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In this episode of the Faces of the Future Podcast they guys are back together with a news filled week. They discuss the assassination attempt on former president Trump, the Global IT Outage across the world, the WNBA gets $2.2 Billion TV deal, Elliot Wilson says Childish Gambino isn't hip hop, plus more.Time STAMPSPre-pod talk: 0:00Jaylen Brown vs Nike - 5:30Intro Songs - 25:30"Many Men" - 50 Cent "I'll Whip Ya Head" - 50 Cent"Stay Schemin" - Rick Ross ft. DrakeCatch Up - 31:40Top Movie Series - 41:42Which Actor Has the Most Range - 51:30Elliot Wilson Said Childish Gambino Isn't Hip Hop - 51:30Song of the Day - Childish Gambino ft. ChloeTrump Assassination Attempt - 1:30:00AOC Says the Dems will Replace the Whole Ticket - 1:48:00Global IT Outages - 1:55:32WNBA New TV Deal - 2:11:12

You might lose sleep over this meaty episode, because we're digging into the 2 hottest new shows on Netflix this week: The Night Agent and BEEF. They're both dominating dominating the charts, but they couldn't have less in common. We'll tell you why we're obsessed with both of them and what their success says about Netflix's ever-evolving strategy. Speaking of Netflix… We picked apart the news from the company's Q1 earnings call and (spoiler alert for your old roommates!) learned that the password crackdown is coming for U.S. customers any day now. But in a twist worthy of The Night Agent we also discovered a shocking truth: Netflix's Basic with Ads plan might actually be… good now?! Plus the latest on the looming Hollywood writers strike and, after months of anticipation, Dianne delivers a special report on Netflix's Nike training collab. That's right, we're breaking a sweat so you won't have to. ———

EP269 - New CEOs at Amazon and Instacart, Other news  Breaking News: Instacart has appointed Facebook executive Fidji Simo as its new CEO Amazon News Jeff Bezos steps down Amazon offers it's multi-channel fulfillment (MCF) to Big Commerce customers Other News Shopify Unite 2021 Instagram leans into commerce Nike earnings Warby Parker IPO Episode 269 of the Jason & Scot show was recorded on Thursday July 8, 2021. 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: [0:24] Welcome to the Jason and Scot show this is episode 269 being recorded on Thursday July 8 2021, I'm your host Jason retailgeek Goldberg and as usual I'm here with your co-host Scott Wingo. Scot: [0:40] Hey Jason and welcome back Jason Scott show listeners Jason I hope you had a nice restful July 4th. Jason: [0:49] I had a great July 4th my poor dog that doesn't like fireworks cannot say the same but. Scot: [0:56] I love you tried the Thunder shirt. Jason: [0:58] We've tried all of those homeopathic remedies and we're now on doggies ionx and the last time we talked to our vet like he actually said inadvertently suggested that both the dog and my wife should be on Zan. Scot: [1:11] An unrelated news he's no longer but awesome I'm glad you did well we wanted. Jason: [1:20] Primary care physician exactly. Scot: [1:25] We had some breaking news and pretty exciting and I'm going to kick it over to you because it is your category of grocery. Jason: [1:33] Yeah Scott says that like he doesn't use groceries but the some news from earlier today that instacart announced that they had poached, a senior executive at Facebook and I'm I'm already telling the story wrong but they they've appointed and I'm sure I'm going to butcher her name, fidji Sumo who's a former Facebook executive that is now the CEO of instacart. And the reason this is potentially big news instacart has you know been one of the primary beneficiaries the pandemic, they're they're going gangbusters at the moment there's a lot of speculation that they're about to announce an IPO, and the founder of instacart is now stepping into an executive chairman roll out of the CEO role, and Fiji has actually been at instacart I think for like half a year from Facebook but or, I guess she was on the board of directors and so now she's coming on as a full-time employee. Scot: [2:36] Yeah it was interesting I was watching CNBC as I want to do and they did a breaking news alert and what to a live shot of of her with the apoorva who is the founder and now exec chairman of instacart and they were they were pretty directly asking the IP o– question they had to be kind of coy about it because you don't want to. [2:58] You can't control the timing of that there's another article out from the information that revealed that this seems to be a deeper strategy on the instacart side because they have taken over 60 folks from the Facebook side of things before this this kind of high-profile one and what's interesting about that is the article went on and kind of dug into it and a lot of them come from kind of the korad part of Facebook so you know what what I'm reading between the tea leaves there is you and I have not only talked about this new ad Network on instacart but we had one of the leaders there is a next Amazonian and on the show and yeah I've heard a lot of Buzz around this ad Network getting a lot of play and you can imagine that that would be a really nice thing to start having grow at triple digits post covid-19 as a way to continue to monetize thing so my theory is that this is a concerted effort to really beef up the ad Network part of instacart and add a second leg of monetization the first being consumers paying either extra or a delivery fee for groceries and it's gonna be interesting to see if that you know then maybe that rippled all the way to the top where they said hey would it be great to have someone with a really good ad Network chops in here and thus the addition of the G. Jason: [4:20] Yeah no I think your speculation is probably spot-on you know groceries a tough business to make money like in way instacart isn't really a grocer that are. Multi-sided market place and so it's a little easier to make money but still the best way to make money is with that ad Network and. I feel like more than half my life right now is retail media networks so they are super trendy and the dirty secret is most of them. Are not very high volume yet right like the retailers are investing all this money and collecting ad dollars but they don't actually have. Um enough eyeballs to have real scale and instacart is one of the exceptions to that so so they are a viable place to put your. Your digital ad dollars especially as they get more complicated in the Privacy Wars, so it makes sense that they want Executives that are good at that and I would also argue the instacart. Advertising products could stand for some. Some Evolution and some mature zation and so you know maybe that will be one of her focus is there is two two. Make those products more mature and friendly to advertisers. Scot: [5:34] And it wouldn't be a Jason Scott show without some. Jason: [5:43] Zon news new your margin is there opportunity. Scot: [5:51] Well the news that popped out at me this week and this is kind of a recurring theme that we promised listeners we'd keep track of and this recurring theme I like to call Amazon versus Shopify so you know we started out this year with a lot of kind of back and forth between the two companies on social media there was some talk of Jeff Bezos re-engaging to help the company come up with a Shopify strategy and so we've been watching this one really closely so I thought this news was pretty interesting and I'm curious what you thought about it as well so big Commerce announced that they are partnering with Amazon for mcf which stands for multi-channel fulfillment and you know I wanted to read this quote so this quote comes from the head of the omni-channel at Bigcommerce Sharon GE GES, and then the code is convenience and fast shipping expectations have become the Holy Grail of the online Shopper with demand forecasting becoming harder to control he G said in a press release Amazon mcf will help our Merchants to better plan purchase fill in a much more efficient way so I thought this was pretty interesting because first of all Amazon multi-channel Fulfillment has had kind of a rocky rocky. [7:05] Road not the ice cream but the you know so Amazon introduced FBA and they kind of introduced this ability to ship to other channels and then they got really rigid with it like then people said well that's good but we want you to ship in a different box and your fees are too high for off Amazon shipments and this that and the other and you know what if we want to use a carrier that you don't really lean into right now like a FedEx or something like that and if so then Amazon you know I don't know well the official stances but it became very hard to use that service in volume because the filament system got full and Amazon kind of prioritized FBA over M CF so mcf had this kind of like up and down Rocky thing so I thought this was interesting because it does seem like to getting more serious about it and then it also you know. [8:00] My theory is if you were going to sit down on a whiteboard come up with 10 to 20 things that can start the Box Shopify in this is one of them and then if you if you think back to the clubhouse we hosted that had Faisal on there he actually kind of said if I was the Amazon I would throw Logistics out on because they'll never figure it out and then I'll use that as a wedge to if I could get all shopify's customers using my Logistics then I could wedge out Shopify so I think that could be part of a you know I don't think this is going to be the Silver Bullet by any means but I think it is one of these silver shotgun pellets that Amazon is going to start firing at Shopify so I found that pretty interesting. How was your day. Jason: [8:43] Yeah I generally agree I'm not confident that it's I'm sure. Competitive factors against Shopify is is one aspect but to be honest it just good business for Amazon. [8:58] Two. It's another service where they get to make a higher percentage of the to the worldwide gmv and all the markets that they're in, um you know because Amazon's already the biggest digital platform in most of the markets they play in that they're shipping the majority of packages for most of these these sellers anyway and so it's just a way to grab the rest of their volume almost every you know the majority of these sellers selling other platforms besides Amazon, the majority of them now have recognized they need to have their own website and so it's kind of foolish of Amazon to I force them to open their own warehouses for those alternative channels or, hire another 3pl so I just think. [9:39] In the same way it made sense for Amazon to rent a WS capacity to others and you know provide some of these other services it's a way to monetize their delivery Network and their fulfillment Network so I think it's super smart. Um I do think Shopify had some aspirations in the 3pl side of things and I assume. Amazon will you know being quite a bit ahead of Shopify you know then making this ubiquitously available will cause some problems for Shopify the one thing that still gives me pause and we give me pause if I were a merchant. Um is that Amazon as you alluded to already has a checkered track record for supporting this service right so, um even if you're just an FBA seller and you put your inventory in FB a Amazon is a notorious for constraining how much of your inventory they'll accept. [10:36] Based on their demand capacity right so there was a lot of Buzz, um leading up to Prime day that a bunch of vendors just couldn't get inventory into FB a because Amazon had dramatically curtailed the amount of inventory that they would keep. Um there and there's all this speculation in the Amazon preferences new skus versus old skus and so a bunch of vendors. Found themselves having to go to other three pll's to sell on Amazon because Amazon just wouldn't accept all of their goods and so if you're going to say oh you know what I'm going to put all my eggs in Amazon's basket and have them ship all of my. I need to be certain that when they get busy when they have holiday Peaks they're not going to, preference their own their own stuff and what's going to sell best on their platform against my needs and at the moment Amazon doesn't have great credibility there so I think they have some reputation. Repair they need to do but assuming they do that like this makes a lot of sense and as you well know. Fragmentation of inventory is super expensive so you know having having some of your inventory and radio or or you know some of these other three pll's and some of your inventory and Amazon totally sucks because, you sell out of one place while you have slow turning inventory in the other place in that car. Scot: [11:57] Yet kind of invites Murphy's Law to come bite you in the butt because the second you send a thousand widget somewhere then you'll need a thousand widgets the other place it always happens that way it's super frustrating. Jason: [12:08] Yeah so I think this is a super appealing service, Amazon has a slight credibility problem that they'll have to overcome and historically they they're pretty good at overcoming those. Scot: [12:17] One last one is I know eBay and Walmart all, you know they got super frustrated that someone would come to eBay to buy something it would show up in an Amazon box so I know that there's been a lot of talk of them either putting up rules or thinking about it or on again off again with rules around that so I think Amazon would have to look at it and also think about the Amazon box and and. Not ship the stuff out and kind of normal Smiley Prime box that everything else comes out and. Jason: [12:49] Yeah no I think that is a TBD and again it's one thing if I'm, indigenous on Amazon and Amazon you know doesn't is super careful about what they let you even put in the Box because they're again trying to disintermediate you from the customer, but if it's my customer if I sold the you on my website and then I'm going to ship you a box and I'm just paying Amazon to ship that box for me. Like I of course want and expect to be able to put my promotional materials in that box and that you know figuring out all of that kind of thing. It is part of the mcf we haven't we haven't seen them as on solve it. As a side note this whole category is just ballooning there was an interesting article in. CNBC last week about how demand for warehouse space is at unprecedented levels and new cities like Columbus and Savannah are emerging as the new shipping hubs because. The traditional ones like Memphis and Kentucky and stuff just don't have have any more space to rent. Scot: [13:55] Carson and then I saw some of the stairs like a next generation of 3pl that's kind of like F ba of vacation / we work on vacation of 3pl like ship hero we've had some of these folks on the show talk about shipping carriers a lot of them are raising hundreds of millions of dollars right now so the VC dollars are flooding into the space to so it's gonna be really interesting to watch the overall fulfillment Wars continue. Jason: [14:21] Yeah and I something we've talked about a few times every week the virtual 3pls right and just you know it's super interesting. Scot: [14:29] And in that vein I put a little LinkedIn post I kind of tied this to fundraising it spiffy but the overall, thing I was trying to get across is. One of the friends of the show Brian Fitzgerald he's one of the internet Analyst at Wells Fargo they did a bricks and clicks day and this was last week and in there they had Rob Williams who's a former Amazon GM of global vendor management and he kind of made this off comment off off-the-cuff comment that I thought was interesting he said Mr Williams emphasized the sheer scale of the Amazon is logistics filled out over the last two years with over a hundred forty million square feet added which is the equivalent to the Distribution Center capacity added by Walmart over the past 50 years so that you and I have remarked several times about how how much infrastructure Amazon is building out and it's just hard to even, compare what they're doing I thought that was an interesting comparison. [15:27] Benedict Evans pointed out that he kind of argued is that a fair comparison because it doesn't count the retail stores I had a clever counter that that I can't remember but you know Amazon has pixels instead of physical space so so it's kind of apples and oranges in a way but yeah the my point in bringing it up with spiffy is I'm out their fundraising all the time and I get this feedback from VCS that say oh wait a minute you have fans and infrastructure yeah we don't invest in any companies that have that and I was want to facetiously say well well you would have missed Amazon because you know they they clearly have if asset heavy is a thing they are the most heavy and assets company out there that that I can think of that doesn't count all the the compute centers that they're building out for AWS but that's a whole nother story and then, there's a famous Jeff Bezos ISM that he has someone asked him this kind of question around this asset heavy thing he said you know one way of thinking about it is if you build a big enough castle that is the moat I guess the question he was asked is you know what's Amazon's competitive, and his answer was we're going to build such a big castle we don't need a moat and that this is this kind of reminded me of that quote as well and I tagged you in this you get the fun benefit of getting all the LinkedIn notifications for people commenting. Jason: [16:51] Yeah I was gonna say you're way more popular LinkedIn than me because that my insight through this is you get like dozens of comments every morning so I get up every morning and I'm like you've got a hundred new notifications and I'm like nice I finally became popular and then it turns out it's all, Scot Wingo levers commenting on your thread. Scot: [17:09] Wait till you live too two things so wait till you're working anniversary that's a always a big day on LinkedIn and then you should put a post up this as I really need an explainer leader explainer video and automated lead generation and I think you'd be very popular. Jason: [17:26] Yeah being slightly facetious I said the notifications are popular the emails I get I get plenty of unsolicited LinkedIn email yeah trying to sell like custodial services to pupusas. Scot: [17:40] Hey some there's a lot of garbage cancer that I imagine you damn thing. Jason: [17:45] Yeah yeah I wouldn't know because the haven't seen enough is very much lately, yeah so that that but that thread is super interesting there's been a lot of good conversations there and I've seen some of your your debates a slight. I don't think this changes the spirit of this at all like Amazon has this huge advantage in logistics it's the biggest advantage and, that it's something that despite the law of large numbers they're still growing and investing way faster than anyone else but Rob's comment was slightly off on Walmart like he what what he meant to say was, in the last two years Amazon has spent as much as Walmart did in their first 50 years not the last 50 years and so it is true, Walmart has dramatically accelerated their spending to not as much as Amazon but much more so than they did in their first 50 years. And / Benedict's point like I do think. These omni-channel retailers are leveraging their stores as a clever part of fulfillment so I to me it's not either or but I do think we're seeing Walmart and Target and Best Buy invest a lot in store fulfillment and in many ways that is working, as a competitive oil to Amazon any other Amazon news caught your attention this week Scott. Scot: [19:07] Well it is we've covered this before but Jeff is stepping Jeff Bezos I should say is stepping down as CEO and they updated some of the company leadership values I didn't see that as big news and a lot of people are you know the headlines are coming out already is this day too and that kind of thing yeah I feel like. Having met a lot of people at Amazon I think the culture has locked in every every both deep and wide there and I think it's going to take at least five years for us to see any kind of change in the culture there so I don't think you'll see them slow down there if people are counting on this to be the moment when they stopped feeling pressure and they can stop worrying about compete with Amazon that would be a mistake. Jason: [19:55] Yeah no I tend to agree I don't think we're going to look back in history and say oh man Jeff Bezos stepping down July 1st 2021 that was the inflection point right. The I would argue it's been day to at Amazon for a while like everything's on a spectrum so. [20:13] Amazon is an amazingly agile company that overcomes a ton of institutional inertia I think it's one of the most impressive things about Amazon despite their enormous size, they have a bunch of politics and institutional inertia and sacred cow syndrome at this point just like everyone else there I mean you know it's a 30 year-old company so you know as much as Jeff Bezos has some great slogans. Like some of that had already said in before Jeff left and you know Amazon is just too big one person like can't. Like be making that day-to-day impact on Amazon that he once did so like clearly his impact is. The culture he created and again I'm with you the company values I think what's interesting is that they changed it all right because, you want these to kind of be pillars that that are not trendy and don't change every year you know based on fads, um and so it is it's interesting that they amended them for the first time in a long while and the way they amended them is that you know to New Missions that Jeff Bezos announced in a shareholder letter right so you know they added. Value around being a better employer and a value around being a better. Ecological. Scot: [21:36] I am concerned about him going off into space that's going to be yeah I kind of questioned the logic on how there's a nonzero chance that doesn't work out. Jason: [21:46] I'll be ya as an investor I like him going in that rocket a lot I care a lot more about that and it makes me a lot more queasy than him stepping down as the CEO. Like there's an argument that his biggest value to Amazon will increase as he like. Stops reading customer service letters and more focuses on big-picture issues as executive chairman and largest shareholder but Rockets are dangerous man. Scot: [22:13] Yeah yeah yeah I'm worried about that but it's going to be exciting as well so we'll see how that goes. Jason: [22:21] Yeah no for sure and then the only other thing that jumped out at me that's a little interesting in this hole. Shuffling of the deck of Executives and things is it. You're starting to see you know those Amazon executives are their Amazon experience is really valuable to other companies so it's not surprising that people are trying to recruit them, I think with Jeff stepping down in a succession plan you know getting implemented, I think it's going to be harder to hang on to some of those other senior Executives so it's going to be interesting to see. If the biggest impact of Jeff stepping down in the long run is less retention from the other s team members and along those lines I notice that Rent the Runway which is getting ready to do. They're their IPO and they you know had some, some challenging leadership Optics grabbed one of the. The senior Executives from the the Amazon supply chain Tony Clark to who is. VP of fulfillment and Amazon to kind of take over Rent the Runway so you know I think those kind of stories could become more common. Scot: [23:40] Yeah yeah there's definitely a lot of poaching going on across the industry is some of these next-generation things are scaling up and looking at going public and need to tap into the. Jason: [23:49] Yeah and the two stories this this week I think people leaving Amazon and people even Facebook I have to believe it's easier than ever before to peel off Executives from those two companies. Scot: [23:58] Yeah one on Amazon thing I wanted to pick your brain on is assume your Instagram person came out and said hey our new kind of going forward we're no longer a kind of square photo company we have a new Focus area in fact there's for number one creators number two video number 3 shopping and number for messaging I thought that was pretty interesting because we've seen Instagram kind of crank up the amount of activity around shoppable ads and incorporating extending their partnership with Shopify and we've seen shop pay being added all over the place and I thought you know that's pretty interesting what did you make of that. Jason: [24:42] Yeah well so not surprising a those were those are basically. Mark Zuckerberg zwei like priorities from from 2019 f8 so it's not. Totally surprising that they're they've kind of propagated to Instagram at this point it is interesting to me that. You know at least three and maybe four of them are all like cumulatively what I would call Commerce right like you taught you know. [25:10] What big trends am I talking a lot with with clients about it since its creators as micro influencers its video driven Commerce its. Social commerce and the the sleeper is. You know customer service phone lines are going away and they used to sell an awful lot of product on those phone lines and all that is pivoting to the these various chat services and you know you talk to Consumers no one wants to use their phone for voice calls anymore so, so you know Commerce happening via customer service on these messaging services also is a big thing and so, for all those reasons I would say I have a lot more clients that are a lot more interested in piloting things on these social networks and Instagram. Are you we may have the most robust Commerce tool set right at the moment so, makes total sense for them to leaning leaning in I would say the one bomber if you're at Instagram today is that for some good and some irrational reasons The Social Network that has the most Buzz amongst my clients as tick-tock. [26:20] Still smaller I would argue still has less buying intent than Instagram but it's growing much faster and it it gets brought up in a lot more board meeting so I have a lot more panicked. Chief digital officer is calling asking me for advice about Commerce pilots on Tik-Tok than I do Commerce pilots on Instagram at this. Scot: [26:43] Nursery and then do you respond with some of your clever to Funk videos. Jason: [26:48] I do I do I send them all to my Instagram Channel where I talk about Tick-Tock on Instagram. Scot: [26:55] And you do the Renegade. Jason: [26:57] Yeah yeah I've, I was for a while but now the problem is I've like 23 ACLS on my skateboard trying to drink that stupid Ocean Spray so I. I probably need to stop that yeah I tend to be about three or four social networks behind so I've kind of just leaned into YouTube now that it's not cool anymore. Scot: [27:18] Just wrapping up the Friendster account. Jason: [27:21] Oh no I'm hang on at that bad boy. Scot: [27:23] It's coming back I promise. Jason: [27:25] Exactly you guys will all be sorry you abandoned me on MySpace. Scot: [27:30] Another industry news item is Shopify held their kind of virtual unite 2021 conference they announced a bunch of platform enhancements I didn't see anything earth-shattering where they get the most Buzz is they basically said hey if you have an app on our app store we're going to give you the first million dollars free and that was kind of part of there roguish rubbish you know app stores have obviously been in the news a lot with both Apple and Google coming out under Apple versus epic and then Google just got an antitrust filing on this topic so you know date they kind of very cleverly took a kind of a counter PR strategy here which got a lot of Buzz which I thought was pretty clever you know um They never said how much that's going to cost them in revenue and the stock didn't really kind of move around and I thought someone should have asked that question I didn't even ask that question so it must be someone in material or or, people don't care I don't know but I thought that was clever PR but I really didn't get anything much more media out of out of the announcements there. Jason: [28:38] Well so there are few things a I would I would say that one got a lot of Buzz but I would say if that was actually an easy thing for Shopify to offer and it's largely misunderstood, the app store for Google or even way more so the app store for apple is the primary moneymaker it's their primary economic model. [28:59] When we talk about App Store in the context of Shopify it's a B2B app store right so what this is is your, you want to sell your goods on a Shopify store and you need some amenity that isn't built into the native Shopify platform, you need ratings and reviews so you go into the App Store and you buy ratings and reviews from one of the, the 50 vendors that offer a ratings and reviews solution and Shopify used to take a little piece of that initial Revenue. For for that app store right and so now they're saying hey we're not going to take a piece of your first million dollars in Revenue. The so so that's a thing and it makes it a little a little cheaper for small companies to be on that that App Store, the reality is the big companies it's super annoying because they already had access to those customers without the App Store. The App Store is not the only path to get your your product instrumented on Shopify so you kind of it's closer to. Like Google where you can kind of sideload apps and not go through the App Store but the bigger thing is. As a general rule Shopify would tell you not to use the app store and most of the other, initiatives from Shopify were about minimizing the app store because it turns out when you install 50 unvented plugins from small unknown third parties. [30:28] Destroys your stability and performance of your web store and so like. Shopify some of the other things they announced was like a better vetting process of that app store but like in general it's not like sellers are using dozens and dozens of apps and that there's that's a big Revenue stream for Shopify. [30:50] So it the fact that they have a robust app echo system is a competitive Advantage for Shopify against other platforms. So maybe there's more apps available on the Shopify App Store than there are on the Bigcommerce App Store and that might make you pick Shopify and by not charging, rev share on your first million dollars in sales and their App Store that encourages more people to stay on the app store which helps them keep that that little note they have against other platforms so. Maybe more information than anyone wanted on that point but, to me the more interesting thing is I shopify's another one of these amazing companies that I still like to criticize right there doing a bunch of things right, but I still like to highlight that they've got a ton of technical debt and a particular pet peeve of mine has been the the inflexibility of their platform that you kind of like every seller gets kind of homogenized to the same experience because it's kind of hard to get out of the Shopify box, and that that box is not very a very good performer and from a web page load speed thing which is super important to e-commerce success. The Shopify store starts out as mediocre and then if you make some bad decisions mediocre becomes horrific and so I would say that. [32:10] They probably didn't do enough they didn't announce enough in this to make me super excited that they're fixing all those problems but I would say they they owned all of those problems at in their unite 2021 conference and, announced some significant progress in each of those so I think for sure. [32:27] They're they're doing more to allow individual shop owners to change the look and feel and optimize their customer experience in more ways. That are codeless which is you know what most Shopify sites want so I think they made a lot of progress in their in their flexibility on their user experience. They're evolving their product management system in some ways to make it more competitive with Standalone pims and to make it a more useful sort of. Hub for marketplaces so I imagine there's some interested followers it Channel advisor and your competitors in that space that are looking at some of the things they announced it. And then they did make some improvements in their page performance they made a lot of improvements in letting people know what their page performance is they really improve their tools there. Um but they still aren't embracing things that I would say are probably things you want to be embracing in 2021 like Progressive web apps for mobile and things like that so. So I would say they're addressing their technical debt but they did not you know come out and say it's we've wiped it all away. Scot: [33:36] Brickell one of the last things I want to talk about is I saw this and thought of you, United presented several times about different Trends in one of your favorites is the talk about Brands going direct one of my also favorite Trends and you frequently reference Nike as a company that's really focused on this and they had some some interesting news there. Jason: [33:56] Yeah yeah so they had that I want to say in the mid June end of June. They did their their quarterly earnings it's slightly confusing because they're not a calendar fiscal year so. So their Q4 ended May 31st so their quarterly earnings were Q4 whereas a lot of companies on counter years in the same season or doing their kind of what they would call their q1 earnings. I'm sorry Q2 earnings so a they had a really good earnings report. Which is kind of impressive because in general you would have said man shoes and apparel didn't do very well during the pandemic. And you know again comping. [34:42] Kind of what would that be April major March April May of this year versus last year like the basis was really sucky last year so you would expect. Q4 to be up but their fiscal year was way up right so there, so they're they're 2020 fiscal year was up nineteen percent from the previous year which is pretty impressive in the pandemic and what's even more interesting is you look like North America and Nike sales, last quarter we're up 29% versus two years ago so if you're wondering if they've fully recovered from the pandemic and people not wearing shoes yes like they did really well and then digital. You know like a lot of other companies again in the pandemic more of your sales shifted to digital so you expect kind of digital to be up last year which should make the comps this year tough, but they were still up 54% and they're up a hundred and seventy-seven percent from two years ago so so. Like stupendous digital growth. [35:49] And you know you as you alluded to the thing we talked a lot about Nike is in the 1990s Nike was a hundred percent wholesale company and they they so choose to Foot Locker and Footlocker sold them to Consumers, and you know over time they were really one of the first Brands to launch their own retail store Nike Town and it was super controversial at the time. People have obviously gotten used to those initiatives and if you zoom back to like twenty ten fifteen percent of Nikes sales were direct-to-consumer well, in 2017 Nike said hey we're going to get really serious about this direct-to-consumer we think that's the future we're going to fire all of our wholesalers and mainly become a direct-to-consumer company and in fact the numbers were startling, they said they had 40,000 companies that sold Nike shoes and they were looking to diminish that to about 80 companies, and every year we've seen them fire wholesalers this year we saw them say to DSW that you're not going to be selling Nike shoes anymore, so Nikes really practicing what they preach and in 2020. Thirty-five percent of their sales were direct-to-consumer so they are you know making a lot of progress there you know in that that strategy is basically working for them so it's been super interesting to watch and I, I talked with a lot of brands in other categories about the Nike example and it's. [37:12] They have their own platform and echo system with Nike Plus, um that they're they're a leader in social commerce they're doing a bunch of things really well so it's interesting that not shocking that they had a great quarterly earnings and I think their stock had a nice bump as well. [37:31] Speaking of stock there's an IPO that I am eager to get my hands on but I won't be able to right away and I thought maybe you could explain that to our listeners Scott Warby Parker has announced that they have confidentially filed for an IPO and you've already taught me what that means but maybe you could explain it to our listeners. Scot: [37:52] Yes there's back in the Obama Administration there was this jobs act thing that allowed you to file confidentially to do an IPO and the benefit of that is it's when you the old school way you would file for an IPO and then all of your conversations with SEC were public and inside of there there's a little bit of dirty laundry thing that goes on there also. [38:19] It almost fully commits you to the IP o– path at that point so it doesn't give the company the ability to kind of, test and kind of say all right we want to kind of show this you see what's going on here and maybe we decide based on their feedback we don't want to do this process or maybe we do some exploratory conversations with potential shareholders and valuations off and we don't like it we want to pull the IP o– it doesn't give you that opportunity so that's what the confidential filing thing gives you now, when companies so then why would a company announced it so the reason companies now announced that they're doing it is too, if they they don't have to do it the day they file so what they probably did this filed they got good feedback and round one from the SEC and then, they committed to the path and then it's smart at that point kind of prime the pump and tell people you're coming down the path a little bit. [39:14] It still hides your SEC things you still have that small window where they filed before they announced they were doing this to test the waters get feedback from SEC maybe they were a lot of times you're also having what's called a dual path kind of a a program where you're selling the company you're looking at possibly selling the company and an IPO is kind of an alternative so that's that's why it would then be time to to announce it is you're fully committed to the IPO path and it's kind of like when you list a house now a lot of people do it coming soon so it puts a little bit of a coming soon out there to build excitement for the IPO but then also does keep the communications with the SE comp SEC confidential and it does allow you to run a little bit of a decision-making process before you announce the confidential file. Jason: [40:02] Gotcha and so but it is true that at some point that s one becomes public right. Scot: [40:07] Yeah yeah what'll happen is the SEC will say okay this SEC is out of draft mode and it's going to you know once you update it with these things you're good to go and then they'll they'll update it and then it will be kind of a hot live S1 and then that will start the whole thing where they that starts the calendar of after X days you start your road show and then you need to price and then do the type you. Jason: [40:36] Yeah and so I and many others are super eager to get our hands on that as a lot of listeners will know where be Parker was one of the, the first kind of poster child for these like modern digital direct to Consumer Brands and so for the longest time, you know every brand in America was like the sky is falling all these d2c companies are showing up in there doing much better than us and they're getting all the buzz and the two biggest examples were Dollar Shave Club and Warby Parker. And we've never gotten a chance to see the real economics behind our shift Club because they were part of a private acquisition at Unilever and Unilever doesn't have to disclose a lot of there. They're their individual financials because it's not material to Unilever. [41:23] We're all eager to see how big Warby Parker really is and you know I have a hypothesis that that while they seem like a good company and. I'm sure they're going to meaningful sales that they these DDC companies are slightly overhyped and so I think people might be surprised at like what the annual sales run rate is. At where we Parker when when the stuff gets disclosed so I'm. Excited for that and then you know past guest of the show Dan McCarthy like he's having a field day with these s ones because increasingly they're putting. Customer retention data and cohort data in these things and that lets him do why you know the real big brain math. To figure out the the long-term value of these companies and inward to be partners case. They're one of the oldest digital di disease out there so they're going to have a lot of robust cohort so they choose to share some data that will be super interesting. Scot: [42:23] Yeah I don't I don't know how often people change their glasses this that'll be factored. Jason: [42:28] Well part of the Moss so like a lot is annual or at least prescriptions and things like that and part of the word we parked our model is that. It was they would say that like we're so inexpensive that we become more of a fashion accessory and people that would have only owned one pair of glasses will own for pair of glasses and people that would have only bought glasses every three years or buying glasses every year and stuff like that so, it'll be interesting to see how much of that is true. Scot: [42:55] Cope and then kind of a tease for a future trip report you are spreading your wings and find a New York to do some retail business for us what's what what are you going to check out when you're there. Jason: [43:07] Yeah old time listeners will know you know I was on the road every week and we talked about visiting stores every time I got a chance to visit them I haven't gotten to do that in a while. I have done a couple business trips but I do have one for the end of this month in New York and New Jersey and I have reserved a day because there's two significant new store openings that have happened this month. There is a Wizarding World of Harry Potter store, that opened in the Flatiron District in New York I've read a lot about that I got to visit it while it was under construction but this will be my first time seeing it open. And some people will know that I often use Ali Anders Wand Shop at Universal Studios as my example of the best retail experience out there so so Harry Potter has some creds, the Harry Potter team has some creds and Retail it'll be interesting to see what they do in this this Flagship retail space. And then the other company that opened a retail store. [44:12] Arguably for the first time is Google so they've opened a permanent store in New York City and they had a big new cycle where they're like we're opening our first store it's a huge deal, and I would put an Asterix on that because they have done a lot of significant pop-up retail where they like open to store for six months. And I'm not sure that the the permanent store is necessarily going to be wildly different than those pop-ups but I'm eager to see how their their retail shops have evolved and I'll be fun to visit that store. Scot: [44:44] Yeah I think I double dog dare you to walk in the Google Store the megaphone and just say two words OK Google and then run out. Let's see what happens and then at the Harry Potter store I'm excited to hear in a future show you don't have to reveal now if you're not comfortable this a very personal question but what do you put at the core of your wand are you a phoenix feather guy or a unicorn hair or Dragon spit or yeah so it's going to be exciting to get a report on that as well. Jason: [45:17] Yeah well Scott as you well know you don't get to pick that because you do not choose the wand the wand chooses you. Scot: [45:23] Ah man going deep on the HP nods. Jason: [45:26] Yeah but adding a layer of complexity this New York store has some scarcity so there are there is a 1 for example that's only available at the store that's not available through any of the other properties so do you. You pick the one that's the best fit for your innate magic or do you you know pick the one-of-a-kind one that you can only get by visiting the store it's. It's a lot of a lot of. Scot: [45:49] Solid on door for the scarcity and sell it on eBay. Jason: [45:52] Yeah Scott Scott I know exactly what you would do I am selling some stuff on eBay for the first time for so side note for a future show. It turns out it's a normal consumer it's a huge pain in the ass to sell stuff on eBay now which is pretty disappointing. Scot: [46:07] Yeah wait till you ship it in the people some kind of quack Ado has. Jason: [46:10] Don't get paid yeah oh I'm terrified I feel like I've gotten like all this these communications from scammers it's like I would never advise a not sophisticated so or to try to do this like this used to be their primary model. Scot: [46:25] Yeah it's hard. Jason: [46:27] It is a mess. Anyway Scott we did allocate a shorter period of time for the show and I feel like I want to honor that commitment I know it's summer everyone's taking vacation so, we don't want to condemn our listeners to our usual our so I think this is a good place to cut it, if you appreciate shorter shows you can thank us by leaving a review and saying hey we always love the show but we love the shorter one even more. Scot: [46:53] Thanks everybody and until next time… Jason: [46:57] Happy Commercing!

The Wake Up Crew Rory, Brandi and Cliff every weekday mornings from 6am to 10am

More on the Dream Team, as Allen talks about how competitive the scrimmages were with the Hall-Of-Famers. Then, "Shootout" with Producer Funches. And, did Michael Jordan "make" Nike? Plus, USA Today's Jeff Zillgitt called about ESPN's "The Last Dance" and when he expects the NBA to return. Also, "Power 5" with the best 5 moments of the MJ/Bulls documentry.

Went on a 45 mins run after so many weeks! I started the run on Nike+ Run club today with a headspace guided run. While on the run Coach Benett and Andy Puddicombe we guiding me on the run and chatting. There was a moment in the run towards the second half of the run, where Andy mentioned instead of focusing on the goal set which may be kms or time run. Focus on the this moment and the next and the next one! What's happening now? It resonated with a lot. I was literally focusing on the clock that when this misery of 45 mins will get over. But then I change my attention from the goal to the present moment. Literally I saw how the fresh air was turning helping me breathe and how my posture was in the next moment and somehow a smile came on my face and I knew what Andy was talking about! I'm going to add more of this kind of narration in my runs and I suggest if you run please checkout the guided running section in the Nike+ Plus run club app and If you don't run. Then please start running. It may very well change your life. ------ To check out my other podcast Lifestyle Architecture Lab where I interview personalities who have transformed their passion into their profession, go here - https://www.himanshusachdeva.com

EP199 - Dreamforce and Retail Earnings Episode 199 covers the 2019 Dreamforce Conference as well as this weeks news including Walmart and Target earnings reports.. Dreamforce Salesforce held their annual Dreamforce Conference in San Francisco this week.  They launched a major new functionality "Customer 360 Truth" a universal customer data platform. Singles Day - 11.11 Day - $38.38 billion US (up 26% YoY) Amazon News Nike leaves Amazon Amazon Grocery Concept in LA won't have Amazon-Go Amazon is internally testing Amazon-Go in grocery sized space in Seattle Earnings Reports Walmart - US up 6.6%, E-commerce up 41% (mostly grocery) Target - Retail up 4.5%, E-Commerce up 31% (mostly store pickup/fulfillment) Other News PayPal acquired Honey for $4b. 20X their $200M Revenue Kylie Jenner sold 51% of her business to Coty for $600m Don't forget to like our facebook page, and if you enjoyed this episode please write us a review on itunes. 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. Episode 199 of the Jason & Scot show was recorded on Thursday November 21st, 2019. Automated Transcription of the show Transcript Jason: [0:24] Welcome to the Jason and Scott show this is episode 199 being recorded on Wednesday November 20th 2019 I'm your host Jason retailgeek Goldberg and as usual I'm here with your compost Scott Wingo. Scot: [0:39] Hey Jason and welcome back Jason Scott show listeners, well that's pretty exciting times here it's November 20th we are about seven days away from Thanksgiving T minus 7 Days folks to Holiday kicks in some would argue it done right after Halloween but I like to think of it really kind of kicking off at Thanksgiving, Jason was kick-off I saw on Twitter Some Noise around the world's largest Starbucks where you the first person in there. Jason: [1:08] Sadly I was not a side note on Thanksgiving I've been training all week by eating pumpkin pies. Scot: [1:14] Nice already. Jason: [1:14] Getting ready. I think it's a rookie mistake to just go in the Thanksgiving cold without a good one. Scot: [1:21] If you been pumpkin spice latte into it as well. Jason: [1:25] I don't I stick with my classic ice cream key around I'm weird. I did try to get my classic iced drink at the world's largest Starbucks which opened on Friday. So a little less than a week ago in Chicago, and I struck out so I was out of town Friday I went there Saturday morning at 8 when the store scheduled to open and there was already an hour line waiting to get in. And I had families in toddler with me so I we had to abort in. Do a plan B so I'll have to go back and visit another time that kind of an impressive draw that it's drawing that kind of crab for a retail store open. Scot: [2:06] You think the world's largest could hold more people. Jason: [2:09] That was my promise I actually thought they would be popular but it would still be easy to get in because. It was on Michigan Avenue which is like the premier shopping location on in Chicago and this was formerly The Crate & Barrel flagship store, so it was a four-storey 40,000 square foot furniture store that they've converted into a Coffee Roastery. So my assumption was it could hold an awful lot of people but apparently they're still you were still sort of them dating how many people they let in. Scot: [2:40] Is this one of those doesn't really have much mobile order it's going to be a food concentration there's no venti takeaway cups all that kind of strangeness. Jason: [2:51] Semite so that the concept of this is called The Reserve Roastery I want to say it's the like this one. If I have this right the first one was in Seattle there's another one in New York this is the third one in the US there's one in Shanghai there's one in Italy on which is controversial, enter this is like the premiere Starbucks concept it was a pet project of the founder of Howard Schultz the founder of Starbucks. It does have all the regular stuff you could place a mobile order there you can get all your traditional drinks. But it has a lot more stuff so they roast beans there and if you go to any Starbucks anywhere in the world and you buy a reserve being the beans that come in the the black and gold Packaging. [3:37] I got roasted in one of these roasteries so they're so it is a commercial Roastery but then they have kind of a you know it's a it's a beautiful. Kind of handmade Roastery with all glass windows so you can watch them working and they have kind of a Willy Wonka set up where they have these, translucent vacuum tubes that lead from the Roasterie to all the coffee bars in the in the building and said the beans like, fly through the tubes over your head so you can watch the beans getting delivered for making coffee. Any of your classic drinks with a much wider variety of beans that make a bunch of other drinks that aren't typical they make a bunch of drinks mixed with alcohol that have ice cream that was stand-alone restaurant everything merchandising section, this is all based on the other roasteries I visited and I'm assuming that what we're going to see in the Rock somewhat localized so when I'm assuming we're going to see you soon. Cool architecture in some variation of all that in this the Chicago store will have to report on it after I physically get in one. Scot: [4:46] Awesome well I'm here at home in North Carolina and you are out in California at drink for so tell us what's going on at dreamforce. Jason: [4:57] Dreamforce has the annual trade show for salesforce.com sales force is based in San Francisco so this is kind of on their home turf and that I saw someone refer to this is a quite Big Show it's it's every hotel room in the city of. San Francisco sold out I think I saw that I was like 40,000 people are here attending it so they they call it Burning Man for people with jobs. Which I thought was pretty funny because there is a lot of like chocolate brand building entertainment experiences in addition to the sort of. Salesforce product experience is so that like really extravagant. White outdoor Forest that they built in they give away free expressos the forest has like. Like a redwood tree that you can drive through and you know all this kind of cool stuff and have a lot of celebrity speakers, show Emilia Clarke from Game of Thrones this year Megan Rapinoe dying from USA World Cup team this year, a Beckham the musical act is like Fleetwood Mac and then the the big headliner Tina I mean Tim Cook is speaking but the big headliner is Barack Obama speaking tomorrow so they get a lot of. Interesting to listen to people that are you know probably not talking about the marketing cloud. Scot: [6:23] Yeah and then so then they that they talked a lot about a lot of social kind of stuff obviously so that the CEO of Salesforce is really into that and then I usually wear like crazy shoes. Jason: [6:37] Yeah he likes a mark Billy off is a very Progressive CEO and he be like there's a lot of really good causes and so we highlight some of those, on the stage right he's built through hospitals in San Francisco and sponsored some public schools and things that are kind of cool but they do they have like they have content about helping people to, be more Mindful and they they have a whole exhibit full of actual monks that are helping people to meditate you know they have a lot of bad like Arianna Huffington talking about like. Trust and transparency and yeah I just I mean yeah she wouldn't go into the sweet thing but. Yesterday they have a lot of people talking about like their pet interest which are you know potentially interesting helpful lifestyle Tibbetts. But then they also do generally make some big product announcements at Salesforce and and so like. I'm not sure this is going to go down as the biggest year but there's some I guess I'm reasonably sized interesting new announcements. Scot: [7:46] How much of the show is there like a track for e-commerce and an of the you know they're there I guess they called the Commerce club now is that a thing or is it. Jason: [7:59] There is there so there's a there's a Commerce track Commerce is like integrated into the the Keynotes along with the other clouds but I will say. They're shifting a little bit more from products to rolls so, when they were product-based like the Commerce cloud is about e-commerce in the marketing cloud is about sending emails, and you know that they're kind of Shifting the content to be more roll bass content so it's a retailer or a b2c company and that that roll. Yeah would obviously you need Commerce and marketing cloud and CRM and customer success rights are there. I would say like they haven't completely transition there still are definitely some products and Trick Tracks and there's there's a stand-alone Commerce keynote for example as well as some. Dedicated Commerce content in the the main stage keynote but I do think I feel like it is Shifting more it won't surprise me if a couple years from now there's a retail track. Not accomplished you know that's a pretty reasonable thing to do. Scot: [9:07] What are the highlights of utena the show. Jason: [9:09] Yep so the a big one so one thing that like. Obviously is well known to you but you know very first Cloud companies so in fact when they launched the company they launched it at Oracle world and they they did like fake picketing outside of Oracle works at World saying like. Like free software you know and put it in the cloud and it was you know this whole like counterculture thing, and anyways I still feel like they are a really good example of the cloud like they, it took a lot of feedback on features from their customers and their customers can vote on the features they most want in every quarter they do a new release and you go to the home from work on Friday and you come back to work on Monday and suddenly you have all these new features, that where that features most requested by their customers and so that doesn't sound like rocket science but a lot of other Cloud companies I still think like. You're not getting the full advantage that you should from the cloud and so at the show what they tend to do is release some major new feature. It's free and instantly available to all the that users on the cloud so I can couple years ago they launched Einstein which was their AI module and it was, you know a free new thing for all their customers so this year they watch them a major new platform that's free to August and customers of customer 360 true. [10:32] I think they're starting to struggle with their naming conventions a little bit here. But that this is is interesting like I feel like this is very on-trend so it's a couple of, can a customer data features rolled into a meta offering so the Met offerings called customer 360 truth and I think truth stands for kind of, the single source of Truth for all customer data and the the modules inside of it is they have kind of a data manager that lets you map all your data from your various Salesforce and non Salesforce systems, into a single Universal. [11:10] Data platform so it's based on customer and it has a unique ID for each customer so like normally we would call that a CDP or a customer data platform, so it seems like Salesforce has launched one and they made it free to all their existing customers, and said that the actual example that use on stage was a retail example they had Louis Vuitton they commented you know. Despite the fact that Louis Vuitton uses marketing cloud in the Commerce Cloud that the you know the keynote speaker bought some cool Louis Vuitton shoes. Last week and he got an email you know marketing on this week because the in-store POS doesn't know you know that the the email system doesn't know that the insert POS old shoes. I'm inside with this new 360 data manager you can't. Relatively easily Plum all that data together and then the marketing Cloud knows to you know Market stuff to people that already bought their shoes instead of, to try to sell you the shoes you already bought so, the CDP space is pretty popular right now makes total sense that sells words would be in it kind of big news that they are not trying to sell it but they are giving it away and because they a lot of companies already have a lot of their data in Salesforce. [12:30] That's a pretty big competitive advantage of its kind of one click and you load all that data and all the data mapping and stuff is already done for you so that's pretty slick. New problem we're all struggling with is data governance and privacy, you know there's a European data standard and the California did a standard goes Live January 1st and so suddenly we all need new metadata about, who has permission what rights to us or what data and how we collected and all that sort of stuff so part of this 360 trap trust is a privacy and data governance module which is a product a lot of people are having to buy right now to get compliant so that's interesting, and then they have a customer in audience is module I may have the name wrong, this to me sounds sort of like what we would in the advertising space traditionally call a DMP or data management platform and so this is kind of, ability that take all the state of that you now a aggregated, and like create audiences and segments for specific campaigns and specific uses so it's the ability to do really sophisticated slicing and dicing of all this customer data you have, and the work with it. Known data IE people that you actually know and also unknown data IE you know an honest users that I've text you but haven't identified themselves, so that's kind of a pretty comprehensive interesting product that they want that's basically available immediately we stand. [13:59] In their sandbox so I'm sure some customers are excited about that. Scot: [14:03] Is the CDP thing on acquisition or something they build organically. Jason: [14:06] To the best of my knowledge they built that because I am not familiar of this specific acquisition there are like, a lot of the plumbing like so a big part of this is is data mapping and transformation and they they bought a very big company in that space mulesoft. Last year so it wouldn't surprise me if they revered some of that capability in here but you know they also had new announcements around how you'll stop is developing as a standalone tool so. So don't know I'm not specifically aware that they bought a CDP. Scot: [14:37] Do this is disrupted in the CDP world because if you already have a salesperson you get this for free then you're going to. Jason: [14:44] I think if you're a. Scot: [14:45] Buy another city. Jason: [14:46] Has has like you know very much data in the Salesforce Cloud it's it's definitely going to be a much tougher sell for anyone else and you know I would say a lot of people that have had a lot of trouble getting. The anticipated return or value out of it right like they you know the IT department to love to move around all this data and buy all these new tools that they often don't have buying from the business users in the office. Don't don't change their marketing activities based on having these new tools and so you don't get a very good Roi and. Because Salesforce has a lot of the marketing tools. Yeah I think they have a better chance to be successful and I think it's going to mostly go head-to-head with Adobe that you know also has a very robust marketing stack and has their own CDP, but yeah I'm sure the rest of the CDP vendors would rather a Salesforce have not gotten into this place. Scot: [15:41] And then if I remember from our deep dive on personalization that's kind of the heart of personalization alive times has this CDP thing. Jason: [15:49] Exactly in Encino sales force has a lot of person with Asian features they have a pretty robust a eye capability the day they have Brandon Einstein and so, kind of one of the cool things about the cloud is like you do do this mate data mapping you plug better data into it and all the recommendation tools you have and they iTunes you have. Just start working better without really having to do any new implementations or anything else which is to me pretty cool kind of like when you get up in the morning and your test was faster. [16:21] And then add some more. [16:23] Some other product announcements I mention Einstein a couple of times that big Einstein announcement is that they there beta testing Einstein voice so this is a natural language processing engine for all the sales for school, and so that they use case they damn it is you know you're in. In a sales meeting with a customer and you walked out of the meeting and now you kind of dictate your notes into the Salesforce app you just using natural language and you know Salesforce logs at contact in the CRA, you don't create the forecast if that's appropriate their you know all those kinds of things they did a couple other use cases that are kind of cool where. It can listen to the sales calls on the phone and listen to customer service calls on the phone and, either do kind of post call analysis and recommend different things to the salesperson than what they actually did you know based on its artificial intelligence, when the case of the customer service module it can be calling up like knowledge articles in and and helpful resolution to a problem just while it's listening to the, the customer service person talk to the customer so voice. That seemed a little less like live in a little more kind of this is the early version. [17:45] And then they now have some partnership well I guess those first ones not a partnership Salesforce about Tableau last year which is a big. [17:55] Data visualization data analytics tool. Today announced that the full integration of Tableau and Salesforce so now your Salesforce customer you get the whole Tableau capability set to use against your data for free so that's kind of cool. Is Salesforce a much better fate of visualization and analytics capability and then they announce Partnerships with three other companies so they announce the apartment or they, renew to partnership with apple the announces partnership a few years ago and this mostly takes the form of they launched on the sales force apps to run on iOS and so they have a. Pretty robust. Interface for all their tools that runs on iOS and and that's where they demoed Einstein voice is Kentucky into that app and stuff that was kind of cool. They announced a partnership with Amazon and I would call this one the least interesting they. [18:52] Have made a version of their customer service module stand alone and they're selling it as a as an app on AWS sojourn AWS customer you can turn on this. Customer success portal from Salesforce they announced that some of that Einstein voice stuff that we just talked about is available in beta on the Alexa devices. I'm so you potentially could dictate yourselves notes into an Alexa instead of in your phone. And they announce some training material that sells horse has a big warning portal and they announce the AWS training is is now available on the Michelle Sports training for so a pedestrian stuff there I would say, and then the last announcement which was a little surprising to me was a partnership with Microsoft. And the the biggest component of this is that they're moving the whole marketing Cloud to Microsoft Azure so this is to my knowledge the first time Salesforce is kind of formally picked. A public Cloud to host their Solutions on I think you're the for like most of the apps that run on Salesforce his own cloud so interesting and I'm sure a big win for Microsoft. Scot: [20:03] The so I guess that won't really be back customers just got like the back ends where it says. Jason: [20:10] Yeah I know it's Maura inside baseball thing like I'm sure you know if your Google Cloud platform you're upset and I you know I almost feel like the AWS announcements might have been to kind of soften the blow that they didn't pick it up. Scot: [20:24] Brickell the other big event that has happened since our last podcast that were recovered news is singles day did you track a I had to be at a fleet conference so I was not able to track lost a very close see did you see how that one. Jason: [20:38] I did I kept an eye on it it's it's almost gone so mature that it like personally I'll say it's like slightly less exciting for me. Then it was four years ago when we started this podcast for example but not shockingly they had another big year so, total sales for the day we're 38.38 billion dollars in US so that's a. Huge number that's more than six times bigger than the biggest e-commerce stay in North America. The scales just amazing and they're all these ridiculous stats about how many orders they take in the first minute in the first hour and all that stuff by partly because. Bape resell all the sales for so much that customers have chewed up a lot of purchases and they log on the first or second of the sale and click by, to my knowledge alibaba's never had any major infrastructure problems with this day which is like super impressive to me, is this feels like one of the biggest stress test of it and a delivery infrastructure in the world then it seems like they nail it every year. The one thing I would say so that that 30 billion dollars represents 26% year-over-year growth which is where the first time ever a deceleration in the rate of growth. [21:56] So you know the day might be kind of maturing a little bit the thing I go in a single day looking for most is if there's any evidence that there. [22:06] Expanding their International reach so single day like definitely. A place to a broader audience than just China but it tends to live primarily in Asia and there's some you know Western retailers that try to piggyback on it but but Alibaba themselves you know their main pushes get Western brands, on the platform selling to Asia for singles day not get Western consumer shopping on Singles day. And I would say like I saw less evidence this year than I had in the past that they were even sort of leaning in that direction, but it's definitely true that you know Western Brands tend to be amongst the biggest Sellers and fastest runners, on Singles day like it was a mix this year so they were like 15 brands that did over a billion one, in sales and that was like Chinese companies like way way, a Japanese company like Fast retailing that owns Uniqlo and then you know it's apple and Nike so, kind of a good mix food supplements are actually the biggest category so you know it's a lot of people buying like like gourmet food and nutritional supplements. Mostly imported products and then Cosmetics makeup Beauty are the second biggest category in her quite huge. [23:30] And then you know stuff like and Mike are like diapers do well to so so good day all around. [23:39] It felt like generally continuations of trends that we seen in the past rather than something while be different this year. Scot: [23:45] Used to be on Amazon would be up on that list as well have I wonder if they had a good singles day and I didn't see anything about. Jason: [23:52] I didn't see them referenced and you know singles Day falls on Veterans Day in the US and obviously you know it's a. Short. Of time before Thanksgiving and this year because. You know there are fewer days between Thanksgiving and Christmas like a lot of people started their Thanksgiving promotions earlier so you know it all together. Scot: [24:18] Yeah Google when did Jason Scott show without some Amazon news. Jason: [24:22] Amazon news new your margin is there opportunity. Scot: [24:36] Big amazon news that we want a report on is discovernursing so on the 13th of November not called this kind of the holiday punch in the news Nike pretty publicly announced that they are going to suspend that pilot program where they were selling Direct on Amazon there's a lot of this started this in 2017 there's a lot of speculation that so John Donahoe who was CEO of eBay and then went to, assassin company for a while and then it now has become CEO of Nike he had something to do with this obviously not a huge Amazon fan so that was pretty interesting Jason what it what did you make of that one. Jason: [25:20] Well there's a lot of speculation I Channelview the speculation that like when Nike started this pilot in there in 2017 I think it was, did it wasn't necessarily an effort to sell a ton of product on Amazon and Nike sort of felt like they had to be on Amazon for their customers the speculation was, did they wanted more leverage over Amazon to help and get Amazon to cooperate with sort of anti counterfeit anti gray marketing. And so you know a lot of us think that they they put a limited assortment of Nike products and certainly not the like poppy are new releases on Amazon in order to have a more formal business relationship with Amazon to achieve some of these softer goals and you don't now the inference is that didn't work very well or Donahue felt like it wasn't worth it or or you know whatever the case is but it, doesn't it never seemed like it was a full court press to create an amazing Amazon Nike brand experience on Amazon. I still like I think it's interesting I think it definitely gives cover to a lot of other brands that are on the fence about whether they should be on Amazon or not like I definitely think when Amazon Nike moved on there. It made it harder for other brands to say like we don't think that's right for our brands, and now like I think it did they're not on there I think it makes it easier for other brands that make that say move what it what do you think about that. Scot: [26:48] Yeah Yeah lyrics and see what how other brands react part of I think what Nike was thinking when they did this was they could control part of this was simultaneously Amazon put the clamps on people selling Nike products and if so I haven't heard anything but I'll be interesting to see if those, yo come off as well and then so will happen is this product will still be on on Amazon but just did the third-party Marketplace and argue, Amazon Prime makes more money that way anyway so I think Amazon will be okay I wouldn't I wouldn't cry for an hour don't stay up all night worrying about Amazon Chase. Jason: [27:28] I was not going to but you actually reminded me of another day point I actually heard some rumors that in the run-up to this that Nike may have been. Actively soliciting some of their authorized dealers to be comforted party sellers so like Nike may have even decided to help make sure that the. The product stayed on the platform when they pulled off the one piece sales. And I would just add one another thing that's a little more about Nike than Amazon but the to me. Nike being on Amazon was kind of counterintuitive because the same time they announced this pilot they announce this big initiative to cut way back on the number of wholesalers that they had, in the premise was we only want to work with retailers that have a really differentiated customer experience otherwise we would just rather sell the rest. [28:19] And so they literally had like 30,000 businesses that were selling Nike shoes and allegedly they tried to cut that down to 40 in these forty all had to kind of commit to have an enhanced Nike experience so think of like, Nordstrom with a Nike shop and shop for things like that, so to be kind of a commodity on Amazon at the same time you making that other shift kind of fell in kangaroo it is and they really had a lot of success with that initiative so, in 2013 so while ago 19% of their sales were direct-to-consumer today 30% of their cells are directions to consumer in it it's a that's a big number and Nikes case so that's pretty successful. [29:02] They're like 35% of their their their online sales are growing at 35% same-store sales growth like 6% so like most of the growth is coming from, their online direct to Consumer which is super interesting and I talked a lot about Nike being really good at digital in-store and doing a lot of really smart things, in their house of Innovations and their Nike towns and the one bit of news I didn't get to cover when it happened but that I think is super interesting is, Nike has this really good app that lets you kind of specify shoes you want to try on and in a Nike store of the shoes get delivered to a locker and you can try them on and buy them without ever having to talk to a Nike salesperson there now. Piloting that capability in Foot Locker stores so you walk into a Foot Locker in the upper east side of Manhattan and you can. Use the Nike Plus app to try to win merchandise and Foot Locker store you can order merchandise and it gets delivered to a Nike Locker inside the Foot Locker store it's a, it's super smart and interesting for Nike it was shocking to me for Foot Locker because it essentially means that Footlocker is encouraging. Customers to use the Nike app in Footlocker and you know like that doesn't help their Adidas sales very much so it was it that was it. An interesting thing that I've never seen before where a brand had a successfully done a takeover of the in-store digital experience of a retailer. Scot: [30:32] Yeah yeah must be complicated to manage all these different brand experiences at some point. Jason: [30:36] And then one other like so I started with an irony of and I'll finish with an irony this announcement that they're pulling off of Amazon happened two days after single day and of course Nike is one of the biggest presences and is all in on, I'm single day so that you know they one of those 40 retailers definitely is Ali Baba. Scot: [30:56] One of the R9 listeners were one of the kind of previous holiday punches in the nose that Amazon received was from Toys R Us so we'll see how this goes for Nike. Never a good idea to kind of flip your nose in Amazon so maybe we'll see some amazonbasics shoes with swoosh like things on them. Jason: [31:18] Yep. Be interesting. Scot: [31:19] Another quick Amazon one they did announce that they are going to start a week of Black Friday deals on the 22nd so they're they're going to have a week of Black Friday deals so it'll be interesting to see the kind of settled on on this deal format with a good kind of a combo of it got the gold box it got some Lightning Deals at the other day and then they wrote a bunch of that stuff in the past experiment was video and whatnot. I'll be watching on the 22nd just going to get a flavor for is there some new kind of platform at the deals as a kickoff Black Friday deals. Jason: [31:57] Yeah yeah I'm watching it in a we talked a little bit about this but the you know they also publish their physical toy catalog and one of the things they did a really good job this year and the toy catalog is. Digital integration in the paper catalog in it and sort of quick to buy capability and so. I thought that was really smart and then I noticed that the Walmart toy catalog holiday catalog just came out and is the first time Walmart has implemented that capability as well so that seems like the new the new standard and catalogs as you finally have to. You don't make your catalog digital friendly. Scot: [32:33] The any other Amazon news before we go on to Walmart earnings. Jason: [32:40] Just too quick to bits on grocery so we've talked about the fact that Walmart or Amazon has some real estate in Los Angeles and that and that they intend to open in grocery stores in Los Angeles. They they responded to some press inquiries last week, and in one of the one of the questions was are these stores going to be Jay Watts stores just walk out store so will they will they use Amazon go in this La Market in these much bigger grocery stores and Amazon said no so, that was kind of a definitive answer that you have these grocery stores aren't going to be bigger go stores and of course all the speculation is that they're going to be. Lower price of grocery stores like Target in a broader audience. [33:26] So we're all going to be eager to see when in January these doors open and I'll sure make a truck out to LA. Take it out of the winter and do some shopping in the new Amazon grocery concept but then there was an article that came out this week that although they're not using, Amazon go in this La Market concept that they're opening, Amazon did admit that they have a dark store at private store that they don't you know what let test customers and employees into in Seattle this a 20,000 square foot grocery store, that is using the Amazon Go technology so they apparently are pressure testing and stress testing, the the Amazon Go technology for a bigger form factor store which is interesting and in that same article they also acknowledge that they're actively talking to several retailers, about attentively licensing the technology and one of the ideas was apparently Amazon has productized kind of a small kiosk version of The Go technology. That you might use it like an airport or a hotel lobby and that a sibo which is a sort of a gourmet food and convenience store concept it's in a lot of airports. Was apparently named as a potential licensee for that so give me interesting stuff to watch. Scot: [34:50] Record then we have a couple earnings to report on super stuff is Walmart. Jason: [34:56] And not shocking but they they had a good earnings call so Revenue was up 3.3% same-store sales in the US were up 6.6% so the US is doing better than International for them econ was up 41% so that's right in the range that they've been. [35:16] Announcing a recorder they've been kind of bouncing around between 39 and 45 per cent they promised that for the year that be up 40% so 41%, feels good and Doug mcmillon acknowledged that the bulk of that gross in e-commerce is Grocery and specifically grocery pick-up and and he did kind of, talk about the the elephant in the room on that that that growth is not particularly profitable and you know one of the goals for Walmart is that they need to do a much better job of. Selling more stuff to those those grocery customers to make the sales more profitable and so what's interesting about that is the aov, on grocery pick-up is already higher like twice as high as the it'll be in the store but what isn't happening in grocery is you're not adding any general merchandise to that order, and though that's you know one of the big challenges that that Doug mcmillon talked about is they got to turn online grocery customers into overall Walmart customers. And you know we were at the moment there's a separate app that you use to buy groceries then there is to buy general merchandise and so you know. [36:29] They call that the gold and blue app and don't be surprised if you see, the feature set of those two apps kind of merge in order to affect the School of the Dead was talking about but it is interesting to me either. 1400 their stores now do grocery delivery $3,000 stores now do grocery pickup, again they have about 4,000 stores in the US so they can expand for another quarter and a thousand more stores and keep having this kind of growth, you know is very likely that growth is going to slow down once they get to 4000 stores that are all doing grocery pick-up and delivery and then it's going to be really critical that they, change the customer Behavior or their other cops are going to be really challenging and then kind of related to the earnings announcement they did introduce their new CEO for the us so that used to be a CEO named Greg foran he left to become the president of New Zealand airlines he's a native New Zealander so, best way to drag and they promoted John firmer who was the former CEO of Sam's Club to be the president of the u.s. So he's a longtime Walmart guy but he's a really young guy so. [37:42] Congrats and it's going to be interesting to see how he does it Walmart and then they back filled his job with Katherine Maclay who used to run Neighborhood Market so that's. The stand-alone Walmart grocery concept and so she steps up to become the CEO of Sam's Club so some some internal matriculation happening it at, at Walmart. Scot: [38:05] Sunmark Lori reports right to McMillan right so would does he is eCommerce, cross-section so the u.s. guide actually just run stores in the Commerce a separate how does that. Jason: [38:19] Yeah yeah so there's two presidents of the US there's there's the president of stores which it was dragging now John and there's the president of digital which is Mark they both report to the CEO. At Walmart which is Doug mcmillon and the like there's a chief customer officer, that's kind of above marketing and she reports to both of them so she coming to you don't have to report that to the digital and the stores. And you know I think some of the old articles from last year about Walmart we're about like some sort of friction between the store guy in the digital guy in the fact that you know. A lot of the digital growth was actually being delivered by the stores with this online grocery pick-up and that you know Mark was kind of getting credit for it but it was probably, the store guide doing most of the work so it'll be interesting. John's a little younger than Greg you know I think it's a fair assumption that he's a little more. Digitally native then dragged was and so it'll be interesting to see if he has a different relationship with Mark and Greg. Scot: [39:25] Selena on the heels of that we had Target earnings and this is what in the world of all straight we effectively call a beat and raised so this is really well-received by Wall Street, so the beat part expectations was EPS of a dollar 19 came in well north of that at a dollar 36 and then they bumped up the guidance at Wall Street was expecting 592 620 on the revenue side and they came in at 6:45 to 6:45 so they kind of move the range of guidance up above all she was acting self shares were up pretty sharply I saw, thanks to this so that was good and then there was a e-commerce was up 31%. Gets me back to this question we should we talk about Pride like every 10 shows or so if everyone's e-commerce is growing north of 30%, these are big companies so Amazon's at like 25 Walmart we have at 41 Target here at 31 how on Earth, even like Shopify is growing forget their number but it's it's like 30% I think last time I saw GMB wise. [40:40] Then we have e-commerce growing at 15% I I. I don't know how that works something something has to be like a negative growth even eBay is like just flat so it's not going to really be a negative trim there so I can look inclusion e-commerce is either going faster than we think it is or, or there's some peace some dark matter in there that we don't have any visibility on that I'd like to me but I digress did you see anything interesting in the Target earnings date they the talk a lot about ship-from-store some sure you if you were interested in that. Jason: [41:13] Yep yeah that was super interesting that we talked about it before but my answer to your conundrum below is that e-commerce is growing faster than we think, and the problem is like all of these these, companies that come out and say e-commerce is growing at 15% of index there their forecast of the US Department of Commerce data in the US Department of Commerce data is flawed for, Ecommerce particularly for omni-channel e-commerce and so when Walmart says they grow 41% and that's mostly people going to pick up groceries at the curb the US Department of Commerce counts that is best for sale so that's part of your bra. But in any case yeah the target announcement was super interesting to me for some of the granular data they shared about their curbside pickup so first of all they said hey we grew 31%, 80% of that gross was pickup in-store orders. So so that the that you know they bought this company ship they they really enhance their curbside pickup capabilities they do deliveries from store and they do they actually built with all male rooms in the back of all their stores and they do ship from store and so. [42:27] That store inventory is being used for 80% of their digital growth which is huge and then most interesting is that they said that when a customer comes to the store to pick up an order so we don't have to ship it to the customer. That takes 80% out of our cost or 90% rather out of our costs 08, curbside pickup order Casas 10% of what a ship to home order cost us and when we get a ship the homeowner and we can ship it from a store. That cost that's 40% cheaper than ship from a fulfillment center and so, the you know a debate has always been like Ashley stores aren't going to be as efficient at picking and shipping as a fulfillment center so you know the unit economics could arguably be worse the pic and chip, and then the counter argument is but your shipping in a way shorter distance because the inventory is already a lot closer to the customer and so the shipping cost should be well or and you know people debated about whether that netted a positive or negative for the retailer and what Target is saying as. Man we can ship something from the store that I get there faster to the customer and it says it's a bunch of money and we can get the customer to come to us and pick it up it saves us, a boatload of money and that's what most of our customers are doing so. [43:46] To me that's super encouraging for Target and it's fascinating and it really high like me. The difference between the Walmart and Target strategy. [43:59] So one problem with all the ship from store and pick up in store stuff is you can only sell the inventory you have in the store right, is a target's got 65,000 skews in the store and soda Target digital strategy is to sell those 65,000 skus, either Walmart you had like 200,000 skews in the store but you're trying to compete with Amazon for the total wallet share and you're trying to sell tens of millions or hundreds of millions of skews and throat you know Walmart is totally leaned into building more fulfillment centers in developing a Marketplace, and that that kind of thing to sort of get there their catalog up to be you know competitive with Amazon and they're making progress and doing that, but it really makes the unit economics challenging for Walmart whereas Target is selling a much more constrained, catalog but they're actually able to do that profitably you know it's kind of not sure once Reggie's right or wrong but it feels like, Walmart is trying to hit a homerun and compete with Amazon and Target is trying to head a sort of a single or a double and you know being more successful at doing. Scot: [45:09] The one thing that doesn't add up for me so the store has 65,000 items Target's website has I would imagine orders of magnitude more than that right. Jason: [45:21] Maybe a order of magnitude more they have more but it's not their target does not have millions of products. Scot: [45:27] That's what's to say it's a hundred. Jason: [45:30] Yeah could be two hundred thousand. Scot: [45:32] Yeah but what's a 200000 the chances are. Yeah that the thing you order online is not going to be in the store so do they know are they pushing people to order things in the store and some way like the top of search results. How are they or just happens to be the head of the distribution curve and that's kind of the 80/20 rule. Jason: [45:54] So I do I think it's partly that that 80/20 rule but I do think target is more actively merchandising the in-store assortment in are you know, then there are some other retailers and you know it is I think it's two because they have a. Metronidazole a lot of items but and I don't know this for a fact but I would bet you anything did the percentage of customers on target, Define products through the guided navigation is much higher, then the percentage of people that find products through the guided navigation on Amazon or Walmart like the Walmart and Amazon assortments are so big The Galley navigation is use very little and almost everybody has to find things through search but Target is so much more known for curation, a lot more with target cells are their own Brands brands that are exclusively available through Target. And like I do think they have like a more chill rated taxonomy that's more friendly to shopping and so, you know part part of this is a self-fulfilling prophecy is that you know more people are clicking through the menus they're saying the first page of that menu result they're buying stuff that's all stuff that's in the store. I think that's literally the target strategy and it's kind of opposite of the Amazon Walmart strategy. Scot: [47:14] And then a couple Acquisitions to talk about the first one that I think shocked both of us PayPal acquired honey-honey is a well, browser extension so it sits there you install it into your Chrome or your Safari or your Internet Explorer, messenger name that always forget and you know what kind of watch is your shopping behavior and if it sees you throw something in your cart somewhere it will go and try to find a lower price so essentially just like. [47:43] Scot Anderson there's tons of these out there none of them have got no attraction but for some reason honey is done a really good job with marketing and and seems to have a pretty good user base the thing that shocking about this one is a couple things first of all the price tag of four billion dollars this is asbestos, we've seen reported this 200 billion dollar Revenue company just got a 20 x multiple so that's just me there was some kind of a bidding war hear the other thing I wonder how PayPal navigated is I would imagine so if you think of Amazon having 50% of e-commerce it's probably 50% of the honey I'm activity or more is on Amazon. [48:28] My understanding is there some kind of an affiliate relationship they're so so Amazon hasn't black honey but now that it has a new owner I'm Amazon you know do I really want it your PayPal owning this there's going to be some, preference PayPal payments Amazon doesn't take PayPal, yell at my say something happens and they are in Amazon turns off honey which which is very viable yeah you can look at the IP in and just shut the crawlers down that they have you know that thing has huge exposure from getting an award Amazon so I hope PayPal is thoughts through that and, got some somewhere around that challenged his communication to see what happens to that one. Jason: [49:13] Yeah and I can try to shut them down they can make it way harder for honey but like there are companies that successfully still. Do stuff with Amazon even though Amazon doesn't want them to I'm not saying that's the position you want to be in but I'm not sure it would completely exclude on that would just make it much harder if Amazon. Active it at preventing it, but I think they might have a broader version of that problem you know Visa V PayPal in that like I I don't know that much about honey but I imagine that the retailers have a love-hate relationship with him if, you're not a honey partner and people are shopping on your site and honey is trying to divert those customers to a site that is a honey partner, you don't like honey very much right so if your target you're not paying honey and when you you know try to buy stuff on On Target it's saying like hey there's this other retailer that has a lower price, or you know honey you says like hey they have a promo code over here these kinds of things. You have the potential to to alienate a bunch of retailers and those are the same retailers that PayPal is trying to get to a doctor platform, so it is possible that they're going to have some customer conflict here don't don't know enough to know that for sure yet but but it's going to be interesting to see how it all plays out and improve your point. I sure hope PayPal thought through that when they paid for billion dollars for me. Scot: [50:43] Yeah we should probably rename this segment Scott and Jason are super jealous or why didn't we think of that so it so number one congrats. Short forgetting this exit and then the other one that was kind of mind-blowing was Kylie Jenner she started a makeup company and you know obviously she's she in her hole Kardashian Clan there are a really big influencers this has blown up 2 / 200 million in Revenue very quickly and she sold half the business to the large conglomerate in the beauty category called Cody for 600 million which is effectively gives that a 1.2 billion dollar valuation in the real mind-blower is the company has six employees. Jason: [51:29] Yeah that Revenue per employee works out to be pretty good huh. Scot: [51:32] Yeah I have a feeling Kylie may take a disproportionate amount of that but we don't. Jason: [51:40] Yeah I know it's that super anything in that I mean it's a nuanced but I think Cody actually bought 51% so that's that a controlling interest. Which is somewhat interesting like I wonder if that will in any way put off Kylie Jenner fans but I mean mad props to her like I think she's actually totally changed the way influencers think about monetizing, their popularity comes before this they all would take money to, sell other people's stuff and this model has been so successful that you now see a lot of other popular influencer saying hey. I'm not going to promote someone else's product. No launch my own products and so there there's a lot of lot of folks trying to follow in her footsteps but this is a. You know what that huge home run and congrats Shopify by the way cuz that's this probably the biggest biggest retailer on the shop. Scot: [52:33] Yep and it's also important to point out that this is also a DMV be kind kind of a strategy here so imagine fairly large percentage of her sales are from her website and then she does I think she does sell thru I always get it could use which one but she's in either Sephora or Ulta. Jason: [52:55] Yep and I think she started out online only and then only in the last year has she added the the wholesale distribution but so yeah for sure. Scot: [53:06] So Jason and I have a big announcement we are starting the Jason and Scott beauty company and we're going to come out with a palette for Holiday 2020 so stay to. Jason: [53:16] Yep yeah we're not to upgrade the servers for the mass influx of traffic we get for that but looking forward to it and it will include a browser plug-in which will help you buy a product instead of anyone else's product on the web so we're kind of think of it is, honey + Kylie Jenner. Scot: [53:35] Yep we'll just call it Scott and Jason honey or something like that we're still working on the brand. Jason: [53:40] Exactly send your suggestions to Scott, and sadly that's going to be we're going to have to leave it cuz we have used up all our a lot of time as always if you have any questions or comments you have to hit us up on Twitter or Facebook page and I please please please this is a great time for holidays to give us that special gift and go to iTunes and give us that five star review the the reviews key keep coming but we we want and need more and we really appreciate it. Scot: [54:10] Thanks everyone we're probably stay tuned for episode 200 you're going to love it. Jason: [54:18] Yeah absolutely that's going to be fun next week and until then Happy commercing.

Nike recently unveiled a new plus-size line of athletic clothing and with it, a plus-size mannequin on which to display the clothing. One journalist railed against this move as "promoting obesity." In this episode, Aaron and Glenys talk about the reaction to the mannequin, both good and bad, how promoting obesity is not actually "a thing", and the role that internalized weight stigma may have played in this reaction.  Show notes: We're not linking to the original article because it's bias AF, and you can google the Tanya Gold article. Instead, here are some great articles clapping back. Telegraph's Fatphobic Take On Nike's Plus-Size Mannequins Receives Backlash Nike’s plus-sized mannequins don’t ‘promote’ obesity – they reflect reality. Why on earth is that an issue? The Real Issue With Nike's Plus Size Mannequins Dances with Fat: Nike’s Plus Size Mannequins Uncover the Truth About Weight Stigma Study showing lower mortality in "overweight" category (referenced)   More about Glenys: www.daretonotdiet.com More about Aaron: www.bvmrd.com      

Fashion Designer and Size-Inclusivity advocate Dima Ayad on the Nike plus-size mannequin controversy and her response to those that say larger women should not be represented by sportswear brands because they don't work out, and why she started her line of "You... As Is" clothing. Listen to #Pulse95Radio in the UAE by tuning in on your radio (95.00 FM) or online on our website: www.pulse95radio.com ************************ Follow us on Social. www.facebook.com/pulse95radio www.twitter.com/pulse95radio www.instagram.com/pulse95radio

If only an investor could buy companies that were on the cutting edge. How do you find those stocks? (0:15) - Who Is Winning In Innovation? (2:00) - Is Tesla Still Moving In The Right Direction? (7:30) - Strong Push Into Wearable Health Technology (10:15) - Possible 2019 Airbnb IPO (16:40) - Amazon;s Retail Innovations: Amazon GO Stores (22:30) - Nike Plus and Self Tying Shoes (25:15) - Episode Roundup: SPOT, TSLA, AAPL, BEAT, BKNG, AMZN, NKE Podcast@Zacks.com

My guest today is the incredible entrepreneur Amy Thomson​. She was the founder of SEEN, a global marketing agency working with brands such as Nike, Microsoft and RBS. She is also the co-founder of a business school for future female leaders called Future Girl Corp (alongside Sharmadean Reid, another Ctrl Alt DElete guest), which has a simple mission to inspire the new generation of female leaders. Now, she, alongside her team, has ​launched the Moody Month App. ​The mission ​of the app i​s to empower every woman to harness their moods through understanding their hormonal and emotional selves. The Moody Month App will allow you to track your monthly moods and cycle, along with plugging straight into your calendar and giving you mood forecasts for your month. ​The message behind the app is that being moody is your biggest asset, it's what makes you human not a robot. By having more awareness of your moods, means you can optimise your happiness. Let’s all re-connect and embrace the things that make us humans​.​​​​​Amy has shared her story and inspiration behind the app so honestly and openly in this episode. In 2015, when​ her periods stopped due to ​stress, she ​start​ed​ a diary, and began to see patterns linking her bad moods and her hormonal imbalance.​ ​​She then sold her agency, broke up with ​her boyfriend and set out on a mission to build this​ new​ technology​ which has turned into ​Moody. The​ site​ and app​ offers advice, from books recommendations, t​o articles ​to superfood tips. There’s an online shop, too​. I found this conversation SO inspiring and I hope you do too.​My favourite quote from the episode:"I'm getting Ubers, I'm ordering food, I'm using Nike Plus to track my running, but I'm a writing an analogue diary for my periods??" See acast.com/privacy for privacy and opt-out information.

In Tuesday's edition of What's Up Tampa Bay, Ronnie Lane and John Mamola discussed a number of things trending on social media. Those topics included celebrating Labor Day with revealing the worst jobs you've ever had, buying products based on celebrities and athletes putting their name on it, and also it's #BeyDay. Happy Birthday to Beyonce!

Episode 127 is an interview with Katya Ermak, Director of E-Commerce and Digital Marketing at Sabon NYC.   We caught up with Katya Ermak at the ShopTalk 2018. Katya is the director of E-commerce at Sabon NYC.  We talked with her about how Vertically integrated brands think of Amazon.  How they leverage their omni-channel tactics and the future of malls.  How Sabon is approaching e-commerce including their Magento platform, and some of their current tools such as Dynamic Yield. Episode 127 of the Jason & Scot show was recorded on Monday, March 19, 2018. New beta feature, Google Transcription: Transcript  Jason:  [0:25] Welcome to the Jason and Scott show this episode is being recorded on Monday March 19th 2018 I'm your host Jason retailgeek Goldberg and as usual I'm here with your Wingo. Scot:  [0:38] Hey Jason welcome back Jason Scott show listeners we are podcasting live from the shock talk show here in sunny Las Vegas and we're excited to have on the show today Katja or Mac. Katya is director of e-commerce and digital marketing at sabon NYC she has also spent time with Brands such as rainbow Century 21 and isobar welcome to the show. Jason:  [1:02] Thanks for joining us it's a little known fact but Scott exclusive. Scot:  [1:06] Did we use it as your. Jason:  [1:07] FedEx in his own bath so. Katya:  [1:09] That's great to hear. Scot:  [1:11] Yeah I'm going to have the bath bombs. Jason:  [1:13] So he's very excited about having you here when the things we always like to do on the show is talk to her guest. Scot:  [1:20] About their backgrounds and how they came to the control so could you. Jason:  [1:20] And how they came to their current role so could you tell us a little bit about as you got into the industry and and what your current role is. Katya:  [1:28] Wright's Okerlund director of e-commerce and just the market at sabon started there about. Two and a half years ago before that I decided I was with isobars. Worked on their engagement seem he ran out of states and before that I did a Content management for Rainbow shops. [1:51] E-commerce was definitely something that, I was interested in when I was in college I have a fashion business degree and I was just thinking of where can I go with that degrade dad would make the most value out of my account. And I got a couple and their shapes e-commerce internship especially one with Century 21 which really to cough. And I love my job love what I do eCommerce is fantastic and it's such a growing animal and there's so many different things that you can do with us. Scot:  [2:26] Did you go to the fitt isn't that the big fashion School in New York. Katya:  [2:30] Right now I went to Berkeley College which is Elsa in New York. Scot:  [2:33] Okay cool awesome yeah I mean a lot of young ladies that are studying fashion and there's a lot of different ways it go to nursing you chose e-commerce you feel like it's still scratches your fashion itch or. Katya:  [2:44] Absolutely that was like a business degree with a fashion flavor to it and as a side like. I was interested to see I came to the Barclay because I wanted to be a buyer but while I'm studying there was. Digital start taking off at that time and people start talking more and more about it and how did brick-and-mortar it will be going away and at some point it was very scary for fashion students because there was not a lot of job available and them. I was looking for something that's going to be very up and come in and which I think I did a very right turn. Scot:  [3:24] Do they have chai have classes on how to do some digital marketing in that kind of thing or did you have to come pick it up on your own. Katya:  [3:30] Pick it up on my own I think we had maybe social media class or something like that. Jason:  [3:38] And can you tell us a little bit about like what the scope of your role is now so are you you responsible for operating the website and digital marketing. Scot:  [3:44] Responsible for operating the website and digital marketing and. Katya:  [3:49] The right I usually have I go about this the question like that as Dad to company currently has three ways of doing business so we have brick-and-mortar stores and in New York and we have wholesale Channel and we help outside so. Each channel is has its own Department. So my department and I'm head of the eCommerce department is responsible of running the website all the maintenance all the development all the digital marketing aspects. Currently we doing things with be social with Google with your panel ads what do Google shopping ads email marketing. Merchandising of the website the only thing that I'm not touching bases inventory and their warehouse relationship. Jason:  [4:39] Can you tell us a little bit about subbing for our Wizards I might not know I think of you is a vertically integrated brands. Scot:  [4:43] Think of you vertically integrated Brandt to you you guys make your own. Jason:  [4:47] Products in you sell them direct as well as through wholesale channels is that right or. Katya:  [4:52] Sabon at the bath and body products to reproduce by describes different moisturizing moisturizing lotions where electro brand, originally we're from Israel. So our products and natural in the based on that sea salts and minerals and that seemed muds original or the company was billed as the, franchise which country was its own franchise had at the store it's only Commerce about a year-and-a-half ago we got bought out by grouper shop. And older franchises for kind of put together and now we're. Like its own company we. Getting our products from Israel from our Global office and then we end up here you missed it then floss with your wholesale as well. Jason:  [5:46] Got you and you have a number of stores as well. Katya:  [5:49] So in New York with have down stores. Which primarily in the Hat and one in Brooklyn One Long Island around the world we have about I want to stay 200 stores. I'm waiting when country is when France England New Orleans Japan Korea. Jason:  [6:12] Don't you very cool that's one of the questions I'm always interested in when there's a brand selling online that also own stores. Is some of the omni-channel aspects but you know so like. [6:27] Any attribution and figure out how the website is potentially driving people to your store or any any sort of digital experiences in the store those sorts of things. Katya:  [6:39] It's always has been an ongoing chat challenge for us. Because the company was a franchise so originally it was just about driving Revenue we didn't talk about how, what the customer experiences are what are they experiencing the stores, with the expansion of Commerce and how it's all blending together how we can drive traffic for both and support each other so. This is currently changing and though we talked with talking about it was talking about different experiences that we can create one of the projects the wave. Working on right now is offer and we start War friends. So glad classes and understand our stores and just set it up like serve booking and the schedule and through the website, set of creating the tide out therapy, the experience with, tile store experiences but it's an ongoing challenge will always talk about it right now and will always thinking of how can we restore the very beautiful and we have this personal experiences when you get. Hand treatment there is a big whale when you can start a product if people owe people doesn't know customer doesn't know our brand and they're the coming to the website that getting. Very slightly different experience rather than to the store so it's always a conversation how do we get that will experience the very personal that spends on the website and. It's an ongoing conversation ongoing challenge for us which I'm hoping to grab more answers on the shop. Scot:  [8:15] It would be a Jason Scott show if we didn't talk a little bit about Amazon and you talked about wholesale is Amazon so when you guys wholesale with and how would you describe your your kind of Amazon strategy and I'm thinking around them is up, partner slash competitors which is always a very much a friend of me with for everybody. Katya:  [8:34] So that the company has a partnership at wholesale partnership with Amazon I think it was started about 3 year 3 years ago it took off and. Brought us Revenue brought us some sales and brought the brand recognition but we experience on the challenge of that it's very hard for us to manage and change the prices and change. Kind of given that experience that we have. On our Ecommerce outside or in the stores so with that being said but decided to launch Amazon is a Marketplace. With a felon buy on Amazon and we. Got a partner Channel advisor which is helping us kind of guiding us through and helping us set it up that channel is currently rolling out so I think we should be good to go I started selling there in about couple weeks. Scot:  [9:26] Thanks for being a great that and then are you guys going to do hybrid we still do some wholesale and some third-party. Katya:  [9:35] So we think when we going to go out there Amazon Marketplace looking to see what's out of traction and we getting it sad is going to be different products. That wholesale had done from with Amazon Marketplace we're going to be doing and we'll see how it's going to go if it's going to be, very successful we're going to slowly over allowed their wholesale piece off the table or, maybe it's going to be a bad idea to keep them in a conjunction working so it depends like really wanted to see and learn first to make it in time decisions. Scot:  [10:07] Brickell conditioner at the path to purchase showing you had to head out and I wouldn't get a chance to talk about it but I'm in the queue today it was interesting, as Brands brought up to the challenges with with Amazon more and more of them were being sought for this hybrid model so for example one brand was complaining Amazon wouldn't order their product fast enough and one of the panelists, because most actually recommended you know you can actually have your you could you can you do Marketplace for that same item and then if Amazon sales your item, you can at least have some guarantee that your product will be there there some other examples like that were in the early days of hybrid it was just selection you know Amazon has ex and I want them to have x + y and now there's like some more advanced strategies there for. Katya:  [10:48] Marriage Style. Jason:  [10:52] What are things that was interesting to me about any on the show is that I have this right you were one. Scot:  [10:58] Very early. Jason:  [10:59] Hours of dynamic yield. Is a software tool for doing personalization based on some some AI deep learning your chop talk those are the big buzzwords is personalization and Nai in so I was I was just curious. Scot:  [11:10] I was just curious what kind of experiences you were you were in able. Jason:  [11:19] You are enabling for your Shoppers with Dynamic yield and is it just email is it on your site and. Katya:  [11:27] Sabon was the very early adopter robbed and I make you up and it just started out. And Esteban will love Dynamic yield and we pretty much do everything with them. Potentially. Did done utilizing their platform we just roll out and I think in August. Product recommendation on our homepage on the mobile on our product pages on in the car. [11:59] We also serve banners all over Bennett's in the website was served through the night make you all them would do it be testing reason Infinity. And we starting up looking about 30% of them would just roll them out in conversion rate and customer satisfaction. [12:22] I think there's so many things that you can do is then I make your old and strategies that we can Implement and you see it like I constantly seeing their case study that they're releasing or how they communicate with their how they work. There are other clients on the smaller scale of what the what weekend do mechanics executor so many things. Execution part where smallest unit sabon so it's a little bit harder. I think they doing an event in April in New York and it's going to be talking about more proficiency how different strategies for product personalization. We started with the product personalization on a homepage was started with a B test and soda personalized ended by customer who did its website and then we'll switch they were committed the resistance in today. Animation that learning in the recommended products that way and we'll see. Tremendous increases and sales in conversion other things in there and Genesis. So interesting and it's. Why don't those things that blowing my mind do you put in a smoke JavaScript X all on your website and you can. Change in the real time you can you can test, different with the with Dustin different pages would destined for muscle ache if you have how many different fields you can have and which one converts bad or so before before releasing anything pretty much on the website experience-wise for. [13:54] Customers were always faster always create 3/4 in Arizona with Dustin which one performs better same goes for all of our batteries all the copy that would do for the. Banners and difficult to actions and different images and different backgrounds and it's open it up so. [14:14] It's open. So many opportunities to learn who your customers and what they like and kind of a learning curve you constantly it's not it's not a platform that you just kind of. Started doing the things for you to constantly need to learn. Your phone those tests but it's open it up in a big door in personalization and making you a customer experience very personal for them. Scot:  [14:39] I'm not a personalization experts maybe you guys can answer this so so does it kind of learn, okay this particular customer loves the flavian of the lavender or something then it'll show them more of that kind of thing I know it sounds like you got some maybe optimization kind of testing stuff, but then the personalization does it kind of like learn what people like and then it changes the website based on those earnings. Katya:  [15:01] Right so it's obviously a quickie that every single person who comes in they said they cook it and we can sell what. What Journey did they had enough said what kind of batter the cloak on, what kind of products they looked at since they looked at the exfoliating products are monosaccharides and products, did they make a purchase at the after the cards post was there about cars value in Basin that information. The next time to come back we're going to serve them a different experience which could be anything we can recover the products if they were added something to the car is that the dead purchase. And then they come back maybe it will show them that product with the potential deal that they can get for that or if they weren't. Product page and then the added something else of the cards will show them assume all products in the car this wall there's a lot of different scenarios they can think about is how to personalize. Scot:  [15:59] This is some married to Magento or is it a it's at Works within him. Jason:  [16:03] That's a space tool you can Implement in NY Bridal platforms I think you guys impact are running it on Magento though what's was cool to me. Scot:  [16:13] We had personalization for a long time. Jason:  [16:17] What are the better you get to know the. Scot:  [16:18] Where the better you get to know the customer over multiple sessions you you can stay. Jason:  [16:22] D'Amore. Scot:  [16:24] I've been to that customer in that that's still really important. Jason:  [16:27] I still really important for monocytes though the majority of visitors are first-time visitors and so. Scot:  [16:33] So where a lot of personalization is a Scorpion falling down. Jason:  [16:35] Falling Down is. Scot:  [16:39] Every customer is unknown so they get the same generic experience and. Jason:  [16:40] So they get the same generic experience and you know you. Scot:  [16:43] Come back over and over again get this great personalized. Jason:  [16:45] But they are small percentage of the. Scot:  [16:46] Small percentage of the total traffic better now is what I'll call. Incontact in session personalization where they like in Forever explicit and implicit signals. Jason:  [16:54] Concession personalization where they like in fur explicit and implicit signals from. Scot:  [17:02] The browsing you're doing in the single session. Jason:  [17:04] 10 + *. Scot:  [17:05] Dynamically personalizing for those unknown first-time visitor. Katya:  [17:09] Describe Viking Camper for I'm sort of some sort of actually writing this scenario would the customer perform some sort of action like this subscribe to newsletter click to the body scrub at it since the car we're going to start time at the front experience based on what they see in. Scot:  [17:23] Do you start to so sounds like it'll also work with display ads which is cool how about like your email marketing Ken can I personalize your email marketing so you know some lady likes a certain sent you can send her, Fort Worth jet something in her cart watch pie easy with cart abandonment emails but any personalization keep personalized like the emails you send out to. Katya:  [17:42] Within Emma Guild you can upload the back so that we can put their dinner, your vagina inside of your email and you can serve them to like you have your content of the email like a promotion your content and down on the bottom you can show. Products specific was looking for that customer. Scot:  [18:03] That's the first way that these. Jason:  [18:06] This way that these tools. [18:10] Well then it is for the whole platforms of. Scot:  [18:12] In the cool new feature that these guys are all. Jason:  [18:16] Starting to roll out now is personalization. Scot:  [18:17] Right now is personalization at open. Jason:  [18:21] You can imagine like you send. Scot:  [18:23] Email and if you have some personalized content in there it may be. Jason:  [18:25] Personalize content in there that maybe is. Scot:  [18:30] Has been personalized to the weather or something you buy. Jason:  [18:31] Whether or something you browse for. Katya:  [18:33] Based on time, for example if if we're running a promotion or some sort of dro sale so while the promotion promotion is running you going to see a clock down so you open, you open up your email and see if you can see it back down that says like, this promotion going to add in one hour if you open it at 30 minutes is going to say the promotions going to end 30 minutes and when the promotion ends in from simple to say I miss that and I open it up email after a week is going to show me something. Scot:  [19:01] Buckeye Jail. Jason:  [19:05] And its tail when the person oppa. Scot:  [19:07] Awesome so it sounds like you have a relatively small e-commerce operation guys are dog doing a lot of pretty cutting-edge things what was kind of next on the road map where do you see e-commerce going. I with you guys then we'll talk Bradley about where your overall you so you can respond. Katya:  [19:23] So another says so I was talking about. Sorry about that was talking about experiences Brandon to gather their stores and online we're working for another big project for us is the CRM. And we have a little to program and how how do we. Like the date of the week coming from magenta from our e-commerce platform is very clean the date of that we getting for people who signed out in the stores for loyalty program is not that clean so right now we're working on how do we combine, dos2 Joseph data points and create that. Loyalty emails and loyalty programs campaign so we talked with our loyal to customers at the same. But you can start at them the same it doesn't matter where they shop and where they saying up because we don't know but we think there is a lot of Gap and there's a lot of them. Cross reference of the people shopping at the shop in the stores and the shop online I feel like it's Crossing each other this year, we talkin in the company lied about CRM and loyalty and how do we bring this together what kind of campaigns were created and what kind of software we using one of their things why we came to the shop talk and like they do is mine, what is to find a CRM solution that we can use all of the data sort of segments that other than Kinect. Jason:  [20:54] Very cool and there are several of them there so I suspect you'll you'll be successful in that mission you mentioned loyalty programs and that's been interesting to me cuz. Scot:  [21:00] You mentioned loyalty programs and that's been interesting to me cuz that. Jason:  [21:04] Feels a little bit like one of the themes of this year's show in. Scot:  [21:08] Ulta Keynotes. Jason:  [21:08] Ulta keynote they they mention that like the wealthy members represented something I want to say 90 or 95% of their total revenue which is. Scot:  [21:20] I mean astronomical the Nike Chief digital officer talked about. Jason:  [21:21] Michael the Nike Chief digital officer talked about how how successful their their Nike Plus loyalty program had been. Scot:  [21:28] Nike Plus royalty program it been it sounds like you've had a loyalty. Jason:  [21:33] You had a loyalty program for a while is it like a straight points for purchase program or how does it work. Katya:  [21:39] So Historical we had to separate program Swan was the e-commerce little to program when you collect points for every purchase to do you make and then you released and then you redeem it for purchase online and we had a loyalty program in the stores. I'd same idea it was a little bit different so e-commerce it was once a once-a-month going on dollar stores with tiered I think it was five tiers, so this summer when we just launched the new upside in August and will I see the new pair of system in July. 2027 able to pick you up for a lot of different changes and we'll launch our new loyalty program the idea was this to combine their loyalty program in the stores and and online, kind of make it more sing with experience so it's currently is the same program you Wednesday for every dollar you spend. And then you can redeem at there's no cap and Redemption you also is a part of the Lord's apart of me also get welcome coupons and will be found as Dad. There's two coupons when is set up but you can use the next month. And the next next month so that's something that we actually got from overcome our parent company in Israel this is how they do it and they saw a lot more traction with just given a 10% sign up coupon, people people people coming back to redeem it more often and it works pretty well for us but we have a birthday. [23:17] Coupon that we said that the birthday gift that was on for the people to read them during their birthday month. And will do a lot of activities for our world passport will call them roll past board members would do events in the stores where are we. Do different treatments or different parties and we have I would do like new collection previews for them. It's another big thing that would Jordan like one of them stuck in before about CRM and how do we connect them it's still a little bit separated in terms of the promotions and like. I feel like in the store part would do much better much better job for the Loyalty rather than on the website so we talkin about how we can come by and make that experience more seamless. Jason:  [24:04] Since you mentioned that you were going to look for some CRM Solutions it shoptalk we're sort of one day another show a day and a half in the show. Have you seen anything or or setting on a sessions that would be interesting to you. Katya:  [24:20] Not yet. Scot:  [24:23] Did she the Ulta keynote the kind of edger talk about experiences in a store, she's saying they're going to add a lot more experience than I already have like a salon in the story but I think they're going to add you almost more like taking it to a spa level of so it's kind of reminds me of some of the things you talked about that you guys doing your store I don't know if you saw it or not. Katya:  [24:39] I saw something the Sephora was talking about it and they were showing all this experience as they did they create it's for their Shopper and this is it was very inspiring conversation the presentation that she had. She was talking about all of this this is exactly what we're looking for and I think that's exactly what the industry needs and like, the eve what the economist is moving Taurus is to like for example somebody get a notification that they forgot things in their cards and they're walking by the Sea for the, that they put a sample in there Carlin Dave it's there so this is why I would email them or send them a notification from there uh. Dad there's a store and the samples of all been there so you can come and pick it up. And you're passing by the store you come over talking to the sale associate to give any of that sample while they're doing that the same oh we also do all this experience is in the store treatments would you like to set up this and you know. Right there and then they perform the treatment on you and all the product of what he's doing the truth then you will receive the samples and then to send you an e-mail. Where is all this products and how do use them and the price point so then you can come back and either purchase them in the app. In the under your desktop in the Commerce website or you can come back back to the store to the store so I feel like they're doing great job in tiny tiny and those experiences in this something that. I really wanted some time and think about it if so I'll come back from the shop. Scot:  [26:14] You kicked off what kind of Go full circle you talk about when you started your career, you were at heard in the stores are closing you want to get me Commerce how do you feel about stores now, they've been in the industry for a while if you think you think the small again and Retail apocalypse thing is over done or do you think it is tough for store what's the future stores. Katya:  [26:32] It's interesting that's what the a lot of feel like a lot of things on top soccer talking about exactly like is the freaking word dad or. As odd involving the different way I personally think and a lot of people in the industry as wild that. Brick-and-mortar is not that bad but there was people who doing a ride and people who are not quite there yet and depending on how fast they can get there. What could it mean if they're going to keep their stores or not people definitely looking for some personalized experience as what we can do in a store to make it more relevant the more exciting. What are those experiences and I feel like this is where the industry going. [27:14] And I feel like they're at the seam of everything that I said today is about those experiences like what can we make so exciting for the customer. For them to come back obviously they're interacting with their sales associate interacting with the product when you see can't touch them smell them it's so much different from you, so I feel like. There's the stores going to definitely stay there not going anywhere but it's going to be involved into something completely different then we'll just have to buckle up. The bump it right and see where it takes us. Scot:  [27:48] Buckle up buttercup a perfect. Jason:  [27:51] Place to end it because it has happened again we've used up all our a lot of. Scot:  [27:56] The time. Jason:  [27:57] But we certainly want to thank you for. Scot:  [27:58] I want to thank you for taking time off. Jason:  [28:01] Join us. Scot:  [28:02] Other folks have questions you're welcome to jump on a. Jason:  [28:03] Questions are welcome to jump on the Facebook and continue the conversation there is always if you enjoy Today Show we'd love it if you jump on the iTunes and give us that 5-star review and until you do that we will be buckled up here. Scot:  [28:17] Thanks Ryan Scott you're really appreciate you taking time. Jason:  [28:21] Until next time happy commercing.

Episode 122: Sarah Robb O’Hagan – EXTREME YOU: Unlocking Your Potential Executive, activist and entrepreneur, Sarah Robb O’Hagan is described by the media as everything from “Superwoman undercover” to the “Queen of the Jocks” to the ultimate example of where fierce business woman, mother and fitness fanatic combine. Named among Forbes “Most Powerful Women in Sports” and recognized as one of Fast Company’s “Most Creative People in Business” Sarah is an internationally recognized re-inventor of brands, but if you ask Sarah, she’ll say she’s in business to help individuals and teams achieve their potential. Sarah was born in New Zealand – the first country in the world to give women the vote and home to the first man to climb Mt Everest. The pioneering spirit of her country cultivated Sarah’s drive and imagination for “what’s possible” enabling her to found a movement she currently leads called “Extreme Living” – helping individuals, teams and businesses unlock their potential by discovering their own uniquely exploitable traits. Her book EXTREMEYOU will be published by HarperCollins in 2017. (From CAASpeakers.com) Episode 122: Sarah Robb O’Hagan - EXTREME YOU: Unlocking Your Potential Subscribe on iTunes  or Stitcher Radio The Learning Leader Show “Don’t worry about making the right decision, worry about making the decision right.” In This Episode, You Will Learn: Curiosity and humility leads to sustained excellence How to build a career that builds upon itself How to be persistent when going for a job you really want What it was like to work for Nike, Virgin, Gatorade, Equinox, and now as an entrepreneur ExtremeYOU – Building the platform and writing the book What Sarah learned from getting fired – The embarrassing moment when she had to pack her box and leave Resilience is key The importance of mentors – How they can fast track your career The biggest mistake young leaders/managers make Expect your team to be extraordinary – Watch them live up to your expectations The reason for leaving massive jobs to start her own company The best piece of advice she ever received and how Sarah implements it Being a learning leader to Sarah – “I love it!”  “If you don’t experience failure early, then you begin to fail it later.  You can’t fear it.” Continue Learning: Go To: ExtremeYOU.com     Follow Sarah on Twitter: @ExtremeSRO Read: Getting Things Done To Follow Me on Twitter: @RyanHawk12 You may also like these episodes: Episode 001: How To Become A Master Connector W/ Jayson Gaignard From MasterMind Talks Episode 078: Kat Cole – From Hooters Waitress To President of Cinnabon Episode 082: Dan Pink – The Science of Motivation, Legendary Writer & Ted Talk Episode 086: Seth Godin – How To Become Indispensable & Build Your Tribe Did you enjoy the podcast? If you enjoyed hearing Sarah Robb O’Hagan on the show, please don’t hesitate to send me a note on Twitter or email me. Episode edited by the great J Scott Donnell Bio From Fortune.com Sarah Robb O’Hagan is the founder and Chief Extremer at EXTREMEYOU which is a a content platform of inspirational and educational articles, as well as programs, tools, workshops and experiences for ALL Extremers of ALL levels who have the guts and drive to achieve their potential and want to learn how to get it done.” Prior to that she was the President of Equinox -- the world’s premier fitness lifestyle company, comprising the Equinox, Soul Cycle, Blink Fitness and Pure Yoga brands. Before earning the role of leading Equinox, she was the President of Gatorade. During her tenure, the Gatorade brand was returned to healthy growth and succeeded in evolving into sports nutrition with successful launches of the G Series platform in the USA, Latin America, UK and Australia. Robb O’Hagan joined Gatorade after nearly six years at Nike where she held marketing and general management roles. She was a member of the team that launched Nike Plus in collaboration with Apple. Prior to Nike she worked at Atari Interactive, Virgin Atlantic Airways, Virgin Megastores and Air New Zealand.

Elisabeth and Merianna talk about their New Year’s Resolutions including reading, writing and personal challenges. They also talk about how far they have come since they first started podcasting and some exciting plans for 2016! Show Notes: 10 Best Workout Apps | Tom’s Guide RunKeeper Nike Plus G Map-Pedometer Map My Run Chuck Wendig Query Shark What are Elisabeth and Merianna reading? The post Thinking Out Loud 95: We’ve Come A Long Way, Baby appeared first on Thinking.FM.

Tropical storms Iselle and Julio are headed straight for Hawaii, and that’s why we sent Jennifer Bjorklund TO HAWAII. She’ll be there when the storms, potentially hurricanes by then, come ashore. Our travel dude, Gary Warner takes you on a tour of America’s Great National Park Lodges. The Author of  Mars Up Close: Inside the Curiosity Mission joins us to talk about the 2 year birthday of the Mars rover. Gonzo Greg Spillane fills in for Jay Campadonia today with one county where smokers won’t get hired for work, a guy named Sam Sung is selling his business cards…can you guess where he works? Bieber saves a guy from getting killed by a bear. The lady runner who uses her Nike Plus app to jog penis drawings on her GPS maps. Chris Martin reveals Kiss bassist, founder, Gene Simmons is on Donald Sterling’s side. Windshield navigation is coming! Who wins in a fight, a bull shark or [...]

Sejam bem vindos a mais um Sidequest, o podcast do Fênix Down! Nesta semana Diego, FernandoX, AlexSeph, Kiliano (Café com Games) e Yogodoshi(Estou Jogando) fazem um debate sobre a questão da Gamificação! Neste podcast: O que é gamificação? Quais as formas de se aplicar? Como aplicavamos gamification em nossas vidas sem querer querendo? Ir no médico é gamificação também? O que o 4Square e o tênis Nike Plus tem em comum? É possível ganhar dinheiro de multas com Gamification? Pontos e medalhas te incentivam a participar? Qual a melhor forma de engajamento? E quem é o prefeito da sua casa ? Como a gamificação pode ferrar com a sua vida e aprenda a perder uma mulher/homem/trabalho com ela! Ouça já e não esqueça de deixar o seu comentário sobre o assunto aqui embaixo! Edição: Felipe, Edes e SquallNathan Edição e trilha (e-mails): Diego Edição final e trilha: Nicolas Feed do podcast: http://feeds.feedburner.com/fenixdownpodcast Qualquer dúvida, sugestão, crítica ou elogio, envie para contato@fenixdown.com.br! E siga-nos no twitter : @fenix_down ! !

The crew discusses Nike's new Nike Plus API. What does it mean for the larger health trend?

I recorded this a while back.  I covered what I did in guns, slipstream weapon lube, and hits some listener email.   Link to Crusader Weaponry/Slipstream http://www.crusaderweaponry.com/shop.php?id=1 Link to Adventure Medical Kits http://www.adventuremedicalkits.com/ Link to SIRT Pistol http://www.lonewolfdist.com/Detail.aspx?PROD=126840&CAT=251 Nike Sensor can be found at best buy http://www.bestbuy.com/site/Apple&%23174%3B+-+Nike%2B+iPod&%23174%3B+Wireless+Sensor/9401408.p?id=1218099253370&skuId=9401408&cmp=RMX&ref=06&loc=01&ci_src=14110944&ci_sku=9401408 Nike Plus site http://nikerunning.nike.com/nikeos/p/nikeplus/language_tunnel/

Celebrate the first snow of the season with a 4 Feet Running Santa run on video! This week:- Nik and Dan don they now their gay apparel and go for a 5K in the snow- They talk a little about Christmas decorations (but they barely see any)- There's more Garmin vs. Nike Plus discrepancies- Audio podcast next week!(12.7.08)

The Show Must Go On :) 100 MacUnplugged Folgen haben wir schon im Kasten aber wir können uns nicht deswegen jetzt auf unseren Lorbeeren ausruhen, nein... Die ganze Geschichte hat leider einen Hacken, mein Aussehen :D Ihr fragt euch wie... was... hab ich das jetzt richtig verstanden? Meine wenige Person hat beschlossen etwas für das Äußere zu machen, natürlich mit Hilfe seitens Apple ;) Nike + wird mir helfen wieder auf Touren zu kommen.