redsen), Marco Sacco-Stevanella (ManoMano) and Marc Teulières (Mirakl).
Analysis
Inflation, retail sales, unemployment: 7 charts to understand the health of retail in Europe and the U.S.A.
Every month, mind Retail analyzes the macroeconomic indicators of the retail market, based on the latest data from Eurostat and the Census Bureau. While the market has been experiencing significant fluctuations for 18 months, these charts show the evolution of inflation in Europe and the U.S.A. (September 23 HICP figures), unemployment and their impact on retail sales (August 23rd data).
Analysis
[Amazon results] In Q3 2023, Amazon more than tripled net margin on the back of a savings plan and a return to fundamentals
After a post-Covid-19 pandemic slowdown, Amazon's net margin more than tripled in Q3 2023. Over the 9 months of the year, growth was driven by the digital marketplace, AWS and advertising - three divisions accounting for 73% of revenue gains. With US$6 billion in additional sales in 9 months, advertising has overtaken e-commerce and is now hot on the heels of AWS in terms of growth contribution.
Analysis
[info mind Retail] Christofle relies on CircularX to accelerate second-hand revenue
According to our source, the high-end tableware retailer controlled by the Chalhoub family launched a program in early October 2023 to buy back second-hand products from individuals. Pierre Leurquin, Director of Transformation, explained this shift to scale-up via a profitable model.
Analysis
Arnaud Lesne, Carrefour Belgium: “With Reeborn, it’s the first time a grocer rewards the sale of second-hand products”
In Belgium, Carrefour is preparing to launch a Reeborn app, dedicated to second-hand goods, in early November. Arnaud Lesne, Director of Innovation and Partnerships, talks to mind Retail about subscription mechanics and marketing objectives.
Analysis
Furniture and bulky goods: new initiatives for re-use
While second-hand digital platforms made their mark in the fashion sector (Vinted accounted for 12.6% of the volume of clothing purchased in France in H1 2023), furniture retailers, with their bulky products that are expensive to move, face a different challenge. How to add value to returned and second-hand products? With which technological partners? Mind Retail interviewed Ikea, Miliboo, Conforama, Darty, Vitra, Rendez-vous Deco, Smartback and Izidore to understand the new levers of reverse logistics.
Analysis
Tony Sciarrotta, Reverse Logistics Association : “Recycling is always the worst option in terms of value creation”
At a time when the NRF has just acquired the Reverse Logistics Association (RLA), Mind Retail interviewed the Executive Director, Tony Sciarrotta. Between Artificial Intelligence, auctions, software to enhance the value of returned products, hyper-local solutions and returns lockers, Tony Sciarrotta presents the new value-creating axis.
Analysis
David Eichholtzer, Wam Agency: “With Google’s new SGE, the visibility game is getting tougher”
David Eichholtzer, Founder of Wam Agency, has been testing the Search Generative Experience (SGE), available in the U.S.A. via Google Labs. We asked him about the Gen Z's expectations in terms of search and how will tomorrow's search pages look like.
Data
Electric charging points: who are the most advanced French retailers?
As a new business unit for retailers, the roll-out of electric charging points is accelerating in Europe and the U.S.A. Whilst some players see them as a legal obligation, others such as Lidl and Carrefour are investing to capture new customers and turn customer waiting time into additional revenue. We consider current strategies.
Analysis
EPR in the building sector: retailers struggle to set up collection points
In France, since May 1, the trade and DIY sectors have been paying an eco-contribution for the recycling of end-of-life products as part of the EPR program for the building industry. By December 31, 2023, this law will require all stores over 4,000 sq.m to set up a mandatory take-back point. mind Retail interviewed retailers and eco-organizations, to see how deployment was progressing (investments, deployment of collection points) and the difficulties encountered.
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