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It's a monster mash on this fresh from the grave episode of DEATH BY DVD all about FRANKY AND HIS PALS, directed by Gerald Cormier. What is Franky And His Pals, you ask? Well, let us copy and paste the write up from the official Severinfilms.com website where this movie is available to purchase, because we are to lazy to write something up ourselves and theirs is way better : From the deepest, darkest depths of the shot-on-video vaults… Hidden from view for 30 years… All your favorite movie monsters are back… And they're ready to party like it's 1990! Franky, Drak, Wolfy, Mummy and Humper – the horny hunchback – descend on the tiny mining town of French Gulch in search of lost gold, but it's Halloween Night, and the monsters soon find themselves caught up in the debaucherous festivities of the local townsfolk. Will Franky and His Pals find the gold? Will they learn the ways of love? Will Drak quench his thirst for human blood? Just how explosive is Franky's flatulence? What's that Mad Scientist tinkering on out in his barn? What the hell is a pee-pee? And does any of it really matter? Directed by veteran grindhouse and adult film producer Gerald Cormier (TERROR CIRCUS a.k.a. BARN OF THE NAKED DEAD, 101 ACTS OF LOVE) and seldom-seen beyond the shelves of small-town video shops, this bizarro monster-comedy is finally being resurrected on DVD and is positively exploding with spooky Special Features!And since I copy and pasted all that from Severin, the least I can do is also add the link so you can buy the movie : TAP HERE FOR THE MOVIEDive into the monster mash with your host Harry-Scott Sullivan and kick back and relax with this hoot and an additional hollar of an episode. Check out the official YOUTUBE of Death By DVD and see our brand new program, TRAILER PARK! The greatest movie trailer compilation of all time. Tap here to visit our YOUTUBE or copy and paste the link below : https://www.youtube.com/@DeathByDVDHAVE YOU HEARD DEATH BY DVD GOES TO THE MOVIE? Hear the thrilling tale of your faithful host Harry-Scott Sullivan's adventure to Augusta, Georgia to see the cast and crew premiere of an all new independent horror film called LEFT ONE ALIVE.Hear all three parts, or read the story exclusively at deathbydvd.com. Tap here to learn more, or copy and paste the link belowhttps://deathbydvd.com/goes-to-the-moviesDid you know that you can watch episodes of DEATH BY DVD and much much more on the official Patreon of Death By DVD? ★ Support this podcast on Patreon ★ subscribe to our newsletter today for updates on new episodes, merch discounts and more at www.deathbydvd.comHEY, while you're still here.. have you heard...DEATH BY DVD PRESENTS : WHO SHOT HANK?The first of its kind, (On this show, at least) an all original narrative audio drama exploring the murder of this shows very host, HANK THE WORLDS GREATEST! Explore WHO SHOT HANK, starting with the MURDER! A Death By DVD New Year Mystery WHO SHOT HANK : PART ONE WHO SHOT HANK : PART TWO WHO SHOT HANK : PART THREE WHO SHOT HANK : PART FOUR WHO SHOT HANK PART 5 : THE BEGINNING OF THE ENDWHO SHOT HANK PART 6 THE FINALE : EXEUNT OMNES or copy and paste the link below : https://deathbydvd.com/who-shot-hank ★ Support this podcast on Patreon ★
Seasons Of The Witch : Halloween's Of The Past continues with this episode originally from 2022. Filmmaker Hunter Johnson joins Death By DVD for the ultimate deep dive into their art! Learn all about the films Hunter Johnson has directed, written and acted in on this blast from the past episode celebrating Halloween 2024 with some of our greatest hits from the grave, co-hosted by Hunter Johnson themself! There may just be another special guest on this episode, too! You will just have to hit play and find out for yourself. Interested in learning MORE about Hunter? Be sure to visit their website https://lahorror.com/WHAT IS SEASONS OF THE WITCH : HALLOWEEN'S OF THE PAST??? To celebrate the Season Of The Witch, we present to you remastered episodes from our Halloween Vault. Death By DVD has been around since 2009, so we have a lot of Halloween shows chock full of terror and special guests! Stay tuned for the next installment of Seasons Of The Witch, coming soon! NEED MORE DEATH? Check out the official YOUTUBE of Death By DVD and see our brand new program, TRAILER PARK! The greatest movie trailer compilation of all time. Tap here to visit our YOUTUBE or copy and paste the link below : https://www.youtube.com/@DeathByDVDHAVE YOU HEARD DEATH BY DVD GOES TO THE MOVIE? Hear the thrilling tale of your faithful host Harry-Scott Sullivan's adventure to Augusta, Georgia to see the cast and crew premiere of an all new independent horror film called LEFT ONE ALIVE.Hear all three parts, or read the story exclusively at deathbydvd.com. Tap here to learn more, or copy and paste the link belowhttps://deathbydvd.com/goes-to-the-moviesDid you know that you can watch episodes of DEATH BY DVD and much much more on the official Patreon of Death By DVD? ★ Support this podcast on Patreon ★ subscribe to our newsletter today for updates on new episodes, merch discounts and more at www.deathbydvd.comHEY, while you're still here.. have you heard...DEATH BY DVD PRESENTS : WHO SHOT HANK?The first of its kind, (On this show, at least) an all original narrative audio drama exploring the murder of this shows very host, HANK THE WORLDS GREATEST! Explore WHO SHOT HANK, starting with the MURDER! A Death By DVD New Year Mystery WHO SHOT HANK : PART ONE WHO SHOT HANK : PART TWO WHO SHOT HANK : PART THREE WHO SHOT HANK : PART FOUR WHO SHOT HANK PART 5 : THE BEGINNING OF THE ENDWHO SHOT HANK PART 6 THE FINALE : EXEUNT OMNES or copy and paste the link below : https://deathbydvd.com/who-shot-hank ★ Support this podcast on Patreon ★
In 1869, a crew secretly dug a tunnel under Broadway in Manhattan. That tunnel became a huge attraction that proved scientific potential, supporting Civil War orphans, and eventually fell into disrepair. On this episode, we discuss the First New York City Subway and its creator, Alfred Ely Beach, who was one of those few-and-far-between Good Dudes of History. We also find some great birds and a truly magnificent Garf in the MouthGarf Report. And you better believe we play I See What You Did There.Sources:https://www.nyhistory.org/blogs/beach-pneumatic-transit-the-1870-subway-that-could-have-beenhttps://blog.mcny.org/2012/09/18/the-beach-pneumatic-transit-company-just-a-bunch-of-hot-air/https://untappedcities.com/2020/04/20/nycs-first-subway-a-one-block-pneumatic-tunnel-below-broadway/https://en.wikipedia.org/wiki/Alfred_Ely_BeachTurkish Garfield!Fish Tube!Please give us a 5 star rating on Apple Podcasts! Want to ask us a question? Talk to us! Email debutbuddies@gmail.comListen to Kelly and Chelsea's awesome horror movie podcast, Never Show the Monster.Get some sci-fi from Spaceboy Books.Get down with Michael J. O'Connor's music!Next time: First Levi's Jeans
Kapitel 2 - 2 Nach einem langen Schlaf, frühstückt Jonathan erstmal und sieht sich dann um, denn der Graf ist ausser Haus, wie einem Kärtchen zu entnehmen ist. Er findet eine Bibliothek und liest ein wenig, als der Garf wieder heim kommt. Sie plaudern und der alte Herr erkundigt sich, wie Jonathan denn das Grundstück, dass er kaufen möchte, denn gefunden hätte. Aus anderen Beobachtungen wird auch schnell klar, dass Graf Dracula sehr viel über England gelesen hat und sich dort einrichten möchte. Trotz aller Annehmlichkeiten fühlt sich Jonatahn unwohl, erst Recht, als er beim Rasieren bemerkt, dass der Graf kein Spiegelbild hat und er umgeben von verschlossenen Türen ist. Gefangen. Vorgelesen von Rainer Schuppe; aufgenommen und bearbeitet im Coworking Space Rayaworx, Santanyí, Mallorca.
The surf is up on this fresh from the grave episode of Death By DVD. Originally recorded exclusively for Patreon, DEATH BY DVD does POINT BREAK! Death By DVD's original hosts, Harry-Scott Sullivan and I.Alexander Nash are back together for one of the most famous movies of all time! Time to get tubular and sit back and relax with this formerly Patreon exclusive episode now available for ALL!This episode was originally recorded for DEATH BY DVD's SUMMER SCHOOL 2023 ★ Support this podcast on Patreon ★ Hear my exclusive interview with underground artist CHRISTOPHER BICKEL and learn more about their work and upcoming film PATER NOSTER AND THE MISSION OF LIGHT today! Tap here or copy and paste the link belowhttps://listentodeathbydvd.transistor.fm/episodes/death-by-dvd-presents-six-feet-under-the-underground-art-of-christopher-bickelHAVE YOU HEARD DEATH BY DVD GOES TO THE MOVIE? Hear the thrilling tale of your faithful host Harry-Scott Sullivan's adventure to Augusta, Georgia to see the cast and crew premiere of an all new independent horror film called LEFT ONE ALIVE.Hear all three parts, or read the story exclusively at deathbydvd.com. Tap here to learn more, or copy and paste the link belowhttps://deathbydvd.com/goes-to-the-moviesDid you know that you can watch episodes of DEATH BY DVD and much much more on the official Patreon of Death By DVD? ★ Support this podcast on Patreon ★ subscribe to our newsletter today for updates on new episodes, merch discounts and more at www.deathbydvd.comHEY, while you're still here.. have you heard...DEATH BY DVD PRESENTS : WHO SHOT HANK?The first of its kind, (On this show, at least) an all original narrative audio drama exploring the murder of this shows very host, HANK THE WORLDS GREATEST! Explore WHO SHOT HANK, starting with the MURDER! A Death By DVD New Year Mystery WHO SHOT HANK : PART ONE WHO SHOT HANK : PART TWO WHO SHOT HANK : PART THREE WHO SHOT HANK : PART FOUR WHO SHOT HANK PART 5 : THE BEGINNING OF THE ENDWHO SHOT HANK PART 6 THE FINALE : EXEUNT OMNES or copy and paste the link below : https://deathbydvd.com/who-shot-hank ★ Support this podcast on Patreon ★
What possibly could "I couldn't think of a title for this episode that wasn't long and stupid so I just decided to name it this - please disregard the title and listen anyway : The Episode" be about!? Well : On this episode I have a lot of things to say - and I say 'em real fast. We're talkin' film festivals, movie premieres, interviews, LONGLEGS & more on this quick graveyard gossip that will get you stoked for a haunted August with DEATH BY DVD. Click play today! Or now, just do it now. Listen now. Hear my exclusive interview with underground artist CHRISTOPHER BICKEL and learn more about their work and upcoming film PATER NOSTER AND THE MISSION OF LIGHT today! Tap here or copy and paste the link belowhttps://listentodeathbydvd.transistor.fm/episodes/death-by-dvd-presents-six-feet-under-the-underground-art-of-christopher-bickelHAVE YOU HEARD DEATH BY DVD GOES TO THE MOVIE? Hear the thrilling tale of your faithful host Harry-Scott Sullivan's adventure to Augusta, Georgia to see the cast and crew premiere of an all new independent horror film called LEFT ONE ALIVE.Hear all three parts, or read the story exclusively at deathbydvd.com. Tap here to learn more, or copy and paste the link belowhttps://deathbydvd.com/goes-to-the-moviesDid you know that you can watch episodes of DEATH BY DVD and much much more on the official Patreon of Death By DVD? ★ Support this podcast on Patreon ★ subscribe to our newsletter today for updates on new episodes, merch discounts and more at www.deathbydvd.comHEY, while you're still here.. have you heard...DEATH BY DVD PRESENTS : WHO SHOT HANK?The first of its kind, (On this show, at least) an all original narrative audio drama exploring the murder of this shows very host, HANK THE WORLDS GREATEST! Explore WHO SHOT HANK, starting with the MURDER! A Death By DVD New Year Mystery WHO SHOT HANK : PART ONE WHO SHOT HANK : PART TWO WHO SHOT HANK : PART THREE WHO SHOT HANK : PART FOUR WHO SHOT HANK PART 5 : THE BEGINNING OF THE ENDWHO SHOT HANK PART 6 THE FINALE : EXEUNT OMNES or copy and paste the link below : https://deathbydvd.com/who-shot-hank ★ Support this podcast on Patreon ★
I've got some great news on this fresh from the grave episode of Death By DVD. Hit play now to learn all about the much awaited trailer for LEFT ONE ALIVE, a movie I have been excitedly covering since its cast and crew premiere in Augusta, Georgia in March of 2024. More on LEFT ONE ALIVE + some graveyard gossip keeping you 100% up to date with whats going on with Death By DVD. Hear it NOW!HAVE YOU HEARD DEATH BY DVD GOES TO THE MOVIE? Hear the thrilling tale of your faithful host Harry-Scott Sullivan's adventure to Augusta, Georgia to see the cast and crew premiere of an all new independent horror film called LEFT ONE ALIVE.Hear all three parts, or read the story exclusively at deathbydvd.com. Tap here to learn more, or copy and paste the link belowhttps://deathbydvd.com/goes-to-the-moviesDid you know that you can watch episodes of DEATH BY DVD and much much more on the official Patreon of Death By DVD? ★ Support this podcast on Patreon ★ subscribe to our newsletter today for updates on new episodes, merch discounts and more at www.deathbydvd.comHEY, while you're still here.. have you heard...DEATH BY DVD PRESENTS : WHO SHOT HANK?The first of its kind, (On this show, at least) an all original narrative audio drama exploring the murder of this shows very host, HANK THE WORLDS GREATEST! Explore WHO SHOT HANK, starting with the MURDER! A Death By DVD New Year Mystery WHO SHOT HANK : PART ONE WHO SHOT HANK : PART TWO WHO SHOT HANK : PART THREE WHO SHOT HANK : PART FOUR WHO SHOT HANK PART 5 : THE BEGINNING OF THE ENDWHO SHOT HANK PART 6 THE FINALE : EXEUNT OMNES ★ Support this podcast on Patreon ★
This week MJ, Jackie and Holden are gossin' 'bout the ridiculous ending of Perfect Match (including some first hand experience from Stalker Jackie as she talks about her prey gettin' his Garf fix), Jackie heads to England for Hulu's I Kissed A Boy, Milf Manor is fully getting it's insano energy back with Kelly and Rebecca clashin' and gross gross dog Anthony, Jackie tips her 10 gallon hat to America's Sweethearts: Dallas Cowboys Cheerleaders, Holden gets his trainwreck fix with Couples Therapy, and Jackie continues her wintery stay in the House of the Dragon Perfect Match Season 2- NetflixI Kissed A Boy - HuluMILF Manor Season 2 - MaxAmerica's Sweethearts: Dallas Cowboy Cheerleaders - NetflixCouples Therapy Season 4 - ShowtimeHouse of Dragon Season 2 - MaxGhost: Rite Here Rite Now - IN THE THEATAHHHHTwister - Amazon PrimeWant even more Page 7? Support us on Patreon! Patreon.com/Page7Podcast
A look at some of the theatre companies losing their spaces, our Top 10 for the week and an interview with Caroline Bowman of ‘Frozen' In this episode of the OnStage Colorado Podcast, hosts Alex Miller and Toni Tresca take a look at how some local theatres like Curious and Benchmark are giving up their homes due to cost. What does that say about the state of Colorado theatre, and why are some in the theatre community pointing fingers? We also run down this week's Colorado Headliners — our Top 10 list of shows to watch out for in the coming weeks. This batch of Headliners includes: Disney's Frozen at the Denver Center Buell Theatre Broadway's Next Hit Musical, Denver Center Garner Galleria POTUS or Behind Every Great Dumbass Are Seven Women Trying to Keep Him Alive at Thunder River Theatre Company in Carbondale Kinky Boots at Rocky Mountain Repertory Theatre in Grand Lake Twelfth Night at OpenStage in Fort Collins Boulder Comedy Festival at Junkyard Social, Dairy Arts Center, Finkel & Garf, and Boco Ciders in Boulder Legally Blonde: The Musical at Parker Arts PACE Center High School Musical at Candlelight Dinner Theatre in Johnstown Durango PlayFest at the Durango Arts Center Grounded from BETC in Boulder Later in the podcast, Alex interviews Caroline Bowman, who plays Elsa in the touring Broadway production of Disney's Frozen. Bowman, who's been in the role since 2019, will be on stage at the Denver Center's Buell Theatre for the shows run June 19-July 3.
In October 1981, a little film made by a crew from Michigan at a cabin in Tennessee on a shoestring(ish) budget changed horror cinema forever by introducing the world to Bruce Campbell's chin and a fancy new kind of DEAD EVIL called the Deadites. We discuss Sam Raimi's First Film, The Evil Dead, and delve into all the storied gore that springboarded one of Hollywood's great and dynamic directors! We also talk about teeth, bugs, and Garf in the MouthGarf Report. And we play a rousing game of I See What You Did There! [Be warned, this episode discusses violence and the film's one very lamentable scene of sexual assault.]Please give us a 5 star rating on Apple Podcasts! Are you currently possessed? Why? Why not? Do you love horror? Just want to ask us a question? Email us at debutbuddies@gmail.comListen to Kelly and Chelsea's awesome horror movie podcast, Never Show the Monster.Get some sci-fi from Spaceboy Books.Get down with Michael J. O'Connor's music!Next time: First Professional Wrestling Match
The graveyard is on FIRE! We have a thrilling amount of new things, all original and in your face that are on the cusp of being released here at Death By DVD. On this fresh from the grave episode you will hear all about what your host Harry-Scott Sullivan has been up to, and what is coming soon to Death By DVD. Don't gawk at the short run time, hear this episode and get your motor running for the future of DEATH. HAVE YOU HEARD DEATH BY DVD GOES TO THE MOVIE? Hear the thrilling tale of your faithful host Harry-Scott Sullivan's adventure to Augusta, Georgia to see the cast and crew premiere of an all new independent horror film called LEFT ONE ALIVE.Hear all three parts, or read the story exclusively at deathbydvd.com. Tap here to learn more, or copy and paste the link belowhttps://deathbydvd.com/goes-to-the-moviesDid you know that you can watch episodes of DEATH BY DVD and much much more on the official Patreon of Death By DVD? ★ Support this podcast on Patreon ★ subscribe to our newsletter today for updates on new episodes, merch discounts and more at www.deathbydvd.comHEY, while you're still here.. have you heard...DEATH BY DVD PRESENTS : WHO SHOT HANK?The first of its kind, (On this show, at least) an all original narrative audio drama exploring the murder of this shows very host, HANK THE WORLDS GREATEST! Explore WHO SHOT HANK, starting with the MURDER! A Death By DVD New Year Mystery WHO SHOT HANK : PART ONE WHO SHOT HANK : PART TWO WHO SHOT HANK : PART THREE WHO SHOT HANK : PART FOUR WHO SHOT HANK PART 5 : THE BEGINNING OF THE ENDWHO SHOT HANK PART 6 THE FINALE : EXEUNT OMNES ★ Support this podcast on Patreon ★ Thanks to our monthly supporters William Devine Amber and Maddie David Axe Faith Dustyn TenHaaf James Hoisington Kevin Matthews Holly Coulson Doom Generation Gretchen McKee Merrie Sparrow
All That We Destroy - "She Seems Real" Wonderful near future Lo-Fi Sci-Fi at it's best - ALL THAT WE DESTROY (2019). This feature was part of the series INTO THE DARK (Hulu) and is a stand alone film a la Black Mirror that was helmed by the uber talented CHELSEA STARDUST!Samantha Mathis stars as a scientist with the Nobel Prize gleam in her eye, who is also the mother of a psychopathic son. How far will she go to save him from himself? Probably too far...but you'll need to dig into our new episode to find out!Be sure to also check out our conversation with Chelsea on our show HORROR X that is produced in conjunction with the George A. Romero Foundation on The GARF Network YouTube page!Support the show
Back in 2001, two triple threats decide to start the most epic comedy rock duo of all time. The threats: Jack Black and Kyle Gass. The duo: Tenacious D. We dig into the hits, the skits, and the shits that comprise the group's first, and titular, record. Plus, we talk about foot stuff, teeth stuff, Garf stuff, and so much stuff. We even play I See What You Did There! What if we had the power to move you? That might have to be it... We don't want to kill a yak. Not today anyway.Please give us a 5 star rating on Apple Podcasts! Have a comment? Wanna talk riffs or sing to us? Maybe you want to be a guest on the show? Email us at debutbuddies@gmail.comListen to Kelly and Chelsea's awesome horror movie podcast, Never Show the Monster.Get some sci-fi from Spaceboy Books.Get down with Michael J. O'Connor's music!Next time: First Star Wars Prequel (Star Wars: Episode I - The Phantom Menace)
This fine episode of Death By DVD originally premiered on 4/20/2022Do you know what 4/20 stands for? For a lot of folks it means BLAZE IT! Lets get high! And on 4/20, well, people get high! Boy do they get high. But 4/20 has another special meaning. On 4/20/1999 two young boys murdered 15 of their classmates with deadly weapons, a crime that would briefly shock the nation! On this episode we aren't getting high (yes we are) but we're "shooting" the shit about a movie called DUCK! The Carbine High Massacre which came out a whopping SIX MONTHS after the Columbine High School Massacre! You may want to roll a joint for this episode. You'll need it. LISTEN NOW! The Death By DVD SENTINEL remix theme by LINUS FITNESS-CENTREHAVE YOU HEARD DEATH BY DVD GOES TO THE MOVIE? Hear the thrilling tale of your faithful host Harry-Scott Sullivan's adventure to Augusta, Georgia to see the cast and crew premiere of an all new independent horror film called LEFT ONE ALIVE. Hear all three parts, or read the story exclusively at deathbydvd.com. Tap here to learn more, or copy and paste the link belowhttps://deathbydvd.com/goes-to-the-movies Did you know that you can watch episodes of DEATH BY DVD and much much more on the official Patreon of Death By DVD? ★ Support this podcast on Patreon ★ subscribe to our newsletter today for updates on new episodes, merch discounts and more at www.deathbydvd.comHEY, while you're still here.. have you heard...DEATH BY DVD PRESENTS : WHO SHOT HANK?The first of its kind, (On this show, at least) an all original narrative audio drama exploring the murder of this shows very host, HANK THE WORLDS GREATEST! Explore WHO SHOT HANK, starting with the MURDER! A Death By DVD New Year Mystery WHO SHOT HANK : PART ONE WHO SHOT HANK : PART TWO WHO SHOT HANK : PART THREE WHO SHOT HANK : PART FOUR WHO SHOT HANK PART 5 : THE BEGINNING OF THE ENDWHO SHOT HANK PART 6 THE FINALE : EXEUNT OMNES
Your two big beefy boys are back with this week's episode, in which Al opines the loss of local op-ed gripes, and Dee gets tossed into the deep end of the Garf-ocean. Plus, we take a trip to beautiful Fredericton, NB. See you in the funny pages, xoxo. Main Ad: https://www.youtube.com/watch?v=DzMIc68omsg Local Ad: https://www.youtube.com/watch?v=po0GWIoeFMY Sources: https://www.adcreeps.gay/sources-1/407-garfieldtalks
We're! (we're!) Ready! (ready!) To! (to!) Podcast!In what is basically an extended episode of Marty's Comix Korner, Marty and Dan watch 2006's Garfield: A Tale of Two Kitties.We grapple with the existential question of "What is Garfield?", play "Garf or No Garf" and generally hope you bring lots of spaghetti. For more bonus material like this, join our patreon at https://www.patreon.com/breakingmayberry
The Dead Series Spring Break Feature! A special treat for listeners between chapters! Hear messages from members of cast, crew, and The George A. Romero Foundation, discussing all sorts of cool stuff from the hearts of the podcast actors and crew, the mission of The GARF, and even a behind-the-scenes peek into how one of the actors created authentic zombie effects! The Dead was created by Bloody Disgusting and The George A. Romero Foundation Featured in this episode: Suzanne DeRoscher Romero Damon Alums Janine Bower Katrina Pecina Marquiz Moore Newt Schottelkotte Pixie Britton Richie Tavake Melissa Lusk & Agnes Berger Kayla Temshiv Jeff Whitehead ---------- Dialogue Editing - Atticus Jackson Sound Design - Veronica California Artwork - Heather Vaughan Music - Newt Schottelkotte Directed - Hannah Wright Showrunner - Rissa Montañez Produced - Pacific S. Obadiah Executive Producers - Tom Owen and Brad Miska Credits read by Suzanne Desrocher-Romero A Bloody FM Production. https://georgearomerofoundation.org/ www.Bloody-Disgusting.com Instagram: https://www.instagram.com/bloody_fm/ Twitter: https://twitter.com/BloodyFM/ Discord: https://discord.gg/tJEeNUzeZX Support The Dead: bit.ly/SupportTheDead Learn more about your ad choices. Visit megaphone.fm/adchoices
Get ready to get board! Kelly, Chelsea, and Nate explore the FIRST BOARD GAME, which might be The Royal Game of Ur OR Senat OR Mancala... OR it could even be YOU! No... that's silly. It's not you. It's definitely one of those three games we just listed. We discuss games we've loved, and even almost kinda invent our own! Plus, there's some sweet sounds in the MouthGarf Report, and an especially gamely I See What You Did There!Have a comment? Advertise with us? Maybe you want to be a guest on the show? Email us at debutbuddies@gmail.comListen to Kelly and Chelsea's awesome horror movie podcast, Never Show the Monster.Get some sci-fi from Spaceboy Books.Get down with Michael J. O'Connor's music!Next time: First K-Pop
In this episode of Ear and Loathing, your hosts Aaron, Damon and George (The Gitmo Bros) talk about jackoff motions at the Simon session, fingerblasting at Griffith Park, Garf's on the board, and dumb monsters. In the Torture Chamber segment, Damon and George compete for meaningless points by making Aaron listen to his most hated music. Will Aaron survive the Torture Chamber long enough to play one of his favorite songs? Tune in and find out! Songs featured in this episode: "Cars Are Cars" (Paul Simon), "Wings of a Dove" (Madness), "Hey Little Tomboy" (The Beach Boys)
Chase and Timothy talk with Dan Garfinkel of Finkel & Garf about beer, toys, and entrepreneurship. Follow Dan @dangarfinkel on Instagram www.finkelandgarf.com www.jellyjelly.com Follow: Customer Service Podcast on Instagram @customerservicepod Canoe Club on Instagram & YouTube @shopcanoeclub www.shopcanoeclub.com
EP315 - 2023 Turkey5 Recap with Salesforces Rob Garf Episode 315 is a recap of Turkey5 (The five days from Thanksgiving through Cyber Monday) 2023 with Rob Garf, Vice President and General Manager, Retail at Salesforce. This is Robs' Six time on the show, having previously been on episodes 110, 248, 282, 299, and 313. Jason and Scot discuss the "Turkey 5" with their guest Rob Garf, VP and GM for retail at Salesforce. They analyze data from various sources to provide insights into the holiday shopping season. According to the U.S. Department of Commerce, e-commerce grew 7.75% in Q3, while total retail only grew 2%. Jason emphasizes the need for e-commerce to grow at least 7.7% in Q4 to stay on track. Adobe's data shows that Black Friday sales were up 7.5% and Cyber Monday sales were up 12.4% from the previous year. The speakers also discuss data from BigCommerce, MasterCard, and Salesforce, highlighting growth in online sales on Cyber Monday and Black Friday. Rob Garf adds his observations on retail industry trends, noting an increase in demand and robust pricing. He mentions a rebound in demand in Europe, excluding the UK, and highlights retailers' focus on profitability and inventory levels. The discussion then turns to Amazon's innovative advertising approach during a Friday NFL game, where shoppable ads were displayed via QR codes. Jason believes this strategy will benefit Amazon, as it monetizes viewership and reinforces the brand. Discounting played a significant role in driving demand during Cyber Week, with retailers offering an average of 30% off. Consumers were patient, waiting for attractive deals, while retailers managed their inventory and discounting strategies well. The luxury category, however, did not perform as strongly, with only a slight increase or even a decrease in sales. The hosts touch on the resale market and the growing popularity of Buy Now, Pay Later (BNPL) options and mobile wallets. They discuss the potential impact of mobile wallets on shopping behavior and note that BNPL resonates with new consumers and has replaced layaway. Finally, the hosts mention the passing of Charlie Munger and the filing of an IPO by Xi'an, encouraging listeners to support the show and announcing more holiday shopping data and reports on Salesforce.com. 0:00:46 Introduction to the Jason and Scot Show 0:05:04 Black Friday: First Sales for Vendors 0:14:06 Softness in Consumer Electronics and Toys Market 0:14:55 Black Friday and Cyber Monday Impact on Holiday Season Shape 0:16:32 Retailers' Inventory Management and Positive Growth Forecast 0:17:47 Retailers analyzing profitability and customer profitability. 0:18:29 Increase in Demand and Robust Pricing 0:22:34 Amazon's Innovative Advertising and Potential Profitability for Holiday 0:26:27 Discount rates over Cyber Week in comparison to previous years 0:29:04 Retailers' management of inventory and transparency in discounting strategy 0:31:52 Consumer behavior and the rise of Buy Now, Pay Later (BNPL) 0:33:32 Mobile wallets and the impact on checkout process and shopping experiences 0:35:26 Buy Now, Pay Later Growing and Replacing Layaway 0:37:22 Charlie Munger's Passing and Xi'an's IPO Announcement Throughout this episode make liberal use of real-time data from Salesforce Shopping Insights HQ, which tracks how 1.5+ billion consumers are shaping shopping trends. You can see a real-time holiday dashboard, powered by Tableau so you can interact with the data yourself on the Salesforce Holiday Insights page. Episode 313 of the Jason & Scot show was recorded on Tuesday November 28th, 2023. http://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. Transcript Jason: [0:23] Welcome to the Jason and Scot Show. This is episode 315 being recorded on Tuesday, November 28th. I'm your host, Jason Retail Geek Goldberg, and as usual, I'm here with your co-host, Scot Wingo. Scot: [0:39] Hey, Jason, and welcome back, Jason and Scot Show listeners. Vigilant listeners will remember that we promised you a delicious turkey five Introduction to the Jason and Scot Show [0:47] sandwich starring none other than Rob Garf, VP and GM for retail at Salesforce. And that's what we're delivering today. Rob was here way back on episode 313 on November 8th. And he is back here today to tell us what happened during the Turkey 5. Welcome back, Rob. Rob: [1:05] Thanks for having me, Jason, Scot. Always a pleasure and look forward to getting into some of this really fun data. Scot: [1:12] Yeah, this is your record sixth time. So your old hat here. Before we jump in, we do want to just kind of set the table, keeping with the post-Thanksgiving, theme with some leftovers. I saw what you did there. Yeah. And we, meaning Jason and his army of interns, have gathered a bunch of data from other sources. So we just want to give listeners that, and we know you have your own data, and we want to paint a complete picture. So, Jason, give us the quick and dirty rundown of other data that we've seen out there covering the holiday period so far. Jason: [1:46] Yeah, yeah, yeah. Let's do it. And side note, Rob, we're going to keep making you come back till you get it right. Rob: [1:50] I appreciate it. I'm here. Jason: [1:52] I'll do what you need. Awesome. So, super quick reminder, Q3 data from the U.S. Department of Commerce, e-commerce for the quarter grew 7.75%, over, the previous year. year, total retail only grew 2% from the previous year. And so if you take e-commerce out of total retail, brick and mortar in Q3 2023 only grew 1.08%, so lower than traditional. So when you come into the beginning of Q4 and holiday in particular, in my mind, e-commerce has to grow at 7.7% just to stay at par. And brick-and-mortar has to grow more than that one percent. [2:37] So, and I like to start with the lesser data and work our way up to the gold standard, very best data we have, which is, of course, the Rob Garth. So our friends at adobe which have a different data set but similar methodology and slightly different definition so you can't perfectly compare apples to apples, they said black friday sales were nine point eight billion in the us which is up seven point five percent from the year before so that would basically be right at that par i was just talking about, they said cyber monday was up to twelve point four percent and that was hot off the press so i wasn't able to do the math on what growth rate that was. They said for the whole month of November year to date, that they see November up 4.6% from last year. So kind of below that par. These are all numbers Adobe is giving for e-commerce. [3:26] And of particular note, and I know we'll talk about this more, they've seen a significant uptick in use of Buy Now, Pay Later services, and they've seen deeper discounting than we saw last year. Now, Shopify is really out there with a big news cycle. And I don't want to say they won up Salesforce, but they bought the sphere in Las Vegas and broadcast their data on the outside of the sphere, which visually is, is super cool. But their data isn't so useful because they don't report same store sales. They had a, you know, some unknown basket of merchants that sold a bunch of stuff last year, and they had some unknown basket of merchants that sold more stuff this year, and we don't know if the same merchants were here this year and last year or if they added a bunch of merchants or, or if this is true growth. So, so while the Shopify numbers are interesting, if you're investing in Shopify, they don't tell us a lot about what's happening in the e-commerce world. I did see a super interesting quote from Harley Finkelstein, who's the president of Shopify, and it's possibly, possibly that he just misworded this, but he was excited after Black Friday and he said 17.5, thousand. So $17,500. [4:41] Vendors made their first sale this Black Friday weekend. So I took that to mean, not that they launched on Friday just in time for Black Friday, but that this was their first Black Friday where they sold anything. So that's 17.5 thousand new merchants. [4:58] And then he said, in total, 55 thousand merchants set their all-time daily record on Black Friday. Black Friday: First Sales for Vendors [5:05] And while those two numbers sound impressive, if you kind of think about it for a second, you go, wait, the vast majority of merchants on Shopify that are B2C are going to sell their record. Cyber Monday hasn't happened yet, so take that out of the equation, are going to set their all-time record on Black Friday. So not surprised, you would expect the vast majority of all merchants to set their Black Friday record. And 17.5 thousand of them are new. So what that says is there's only 37 thousand merchants that are a year old on Shopify that sold more this Friday than last year on Black Friday. And that's, I guess, less than I would expect based on the usual reports we get from Shopify. So that, I'll just record that as a moment and our stock analysts that cover Shopify listening on the call can weigh in on that one. [5:58] BigCommerce, a slightly weirder data set. They saw an outlier, they saw 14% growth, but again, random, they're not trying to report at the industry, they're just reporting their clients. And then a particularly interesting one to me is MasterCard. I have a love-hate relationship with MasterCard. Unlike all the rest of you, MasterCard gets a set of data for stores and retailers, so they try to forecast what happened in retail, which is super valuable. Historically, I've seen some weird deviations from MasterCard that make me cautious about their numbers. But this year, they reported Black Friday, they did not report Cyber Monday. Their Black Friday number was up 8.5% year over year for eCommerce. [6:39] Which is at the high side of the mean for all these other datasets. And they reported that on Friday, total retail sales were up 2.5%. But if you back eCommerce out of that number, brick and mortar was only up 1.1%. So basically, I would call all those numbers par with our Q3 numbers. So, that kind of sets the table. Scot, take us through what we learned from Salesforce. Scot: [7:11] Yeah. So, a million questions, Rob. Let's start with, it seems like one of the biggest interesting battle royales is, A, why was Rob's face not on the sphere? And then B, it seems like one of the data sets is saying Cyber Monday is much bigger than Black Friday. And then in your pre-show, you had said you guys are seeing Black Friday exceed Cyber Monday. So let's start there. Which was bigger? Rob: [7:37] Yeah. Well, first of all, I lost the coin flip and Astro or Cody, which are critters in Salesforce world, won. So they got their faces along with Einstein on the sphere a couple of weeks ago during F1. So I'm still going for it next year, but we'll see what happens. But I digress. Let's get into the numbers. So yeah, we are seeing, you called it a battle royal. I appreciate any reference to 1980s wrestling, by the way. So thank you very much, but let's not go down that path. That could be a whole other podcast. But what we are seeing is, as you mentioned, a battle between Cyber Monday and Black Friday for supremacy. [8:19] And they are going back and forth. What we found in our data in 2019, Black Friday eclipsed Cyber Monday and has remained there, especially outside of the United States. And so we're seeing big growth and, you know, partly what's contributing to that is not only Alibaba, which has been in place for some time, but Timu and Xi'an, which I know you gentlemen like to talk about. So regardless what I think, two things based on all the data that you provide, and I appreciate the broad perspective that you share here, is people are actually buying. They might not be buying as much as they were in the past and throughout the pandemic, but But there is demand. And you know, I think that's important because when we look at our numbers and just to put it out there for Cyber Monday, and we can bounce around here wherever you'd like to go, is we chalked our number at 12.6. [9:13] Billion in the United States, and that's a growth of 3%. And I'll call it a healthy growth of 3%. And the reason being is, for the first time in five quarters, we saw growth being generated by increased consumer demand and not just merely higher prices, which is our indicator for inflation. And just to put it in perspective, let me talk about Black Friday here, because you mentioned the battle that's happening here. We saw 16.4 billion in online sales for Black Friday in the US, and that was up 9%. And so, as I mentioned, what this shows us is people are buying. What it's also showing is that there's a high concentration of online sales for those two days. And sure, you two gentlemen are laughing because that's been that way since Cyber Monday was coined in 2005, but there has been a smoothing out of demand, particularly around Cyber Week or cyber five for the last several years, but there's been a stark shift back to those two prominent days. Jason: [10:27] So interesting on the top line numbers, one of the, you mentioned that you're, you're seeing items increase, not just prices, right? Which kind of opens the whole specter of, of it's, we're not just seeing growth for from inflation, right? Are there any categories that you're like going into the holiday? It was like, hey, the growth was in essentials and food and things like that. And discretionary items like apparel and electronics and toys were not doing well. Did you guys see, like, are people opening their wallets on discretionary items or are sales continuing to be these kind of essentials and affordable luxuries? Rob: [11:06] Yeah, it's a mixed bag. And I do want to underscore your point, Jason, around. Growth being generated by more volume and not just higher prices. So that's exactly what we saw. 3% growth when you're seeing 9% increase in inflation is a tough equation to, be profitable and to work out in the consumer's favor. But in this case, we are seeing more demand. And the demand, as I mentioned, is a mixed bag. On one hand, we are seeing really nice growth in areas like makeup and health and beauty, skin care. We're also seeing nice growth in active apparel and active footwear as well. I categorize that actually as comfort. In uncertain times when consumers certainly are looking to really take control of their household balance sheets, oftentimes you migrate to comfort. You know, you can talk about comfort food, but this is just comfort gifting and comfort what you put on your body, both clothes and literally on your skin. And so we are seeing nice growth there where actually, if you think about it over the last 12 months, those categories have been hit a bit in terms of the growth curve. [12:20] And what you're seeing on the other side actually is luxury is softening a little bit, which which I think is important to note because for the last, I mean, gosh, through the pandemic and after, luxury was one of the most, no, not one of the most, was the most resilient categories. And we're starting to see a bit of breaking down, especially around the aspirational luxury side. So we're going to keep an eye on that. I will mention one other thing, actually, as it relates to categories that are doing well in the holiday and that is food and beverage and gifting, you know, in terms of. What people look to for comfort and experiences, they are gifting chocolate, they're gifting wine, they're gifting various gift baskets. We saw really strong growth, even starting, you know, the Tuesday before Thanksgiving and working its way through the entire holiday. Jason: [13:22] Interesting. One category or two categories that come up a lot, like coming into holiday, electronics had been in a pretty big swamp, like for the whole pandemic. And I'm curious, I've seen conflicting data about whether electronics are back or whether they're still soft. Traditionally, electronics would be one of the fastest movers for holiday. Rob: [13:43] Of course, of course. Yeah, I mean, consumer electronics, toys, right? Those two are still pretty soft. I think you really though need to put it in perspective in terms of the astronomical growth we saw on those categories over the last four years. I haven't done the math. You're really good at this, Jason. So I'm gonna put you to task maybe on your next LinkedIn post, but I am willing to wager, and I'm not a betting person, so I'm not really willing Softness in Consumer Electronics and Toys Market [14:07] to wager, but I'd love to see the CAGR of those categories over the last four years. I'm guessing they're in really strong, like high team growth, which any retailer would be happy with that on a given holiday time period. So there is a bit of softening, but I think it's really important to understand it in context with the growth that they've seen over the last several years. Scot: [14:32] Cool. Um, so, you know, with these good showings and Cyber Monday and Black Friday, what's that mean for the rest of the season? Are you guys like doubling your forecast, tripling or, and what's that mean for the shape? We talk a lot about the shape of the holiday. Any, any, any changes to your thoughts on those? Rob: [14:49] Yeah. The shape or the anatomy. I've been asked this by a lot of retail executives because they're being asked by their board, like, are you sandbagging us? Black Friday and Cyber Monday Impact on Holiday Season Shape [14:59] We need to really relook at this forecast. We crawled through the data over the last couple of days just to look through our model and see if we could see the data in different ways through different lenses. The reality is what we're seeing is that Black Friday and Cyber Monday were taking market share from the bookends of the holiday, from earlier on and later on, right before the shipping cutoff date. And so for the last five years or so, we have been seeing a smoothing out of demand for the seven days that we define as Cyber Week, Tuesday before Thanksgiving through Cyber Monday. And Thanksgiving became a really strong and important day, especially on the mobile device, especially as consumers. [15:47] Either being distracted or inspired, whichever you want to think about it, on the couch after Thanksgiving meal, looking at social. [15:54] But we've seen a snapback of the higher concentration of Black Friday and Cyber Monday. So it's not like there's incremental sales, and that's what I think you were getting at, right? I don't think there's incremental sales that we can now account for. We're still staying to our forecast of 1% growth in the US for November and December. That's how we define holiday and in the US and we're looking at 4% growth globally, really led by Europe. And I want to just put a caveat on this. Not only again, are we seeing that growth come from increased demand, but retailers have gotten smarter. Retailers' Inventory Management and Positive Growth Forecast [16:33] I don't know if it's smarter, but they were very deliberate going into this holiday starting six months ago about managing inventory levels and margins. So there's been a lot of talk about how are we going to handle shipping? How are we going to handle our return policies? And also, how are we going to think about our open to buys? And so I think most retail executives, especially on the merchandising side, are feeling pretty good because they're working their way through the inventory, which by the way, as you know, has been a big glut over the last couple of years, especially in 2021, when so many products were stuck in the port of LA. I mean, that just created this bullwhip effect that we're still just getting our arms around now and getting over the hump. And so that's my long way of saying is we're not reforecasting. We still feel positive with that 1% and 4% growth in U.S. and global, respectively, because. [17:24] Retailers are taking a very close look at overall profitability and this concept of customer profitability as well. Scot: [17:32] Yeah. You'd said, so it seems like the curve was kind of flattening out and now it's like steepening again it's like kind of coming in at the edges and in kind of like shaping up in the middle part of the bell curve which is like the that, Retailers analyzing profitability and customer profitability. [17:48] cyber week. Is that that's right. Okay. Rob: [17:51] That's really good. Yeah. It's kind of snapped back. Right. Yeah. Definitely. Yeah. Scot: [17:56] It's going to make that sound. Rob: [17:58] Where's the sound effects in turn? Are they there? Are they on call? Can we get that bullying? Jason: [18:02] I'll be adding that in post. Scot: [18:06] You had said something that kind of piqued my interest. You said people are kind of, you know, I may be rephrasing this wrong, but you said kind of demand is back. Like I knew it almost felt like you were saying before there was, you know, people were shopping, but it didn't seem like, you know, a new increase in demand. And now it is because you're seeing robustness in pricing and stuff. Is that say a little bit more about that? I'll make sure I understand what you were saying. Increase in Demand and Robust Pricing Rob: [18:32] Yeah, you got it. So yes. And I, again, and don't think retail executives are doing backflips and thinking that we're getting back to roaring double-digit, growth coming out of the holiday. But what this is an indication, and by the way, we're seeing this as a leading indicator in Europe, let's exclude the UK, which is probably in the same rebound curve as the United States and Canada, but you take continental Europe and who are about two, maybe three quarters ahead of us in terms of the rebound, we're seeing inflation settle, the average selling prices settle down and people are buying more. So we're seeing average orders volume higher. We're seeing slight uptick in units per transaction, only slight. But the order piece is super interesting. We're seeing traffic. We're seeing continued really strong traffic. People are just really being diligent and patient and shopping a lot and looking for the best deals. And we'll have to talk about that in terms of what discounting patterns we saw as well. So that's my long way of saying Scot is people are buying more, they're doing it. By still making trade-offs. So there is a sense of let's load up on some essentials while we're getting good deals. [19:57] Let's look for travel, entertainment, like experiences. And you have to also think of the adjacent categories like luggage, as an example, if you're going on a trip, do you need something new to put your clothes in? And though they are, again, increasing, as I mentioned. So as I think about the sentiment, even with a 1% in the US growth, 4% global is what we're forecasting for the full holiday, retailers are feeling good about that. They want to exit this holiday on a really good foundation of profitability, a really good foundation on inventory levels. And most every retailer I'm talking to has a growth mindset. They're thinking about customer acquisition, finding new ways to do that because customer acquisition costs are still off the charts, but also loyalty, finding new ways to create stickiness, looking for adjacent categories, adjacent services, looking for partnerships to supplement what they're doing organically. And I mean, this would take us down a whole other path, but they're leaning into data. They're leaning into AI to better understand who those consumers are and what they're likely to buy and making sure they're able to create profitable customers. How was that soapbox? I just rattled off too much, too fast. Jason: [21:13] So hopefully you were able to digest it. But you kind of, you glossed over what they're really looking at is just selling ads to brands. Rob: [21:18] That's fair. Thank you. I could have just said that. You're right. That's a very good point. And yeah, we could, I love your take actually, seriously, given that on Amazon's move for the football game on Friday. Jason: [21:31] Yeah. So that's a great point. And maybe just to catch up listeners that might not have followed it. Something very different and unique for this year is that the NFL, you know, normally they have a Thursday game and they have Sunday games and a Monday night game. On Thanksgiving, they have Thursday day games during Thanksgiving. This year, they added a Friday game for the first time. And the sponsor of that Friday game was Amazon. It was broadcast on Amazon Prime, and Amazon actually had shoppable ads via QR codes in the broadcast, all sort of innovative, cool, new stuff. [22:11] The early read is that the viewership was pretty good for the Friday game. There's no history, so we have nothing to compare it to. I would argue fewer people are going and standing in line at brick and mortar stores for door busters. You know, the little bit of data we do have on brick and mortar shows that, like, there wasn't a huge, huge spike in in-store shopping. I feel like Friday has become more of an online shopping day, Amazon's Innovative Advertising and Potential Profitability for Holiday [22:36] which means people are home more, which means there's an opportunity to watch a football game. I kind of don't imagine that the interactive ad formats, like, you know, we're high volume and really move the needle, but they're innovative. And I do think that that Friday game is likely to be a new tradition as the holiday shopping season goes from an omni-channel thing to an online thing. At least that's my POV. Rob: [23:03] Yeah, I am super interested in your point of view given how close you are to this. So I guess I'm gonna put you on the spot. Wow, look at me, I'm totally turning the table here, but this has been on my mind. And actually, interestingly enough, over the weekend at a party, somebody who's not in like retail, you know, he shops. That's the extent of it. He pointed out what Amazon did and thought it was really clever. So what did I hear? Like, did they spend a hundred million dollars for that? Regardless, do you think they made the money back going to your point, Jason, on selling ad space in there and kind of even if it's a break even and or they're gaining more prime members, it was a good day for Amazon? Jason: [23:42] Yeah, I am pretty confident it was a good day for Amazon. Like, one thing to remember is Amazon has a better model for monetizing eyeballs than anyone else, right? So, like, if you're Coca-Cola and you sponsor a football game, you're trying to get eyeballs and the only way you have to monetize those eyeballs is to get them to drink more Coke. Rob: [24:03] Right. Jason: [24:04] If you're Amazon, here's what you do. You get a bunch of eyeballs. You try to sell them something that you make money on. And after you do that, you sell ads to other people for more than you paid. And they try to sell something to that person, right? And so, you know, the combination of the ad revenue that Amazon generates and the top of funnel, and bottom of funnel benefit that Amazon gets, again, they're building their brand. Your friend that was just talking to you, he wasn't talking about a particular product he was shopping for. The brand he remembers is Amazon, right? And so you got that Amazon top of the funnel benefit, which is valuable and important. Amazon probably sold some stuff to people. So you got that Amazon bottom of funnel benefit. And then we know Amazon sold a bunch of ads, which is, you know, a huge, huge driver of incremental profit. So yeah, I definitely think we can call Amazon a winner there. I think when it all settles, we're also going to see that it was just a pretty good sales day for Amazon as well. Rob: [25:09] Yeah, I bet you're right. Yeah. The last point and then we can move on and by the way, welcome to episode one of the Rob Garf podcast, is the fact that I mean, knowing Amazon, those ads that you're getting are personalized in terms of them understanding who you are and even if it's a different size or a different brand or a different you know, whatever, even what they know about what's in your shopping cart, what you bought in the past. So anyways, it sounds like, as I would have suspected, you're pretty bullish about it and I am too. Jason: [25:37] So yeah, I do want to cover something just kind of fundamental. So, so we rebounded a little bit and we got bigger sales on, on Friday and Monday. Potentially we might've just pulled some sales in that were going to happen later in the month per your, your comments about not wanting to re-forecast. Did we partly pull those in by giving deeper discounts than we usually give? Like what, what did you see from a discounting standpoint and what does that say about potential profitability for Holiday? Rob: [26:03] Yeah, yeah. Yeah. So we actually looked at this going into the Holiday and we went back to 2019 and I have the team look at discount rates starting in November 1st for 2019, 2021, and 2023, what we had anticipated for this year. And what we saw and actually came true is we saw discount rates over Cyber Week hover just north of where they were in 2019. Discount rates over Cyber Week in comparison to previous years [26:31] Don't forget, 2021, there were the lowest discount rates that we've seen because the product just wasn't there. So retailers, it was the first time they won the game of Discount Chicken. The short answer is yes. Retailers did discount the heaviest they have all year, right around 30% on average. And I think that's important. It's on average. I mean, we've all seen discounts of 40%, 50%, really creative discounting strategies. And so that definitely drove demand. I mean, going back to the consumer, while they're buying more, they're making trade-offs and they were really diligent. [27:09] They were really patient and they waited and they waited and they ultimately saw the attractive deals starting in earnest on Black Friday. They weren't even that great on the Monday, Tuesday, I'm sorry, the Tuesday, Wednesday, and Thanksgiving, Thursday until Black Friday, and then they started to buy. So they held out and they ultimately purchased those attractive deals. In terms of margin, I think we're doing okay. And the secret here is when we looked at the data, given all the inflation that happened, And actually, consumers are still, even with these deep discounts, paying more than they were in 2019. The optics are there. They're feeling like they're getting a good deal, but the reality is they're still spending more. So I think they'll be okay. And there wasn't this protracted discounting that did happen. And because they manage their inventory well, the retailers, and their discounting strategy as well, I don't think they're going to be forced with the hail Mary discounts that you often see right before the shipping cutoff date. So I think that retailers actually managed it pretty well. I give them credit too, by the way, what we saw in our data as well is retailers were a lot more transparent around their discounting strategy. [28:23] Many were offering price match guarantees. If they saw, you know, the consumer saw the price for less, and they were also much more transparent around their return policies as well. So people felt a little more comfortable buying earlier, even if the prices weren't exactly where they wanted it. So the long of it is, or the short of it, whichever way I look at it, is there were healthy discounts. Consumers took advantage of them. I'm still feeling more positive, especially than I have from last year, about margins. Scot: [28:57] Cool. You said something I want to dig into, and then I want to pivot to be in PL. You said luxury was a little soft. What do we make of that? Retailers' management of inventory and transparency in discounting strategy Rob: [29:06] Yeah, and like I said, it's had a run, like I haven't seen before in any one category. I mean, don't get me wrong. Consumer electronics really strong and some other categories in the pandemic home looked really strong as well. But it continued after the pandemic, both in store and online. What we saw compared again, just to put in perspective, three percent increase on Cyber Monday in the U.S., nine percent increase in Black Friday in the U.S. [29:34] There was a tick low beyond flat for luxury. What it also showed is they started to. [29:41] Discount more than they typically do. You think of luxury, they're going to hold their really price and be sensitive around preserving their brand and their margins. And we were seeing that tick up as well. I think the ultra luxury is still alive and kicking, no problem. It's more of that aspirational luxury. One area that I think is really important to point out is the resale market. More and more luxury brands are playing in the luxury market game. I'm sorry, the resale market game, because they realize people are doing it anyways, and they might as well offer that in many cases on their own website. So like Coach as an example, Canada Goose as an example, have the capability to exchange product, which then allows existing customers to likely buy something at a higher price point. And then if the product is in good enough shape, they're able to resell it and allow for aspirational shoppers to actually access that brand and buy it where they might not have been able to in the past. So yeah, I'm not overly concerned about luxury. I mean, the brands are so strong and there's so much loyalty there, but it just does show that in the aspirational space, people are trading down to a degree. [30:55] You know, they're trading down for value in the resale market. In many cases, they're trading down for vintage. It's amazing to see how many, you know, sneaker brands and specific models are hot that we all remember from our high school days. And you know, even the younger generations like to save the world a little bit as well. Scot: [31:14] Yeah. So I guess what I'm getting at is, do we think the consumer's rolling over and that's kind of the BNPL question too, because one way to read BNPL increasing is people are under financial stress. So they're stretching out payments. Another way is, you know, seeing all this data and it's always sponsored by one of the BNPL providers. So I'm never sure how to take it, but it shows that, you know, millennials and Gen Zers like, they don't like open credit. And it's weird because my kids have this perspective too. I thought it was like, I thought it was totally made up and then they're like, oh no, I, you know, I hate having like these credit cards with big limits. And I'm like, well, if you don't use it, it doesn't matter. It just makes them Consumer behavior and the rise of Buy Now, Pay Later (BNPL) [31:52] nervous for some reason. And do you think it's a generational thing or is it a little sign of softness on the consumer? And maybe the luxury is another indication that it feels like the consumer is rolling over a little bit or you don't see that. Rob: [32:06] Yeah, I mean, I think it is a bit generational to your point. I don't have those data's points to substantiate what you're describing. But a lot of what I learned is from my 17-year-old and 14-year-old because they're right in the smack dab of purchasing and trends and so forth. Don't worry, we have a lot more data at Salesforce to back this up, billions and billions of shoppers. But in any case, the anecdotes definitely help provide a full commentary. But we saw an outpay later over Cyber Week increase 7%. So that's healthy. It's a little slower than we've seen in past. What we're also seeing, and it started last year, is it's on lower and lower price point merchandise. So that also speaks to the adoption as well. It's not just on the big ticket items. I think if I zoom out for a moment as well, mobile wallets were really strong. Mobile wallets were really strong. We saw about a 50% increase year over year in that. Now, of course, it's a smaller base than traditional credit cards and debit cards. But still, it's showing the adoption because it's really breaking down the friction in the checkout process. But we keep a close eye on buy now, pay later, because you're right. It could be an indication, especially as consumers look to buy lower price merchandise, that it might be a softening in the market. But we're not quite there in proclaiming that. Scot: [33:25] You said a mobile wallet. That is catnip for retail geek, so I'll get out of his way. I bet he has a million questions. Jason: [33:32] Yeah, no, Scot knows I love a good mobile wallet and I'm sure everyone's already heard this, Mobile wallets and the impact on checkout process and shopping experiences [33:37] but I have a hypothesis that some of the popular shopping behaviors we see in Asia aren't as popular here because we don't have as good a penetration of mobile wallets and that if you have mobile wallets, it makes certain experiences like shopping on social media and things like that easier because it only requires one hand instead of three hands. So I'd be curious, do you guys think you're seeing more mobile wallet users, or do you think you're seeing more transaction from the existing users, or do you have the ability to? To see between those two? I suspect I just asked you a question you're going to now have to go do research on. Rob: [34:17] Nick Neumann We may have that based on some of the primary research we do. We don't have access to personally identifiable information, so we can't see by user. But my thesis there is it's both. There are more people adopting mobile wallets because they see the convenience and the friction that's removed. And then once that happens, they're buying more. I think you go back to the Amazon example, part of why that's probably a home run for them is because it's a lot easier for somebody to buy in that form factor than let's say Roku or other Verizon user interfaces that you don't have a wallet associated with it. I didn't go through the shopping process on the Friday NFL game, but I can only imagine it was much easier than having to do it through other types of media. So I think that, yeah, I agree by the way, with your hypothesis that, you know, embedded commerce or shopping at the edge has been a bit stunted because, the wallet piece is not there or as accessible as it is in other countries. Buy Now, Pay Later Growing and Replacing Layaway Jason: [35:30] Yeah. Two things I'll just throw out there on buy now, pay later. I mean, I do, I think it, it legitimately resonates with the new crop of consumers. And so I think it's growing for all the reasons that the Buy Now Pay Later people claim it's growing. But I would, there's two accelerators that are just kind of convenient in there. Holiday used to be a big time for this payment method that the youngsters on the call wouldn't have heard of called the layaway. And almost no retailer that I'm aware of has brought back layaway, like they all retired it in the last several years, largely because Buy Now Pay Later has replaced it. And so, you know, layaway is most popular around holiday. So, you know, to the extent that buy now pay later is the digital version of layaway. It kind of makes sense that you would see a spike over a holiday. Also, digital is growing much faster than brick and mortar. Buy Now, Pay Later is disproportionately online. So that, you know, is another reason you would expect Buy Now, Pay Later to spike. One thing that's a little alarming slash interesting to me is that Buy Now, Pay Later gets used for a wider range of purchases and merchandise than LayAway did. Like, LayAway tended to be big ticket items, your kid's aspirational toys, but Buy Now Pay Later gets used for food and consumables and things that economically you would argue probably don't want to be financing something that you need to rebuy every month. Rob: [36:52] Yes. Jason: [36:53] So I'll just throw that out there on Buy Now Pay Later. We are coming up on our allotted time. I do have two other pieces of news that just kind of interrupted the Turkey Five news cycle. And one of them I'm super sad about, and it's actual breaking news that happened while we were recording this show, Charlie Munger just passed away at 99. Rob: [37:13] Oh, wow. Scot: [37:14] That's terrible. Jason: [37:15] Warren Buffett's partner, and I just, I feel like, very admirable person. I've learned a lot. He and Warren Buffett, like, are super generous with sharing Charlie Munger's Passing and Xi'an's IPO Announcement [37:23] all this thought leadership, and I just want to say best wishes to all his family and loved ones. Seems like you had an amazing life. Rob: [37:31] Yeah, I echo your sentiment. Jason: [37:33] Yep. And then in the middle of Cyber 5, you guys teased this a couple of times talking about Xi'an. and Xi'an disclosed that they filed an IPO. So that came out yesterday. It's a confidential IPO, so we won't actually see the prospectus until probably 2024 sometime. Okay. And the theory is that it's going to be, because of their not super transparent ownership structure and their Chinese ownership, it's gonna have extra regulatory scrutiny. And so the reason you'd file a confidential IPO is so you could start talking to regulators and negotiating what you're gonna do and what you're gonna disclose. And so they're probably working through all that stuff to then do the public IPO later. But it's, I'm excited for when that gets disclosed because there's a lot of speculation about how big Shein is and how profitable or unprofitable their model has been. And we're gonna be able to do away with all that speculation and get some real certified data. Rob: [38:38] I can't wait to listen to that show when you dissect that. It will be super interesting to see where they're allocating the investment and the capital. Beyond, obviously, hiring people, but what parts of the business. Jason: [38:51] I totally agree and that's going to be a great place to leave it because we have used up our allotted time. Rob, so grateful and congratulations on being our first six-time guest. And as per usual, if you enjoyed this episode or it was useful to us in any way, the two ways you can reward us are to do a giant enterprise contract for all your marketing services with Salesforce.com or, you can leave a five-star review on iTunes for Scot and I. So, you know, those are the two paths, choose whichever one makes most financial sense to you, but appreciate it if you do one or the other. Rob: [39:29] Yeah. And if I could say too, I know we're running up against time, but I want to give a big, sincere thank you. Obviously we just came out of Thanksgiving, so I want to show my gratitude. You know, it's amazing. Anytime I'm on the show, the people that reach out to me, not only talking about the show, but how much they've learned from you. And so for you to trust me and providing my perspective and Salesforce perspective means a lot and just thanks for being such good friends. Scot: [39:56] Robert Leonard Jason said, no, but I overrode him just so you know the history. I thought, you know, Jason's like, I'm the retail geek. We don't need any Garfies in here. Rob, remind us where could people go? You guys will be updating your data. I assume, you know, this is the last time you'll be on for this year, but I'm sure you'll be publishing more data as we get deeper in the holiday. Where do people go to see that? Rob: [40:19] Jason Cosper Yeah, we have our Shopping Insights HQ on salesforce.com. We will be updating the information. We'll do a mid-season report right around the shipping cutoff window, and then we'll do an all-wrapped-up just around the beginning of NRF. So keep an eye out. Scot: [40:34] Awesome. Well, thanks, everyone, and until next time... Jason: [40:38] Happy commercing!
Happy (belated) Anniversary! For this podcast's FIRST we're watching Angela Robinson's FIRST MOVIE, 2004's D.E.B.S. We discuss this exceptional film, its bad CGI, good storytelling, and groundbreaking vibe. Then we delve into parallels between the film and the podcast, talk MOTHGARF (HEATHCLIFF?) and play I See What You Did There. It's been a year (and change)! Thank you for hanging with us! Here's to infinity more! Have a comment? Wanna talk about D.E.B.S.? Maybe you want to be a guest on the show? Email us at debutbuddies@gmail.comWatch D.E.B.S. on Hulu!Listen to Kelly and Chelsea's awesome horror movie podcast, Never Show the Monster. Get some sci-fi from Spaceboy Books.Get down with Michael J. O'Connor's music!Next time: First Computer Virus
The one and only Rob Garf, Vice President and GM for retail at global powerhouse Salesforce, is back on the pod sharing exclusive insights and strategies for retailers on how to win Holiday and helping us get ready with predictions for an unpredictable 2024Find all your holiday Salesforce stats at https://www.salesforce.com/resources/shopping-insights/About RobRob Garf is VP and GM for Retail at Salesforce. With 25 years of global retail experience as a practitioner (Lids, Marshalls, Hit or Miss), an industry analyst (AMR Research), a strategy consultant (IBM), and a software leader (Demandware/Salesforce), he is no stranger to the industry and the challenges retailers face. He currently leads industry research, drives solution strategy, and advises senior executives globally on digital transformation. Rob is also a frequent industry speaker, a member of NRF's Digital Council, and Chair of the Retail Customer Advisory Board.About MichaelMichael is the Founder & President of M.E. LeBlanc & Company Inc. and a Senior Advisor to Retail Council of Canada and the Bank of Canada as part of his advisory and consulting practice. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, Today's Shopping Choice and Pandora Jewellery. Michael has been on the front lines of retail industry change for his entire career. He has delivered keynotes, hosted fire-side discussions with C-level executives and participated worldwide in thought leadership panels. ReThink Retail has added Michael to their prestigious Top Global Retail Influencers list for 2023 for the third year in a row.Michael is also the president of Maven Media, producing a network of leading trade podcasts, including Canada's top retail industry podcast_,_ The Voice of Retail. He produces and co-hosts Remarkable Retail with best-selling author Steve Dennis, now ranked one of the top retail podcasts in the world. Based in San Francisco, Global eCommerce Leaders podcast explores global cross-border issues and opportunities for eCommerce brands and retailers. Last but not least, Michael is the producer and host of the "Last Request Barbeque" channel on YouTube, where he cooks meals to die for - and collaborates with top brands as a food and product influencer across North America.
EP313 - Holiday 2023 Preview with Rob Garf of Salesforce Episode 313 is preview of Holiday 2023 with Rob Garf, Vice President and General Manager, Retail at Salesforce. This is Robs' fifth time on the show, having previously been on episodes 110, 248, 282, and 299. It's happened again. Your Halloween decorations have come down (or at least your pumpkin is not in good shape), you survived Amazon Prime Big Deal Days, and now you're getting ready to ditch your in-laws and enjoy one of the most exciting retail weeks of the year. Yes, it's time for Holiday 2023! This year, we've decided to do things a bit different by previewing the holiday in advance of Turkey 5. Rob Garf has kindly joined to walk us through Salesforce's e-commerce forecast for November and December, and we compare it to all the other forecasts out there (NRF, Deloitte, Bain, US Dept of Commerce). In addition to the top line forecasts, we touch on retail versus e-commerce, changing shape of the holiday, discounting climate, inventory and supply chain impacts, top performing categories, the economy, and the impact of rapidly growing Chinese brands (Temu, Shein, TikTok). Throughout this episode make liberal use of real-time data from Salesforce Shopping Insights HQ, which tracks how 1.5+ billion consumers are shaping shopping trends. You can see a real-time holiday dashboard, powered by Tableau so you can interact with the data yourself on the Salesforce Holiday Insights page. Episode 313 of the Jason & Scot show was recorded on Wednesday November 8th, 2023. http://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. Transcript Jason: [0:23] Welcome to the Jason and Scot show this is episode 313 being recorded on Wednesday November 8th 2023 I'm your host Jason retailgeek Goldberg and as usual I'm here with your co-host Scot Wingo. Scot: [0:39] Hey Jason and welcome back Jason and Scot show listeners Jason is 3:13 the lucky number I had the 13 is kind of on there so I think we'll count it. Jason: [0:48] It's a lot of threes. Scot: [0:50] Yeah yeah I think it's a primal have to get one of our research analyst to work on the okay so we are recording this in early November as Jason said so at that critical part of the retail calendar all the plans are laid the discounts are on the table Cyber Monday. Thanksgiving Black Friday everything's teed up and everyone's waiting in anticipation of what holiday is going to bring us this year. And we know longtime listeners will know that our holiday turkey five coverage with a lot of sprinkling of data is second to none in the industry and this year we're going to take it up a notch in past years we've had our friend of the show Rob Garf VP and GM for retail at Salesforce on after the turkey 5 give us a real-time view of what they saw and for those of you that have been with us very long time this is her Jason's mom primarily those were episodes 110 249 282 and 299 man that's quite a track record this year we are going to take it up and have a delicious rub Garf before and after holiday sandwich it's kind of like that turkey sandwich but we're going to kind of sample it here before we even even have Thanksgiving. Rob before I before I go on welcome back for the fifth and I think record time on the show. Rob: [2:11] Wow I love it this is I will have to call the Guinness book up and make sure we get this knocked in memory on this is fantastic it's always good to be here and even better Scott and Jason and first of all thank you for having me on doing a little bit of a preview because as you mention were normally crawling through the data talking about the holiday weekend and seeing where everything lands after the critical time period and it's fun to take a little bit of a sneak preview and look at what we're anticipating and what we're seeing going into as you mentioned one of the most critical times of the year. Jason: [2:45] I think you're exactly right Rob I don't know why we didn't think of this sooner I feel like they should have always been part of our holiday tradition. And I do feel like we're getting all of the Rob protein with none of the nasty carbs so that's like a. Particularly healthy Thanksgiving treat but Rob before we jump into all of the good data remind listeners what the heck it is you do for Salesforce and how you get all this juicy data. Rob: [3:13] Yeah that's awesome let's by the way the listeners decide you know how. Advantageous this is after the fact I hope it is and again we'll do our best so yeah and I've been I always thinking about it thinking into this conversation now at Salesforce for over 7 years but I came. To the CRM Leader by way of demand where and if you remember demandware now Commerce Cloud was the leader and the cloud space and we instrumented the platform early on to get access to everything that flows. Through our Cloud so you think about all the Taps all the clicks all the swipes. [3:48] Now we don't have any access to personally identifiable information but we bubble that up and it becomes really The Benchmark for what's happening in digital and over the years we've included. Things from marketing and Service as well to look at a more complete buyers Journey. [4:08] And it's been really fun each quarter we release our shopping index which is available on salesforce.com built on Tableau and it's interactive so you can slice and dice it by vertical and by geography and it really helps. Retailers gauge how they're doing vis-à-vis their peer set which of course is extremely important anytime of the year but certainly even more important during. The holiday week now I think there's one thing that I sometimes forget to say so I want to make sure right cover it now which is. Our index and by virtue of that our benchmarks are from a outside in perspective so they are a look at the entire industry, not just Salesforce data we've modeled this over the last 10 years since its Inception so it's really intended to look at. The overall industry and benchmarking how peers are doing rather than speaking to anything that Salesforce is doing so that's my quick infomercial but hopefully more than anything just a little bit of credibility as to where we get the data, what we do with it and most importantly the conversations were able to have similar to what we're doing here. Jason: [5:19] God so that that sounds perfect. I do want just a couple clarifying questions before we jump into the actual data because I know we're going to talk about holiday like what is your official definition of holiday what what dates are you looking at. Rob: [5:38] Yeah thanks for asking that's always an important question so we've defined it over the years as the complete November and December so that's our holiday our peak season look. And we look at in particular for again the holiday weekend I know you call it cyber five or thirty five, we have cyber week which starts the Tuesday before, American Thanksgiving and works its way through Cyber Monday it's just something we started from the beginning and 4y like to like, your rear comparisons we've kept that intact so in on referencing cyber week or cyber five it's really looking at those, those seven days now of course the definition by some has been elongated and I hope we'll get into that in terms of when does the official real demand start but to answer your question straight on Jason it's for us at Salesforce November December. Jason: [6:27] Got it and so for historical purposes you've always been located in November December and then you're predominantly or exclusively focused on digital sales so you're you're reporting on what actually happened and forecasting what you think is going to happen in terms of e-commerce sales but unless I had this wrong you guys don't put a flag in the ground on on what you think is going to happen in brick-and-mortar is that true. Rob: [6:50] That is accurate now we do kind of go on the fringes a little bit because the bleeding between online or the blurring I should say between online and offline so we do have, data on buy online pick up at store we do have data on returns as well which is by virtue of, definition multi-channel omni-channel type of process but we don't put a stake in the ground because we just don't have the intrinsic data to be able to bubble that up and provide on the actuals. Jason: [7:20] Sure and then one other fun fact you reference the shopping index and you always have like the quarterly recap on there but I think. For sure during holidays and I think you're going to tell me your round you actually have a real-time dashboard up there so it's kind of a fun thing during the individual days of cyber week to kind of pop in and see see what's going on after your family Thanksgiving dinner to see if you're still going to have a retail job when this is all over. Rob: [7:50] Yeah yeah we do exactly so during particularly cyber week each morning the team is getting up super early as you can imagine and work around through the data and we're updating in real-time the data from the previous day and so for any retailer who is looking for the latest and greatest certainly by I would say 10:00 eastern time at the latest you will get that and see that up there we do have many customers who do use that in there Roundtable boardroom discussions each day to understand how they're doing it repairing it and more than anything Jason truth be told we need to get it up that early because our boss this guy named Marc benioff is typically texting us saying where's the data because I want to tweet it so yeah as much of a motivator as anything else. Scot: [8:40] Always fun when you get the text from The Seer. Jason: [8:44] Slack's slacks the he sends wax not to. Scot: [8:48] A slacks yes sorry I was off I was off brand for a second yeah he Einsteins it to his his Einstein slacks you. You mentioned one follow-up on that you mentioned American Thanksgiving that prompted me to ask this is largely we're talking about the u.s. here primarily we're not going to this is an international I'm sure you can go International but, we're doing more us right. Rob: [9:12] Yeah I'm prepared to do whatever I thought we'd probably borrow a bit more into us but we do have Global numbers but yeah. Scot: [9:20] Okay we have time Jason's obsessed with these Chinese companies I'm sure he'll ask you some questions so. Rob: [9:25] That's fair that wouldn't. Scot: [9:26] Yeah he gets all his clothes from she in any way. So before we dive into the topic du jour which is this year's holiday 2023 maybe recap for listeners kind of that you know. I know we had you on but the dust has settled and I'm sure you're going back and looking at it now with holiday 22 what were some of the bullet items that you kind of you you're thinking about as we go into 23. Rob: [9:56] Scot you don't think the listeners have totally taken This to Memory what we talked about last November 29 come on. You're probably right that's fine yeah I get it not all of us live and breathe this but yeah let's bring us back and you know actually if I could just for a minute, to put 2022 in context you need to think a little bit about 2021 and let me just spend a minute there and then I'll fast forward to 22 which is if you remember some of us don't want to in 2021 it was truly one of the first times that demand, actually got pulled forward in the holiday season and the reason was. The first mile delivery issues were stuck if you remember so many products were stuck in the port in the US of a Lala. The containers if they even got to the port or having a difficult time getting off the ship in into the domestic supply chain and people saw a headline after headline when I say people like consumers by or shoppers and they realized if they didn't buy early in the season. [11:03] They might not get the product that they actually want because in the past they would just have a waiting game and wait for the last and final deal and so. Demand got pulled earlier in the season and oh by the way retailers didn't have to Discount as steep as they normally do so going into 2020 retailers thought. [11:26] All of a sudden there would be this magical shift to Consumers buying earlier in the year and you know what that just didn't happen, there was actually a really good point of why that didn't happen when you look at the first two weeks of November we saw some of the lowest discounting rates that we typically see during the holiday season and because of these lackluster deals. People really didn't buy anything they waited and they again went back to their normal buying Behavior. One other by-product out of that is those that did by early. [12:04] We saw that they actually return the product during cyber week cyber week last year 2022 at some of the highest. Return rates during that week of the entire season people were doing their own price adjustments if they bought the product earlier in the year and realize they could have gotten a better price so there's like. I don't know how you calculate a triple or quadruple whammy on the bottom line that retailer saw. Because they were hoping to chase the deals earlier or wait I should say for the deals into the season and consumers just didn't bite. Overall and then I'll stop talking for a second here is what we saw. For let's just take cyber week as an example in the u.s. we saw a nine percent year-over-year growth growth online and globally we saw a 2% growth so us was really buoying up the global number there but a lot of that Sales Online happened right before cyber week and through the Thanksgiving holiday. Scot: [13:07] Got it it's kind of coming back to me I Remember You coining The Phrase discount chicken I remembered that is that right remember. Rob: [13:15] Yeah yeah yeah totally and thank you so discount chicken you know for the first time that we saw, retailers won the game of discount chicken last year I'm sorry in 2021 they tried to win again in 2022 but it just didn't happen consumers are really wise the real patient and now especially as they're seeing headwinds in their economic future there's definitely searching out for better and best deals. Scot: [13:46] Yeah this this kind of goes back to our data question it just occurred to me as we were talking about this obviously the macroeconomic is different now does that factor into your when you swirl all this together and you guys put together a funk forecast is that is that an input. Rob: [14:00] Absolutely yeah for sure and another piece that we look at very closely because it's driven so much of the growth over the last two years is inflation as well and so when you look at the last two years much of the online and growth is from increased prices not increased demand so people are just not getting as much from their dollar because of those increases we're starting to see that settle down the last couple quarters which is good news we're not quite seeing in Europe by the way but here in the US and so we're hoping, some of the growth will come from We're anticipating I should say some of the growth this holiday season coming from actual increase demand. Jason: [14:41] God so I want to I want to jump in the big reveal but a quick quiz first if you don't mind so last year us e-commerce growth nine percent G20 21 was also an incredibly abnormal year do you remember what the actual number you guys got for 2021 was. Rob: [15:00] For cyber week that's a. Jason: [15:02] No or sorry for holiday if you don't have it it's fine. Rob: [15:05] Overall holiday for 2021 was nine percent but that's Global so I'd have to go back to see what it was with the US. Jason: [15:13] No problem but so last year in the u.s. nine percent growth which was outlier for because Global growth was quite a bit softer. And so now here we are getting ready for Holiday 23 and what what do you think's going to happen when how much stuff we're going to sell online in November and December of twenty three in the US. Rob: [15:35] Yeah, so we're anticipating here in the US basically flat online growth and anybody I'm talking to is candidly quite okay with that and let me tell you why they're not overly bullish about significant growth online this year. For two major factors one is, we actually looked at the kegger over the last couple of years going back to 2019 and if things play out the way we anticipate we're still looking at for the holiday season compound annual growth of somewhere between 20 and 25% and so we're really where we are better than where we've been in 2019 year-over-year so we're you know we've been looking at these data points for quite some time during the holiday season if we're going to do 10 to 12 to 13 percent year-over-year growth online we're feeling really good and we've seen the average over the last couple of years come out well over that so there's a baseline that we're still needing to consider as we think about growth the second factor is. [16:50] The store. And we can't forget about even though our data doesn't explicitly account for that what we've seen in our data is that people are still going online very, aggressively meaning traffic quarter-over-quarter year-over-year is still really strong however what we're finding is people are then doing what they've naturally done for a long time which is in many cases then go into the store to actually make the purchase and so it doesn't necessarily tell when you look at flat growth year over year for the holiday season the entire story we're still feeling really good about it what helps us by the way one more caveat that I'll put in there and I should have mentioned it's got just a moment ago when you asked how we get to the numbers one of the key influences, is what does it October look like and particularly prime or we should I was about to say Prime day but the prime big deal days and so what we've seen when it first came out a nice halo effect. And we still see a halo effect certainly during the dog days of summer in July since the Inception of prime day. What was that 56 years ago but we although we saw bumps in the early part when it. First was established in October there wasn't a significant halo effect that happened during Pride a meaning those. [18:18] Not named Amazon during the October event we saw nice traffic we though saw really low discount rates once again so people were being patient they're biding their time and so we are seeing some nice add to cart rates as well so we saw people were poking around they were doing their research they were starting to. Think about what their holiday gifting this look like but they were waiting and so that's my long way of saying we're anticipating a fairly moderate holiday but we're not at all discouraged by what we. Jason: [18:54] Totally fair and so and I want to put your forecast in a little bit of context but before I do you kind of open the door on this whole October and shape of holiday thing like hey. Super useful to have historical consistency so I'm glad you guys report. The same time period every year right like I'm by no means proposing that everyone should change periods but it is interesting there's there's a lot more promotional activity. Happening in October than was true 10 years ago right and in very specific ways you convoluted 22 years ago, Prime day was cancelled in summer and happened in October and then they move prom date back to Summer but they added this second prime day and put a lot more marketing behind it this year than last year so and every other retailer on the planet. Counter programs against that that holiday and so there's been a. An increasing amount of pressure to pull sales in in October and then on the flip side a lot of people feel like holiday doesn't really end. And told mid to late January and there's a variety of reasons for that but one very particular one heck of a lot of gift cards get sold and gifted during holidays and they get redeemed. [20:18] Predominantly in January and so I guess I'm just kind of curious I'm not sure you would have necessary data behind this but like it does feel like holiday is flattening out and I know you guys pay particular attention to cyber week which you know is still a huge outlier and obviously we see way more sales on Cyber week than a traditional holiday week but. As a. Relation to the total holiday period it does feel like that spike is starting to flatten out a little bit like do you see holiday getting kind of stretched and flattened. Rob: [20:53] Yeah I love the question in this I feel like we could look back you know in a year or 25 years and do a whole. [21:03] I don't know extensive research project around how, people in mindset and shopping has evolved because it has and of course the pandemic had a big accelerator to that what we've seen in our data Jason is there has been a flattening out throughout cyber week meeting the big Spikes have typically been Black Friday and Cyber Monday and those still remain the two largest online days of the entire year but we are seeing a flattening out throughout the entire week but we haven't seen a lot of the sales, when it's all said and done pulled into October we do see a little bit of a blip in and around, the big deal days and we actually to your point other retailers have preempted the sales and we saw that in July as well meaning doing sales events the week before and it does draw them up, some traffic but we haven't seen a large portion being pulled into that time period what I will also say again lackluster discounts played a big role we're anticipating, comparing big deal days to cyber week cyber week we'll see about a 40% higher discounting rate. [22:28] Then what we witnessed just a couple of weeks ago in October you are totally right by the way that. [22:37] The holiday season does definitely extend through December and into January that's why most every retailer has there. You know fiscal year ending in January so they can really reconcile and get out from under what happened in the holiday not just gift cards but all of the returns and exchanges that invariably happen as well but at the end of the day just put a nice little underscore here is in 2020 and 2021 we did see a bit of pulling forward into October a couple of percentage points of sales but we're forecasting that 25% of all holiday sales will happen again as we Define it the 7-Day is of cyber week. Jason: [23:27] Interesting very cool okay so before we dive into some more granular topics I do you want to put the 9% in context and some listeners will be familiar with Nate silver and his poll of polls in the the kind of boring, boring a political forecast but the way more interesting March Madness forecast so I like to fancy myself as the Nate silver of e-commerce and so I do try to watch all of this data and huge caveat, nobody's data is Apples to Apples right so it's not really a matter of though this number doesn't match up to this number. Everyone has a slightly different definition of what e-commerce means everyone has a slightly different set of dates that they're looking at and they have different methodologies right so your methodology I feel like you get perfectly accurate data from a slice of the market right like there's there's no like. Human. [24:30] Are introducing your data because it's coming right from the systems and that the challenge for you guys is to take your slice and extend that to the the entire world of retail. The and I feel like you guys do that really well. So another data source that of course people are sick of me talking about is the US Department of Commerce which are these like surveys that they force retailers to fill out and. There's. Entirely different challenges and flaws in their survey methodology and how they defined e-commerce but just to kind of put things in perspective. I'm going to talk about they give us both brick-and-mortar and e-commerce data and so I pulled right before a show I pulled their data for the historical averages of November and December and so for the 27 years before covid-19. November and December sales grew, 3.8 5% per year so that's brick-and-mortar that's not related to the number you gave it all so average retail growth in that States of America / the US Department of Commerce in November and December three point eight five percent so and then I remind people the three covid years 20 21 and 22. [25:45] Were the greatest three years in the history of retail right because we didn't let anyone spend any money on travel and we mailed 10 trillion dollars to every man woman and child in America, to spend and so via the US Department of Commerce data 2020 Drew 9.2 percent. [26:04] 20:21 Drew 12.5 percent in 2020 to grew 5.4% so three straight years of, way over the historical average growth right and then using that same methodology they US Department of Commerce reports internet sales I'm way more skeptical of their internet sales because of the methodology in the way they Define it but just to put it in perspective. [26:32] For the 27 years before covid they have e-commerce growing eleven point two five percent a year and so then 2020 when everyone was locked in the house and not going to retail we had this monster year e-commerce group 35% in November and December from their data and then the following year because there was sort of a rebound and a return into two brick-and-mortar sales e-commerce sales were actually lower than the industry average so 2021 they had sales at 10.5% so a little bit off of the historical average and then last year they were the softest of all they were seven point six eight percent which is the slowest e-commerce growth in Holiday in the last 30 years so that's just kind of an interesting context right so the orders of magnitude are all right you had nine percent growth last year they had seven point six percent growth they don't forecast of course and so then I start looking at the forecast and a big forecast that comes out every year we're all friends of the NRF here and there in RF members the NRF just did their holiday forecast their forecasting brick-and-mortar growing three to four percent so. [27:45] Pretty much in line with that historical average that's a deceleration from last year which was 5.4% and they're forecasting internet sales of 7.9 percent so they're kind of perfectly splitting the difference between the US Department of Commerce and Salesforce for whatever that's worth by pretty pretty broad range and so that just kind of passes my quick sanity check Deloitte also does a forecast now deloitte's forecast is a different time range they consider holiday November to January and they're forecasting brick-and-mortar 3.5 to four point six percent so a little more optimistic and they're forecasting e-commerce at ten point three to twelve point eight percent so again a little more optimistic and then Bain did a forecast this year and they have three percent brick-and-mortar so I just wanted to throw that out there that most people are expecting this kind of three to four percent brick-and-mortar growth and this kind of we'll call it eight to eleven percent e-commerce growth. Rob: [28:51] Yeah and I would say given what you just talked about. Others a bit more bullish on the e-commerce growth than we are but I think directionally both brick and mortar and e-commerce are telling a very similar story which is e-commerce is still alive and kicking but it now has to be looked at in the context of brick and mortar and I think there's a lot of factors in that that actually will make the reporting moving forward even more difficult it is making it difficult and Jason you and I have talked about this before it's just the attribution models because it's not just about last-click anymore especially as people might you know in many cases go online and then go into the store where's that last click and how is that I'd be factored so everything from. [29:38] What we had anticipated in seeing around, you know 60% of digital sales now influenced by the physical store because the associate is driving demand through, customer service or client telling or social media or they're fulfilling Demand with being able to, you know pick pack and ship and online order. Or what's happening in digital as well in terms of people buying online and then picking up in or around the store so I think what is super interesting. In addition to what you said is how these metrics might evolve over time because it will depend a lot on, by retailer who's getting the credit and I know that's something that's been talked about for quite some time but literally how to is it how is it being accounted for and what does that do to how their reporting the numbers. Jason: [30:33] Yeah couldn't agree more and just 11 sort of example to illustrate that 11 kind of category that sold almost no meaningful volume online before the pandemic was grocery right second biggest category of consumer spending but none of it was online before the pandemic now depending on how you count ten to twelve percent of its online and guess what it all gets attributed as store sales right because it all it's all bananas that are getting delivered from a store and you know so 100% of instacart sales look like store sales to the retailer. And so it like I agree with you it's just it's just getting more and more convoluted. Rob: [31:14] Yeah well it's an interesting point around grocery you know our data showed in 2020 and most of 2021 we saw Triple digit growth year over year because of what you just talked about you just wouldn't ordinarily or historically by groceries online what drove a lot of that and what I think will drive Behavior moving forward is in 2020 we saw a 40-percent increase of net new. Digital Shoppers so these are people that hang out online but they wouldn't click the buy button and so a lot of those people now want to go back into the store but they're using digital they're using their phone in particular to really be that connective tissue. Scot: [31:55] What's a continue to peel the onion here you hit on this a little bit but tell us more about what you think is coming up in the 2023 cyber week for example if I recall last year Cyber Monday was the biggest e-commerce Day Ever set, is that did you guys agree with that or what's a my misremembering. Rob: [32:14] Yeah yeah so we actually have seen Black Friday actually. Bust up to the largest I know that's kind of hard to how others have looked at it but they're both really strong and we anticipate that being the case again again though we are seeing a bit of smoothing out of demand throughout the seven days. [32:36] Particularly on phones and I guess that's not a big butt when we weren't traveling we saw the Resurgence of you know iPads and tablets and actual regular computers especially when you get nice groovy one Scott like you did just recently but anyways I am getting distracted here by your awesome new computer but. What we are now seeing though is I move back to mobile and what we saw also during Thanksgiving a really strong traffic particularly local times between 4:00 and 8:00 if you think about it that's essentially when people are finishing their Thanksgiving Neil and they need a little break there sitting on their couch and they pull out their phone and so we're seeing a lot of traffic. Via Mobile and social as well by the way we are anticipating and we predicted this going back in June that we're going to see. Traffic via social be at a 10 times higher rate. Than traditional marketing so there's a lot of budget being pushed towards that media and we're seeing. [33:49] A lot of success there now they're still a bit of a gap in terms of conversion rate through that channel but again if you connect the dots mobile. And social happening over cyber week in particular on Thanksgiving it's going to be really strong and we're seeing again retailers lean into that. Scot: [34:10] So Black Friday was bigger growth last year or bigger absolute dollars or both. Rob: [34:18] For us it was biggest absolute dollars the growth was essentially spot-on for both Cyber Monday and Black Friday. Scot: [34:28] Jason and I'm assuming that did other people say it was Cyber Monday or it was at all. Jason: [34:32] Yeah they're they're different different folks had that different Peak yeah so but. Scot: [34:39] Controversy in e-commerce I love it. Jason: [34:41] Yeah controversy and they're getting closer together like they're worth in the early days. E-commerce Cyber Monday was a giant Tower and no one had internet access on Black Friday like that that could really is no longer the case. Scot: [34:55] Yeah well rip Cyber Monday cool I don't have any follow-ups Jason's Europe. Jason: [35:03] Awesome so. I want to jump into one of the other topics you introduced a little earlier so far we've been mostly topping up talking about Top Line which is a kind of easy way to think about this and it's you know it's a it's a kind of easy way to get your brain around it, at the end of the day retailers care a lot more about bottom line and a huge impact on holiday bottom of line is how aggressively in deeply folks have to Discount in order to achieve those sales so, are you guys like what do you forecast I don't know if you have a formal forecast for discounts but what what should people expect from discounting this year versus last year and what what are the trends there. Rob: [35:46] Yeah yeah yeah this is good because I missed a point before that I want to make as a relates to Discount and so this will give me a good opportunity to bring that up but still has to go right at that Jason we're forecasting on average a. Thirty percent discount rate throughout cyber week and again to put that in perspective it was 20% here in the US during the October event for. Prime big deal days again we look at the entire industry not just Amazon as a relates to that and so we're seeing a much more aggressive, discount rate now it's going to differ obviously by different segments you're not seeing as high in luxury as an example we do anticipate for tour toys and a consumer electronics which have been a bit of a softer category over the last 12 months again especially because because of the high Baseline they had because of the growth over 2020 2021 but we're also seeing and this goes back to the pulling forward of demand. Is more and more retailers are providing. [36:55] Black Friday deals throughout the course of November and. What's different in the past was it was fairly opaque in terms of we're giving you deals but we're not really sure those are going to be the best deals right and though we're seeing now much more transparency there's one major retailer that I'm sure you can guess who's doing Black Friday deals throughout the course of November and they are guaranteeing price matches. If for some reason they do go lower and they are also offering buy now pay later so you can commit to getting the product so you don't miss out on it but you can then pay over time and so what really came to life for me in this topic was we were doing a round table. [37:47] In Toronto in June and one of the attendees and she talked about this again at dreamforce in. September so I feel comfortable talking about it is a digital executive from Desi mm which is a cool health and cosmetics and Beauty brand that also has two other brands one called the ordinary and they have something that they've been doing for quite some time calling it, slow vember and their whole point is don't cause any urgency but rather. Make it a more relaxed buying experience and their point is throughout the course of all of November we're going to provide the same exact discount no matter when. And if you buy it and so we're seeing that a bit more and more some of it is coming by way of. [38:38] Early Access or exclusivity but also again extending and providing visibility, part of it is again trying to create that confidence that you're getting the best and final deal and also by the way you talk about the bottom line Jason. Is trying to reduce the Deluge of returns that often happen a lot of retailers. Are changing 88 percent according to our research are changing their returns policies and that's going to be a. Big risk and what and how that impacts holiday purchases this year. Jason: [39:13] Yeah you know it's funny there's so many moving Parts it's so complicated you think about like what a big impact inflation had on last holiday and you know good news like it seems like inflation is going to be lower this holiday. Consumer was in a better economic position last year than it seems like they're getting their sure we're seeing credit and defaults and things like that start start to creep up so there's there's just all these moving Parts but one thing I think a lot of people lose sight of is in the last three years predominately driven by the pandemic every retailer has completely reinvented their supply chain and their demand forecasting and I would argue everybody's way better at it now and they have way more agile Supply chains and there they're they're a lot more accurate with their level of inventory which means. They're more confident they're going to sell through their inventory and that changes their discount strategy like they're just all these moving parts that make it really hard to compare your over year when you know. Preview point the last three years sometimes we didn't have anything to sell and then the next year we had two years worth of stuff to say so. Rob: [40:24] I was just talking about that with an executive just earlier today and how retailers have gotten as you said better at demand forecasting. Better at Inventory management and I joke sometimes although I'm only half joking that supply chain has really come to the front office it's like really part of the customer experience at this point and has such an opportunity, to either negatively impact our hopefully positively impact. The customer experience especially when you're you know trying to find product after the shipping cut off window we're anticipating once again a huge uptick for those that have the ability for Consumer to buy online and. Pick it up in and around the store after. [41:06] The ship and cut off window we're seeing seven times higher growth rate for those that have that capability because essentially you're kind of shutting down your online doors if you cannot. Fulfill those orders after the fact and so but that requires to your point Jason like a lot of tuning. Around supply chain order management inventory oh and by the way store associates as well we have to. You know planned for that extra time that they'll have to take to fulfill that order will have to provide the right incentives and will have to give them the tools as well and I think retailers have gotten better at it. I don't think anybody's fully cracked the code but going back to your bottom line point last year for us the holiday theme was profitability and that doesn't go away I think people have gotten meaning retailers have gotten better at it but certainly always opportunity so I'm glad you called that out. Jason: [42:02] Yeah I like to say profit is cool again. Rob: [42:04] Providence cool again yeah. Jason: [42:06] The if you take nothing else away from this episode profit is cool. The the way it's funny like I joke about this but it's kind of serious when I started my career the the VP of supply chain probably started his career as a truck driver and and today that VP of supply chain like probably has a PHD in data science um so it's a that that occupation has dramatically changed the one other follow-up question. One of the cool things about your data set versus some of these other ones I look at is. You guys have real-time access to the data so as we record this we're eight days into November have you seen anything interesting or there any patterns that have stood out it you does it make you more confident in your forecast or in anything that's interesting for listeners to know. Rob: [43:01] Yeah we did look at the first couple days of November and also of course looked at October it's pretty consistent with what we saw, in Q3 in the US we're basically flat in terms of growth however traffic is up so traffic is up four percent. Orders are slightly down what we've seen which I think again is a very nice leading indicator is, product view rates have increased by 5% and add to cart month-over-month so September to October plus a little bit of November we've seen a slight uptick as well so what that's telling us is people are interested. They're doing their research. They're looking for the best deals they're understanding where the inventory is available and so that they're ready to make the move when they feel like they're getting the best and most value. Scot: [43:58] Cool so it sounds like if traffic's up in orders are down a lot of Tire kick in and kind of prepping and watching and making your list and you know could be the start of discount chicken 2.0 will see. Rob: [44:10] There you go exactly 2.0 I'm using that Scott I'm grabbing that I hope that's okay. Scot: [44:14] Discount chicken the chickens Strike Back. Rob: [44:18] Well and also I mean you talked about kick the tires so I think it's a good opportunity for a promo for spiffy at this point too so don't forget to get your gift cards as well right. Scot: [44:28] Yeah yeah we will be running some promos thanks. Jason: [44:30] And if you do kick your tires Scott can come to your house and replace them for you. Rob: [44:34] Exactly. Scot: [44:36] And shop for the new shoes online. Rob: [44:38] There you go I think there's a mash up there there's going to be spiffy and a DDOS coming together for anyways I don't know we'll leave that to the markers. Scot: [44:48] That's a good segue into my question in the predictions on category so I remember last year you guys had some interesting data on that does your prediction. Kind of data science get down into the category slicing of things or that's going to be more in the rearview. Rob: [45:06] Yeah no we certainly look at that we do it obviously based on what we've seen historically we're anticipating for the holiday. Active apparel active Footwear Health and Beauty being really strong so. You know we talk about the big number because that gets the headline in terms of essentially flat growth but we had tisza Pate some nice growth in those areas it's going to be a challenging partly because of comping as a relates to toys and gaming and consumer electronics if you think about that's just macro trend. People are looking for Comfort part of it is coming out of covid and maybe not all of us getting back into three piece suits but also when you feel a little bit of economic uncertainty I was listening to some Financial show. [46:02] While I was traveling over the last couple weeks and somebody put it as kind of the household PL or the household balance sheet you know when you're looking at that in your making choices you're taking more control of your finances which is happening people often migrate not only obviously to value, and safety they're looking at comfort and so there's something to be said for comfort and shoes and Footwear comfort, in apparel and almost the openness to be a bit more comfortable both in Social and in work situation so what are anticipating like I said active apparel active Footwear Health and Beauty being really strong luxury as well don't sleep on luxury they've been the most resilient category. In the pandemic and coming out of the pandemic and so that end of the market has held really well we're seeing a little bit. Of softness and what I'll call the aspirational luxury but as a whole that category is looking really strong and we anticipate it looking pretty strong, during the holiday as well. Scot: [47:12] Yeah this is old school but I remember a channel advisor going through 08-09 we were always shocked that luxury you know it's like the world is falling apart around us and people are like oh yeah I'll get a get a 400 dog and back it's gone. That part of the market just doesn't care that they're immune to those things I guess. Rob: [47:30] They're pretty resilient. Yeah I mean one other thing I'll throw in there just because I'm talking about it more and more with customers as we think about the holiday more as a. I think Bellwether to what will anticipate next year over the course and this is a global number but over the course of holiday were anticipating 194 billion dollars of online sales being influenced by a. Sorry are you thought you were going to get through this whole I know should I have not done that I'm sorry because you definitely that's on your bingo sheet. Jason: [48:07] Now I have to check the there's a I in this episode flag on iTunes. Rob: [48:11] Exactly well might get some more traffic that way so who knows but we find that super interesting most of it I want to like temper that. A lot because people are getting really excited about that headline is most of it will be from predictive a I like product recommendations which we've been doing for quite some time we're starting to see some early adoption of generative AI whether that's in email marketing with subject lines or body copy for that Saint product detail page with product descriptions or in service super interesting wood Gucci is doing and what they call a Gucci 9 their service center and teeing up responses for their agent to make them more efficient and allow them to scale but also stay on brand and so we'll see that a bit more but again a vast majority like I said it's around globally sixteen Seventeen percent of all sales will be influenced by AI this holiday. Jason: [49:06] That interesting so Rob we're almost out of time but I want to throw a super meaty 12 you for for a final question Scott was making fun of me but I am super interested in these Chinese brands that are capturing attention and share in the u.s. right and in particular that's that's Tim ooh which is has more traffic than Target more sales than Ed see in the United States Xi'an is the largest apparel reseller in the United States and then to a lesser extent Tick-Tock which has the vast majority of consumers attention in the United States and is now trying to sell stuff to people. What super interesting is it's not obvious those guys are all growing at Breakneck Pace much faster than your your nine percent growth number it's not obvious if or who they're taking share from so I'm curious of you if you have any POV it kind of seems like there they're inventing new demand or at the very least they're taking sure from brick-and-mortar it does not appear they're taking sure from the Amazons of the world. Rob: [50:09] Yeah that's awesome I'm glad you're addressing this I've just spent a couple weeks. In Europe I was in four different cities so talking to a lot of luxury Brands talking to a lot of traditional brick and mortars, and this is an area one of the executives put out Tech intermediary and I told him I would steal that and here you go I'm stealing it. Because I would say those that you just categorized are really wedging themselves in between the demand and the supply and they're creating a whole new platform where. It was just an originally with Tik-Tok and others about inspiration and now it's about purchase and so you know what we're seeing in Jason you and I have talked about this got 20 degree as well this idea of embedded Commerce or shopping at the edge. Where the buy button is being pushed up through the funnel on these delivery platforms again these Tech intermediaries I mean if you think about it they're almost like. The next generation of the shopping mall the shopping mall is created because of access because the highway here in the states and it created a place for people to hang out for people to get some food for people to shop. [51:16] People to socialize and because of that hey they could have tenants who that would then pay rent and sell stuff right and it's not dissimilar to what these Tech into mediators are doing in that they're monetizing their traffic I think they're coming after, the brick-and-mortar to a degree they're all so I wouldn't say creating more demand but fraying some of the man from. The brand sites because the brands are showing up there and so I would say there. [51:52] A little bit creating more demand but more than that they're kind of defraying the demand we've seen is. A high degree of growth thirty percent over the last couple of years of growth on these third-party intermediaries that we're talking about and they are taking from other platforms. Jason: [52:14] Interesting I don't know what the real answer is but I do know it's super interesting and important to pay attention to so I'm glad we brought it up but Rob that is going to have to be where we leave it because we have used up all of our allotted time I'm going to make sure to put a link to the Salesforce holiday dashboard in the show notes and super grateful for you taking at time and I hope you have a great Thanksgiving and we're looking forward to talking with you right after Cyber Monday. Rob: [52:45] Thanks Jason Banks got ya looking for doing a short couple weeks looking forward to talking to you then. Scot: [52:50] You robbed remind listeners where they can find your pontification xand and do they just Google the the index to find your daily things or like is there a quick URL that you guys have that. Rob: [53:04] Yeah you know to be honest with you the best way to is go to Google and put in shopping index Salesforce and you'll get to our holiday insights Hub so it not only has the dashboards but has all of the blog's were writing and all of the up-to-date analysis. Scot: [53:20] Cool well thanks we really appreciate you taking time out of your busy schedule to deliver this delicious holiday sandwich for our for Jason I in our listeners. Jason: [53:31] All right you guys be well and until next time happy commercing!
I know WHOOOoooooOooOOOOooooOo did it! So says a ghost when testifying in court. And it turns out there are a couple of historically relevant events of GHOST TESTIMONY in criminal cases that could be considered the FIRST, so you know the Debut Buddies gotta talk about them! We discuss the Greenbriar Ghost and Rebecca Cornell of Portsmouth, RI and the cases those ghosts altered FROM BEYOND THE GRAVE! Plus, we play I See What You Did There, and get into a Bugguard/Mouthguard/MouthGarf Report! Have a comment? Want to share some whimsy? Have a First for us? Maybe you want to be a guest on the show? Email us at debutbuddies@gmail.comListen to Kelly and Chelsea's awesome horror movie podcast, Never Show the Monster. ("Grr... don't show me." - The Monster)Get some sci-fi from Spaceboy Books.Get down with Michael J. O'Connor's music!Next time: Kelly's First Mothman Festival
We're talking Mondays. We're talking lasagna. We're talking annoying dogs and bumbling owners. We're talking Lyman -- wait what? Join us as we dive into the Garfield deep lore (and learn to make a Garf of our very own). Want to join the chat for future Bonus Episodes? Head to patreon.com/overduepod Our theme music was composed by Nick Lerangis. Advertise on OverdueSee omnystudio.com/listener for privacy information.
Back in 1958, Robert Rauschenberg erased a De Kooning. Sometime since 1964, an Angry Girlfriend vandalized an Amazing Spider-Man #14. In 2023, we're assaulting your ears... On this episode, we discuss the First Artwork to Increase in Value After Being Vandalized. Was it "Erased de Kooning Drawing"? Was it the Angry Girlfriend Variant? What is vandalism? What is art? Oh... we get into it! Plus, we play I See What You Did There!Learn about some vandalized art: https://www.artnews.com/list/art-news/news/art-vandalism-mona-lisa-van-gogh-famous-artworks-1234647552/Have a First for us? Or maybe a cloaca? Just wanna try to convince Kelly to play a video game? Email us at debutbuddies@gmail.comListen to Kelly and Chelsea's awesome horror movie podcast, Never Show the Monster.Get some sci-fi from Spaceboy Books.Get down with Michael J. O'Connor's music!Next time: First Book of the Bible... Genesis.
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The Video Nasties A-Z With Death By DVD continue and boy is this a NASTY one! Snuff & SS Experiment Camp, discussed on this episode : SNUFF (1975) Directors : Michael Findlay, Simon Nuchtern, Horacio FredrikssonA so-called "snuff" film involving the exploits of a cult leader leading a gang of bikers in a series of supposedly real killings on film.SS EXPERIMENT CAMP (1976)Director : Sergio GarroneSS Experiment Camp is a 1976 Nazi exploitation film directed by Sergio Garrone. The plot concerns non-consensual sexual experimenting with female prisoners of a concentration camp run by Colonel Von Kleiben, a Nazi officer who needs a testicle transplant after being castrated by a Russian girlBe sure to hear ALL the Video Nasty A-Z With Death By DVD episodes! Click here to see them all Would you like to WATCH this episode? That's right, you can now WATCH Death by DVD, as well as get early access to episodes, behind the scenes content + more! Become a Patron NOW to the official patreon of DEATH BY DVD to watch this entire episode https://www.patreon.com/deathbydvdsubscribe today for updates on new episodes, merch discounts and more at www.deathbydvd.comHEY, while you're still here.. have you heard...DEATH BY DVD PRESENTS : WHO SHOT HANK? The first of its kind (On this show, at least) an all original narrative audio drama exploring the murder of this shows very host, HANK THE WORLDS GREATEST! Explore WHO SHOT HANK, starting with the MURDER! A Death By DVD New Year Mystery WHO SHOT HANK : PART ONE WHO SHOT HANK : PART TWO WHO SHOT HANK : PART THREE WHO SHOT HANK : PART FOUR WHO SHOT HANK PART 5 : THE BEGINNING OF THE END WHO SHOT HANK PART 6 THE FINALE : EXEUNT OMNES
It's monkey madness on this fresh from the grave installment of the Video Nasties A-Z With Death By DVD! We've got Night Of The Bloody Apes & Night Of The Demon on this episode. Heads roll, hearts beat, dicks get ripped right the fuck off! It's a bloody good time you won't want to miss. Hear it now! Be sure to hear ALL the Video Nasty A-Z With Death By DVD episodes! Click here to see them all Would you like to WATCH this episode? That's right, you can now WATCH Death by DVD, as well as get early access to episodes, behind the scenes content + more! Become a Patron NOW to the official patreon of DEATH BY DVD to watch this entire epsidode https://www.patreon.com/deathbydvdsubscribe today for updates on new episodes, merch discounts and more at www.deathbydvd.comHEY, while you're still here.. have you heard...DEATH BY DVD PRESENTS : WHO SHOT HANK? The first of its kind (On this show, at least) an all original narrative audio drama exploring the murder of this shows very host, HANK THE WORLDS GREATEST! Explore WHO SHOT HANK, starting with the MURDER! A Death By DVD New Year Mystery WHO SHOT HANK : PART ONE WHO SHOT HANK : PART TWO WHO SHOT HANK : PART THREE WHO SHOT HANK : PART FOUR WHO SHOT HANK PART 5 : THE BEGINNING OF THE END WHO SHOT HANK PART 6 THE FINALE : EXEUNT OMNES
Welcome to the Video Nasties A-Z with Death By DVD. This is where we two by two in alphabetical order discuss each and every Video Nasty and why the movies were banned in the UK. On this episode we discuss MARDI GRAS MASSACRE & NIGHTMARES IN A DAMAGED BRAIN aka NIGHTMARES from 1981. Heads roll, hearts are hacked and there is even some sweet shotgun action even the children can appreciate! This episode has a little something for everyone. Whacked out slashers, moody mayhem and so much more. This is a Nasty episode you don't wanna miss, hear it now! Be sure to hear ALL the Video Nasty A-Z With Death By DVD episodes! Click here to see them all Would you like to WATCH this episode? That's right, you can now WATCH Death by DVD, as well as get early access to episodes, behind the scenes content + more! Become a Patron NOW to the official patreon of DEATH BY DVD to watch this entire epsidode https://www.patreon.com/deathbydvdsubscribe today for updates on new episodes, merch discounts and more at www.deathbydvd.comHEY, while you're still here.. have you heard...DEATH BY DVD PRESENTS : WHO SHOT HANK? The first of its kind (On this show, at least) an all original narrative audio drama exploring the murder of this shows very host, HANK THE WORLDS GREATEST! Explore WHO SHOT HANK, starting with the MURDER! A Death By DVD New Year Mystery WHO SHOT HANK : PART ONE WHO SHOT HANK : PART TWO WHO SHOT HANK : PART THREE WHO SHOT HANK : PART FOUR WHO SHOT HANK PART 5 : THE BEGINNING OF THE END WHO SHOT HANK PART 6 THE FINALE : EXEUNT OMNES
The Video Nasties A-Z With Death By DVD return! It has been a whole year since our last installment of the VIDEO NASTIES A-Z April 2 2022 was the last time we got nasty, a real sick episode Video Nasties A-Z With Death By DVD : Island Of Death & The Last House On The Left! NOW we pick up where we left off and kick the dust up with LOVE CAMP 7 & MADHOUSE because ya just can't keep a dead dog down. The classic era hosts of Death By DVD return to get NASTY. CATCH CATCH THE HORROR TAXI! Fall in love with a Video Nasty NOW on this fresh from the grave episode. Would you like to WATCH this episode? That's right, you can now WATCH Death by DVD, as well as get early access to episodes, behind the scenes content + more! Become a Patron NOW to the official patreon of DEATH BY DVD to watch this entire epsidode https://www.patreon.com/deathbydvdsubscribe today for updates on new episodes, merch discounts and more at www.deathbydvd.comHEY, while you're still here.. have you heard...DEATH BY DVD PRESENTS : WHO SHOT HANK? The first of its kind (On this show, at least) an all original narrative audio drama exploring the murder of this shows very host, HANK THE WORLDS GREATEST! Explore WHO SHOT HANK, starting with the MURDER! A Death By DVD New Year Mystery WHO SHOT HANK : PART ONE WHO SHOT HANK : PART TWO WHO SHOT HANK : PART THREE WHO SHOT HANK : PART FOUR WHO SHOT HANK PART 5 : THE BEGINNING OF THE END WHO SHOT HANK PART 6 THE FINALE : EXEUNT OMNES
Matt Garf comes onto the show to talk with Alex Kirry and Scott Mitchell about the Crimson Collective and what it means for NIL opportunities at the University of Utah. See omnystudio.com/listener for privacy information.
Uh oh. Where's Jon? Your host for today's episode was Christopher Winter. Today's featured music is a bunch of bullshit from Slughaus studios "Garf is on The Way." by Good for The Gander. Like it? Why not check out their Bandcamp page? Or you can submit your own Being Jim Davis theme music here. Are there fine Being Jim Davis-themed wares available for sale in the Pitch Drop Store? We'll never tell... Today's strip Become a Patron! Or visit these other fine internet URLs: BJD Homepage | BJD Twitter | BJD Facebook Page | Pitchdrop Network Homepage
Uh oh. Where's Jon? Your host for today's episode was Christopher Winter. Today's featured music is a bunch of bullshit from Slughaus studios "Garf is on The Way." by Good for The Gander. Like it? Why not check out their Bandcamp page? Or you can submit your own Being Jim Davis theme music here. Are there fine Being Jim Davis-themed wares available for sale in the Pitch Drop Store? We'll never tell... Today's strip Become a Patron! Or visit these other fine internet URLs: BJD Homepage | BJD Twitter | BJD Facebook Page | Pitchdrop Network Homepage
Where do brands have to evolve to meet customer expectations? In this conversation with Rob Garf, we discuss the possibilities along with shopping at the edge and what that means for omnichannel customer experience. With more than 25 years of global retail experience as a practitioner, industry analyst, strategy consultant, and software leader, Rob is no stranger to the industry, and the challenges retailers face. Rob is the VP and GM of Retail at Salesforce, and he currently leads retail strategy, product, and insight and advises senior executives globally on digital transformation. Rob is also a frequent industry speaker, a member of the NRF Digital Council, and chair of the retail customer advisory board. Listen in for Rob's thoughts on how the relationship between brands and consumers is changing. Show Highlights: How our relationship with shopping has changed If consumers feel pressure by constantly shopping The difference between micro-moments and shopping for large events How consumers do their own research before buying a product today Studio stores focus on storytelling rather than selling all their products in-store What is changing with customer loyalty Subscribe and Review We'd appreciate you subscribing to this podcast and leaving an Apple Podcasts review. Reviews help others discover and learn what Salesforce Commerce Cloud is all about. It only takes a second and helps us out a lot! Supporting Resources: Read the Blog Follow Rob on Twitter If you're interested in learning more about Salesforce Commerce Cloud, please check out our page: https://www.salesforce.com/ca/products/commerce-cloud/overview/. *** Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com. Let them know I sent you.
EP299 - Thanksgiving Week 2022 with Rob Garf of Salesforce A discussion of Thanksgiving Week 2022 from a retail perspective with Rob Garf, Vice President and General Manager, Retail at Salesforce. This is Robs' fourth time on the show, having previously been on episodes 110, 248, and 282. Thanksgiving week 2022 will go down as one of the most complicated holiday weeks on record. With covid impacts still in place, a global economic crisis, supply chain disruptions, labor shortages, new retailer discounting practices, and new consumer behaviors we have a lot to unpack. This episodes covers a wide range of topics around the most important shopping week of the year. We make liberal use of real-time data from Salesforce Shopping Insights HQ, which tracks how 1.5+ billion consumers are shaping shopping trends. You can see a real-time holiday dashboard, powered by Tableau so you can interact with the data yourself on the Salesforce Holiday Insights page. Episode 299 of the Jason & Scot show was recorded on Tuesday November 29th, 2022. http://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. Transcript Jason: [0:23] Welcome to the Jason and Scot show this is episode 299 being recorded on Tuesday November 29th 2022 the day after Cyber Monday I'm your host Jason retailgeek Goldberg and as usual I'm here with your co-host Scot Wingo. Scot: [0:41] Hey Jason and welcome back Jason and Scot show listeners Jason it wouldn't be a delicious turkey five if we didn't have our regular holiday guests robbed our van Rob is the vice president and general manager I think it's total maybe longer than yours a retail at Salesforce let's see those two forces that's like eight words so you need to get to work this is Rob's fourth appearance on the Jason Scott show he was here for episode 1 10 to 40 9282 and back for number four here and episode 299 Rob welcome back. Rob: [1:15] Gentlemen it is such a pleasure to join you today I can't wait to talk about cyber week. Jason: [1:21] It wouldn't be a several week if we weren't talking to you Rob and as a I feel like a special bonus for me two of the three people on this podcast have received a 10 out of 10 rating from room Raider. Rob: [1:33] Hmm who Could That Be Well I know you did it because you have a sweet pillow that shows it off. Jason: [1:39] And I think I feel like you got up before me. Rob: [1:42] I think so you know I gotta tell a really funny story quickly if I can I was doing early on in the pandemic a webinar I think it was probably with. Business Insider and they brought like a staging expert online and I thought I had the best background I had like a. Something like my wife got me for my 40th birthday long time ago by the way I like 1910 or 1920 National Cash Register in the background I felt all good about that and she totally. Blew up my room and thankfully she did cuz I turned out on top with a 10/10. [2:18] I know I probably shouldn't have given that away but I felt pretty cool about it. Scot: [2:21] Jason had a team of 10 people at publicist set his up so don't don't don't listen to him. Rob: [2:26] Either and he probably gets like product placement dollars as well as a influencer for all the cool things he has in the. Scot: [2:33] And they came in from France. Jason: [2:34] And side note on that the jury is out on whether giant marketing holding companies can actually help your sales but they can for sure help you win Awards. Rob: [2:43] Congratulations. Scot: [2:46] Well Rob weird. Rob: [2:47] Scot the trifecta anyways we digress. Scot: [2:49] Well yes some of us I guess my day job I'm like I don't know not really working on my room. Rob: [2:55] Actually you are about to say you're actually working or aren't ya. Scot: [2:59] Well yeah the so in case even though this is your fourth time around let's there's definitely we always pick up millions of new listeners so let's if you could recap the data that you guys have at Salesforce where it comes from and then you know we're recording this the day after Cyber Monday you've got some hot delicious fresh data will jump in after you kind of give the high-level overview in case people aren't aware. Rob: [3:25] I can't wait I'm loving it we've been swimming through this data for a better part of the we can't wait to share it with your crowd your audience yeah so by way of introduction again Rob Garf here. With Salesforce I came to Salesforce by way of the demandware acquisition which is about. Six years ago I spent five years prior at demandware on the GM for retail what that means is I oversee our product. And solution strategy along with our industry insights team and that's what gives me the great pleasure of talking cyber week and actually providing insights and intelligence for our customers all year long and the way we do that is all the data that flows through the platform we bubble that up we obviously strip out all pii data. And in its aggregate form billions of billions Shoppers it gives us an amazing read and pulse on the industry and we publish at throughout cyber week on our shopping insights HQ it's an interactive dashboard, built on Tableau and it really allows our customers the broader industry to understand what's going on in digital and be able to Benchmark themselves. Scot: [4:32] Frequent thanks for that summary so let's start with the kind of the elephant in the room I get this question and Jason does a lot as well you know I'm a CNBC junkie and all they talk about is inflation and recession so so anything kind of in the macroeconomics showing up in the data that you've seen. Rob: [4:51] Yeah absolutely and I think it's important to understand this holiday while the global numbers look really promising much of that if not all of that growth was concentrated. In the u.s. there's a bunch of headwinds happening for various reasons across Europe and UK along with Australian and Zealand but the US consumer who was really happy this. Cyber week and we'll talk about the data but yeah in terms of inflation are shopping index which the shopping insights ahq is built off of, has been showing an average selling price increase for the last seven quarters and that's been pretty steady and so, that's definitely played a key role in this holiday season in that much if not all of the growth that we're seeing, is driven by increased pricing not necessarily people buying more, product and I think that's a really important distinction now what I will say and I'm happy to say this in the first time we're seeing a leveling off of that inflation globally over cyber week it was only I say only a three percent increase which is promising as we're looking forward to the new year. Scot: [6:02] Yeah I think it's Cressida at least the macroeconomic around 10% so so 3 is 3 is a pretty good. Rob: [6:09] Yeah exactly it's promising. Scot: [6:12] And then that ASP increase is, does that account for mix shift so like you know if people buy more luxury goods than our and then another segment goes value could that factor into that ASP or you normalize for that in some way. Rob: [6:27] We normalize for that because to your point obviously average order value for luxury versus value segments are going to be different but we really normalize that look at it across the board, and so it's taking into account of the various factors based on segments. Jason: [6:44] Yeah and as the resident Debbie Downer it's. We always want to have simple sound bites to describe this weekend like all of these Trends to me are super complicated because you just highlighted the, conflicting Trend that like we have inflation goods are costing more / we're probably going to talk about discounting later to help Goose holiday sales which of course brings prices down and when people are nervous about the economy they shift to more needs which have higher inflation than the wants and it seems when you really dive into it it's really complicated kind of inflation seems different on online versus offline and category by category. Rob: [7:25] Yeah it is complex you're right there's not a single kind of soundbite answer although if we stay on long enough I'm sure I'll come up with one or two. But you know you're right in terms of the discount right so if I dive into that for a sec Jason to put a little color around it we saw for the week in the US there was a 30%. Average discount rate globally it was twenty-seven percent and we can talk about how that looks your rear and how it looked, compared to 2019 but even with those large discounts and by the way those are large discounts compared to any normal day. During the year we're looking at 15 16 percent discount rate so it's you know in the double of what we typically see, the reality is the reality is people are still paying more for a particular product than they were two years ago so people are feeling really good obviously that average is 30 in the us but we all saw over the last couple days, 40% 50% even yesterday 60% in the massive amount of emails that I got trying to push and really. Incentivize people to actually click the buy button so my point here though is even with these high discount rates people are still spending more for a particular product than they did a couple of years ago. Jason: [8:42] Yeah I like to say 40% off is the new 30% off for this holiday. Rob: [8:48] Yeah I mean my father was in retail growing up so we would get discounts at the various apparel and Footwear companies he worked for and he always would joke that my mother would save us so much money we're going to go broke. Jason: [8:58] I love that we might come back to this counting but I do want to zoom out for just a second. Traditionally Black Friday is the official heart start of the holiday shopping season here in the u.s. is that even true anymore. Rob: [9:15] Well certainly retailers don't want that to be true they want it obviously to be pulled earlier and earlier in the season and that's another story line that we've seen here you know we actually saw a little bit. Of holiday happen over the summer don't forget and I know you two wouldn't of Amazon Prime day or the first Amazon Prime day and for those retailers not named, Amazon we saw a 21% year over year increase looking at the second week of July compared to the second week of July two thousand twenty one so there was a little bit, very little pull forward and then of course people getting retailers Brad's wanted to take advantage of the halo effect of the second. [9:56] Prime day that happened in October and once again we saw a little bit of a bump interestingly enough some of the larger retailers front ended that with Weekend sales and that pulled a lot of growth during that time you know the weekend before Prime day in October, but the reality Jason after a couple years of spreading out of that demand earlier earlier for various reasons which we can talk about, there was so much of a concentration that happened, over cyber week meaning and based on our data the pulling forward of the couple of percentage points to earlier, in November really we're taking back, this year and were put back in cyber week and it all came down to discounts it all came down to Consumers being really patient. Not seeing what they liked in terms of the lackluster deals and waiting for. Cyber week which really contributed some very positive growth particularly in the US. Jason: [10:57] Yeah it's super interesting because as you pointed out Amazon added a second sale day which I think they technically don't call Prime day right is like Prime Early Access today. Rob: [11:05] Right right right get behind the Velvet Rope and be able to get some early deals. Jason: [11:09] Exactly and Walmart Target and others all counter programmed against that with big sales but it cut it kind of feels like all that got defeated by the fact that consumers are well aware that the discounts are going to be deep this year and it almost seems like they may have decided to wait for deeper discounts. Rob: [11:29] Yeah yeah we call this and I've said it before on the show but I gotta do it right it's an annual tradition, discount chicken right the idea that retailers go into the holiday season with a really well thought out. Plan for the promotional calendar and by the first weekend they typically rip it up and call inaudible. And really try to chase the deals and you know that's what happened this year contrary or in contrast to last year if you remember I know you do gentlemen. Because you track this closer than anyone you know their inventory inventory scarcity issues there was high demand so retailers didn't feel compelled to Discount they didn't we saw the lowest discount rates. In recent history last year and so retailers thought that the consumer was reprogrammed reconditioned and they would buy earlier the problem was, the Retailer's didn't come to the table with the biggest discounts again discount chicken the consumers are going to wait it out and wait for that. [12:29] Best deal and finally the retailers came to the table during cyber week and the consumers answered, in kind you know again last year was probably the first year that retailers won the game of discount chicken this year consumers you know, fought with their leverage and wait and they ended up winning and got some really good deals again 30 percent discount rate in the US over the course of. Thanksgiving it really peaked at Black Friday with 31 percent in the US so they really finally came to the table. Scot: [13:04] Wow, you know we were reading all about last year all those cargo ships were sending off the coast of Long Beach where it is and then you know I've heard a lot of retailers in their commentary talk about being overstocked, do you think do you think that played a role in these big discounts is just retailers or just kind of we got a really clear the shelves out kind of thing. Rob: [13:27] Absolutely absolutely both in the store and in warehouse space they got spooked a little bit right in terms of, them waiting it out didn't quite work and so the Retailer's really had to step up Scott to your point they don't want to go into the new year with too much inventory they really needed a free up both inventory and cash now of course they did that. At the feet of margin right because you see I don't care how great your margin is alright some probably are that great particularly in the luxury segment but 50 60 70 percent discount or you know I saw some it was 50% oh and by the way we'll give you an extra ten percent just to make it sound like they weren't really giving away everything but the reality is. Really margin took a hit because of the deeper discounts that retailers just had to do and to your point they have to free up both the inventory the Shelf space and the cash. Jason: [14:26] Yeah I think even Makin where's I've had a number of clients come to me and say hey we've got too much inventory but even worse it's the wrong inventory that like a lot of that stuff that we ordered for mid-year all the Home Improvement and outdoor furniture stuff that they were trying to get four last year is all in stock now and so what even further incentive fising retailers to discount. Rob: [14:52] Yeah yeah and I give credit to some of the big box players who took a hit over the summer recognizing they tear Point Jason had the wrong inventory and they did something about it they tried to clear it out earlier they were public about it and they took a hit but I think they're going to come back strong you know it's interesting I was a, analysts back in the day and one of our Focus was on supply chain and Mr research was known for supply chain got acquired by Gartner for their supply chain and industries practice, and you know always tracked the gentleman how Lee who came up with the bullwhip effect the idea that, you know any shock in the supply chain will just have this ripple effect that could last, quite some time I got it conceptually heard some examples of it but we've been living that over the last couple of years you know going from inventory scarcity buyers getting really excited thinking of the demand would really. [15:47] Keep steady and then when finally dear points got it came through the port of LA got through the domestic supply chain it was the wrong product or enough people had bought, you know a new monitor or TV or a desk or some cool background to get you know 10 out of 10 on rumerator and the demand wasn't there anymore so you're right I mean some of the things, in terms of replenishable products sure they have a long shelf life they have a long turn but some don't they have an expiration date and retailers are struggling with that and certainly, coming back around it is driving the discount strategy it's not over either will continue to see probably not the same heightened levels but now that we have an extended holiday season because, of create a fulfillment options will see some more discounts it's not the end of it. Scot: [16:34] Yeah that that's a good segue into kind of talking about the shape of the holiday so last year sounds like you saw the data we started a bit earlier and maybe maybe we kind of ended around after the turkey five or kind of came off a cliff there seems like this year consumers waited they won discount chicken and then we've had a robust turkey five maybe walk us through the days we've talked a little bit about Black Friday Cyber Monday anything else you want to hit there and then what do you think happens kind of post. Rob: [17:07] Yeah absolutely to round it out actually and just give that perspective for the entire shape as you talked about the anatomy of the Season as a bunch of my customers talk about. Um there are some kind of pretty nervous people in the industry coming out of the first two weeks of November the last two weeks of October and the first two weeks, of November you know sales kind of words Riri we saw a negative seven percent during that time again little bit of a spike the first. Week in October because of prime day and then it really leveled off quite dramatically 27 percent decline, globally and so we're really worried is this a trend is this going to continue in really what it told us is, that cyber week becomes back into Focus again people were willing to wait people are willing to be patient waiting for those deals you know what we saw for cyber week with again a higher concentration probably around 25 percent of all, digital sales will be when it's all said and done over the course of cyber week in the way we look at it sales force is, the Tuesday before American Thanksgiving through Cyber Monday so we put another two days and it just to make it a full week but we can slice and dice it anyway, you want especially on the dashboard via Tableau on our shopping insights. [18:30] HQ but for the overall cyber week for us we saw nine percent growth. [18:38] And for Global we saw two percent growth. That again as you can tell because of the global number largely buoyed By Us sales Black Friday really strong us we saw. 12% in the US and we saw. [18:57] 3.5 percent growth globally that's Black Friday Cyber Monday we saw eight percent growth in us and we saw four percent growth, globally so very strong what we also saw by the way is healthy traffic we even saw healthy traffic. Earlier in the season so what that told us is people were interested they showed intent to buy but they weren't given the right incentive to actually purchase so you know there's a demand there's. Need there's a want earlier in the season because of the traffic we saw that traffic stayed pretty steady both us and globally, throughout the week as well and obviously that turned into higher conversion rate because people are actually now buying. Scot: [19:47] Cool and then from your day to do you think Cyber Monday was the biggest day we've ever had is do you guys pontificate on them. Rob: [19:54] Yeah we do we do we actually saw a turn of the corner about 3 or 4 years ago where Black Friday. Digitally became the largest day and really what that was, primarily driven by many retailers were actually shuttering their doors both on Thanksgiving either part of or all of Black Friday and they were encouraging people to shop online that was a great altruistic message from a brand perspective but it was also great you know to actually give their Workforce some time off, as well and so n obviously Drive traffic towards digital while providing great deals, online the other piece to it that really helped drive that change was mobile. Really the huge increase in Mobile we saw a mobile traffic this year through the course of cyber week account for about seventy nine percent. [20:52] All traffic and so people were on the go it was more accessible. And they either did more of their shopping during Black Friday or actually what we started to see and it really came into Focus this year buying on the couch in the later days after Thanksgiving meal. In the u.s.a. people got sick of their family needed to digest a little watch football and they took out their phone you know they either got distracted or I don't know if you're a marketer inspired by something they saw on their phone and they started shopping so that's my long way saying we actually see Black Friday of a higher concentration a bigger, overall sales volume for online then Cyber Monday. Scot: [21:38] Interesting okay and then there used to be this big disparity between mobile traffic and sales so used to be if you had 80% traffic you could knock that in more than half or is that number closed into you guys track that. Rob: [21:50] We do we do yeah it hovers around 60% of orders and that has progressively gone up up until about. How long have we been, going through this pandemic up until a pandemic because what happened is people are actually at home they weren't visiting their friends and family they weren't as much on the go so they actually went to their computer during Thanksgiving you know for me I spent the last couple years out by my fire pit and, you know came in from the cold and went to my computer instead of my phone to check out the latest deals on Thanksgiving or. The day after two Black Friday so we did see a dip. Last couple years in Mobile because people were at home but it spiked back up this year both traffic and orders and I give you know retailers credit because, and I know Jason you spent a lot of time with your customers thinking about customer experience and design and really breaking down that friction between inspiration and purchase, you know retailers are getting much better at making it easier to actually not only find the product they want on their phone but make that purchase. Scot: [22:58] Okay so that brings us up to Cyber Monday and then you kind of hinted that you think they'll be some more discounting seems like if consumers One retail chicken you can't you can't kind of go off of it right so if you've got this inventory left you're going to have to either discount further at least keep the discounts on is that what you think is going to happen. Rob: [23:17] Yeah exactly I mean we typically see a little bit of a dip coming off of cyber week to just. Retailers take a breath analyze what they have what they did how their margin looks and then get back at it a little bit but we we are going to see perhaps not higher rates, because retailers I'm sorry consumers are getting really, crafty around price adjustments so it's not only dipping further into their margin but it's creating more operational expenses and headaches as well for the retailer and so I don't necessarily anticipate, higher discount rates but a steady drumbeat of discounts particularly those retailers that have physical stores and can extend the shipping cut off window by offering, store fulfillment options so you'll see you know a real leaning into discounts promotion. Overall just attracting people hey you haven't missed the window yet you can get that last gift for your cousin or uncle or family member and oh by the way you don't have to pay for it and you're more guaranteed to get it because you can pick it up in an around the store or will get it. To you through some sort of last mile delivery that is shipped from the store. Scot: [24:35] I think one takeaway is you know so Jason's hearing there's some concerns about revenue and stuff and then you know I'm hearing discounting could be a rough earning season as we kind of come out of the holiday if all this discounting is go on but at least I guess they'll start the year kind of having flushed out all this massive inventory. Rob: [24:54] Yeah yeah you know coming into this year we do our predictions all the way back in June and we kind of look at the data what we've seen what the storylines are and. Start craft the narrative we were big Partners in that a couple of years ago where you coin ship a get in and you know we were both early on seeing man there's some issues with this surge going on in the capacity issues with. The carriers but you know one of those storylines or the main storyline just last June was. And here's comes your soundbite so get ready are you ready to rumble. I just set way too high expectations sorry about that but you know we're really concerned that margin will be the Grinch That's deals, Christmas and to your point we don't see that until the February timeframe after the Retailer's close out their fiscal year and start reporting again some retailers got ahead of it and caution what this is going to look like but I'm. Anticipating that will be a key storyline come February Scott. Scot: [25:57] All the who's in Whoville loved prophets a lot but. Rob: [26:00] Oh nice I like it I like it and we haven't even talked about returns yet right because that's I know that's one of Jason's favorite topping that's going to certainly come into play as well as we talk about margin. Jason: [26:12] You guys are bringing me down and actually I'm afraid I might want to bring us down even more because, I would say like I came into this holiday season thinking hey top binds going to be okay because of inflation because of you know pent-up demand a variety of things but that you know the story was going to be about profits as you guys just perfectly laid out um and then you know the Cyber weekend happen and Rob's been on every news program I've watched for the for the last 12 hours and you know they're also citing these like Salesforce vanity stats right that like oh my gosh e-commerce was higher than it's ever been before which is not shocking right like. And then the internet came out with a study today more people went shopping this weekend than ever before which again. There are more people in the United States than ever before so that's not that's not shocking I have in talking with retailers, they're more guarded like they all did scenario planning for like sort of good good weekends and bad weekends and they're all like talking about being on the low end of those, scenario plantings I know you have great data for the online portion of spending but you know 74 ish percent of all this spending is in stores I know you have some signals for the in-store sales but do you. [27:38] Like are you confident that this was a really strong turkey 5 I'm I'm not clear if it was or wasn't. Rob: [27:46] Yeah I think it remains to be seen if we're defining it as Jason we should be. Retail in totality and the fact that a vast majority of sales still happen in the physical store right and we're seeing that traffic. Is up but oh by the way it was Don the last couple years so what's that comparison set right is it actually up from 2018 or 2019 I'm not, convinced it necessarily, is and so we don't track that but we look at smart people like you Jason and Scott and some other friends in the industry and the word on literally the street or the mall or whatever strip center anyways I digress, is that it was the physical traffic a bit lighter and so we can say that. [28:37] Also online sales were strong but I also to your point want to temper that by if somebody or a retailer was reading this in almost any country in Europe. They probably wouldn't believe that headline right because it just you know they've been visiting head wins, not only during cyber week for the better part of this year and so most categories saw a negative growth, throughout Europe and you can see the data specifically by each country, on our dashboard and so it to your point earlier Jason it's not a sound bite that we'll be able to tell you the entire story right and so it was positive I'm feeling pretty good about the sales and you know the retailers I'm talking to who are forecasting closer to Fat flat not fat flat, growth were pretty happy but I think it still remains to be seen in terms of stores what that looks like margin what that's going to look like and if you're a global brand how does it look in totality. Jason: [29:44] Yeah for sure, decided I'm going to make a prediction most of the good store traffic data is about three days leg so we don't have it yet but I think what I think you called it exactly right I think store traffic is going to be up from last year but still below, 2019 levels and what's confusing it is there's a few Pockets there's a few a malls that did really well this weekend as they always do and so I think journalists went to these a malls and saw a bunch of people and they you know they're talking about how it was a robust in-store holiday but I I am going to be eager to see that that store data which brings me to my next question a lot of people use your tool set for Boba so I'm imagining that you got to see. Some of the trends in both us and like did that reveal anything in terms of people that might be going to store to pick up orders. Rob: [30:37] Yeah I think that's interesting and it also talks about Jason like what are the new metrics given this new world like do. Bo piss or curbside orders count as traffic I don't know you know the consumers come in close. To the store or they're going to the pickup area within the store in many cases they buy more product so I think again if. [31:00] Weaving in those stats it helps definitely the online traffic I don't think by the way many retailers are looking at it that way just yet and I think it's an important factor to consider. But he has your question yeah I mean I think. [31:16] Bo pasts and create a fulfillment options from the store are helping Elevate traffic and driving people to brick-and-mortar based on our data what we saw is botes usage. Overthrew we'll call it cyber weekend we saw close to 10% growth compared to earlier, in the holiday season what super interesting what we typically see is the lead up to a big holiday like for instance we looked at Halloween for the two days leading up to Halloween we actually saw. Double the amount of, Opus orders because people realize they didn't get the costume or the candy or whatever other ornaments that they needed and they knew it wouldn't get shipped in time they also want to make sure it would be available if they actually purchased it. And they did both this the other really interesting thing is throughout cyber week and again we look at that for the full seven days but even no matter how we slice it it's high what we saw is and this is u.s. specifically by the way, retailers that had bo piss they offered it grew online Revenue by 38% more. [32:33] Then those without this creative fulfillment option and so it does speak to. How important the store is to your digital business right so you know another stat. [32:47] Why not I'm on a roll that I'll say is. Our research shows that 60% of digital orders are influenced by the physical store whether that's where demand is being generated or demand, is being fulfilled in this case it's being fulfilled because somebody's buying it from the comfort of their own home and it's convenient and they're able to pick it up with the confidence that the product would actually, be there so again the new rules of you know both how do you provide the incentives to the store associate how their role is changing and how you measure, Effectiveness because of such the interplay between digital and physical is super interesting to be a part of. Jason: [33:29] Yeah that to me I saw that stat about the bow purpose retards that offering boat best outperforming returns that don't and, that was super interesting and kind of tragic Rob because I don't know if you've noticed this but so both this isn't universally offered by all retailers more retailers were offering both pissed last year than this year like everybody scrambled in the pandemic to come up with some version of bow pose and a number of them turned it off either because they didn't have a robust implementation or they couldn't hire enough labor this year to support. Rob: [34:05] Yeah yeah it's less about a technology. [34:09] Project or initiative and it is to your point it's about operations and you know part of the reason people turned it off you mentioned some of them is. They couldn't get down the operational efficiency we're seeing more retailers lean into Automation and, more productivity to really refine their fulfillment operations and it's not easy it's not just about having. The right amount of labor but it's having them focused on the right tasks based on the time of day and what. The priorities are and that's not easy to do at all especially you know when consumers are standing right in front of the associate and the associate is you know tasked with having to make a call do they. Fulfill this. Bullpen disorder because they have to within 15 minutes or do they serve the consumer who explicitly came in the store because they wanted to be in a physical space and talk to a human. And get some knowledgeable service so it's my long way saying it's not easy those retailers that have been able to move from Scrappy which many did to scale really thinking about how to automate some of the processes, how to really focus on efficiency and productivity will be winners because they're not only helping with loyalty serving the consumers who want to shop that way but also thinking about the margin pressures they're feeling otherwise. Jason: [35:35] Yeah that totally agree and I can definitively answer one thing I rarely I'm almost always guessing but in terms of whether both is counts a store traffic or not I have no idea whether it should count or not or whether returns would like it to counter not but I can tell you when it does and doesn't count most retailers in America have a device on their front door that counts how many people walk in the store and it excludes employees and so two companies sell those devices sensor Matic and Retail next and they both publish Anonymous store traffic data so if you see data from either of those companies it did not include dopest but Place Rai is the third company that provides that data and they use the GPS in the consumers phone which does Campo. Rob: [36:23] Yes. Jason: [36:24] So in three days you're going to see data from all three of those companies and it's not going to agree and that is why. Rob: [36:31] That's super rich I've been that right there that is the best nugget of the last however long we've been talking that's. Jason: [36:37] Six hours. Rob: [36:38] It feels like it I could talk another six though that's the fun part but that's Jason that's super interesting and that's the type. Data you know it typically use whichever one helps tell the story you want but understanding the differences like you just dissected is so important. Scot: [36:54] Cool let's we're getting towards the end so we know you had a long day but one of my favorite things about your data is you can peel the onion on categories I have a sixteen-year-old daughter and I can vouch for the Beauty and athleisure categories but did you see those kind of pop in any other categories up or down that you want to talk about. Rob: [37:15] Yeah absolutely well again there is a correlation between performance and discounts at least from a top-line perspective and so yeah we saw some strong performance in health and beauty for sure. We also saw in consumer electronics. And we also saw it in actually General apparel and Footwear as well believe it or not particularly on the Footwear side we saw it because people are actually putting on shoes and sneakers again and getting out the. You know world again whereas I guess I can't live in my slippers or flip-flops anymore actually when we looked at the data by actual product, we saw flip-flops actually had some of the largest decline that we saw your every year because again people are getting out in the world again. The good news is two by the way again to plug the shopping insights HQ you can slice and dice by I think it's at least nine if not about 12. Categories and see what it looks like for orders and sales and the like along with traffic as well. Jason: [38:27] I did. Notice so I've been playing with the dashboard a lot and side note as you know my pandemic hobby as I learned to have well so it's super exciting for me that you you are publishing the data and Tabla, it does seem like some categories popped that like. Had been underperforming for most of the pandemic so like you know Electronics had not been a very bright spot but it does seem like they they had a pretty decent weekend like do you have a, am I seeing that data right and do you think like that that might mean they've turned the corner or do you think that that could be a holiday anomaly. Rob: [39:07] It's hard to say because again discounts drove so much of the buying there was such a correlation between discounts and sales and so it's a little hard to say and it's really interesting to understand to like some of that. Binge shopping that we all did over the pandemic and it subsided perhaps over the last 6 to 12 months, and then in gift-buying times you're seeing a pop again so I wouldn't necessarily stake the claim on this is now what's going to happen for the next 12 months in terms of demand for these categories, because a lot of it again is correlated to Discount a lot of it is correlated to what people have pot over the purchased excuse me over the last couple of years. Jason: [39:51] That's totally fair so let's pivot to how they paid for it you alluded earlier to buy now pay later traction like can you share what you saw in the data and where there any other interesting Trends in terms of payment methods. Rob: [40:06] Yeah totally this was kind of fun because we put it in there as we did each of the mornings early early early particularly those that are on the west coast thank you to the team by the way I should have done this at the beginning but it's not just me I have the fun part to have this conversation with you and speak to so many people about this including a lot of retailers not just today but we have through the rest of the holiday season we have a way to go. But it's make possible through the team that brings these data and insights to life and, the reason I say that is we are trauma through the data one morning and we got the normal like what the sales look like what does traffic look like what are the hot categories biggest discounts, and then Kayla Schwartz on my team who really is the master behind the shopping index was that. This is super interesting around buy now pay later because of the Divergence between orders. [41:04] For buy now pay later and at the average order value and what I mean by that is specifically we saw. A five percent this is throughout the course of cyber week. In the u.s. in particular where we saw in the increase of 5% year-over-year, of orders with buy now pay later and by the way this is after, a couple of years of really nice growth so five percent based on the bass is really we consider noticeable however on the other side we saw. [41:37] Average order value for the same transactions decrease by five percent so it's indicating to us. [41:46] Again you know this better than anyone buy now pay later really was hatched as a finance option for. Bigger ticket items home appliances television couches and other Home Furniture but what we're seeing is a turning of the corner. Because of the ubiquity and he is and also I think the desire to finance and spread payments over the course of a given time period rather just at once for lower price for less expensive goods and gifts, compared to 2021. Jason: [42:21] Yeah I will say you know a lot of the retailers that are like looking at the economic snapshot for next year and I really concerned about. The consumers discretionary dollar they're they're kind of concerned about this you know. Acceleration of buy now pay later and other credit means as kind of a an early indicator that the consumer might be overextending themselves. Rob: [42:47] Yeah I mean we don't look at that very closely but it is fairly intuitive to see it that way that people are leaning on. Newer creative finance options over the holiday and what does that mean for the subsequent quarters will be keeping an eye on that really closely for sure. Jason: [43:05] Yeah so we are coming up on time Rob there's one other topic I just wanted to touch on with you you know you you alluded to capacity concerns in pass holidays and of course you know we've talked a lot on the show about ship again um I'm kind of worried about a new thing this year. With the moat with this really prevalent version of discount chicken if a bunch of consumers are thinking they're going to wait till the very last minute. To get the best discount we have all the usual things in place we have like a fragile inventory that might start running out. But we also this year have lower labor levels like stores tried to hire less people and they weren't able to hire all the people they tried to hire UPS and FedEx didn't get all the people they want so I'm a little worried if consumers way too long that we you know might have another ship again in situation on our hands where there just isn't enough labor capacity to get all these orders out the last week of the year. Rob: [44:04] Yeah that's a super interesting point one that I haven't dove into very deep but I'm with you Jason that's going. Potentially be an issue I mean I'm a sample size of one but I see it any time I shop or any restaurant I go in there not taking reservations or they're not limiting reservations based on tables there. You know basically limiting it because of waitstaff and so, that's true too in the physical store when the associate is being asked to do so many things now right it's not just about scanning and bagging at the cash wrap, it's you know they're becoming social media managers that are fulfillment experts there live streamers so you're stretching them thin. Capacity gets issue by the way the other interesting thing that we didn't touch upon was returns we saw such an increase of returns heading into cyber week than we ever have in our thesis is that. People who bought product earlier in the season. Star the better discounts and we're doing price adjustments in way of returning a product and then buying it back, at the cheaper price so there may be earlier returns that are playing and usually that's not, a storyline that we talked about until you know January at NRF right but now it's actually happening more so add that to your Litany of things that will create capacity issues. Jason: [45:30] Oh my gosh know for sure and you know it's already a distant memory but with all those early sales that people tried to do one of the things that may have gone unnoticed is a lot of retailers also extended the return window because the fear was will never get people the holiday shop early if they don't think that gift recipients will be allowed to return the gifts so a bunch of these sales are on more liberal return policies, then ever before and again you know the economist are like come January we could be in stagflation and you know we don't know what returns might even look like in that kind of economic environment so it's, it's a concern for sure and that on that happy note Rob we've used up our allotted time. Because on top of everything else during this show I received about 1,000 emails from the Salesforce marketing cloud with even better deals than Cyber Monday so I'm gonna, after to go a little early so that I can get some more shopping. Rob: [46:28] Go for it please do shop on of course Salesforce Commerce Cloud websites if you may. Jason: [46:33] I didn't know there were other kinds. But in all seriousness Rob it's always a pleasure to talk to you about anything and for sure to talk about the the holiday sales loyal listeners will know the number one piece of feedback we get is they like to hear more from Kayla and from Michelle and I have to keep telling him that you always insist on coming. Rob: [46:54] Hey that will happen they are amazing I gotta say though before we go Jason Scott first of all as I mentioned before I love doing this like seriously this is. Highlight it's our Super Bowl or dare I stake a World Cup given where we are right now go us but you know. More than anything I just really appreciate your friendship it's so amazing to have friends like you and the retail industry and the amazing Community we have and I also love how humble you are in terms of you asking me these questions but the reality is you're so on top of what's Happening Now and in the future and I really value that so A big thank you all around. Scot: [47:34] Boom and you just secured yourself a fifth spot there you go Rob thanks for joining us on Twitter you are retail Rob Garf you're very active on LinkedIn I've noticed we will put a link to the hub of activity in the show notes thanks for joining us. Jason: [47:54] And until next time happy Commercing.
Tighter margins mean retailers need to innovate to stay competitive during the 2022 holiday shopping season. From dialing up the volume on digital to transforming the role of the physical store, future-looking retailers are putting customers at the heart of every decision they make.Today, we are joined by Rob Garf, VP and GM of Retail at Salesforce who shares his thoughts on what you can do now to optimize your holiday retail strategy and start building lifelong customer relationships.
Retrospective episode on some lesser known George A. Romero films with special guests Michael ‘Slipcase' Felsher of Red Shirt Pictures and Eric ‘Axlish' Kent from the GARF Network. Discussing George A. Romero's 'The Dark Half' (1993) and Bruiser (2000)!
SPOOKY SEASON is in full effect, and on this episode we salute the season of the witch with an AMAZING episode! Death By DVD had the privilege of having HUNTER JOHNSON appear on the show and they brought the Halloween spirit! On this episode we explore the work of Hunter Johnson, who directed films such as 2JENNIFER, Serena Waits, Irrational Fear & SAWED OFF! Listen now as we creep into the Haunted World Of Hunter Johnson and learn all about their witchy ways! Interested in learning MORE about Hunter? Be sure to visit their website https://lahorror.com/HEY, while you're still here.. have you heard...DEATH BY DVD PRESENTS : WHO SHOT HANK? The first of its kind (On this show, at least) an all original narrative audio drama exploring the murder of this shows very host, HANK THE WORLDS GREATEST! Explore WHO SHOT HANK, starting with the MURDER! A Death By DVD New Year Mystery WHO SHOT HANK : PART ONE WHO SHOT HANK : PART TWO WHO SHOT HANK : PART THREE WHO SHOT HANK : PART FOUR WHO SHOT HANK PART 5 : THE BEGINNING OF THE END WHO SHOT HANK PART 6 THE FINALE : EXEUNT OMNES The Death By DVD SENTINEL remix theme by LINUS FITNESS-CENTRE
Rob Garf, the Vice President and General Manager, Retail at Salesforce, adds his page to the Marketing Playbook. Hear why margin will be the Grinch that steals Christmas, how to use data to tell a story, why the physical store matters in retail, the latest research on online shopping, and the story behind the Garfie. Connect with Rob on Twitter @RetailRobGarf and LinkedIn
On this episode of Death By DVD we take some time to memorialize one of the greatest character actors of all time. The late Henry Silva. Appearing in over 100 roles, we closed in on 3 terrific performances from Silva's era in Italy to discuss (amongst some other topics) IL BOSSPoliziotti violenti/CRIMEBUSTERSCRY OF A PROSTITUTEand much much more discussed on this memorial episode. subscribe today for updates on new episodes, merch discounts and more at www.deathbydvd.comJAMES ELLIS a.k.a WEEPING TUDOR, joining DEATH BY DVD SOON! Until then, why not check out their youtube? You know you want to! TAP HERE FOR WEEPING TUDORHEY, while you're still here.. have you heard...DEATH BY DVD PRESENTS : WHO SHOT HANK? The first of its kind (On this show, at least) an all original narrative audio drama exploring the murder of this shows very host, HANK THE WORLDS GREATEST! Explore WHO SHOT HANK, starting with the MURDER! A Death By DVD New Year Mystery WHO SHOT HANK : PART ONE WHO SHOT HANK : PART TWO WHO SHOT HANK : PART THREE WHO SHOT HANK : PART FOUR WHO SHOT HANK PART 5 : THE BEGINNING OF THE END WHO SHOT HANK PART 6 THE FINALE : EXEUNT OMNES The Death By DVD SENTINEL remix theme by LINUS FITNESS-CENTRE
WHAT IS CHANNEL X? Find out all about it, and the dark tales that come from it on this brand new episode of DEATH BY DVDDARK TALES FROM CHANNEL X is a independent horror film your beloved host of Death By DVD worked on & appears in. Learn all about how YOU can bring that horror home right on time for Halloween on this blood soaked episode of Death By DVD!
LONG LIVE THE NEW DEATH! After 13 years, we are trying something NEW! Hear all about the future of DEATH...By DVD on this episode fresh from the grave! It'll be a real scream. subscribe today for updates on new episodes, merch discounts and more at www.deathbydvd.comJAMES ELLIS a.k.a WEEPING TUDOR, joining DEATH BY DVD SOON! Until then, why not check out their youtube? You know you want to! TAP HERE FOR WEEPING TUDORHEY, while you're still here.. have you heard...DEATH BY DVD PRESENTS : WHO SHOT HANK? The first of its kind (On this show, at least) an all original narrative audio drama exploring the murder of this shows very host, HANK THE WORLDS GREATEST! Explore WHO SHOT HANK, starting with the MURDER! A Death By DVD New Year Mystery WHO SHOT HANK : PART ONE WHO SHOT HANK : PART TWO WHO SHOT HANK : PART THREE WHO SHOT HANK : PART FOUR WHO SHOT HANK PART 5 : THE BEGINNING OF THE END WHO SHOT HANK PART 6 THE FINALE : EXEUNT OMNES The Death By DVD SENTINEL remix theme by LINUS FITNESS-CENTRE
On this episode of DEATH BY DVD we discuss a favorite movie of ours. Dellamorte Dellamore from 1994, by the incredible Michele Soavi. A movie simply put, about love...and death. LISTEN NOW! HEY, while you're still here.. have you heard...DEATH BY DVD PRESENTS : WHO SHOT HANK? The first of its kind (On this show, at least) an all original narrative audio drama exploring the murder of this shows very host, HANK THE WORLDS GREATEST! Explore WHO SHOT HANK, starting with the MURDER! A Death By DVD New Year Mystery WHO SHOT HANK : PART ONE WHO SHOT HANK : PART TWO WHO SHOT HANK : PART THREE WHO SHOT HANK : PART FOUR WHO SHOT HANK PART 5 : THE BEGINNING OF THE END WHO SHOT HANK PART 6 THE FINALE : EXEUNT OMNES The Death By DVD SENTINEL remix theme by LINUS FITNESS-CENTRE
NOW...That's what I call DUNE! Have you ever wanted to hear the sounds of DUNE from the comfort of your very own home? Well have a sniff of spice and get your headphones! You have GOT to hear this episode of DEATH BY DVD, all about NOW : THAT'S WHAT I CALL DUNE! The sounds of DUNE! NEW EPISODES COMING SOON!HEY, while you're still here.. have you heard...DEATH BY DVD PRESENTS : WHO SHOT HANK? The first of its kind (On this show, at least) an all original narrative audio drama exploring the murder of this shows very host, HANK THE WORLDS GREATEST! Explore WHO SHOT HANK, starting with the MURDER! A Death By DVD New Year Mystery WHO SHOT HANK : PART ONE WHO SHOT HANK : PART TWO WHO SHOT HANK : PART THREE WHO SHOT HANK : PART FOUR WHO SHOT HANK PART 5 : THE BEGINNING OF THE END WHO SHOT HANK PART 6 THE FINALE : EXEUNT OMNES The Death By DVD SENTINEL remix theme by LINUS FITNESS-CENTRE
In this episode, RETHINK Retail Co-Founder and Managing Director Paul Lewis welcomes Rob Garf, Vice President and General Manager for Retail at Salesforce, to the show to discuss what's in store for Holiday 2022. During their conversation, Rob shares insights from Salesforce's recently released 2022 Holiday Predictions and Holiday Planning Guide for retailers. Hear why retailers that have brick-and-mortar locations are going to grow at a 1.5x higher rate than those without, why retailers are caught playing discount chicken, and why Rob believes "margin will be the Grinch that Stole Christmas." About the guest: With more than 25 years of global retail experience as practitioner, industry analyst, strategy consultant, and software leader, Rob Garf is no stranger to the industry and the challenges retailers face. He currently leads retail strategy, product, and insights—and advises senior executives globally on digital transformation. Rob is also a frequent industry speaker, a member of NRF's Digital Council, and Chair of the Retail Customer Advisory Board. Read Salesforce's 2022 Holiday Predictions Report: https://www.salesforce.com/blog/holiday-shopping-predictions/ Read Salesforce's Holiday Planning Guide: https://www.salesforce.com/resources/retail/holiday-readiness/ If you enjoyed this episode, please let us know by subscribing to our channel and giving us a 5 star rating us on Spotify and Apple Podcasts.
Brand new episodes of DEATH BY DVD are currently available for your listening displeasure EVERY TWO WEEKS. Two, count 'em 2, weeks! Be sure to subscribe at www.deathbydvd.com to receive e-mail updates on new episodes & when they come out + news, merch discounts & more. HEY, while you're still here.. have you heard...DEATH BY DVD PRESENTS : WHO SHOT HANK? The first of its kind (On this show, at least) an all original narrative audio drama exploring the murder of this shows very host, HANK THE WORLDS GREATEST! Explore WHO SHOT HANK, starting with the MURDER! A Death By DVD New Year Mystery WHO SHOT HANK : PART ONE WHO SHOT HANK : PART TWO WHO SHOT HANK : PART THREE WHO SHOT HANK : PART FOUR WHO SHOT HANK PART 5 : THE BEGINNING OF THE END WHO SHOT HANK PART 6 THE FINALE : EXEUNT OMNES The Death By DVD SENTINEL remix theme by LINUS FITNESS-CENTRE
On this episode of Death By DVD we've gone on holiday by mistake. The 1987 British black comedy WITHNAIL & I is discussed at length! Possibly the quintessential British movie, join THE Linus Fitness-Centre & Harry-Scott as they pour a shot of lighter fluid and get into the politics of WITHNAIL & I. Two out-of-work actors -- the anxious, luckless Marwood (Paul McGann) and his acerbic, alcoholic friend, Withnail (Richard E. Grant) -- spend their days drifting between their squalid flat, the unemployment office and the pub. When they take a holiday "by mistake" at the country house of Withnail's flamboyantly gay uncle, Monty (Richard Griffiths), they encounter the unpleasant side of the English countryside: tedium, terrifying locals and torrential rain.This is an episode you DON'T wanna miss! And remember all hairdressers are in the employment of the government. Hair are your aerials. They pick up signals from the cosmos and transmit them directly into the brain. This is the reason bald-headed men are uptight.HEY, while you're still here.. have you heard...DEATH BY DVD PRESENTS : WHO SHOT HANK? The first of its kind (On this show, at least) an all original narrative audio drama exploring the murder of this shows very host, HANK THE WORLDS GREATEST! Explore WHO SHOT HANK, starting with the MURDER! A Death By DVD New Year Mystery WHO SHOT HANK : PART ONE WHO SHOT HANK : PART TWO WHO SHOT HANK : PART THREE WHO SHOT HANK : PART FOUR WHO SHOT HANK PART 5 : THE BEGINNING OF THE END WHO SHOT HANK PART 6 THE FINALE : EXEUNT OMNES The Death By DVD SENTINEL remix theme by LINUS FITNESS-CENTRE
DEATH BY DVD is now releasing episodes EVERY other week! This not REALLY an episode, but an episode details just that & serves as a reminder that FOR NOW...Just for now...DEATH BY DVD is releasing episodes every TWO weeks + for the first time ever, we are telling you what the next episode is! For the 13 years of Death By DVD we have always kept the next episode secret. From the live era to now, what is DEATH BY DVD doing next? No one knows! NOW, FINALLY, you know! And when you know, well, you know! NEW EPISODES EVERY OTHER WEEK + EPISODE UPDATES! LISTEN NOW! DEATH BY DVD PRESENTS : WHO SHOT HANK? The first of its kind (On this show, at least) an all original narrative audio drama exploring the murder of this shows very host, HANK THE WORLDS GREATEST! Explore WHO SHOT HANK, starting with the MURDER! A Death By DVD New Year Mystery WHO SHOT HANK : PART ONE WHO SHOT HANK : PART TWO WHO SHOT HANK : PART THREE WHO SHOT HANK : PART FOUR WHO SHOT HANK PART 5 : THE BEGINNING OF THE END WHO SHOT HANK PART 6 THE FINALE : EXEUNT OMNES The Death By DVD SENTINEL remix theme by LINUS FITNESS-CENTRE
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