Should department stores spin off e-commerce from brick-and-mortar?

Investors are urging retailers to spin off e-commerce operations from brick-and-mortar –– but should they?

Going against the wishes of investors is always risky. Doing so and failing can tank investors’ faith in a company and cut off crucial funding, but sometimes, it can be the difference between growth and stagnation.

Macy’s (NYSE: M) is making that gamble. Last week, the evergreen department store, which has managed to stay in business for over a century and a half, elected not to spin off its e-commerce operation from its core brick-and-mortar business, despite pressure from one of its new...

https://www.freightwaves.com/news/should-department-stores-spin-off-e-commerce-from-brick-and-mortar

Brick and mortar’s comeback story?

Q3 retail sales remain strong

The death of the retail store seems to be overexaggerated. Third-quarter retail sales from the Census Bureau, released last week, suggest strength in in-person shopping in the quarter and a slight slide in e-commerce market share.

In an analysis of the data, Jason Miller, associate professor at Michigan State University’s Eli Broad College of Business, dug into the data and concluded while pure-play e-commerce retailers are thriving, for those retailers with physical stores, their e-commerce...

https://www.freightwaves.com/news/brick-and-mortars-comeback-story

Instacart acquires smart-tech startup Caper AI for $350 million

Instacart acquires startup Caper AI for $350 million

Instacart was founded in 2012 with a simple mission — to become the Amazon Prime of grocery delivery. In 2021, the company boasts nearly 10 million active users and over 500,000 “shoppers,” Instacart’s term for its delivery drivers. It finally turned in its first profitable month during the COVID-19 pandemic, in April 2020.

The thing is, though, physical grocery stores haven’t disappeared. Instacart is well aware of this, and it’s charting a path into physical retail with the $350 million...

https://www.freightwaves.com/news/instacart-acquires-smart-tech-startup-caper-ai-for-350-million

Back-to-school shopping will never be the same

Back to school shopping is shifting to online, may never be the same

After a year of going to class behind a camera wearing nice shirts with sweatpants, children across America are finally beginning to go back to school, for real. Even as COVID-19’s delta variant picks up steam, parents are gearing up to send their kids back to the classroom, and it’s showing in their shopping behavior — back-to-school spends for 2021 are expected to reach all-time highs when all is said and done.

After a down year in 2020, back-to-school shopping has reached an inflection point,...

https://www.freightwaves.com/news/back-to-school-shopping-will-never-be-the-same

The retailer vs. brand battle has never been more intense

This is an excerpt from Monday’s (3/29) Point of Sale retail supply chain newsletter sponsored by ArcBest.

Bed, Bath & Beyond (NASDAQ: BBBY) CEO Mark Tritton is a private label savant. Prior to heading BBBY, Tritton served as Target’s (NYSE: TGT) chief merchandising officer and oversaw the launch of more than 30 private labels in two and a half years. Before that, he worked at Nordstrom Product Group (NYSE: JWN) , where he managed more than 50 private label brands across both physical and...

https://www.freightwaves.com/news/the-retailer-vs-brand-battle-has-never-been-more-intense

GSCW chat recap: Lessons from moving parts in a pandemic

This fireside chat recap is from Day 4 of FreightWaves Global Supply Chain Week. Day 4 focuses on automotive.

FIRESIDE CHAT TOPIC: Keeping parts moving online, in stores and through dealerships 

DETAILS:  Daimler Trucks North America relies on e-commerce, its dealerships, parts distribution centers and analytics to get truck parts to the right place as quickly as possible. Richard Simons oversees all of it.

SPEAKER: Richard Simons, general manager of parts sales and marketing for Daimler Trucks 

BIO...

https://s29755.pcdn.co/news/gscw-chat-recap:-lessons-from-moving-parts-in-a-pandemic

E-commerce gives ship to shore new meaning

The COVID-19 pandemic has changed the way Americans shop. And Jacob Horsely of Cushman & Wakefield believes now that consumers are comfortable ordering on sites from Amazon to Zappos, they won’t go back to brick-and-mortar shopping.

Horsely, the senior director of industrial brokerage services in Cushman & Wakefield’s Jacksonville, Florida, office, said e-commerce grew from roughly 13% to 14% of U.S. retail sales to 18% to 19% in just the past six months. 

“That’s just a huge spike,” Horsely...

https://www.freightwaves.com/news/e-commerce-gives-ship-to-shore-new-meaning

Shopping malls going digital in e-commerce era

Shopping malls going digital in e-commerce era (Photo: SFlickr/GPA Photo Archive)

The rise of e-commerce has led the segment to carve out a sizable share of the global retail market. The increasing penetration of smartphones and access to data services across emerging markets has helped sustain e-commerce growth, introducing an ever-growing consumer base to online retail.

Traditional brick-and-mortar retailers, which have witnessed a slide in revenue, are now experimenting with different sales channels — including dipping into e-commerce for improving their customer reach. 

The...

https://www.freightwaves.com/news/shopping-malls-going-digital-in-e-commerce-era

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