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NOV 16, 2020
Business Insider Intelligence research analyst Daniel Keyes, eMarketer principal analyst Andrew Lipsman, and senior forecasting analyst at Insider Intelligence Cindy Liu discuss the overachieving retailers of Q3—Peloton, Etsy, and Wayfair. They then talk about the EU's antitrust charges filed against Amazon, VF Corp.'s acquisition of Supreme, and Verishop launching a social network within its app.
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DEC 3, 2020
Business Insider Intelligence research analyst Daniel Keyes and eMarketer principal analyst at Insider Intelligence Andrew Lipsman discuss what shopping will look like next year: How quickly shoppers will return to stores, which brick-and-mortar stores will be left, and what the most popular payment methods will be. They then talk about consumers losing patience with Peloton, what shoppers want from returns experiences, and Facebook's new live in-app shopping feature.
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OCT 6, 2020
The pandemic has had all kinds of effects on consumers, and in turn, on how they interact with products and services. eMarketer principal analyst at Insider Intelligence Nicole Perrin speaks with fellow principal analyst Andrew Lipsman and forecasting analyst Eric Haggstrom about what happens when business metrics go haywire, including at Walmart, Nike, and Peloton. They also talk about Facebook's narrowing attribution window, Prime Day finally happening, and Samsung Ads' new self-serve demand-side platform option.
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JUL 27, 2020
eMarketer research analyst Daniel Keyes, principal analyst Andrew Lipsman and senior forecasting analyst at Insider Intelligence Cindy Liu discuss the emergent category of "luxury fitness" created by Nike, Peloton, lululemon and Apple. They then talk about Walmart's Prime competitor, Prime Day in the Fall and Amazon's Dash Cart.
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DEC 18, 2020
The D2C movement launched several startups that are destined to be power brands, if they haven’t achieved that status already: Peloton, Warby Parker, Glossier, Brooklinen, Chewy, and Quip, to name a few.
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OCT 22, 2020
With the digital fitness and athleisure trends accelerating during the pandemic, brands like Nike, Lululemon, and Peloton are poised for a strong season. Peloton set itself up for a massive holiday quarter by introducing a high-end version of its flagship stationary bike, Bike+, at a $600 price premium. It also cut the price of the original version by 15% to help spur more mass-market adoption.
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MAR 26, 2020
Peloton Has Rocky $8 Billion IPO: The stationary bike and fitness company known for its legions of cult-like adherents hit the public markets with an $8 billion valuation, but promptly declined 11% on its first day of trading and remains underwater.
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SEP 14, 2020
Business Insider Intelligence research analyst Daniel Keyes and eMarketer principal analyst at Insider Intelligence Andrew Lipsman discuss the future of grocery and why Instacart is leading the charge. They then talk about lululemon's magical Q2, what Amazon's latest wearable can do that others can't, and how Peloton's new equipment fits into its overall strategy.
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FEB 13, 2020
Other aspirational brands Lululemon and Peloton also delivered strong holiday quarters. On January 13 this year, Lululemon raised its current quarter forecast due to stronger-than-anticipated holiday demand, bringing its stock to an all-time peak.
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SEP 10, 2019
eMarketer principal analysts Nicole Perrin and Andrew Lipsman discuss the viability of Peloton’s business model, the implications of unsafe products being sold on Amazon, and whether consumers really care about brand activism.
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DEC 12, 2019
eMarketer executive editor Rimma Kats and principal analyst Andrew Lipsman discuss what brick-and-mortar retail 2.0 will look like. They then talk about the implications of a controversial Peloton ad, what's going on with package theft, Away's CEO stepping down and how much returns matter.
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FEB 12, 2020
eMarketer was pleased to moderate a live Tech-Talk Webinar featuring Anne-Queline Keller, senior solutions marketing manager for retail and manufacturing at Alteryx. She discussed how to use customer sentiment analysis in your next retail campaign, and was joined by Data Meaning’s Andrew Kim, senior manager, and Erik Mitchell, strategic retail consultant.
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JUL 10, 2020
eMarketer principal analyst Mark Dolliver, junior analyst Blake Droesch and vice president of content studio at Insider Intelligence Paul Verna discuss whether cinemas can survive, TV streaming price hikes, Peloton's Roku app, whether TikTok will be banned in the US, Uber buying Postmates, why airplane food tastes so bad and more.
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DEC 19, 2019
Brands like Casper, Warby Parker, Peloton, UNTUCKit and Stitch Fix are now household names in part due to their TV campaigns. TV ads broaden awareness and help drive traffic. In the D2C world, that traditionally meant web traffic, but has increasingly come to mean store traffic as opening brick-and-mortar locations becomes a key 2020 focus for high-momentum brands.
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MAR 21, 2019
In addition to Epic, AT&T and Nestle also pulled their ads, and a spokesperson for Peloton told Wired, “it was working with its media buying agency to investigate why its adverts were being displayed against such videos.”.
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FEB 17, 2020
Aspirational brands lululemon and Peloton also delivered strong holiday quarters. On January 13, lululemon raised its current quarter forecast due to stronger-than-anticipated holiday demand, bringing its stock to an all-time peak.
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FEB 15, 2019
Maturing direct-to-consumer brands struggling to scale social channels find a cost-effective solution in TV ads.
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DEC 26, 2019
They then talk about the implications of a controversial Peloton ad, what's going on with package theft, Away's CEO stepping down and how much returns matter. Facebook's Vision for 'Friction-Free' Retail. In this episode of "Behind the Numbers," we sit down for a conversation with Facebook's Martin Gilliard to discuss innovation at the nexus of commerce and marketing.