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Amazon's Faster, Cheaper Future - A Q4 Amazon Earnings Conversation With Allume Group's Founder/CEO Andrea Leigh

Amazon released an outstanding Q4 with strong growth in sales and profitability driving a huge uptick in their share price. In this episode Bryan and Andrea break down the drivers of that performance as well as key attributes of the call that highlight Amazon's future prospects and growth:
1) Faster and Cheaper - how increased delivery speed and lower cost to serve are transforming Amazon's ability to solve for consumer products retail
2) International's quest to balance growth and profitability

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Recent Episodes

18
Feb. 5, 2024

Amazon's Faster, Cheaper Future - A Q4 Amazon Earnings Conversation With Allume Group's Founder/CEO Andrea Leigh

Amazon released an outstanding Q4 with strong growth in sales and profitability driving a huge uptick in their share price. In this episode Bryan and Andrea break down the drivers of that performance as well as key attributes of the call that highlight Amazon's future prospects and growth: 1) Faster and Cheaper - how increased delivery speed and lower cost to serve are transforming Amazon's ability to solve for consumer products retail 2) International's quest to balance growth and profitability
17
Jan. 25, 2024

Unpacking Retail's New Normal With High Impact Analytics James Harris and Charles Greathouse

In this episode Bryan Gildenberg does a guest stint on High Impact's "The Retail Journey" podcast (link to audio and YouTube to subscribe below) In this podcast, Bryan, James and Charles discuss why a digital-first approach to retail media in the US is crucial and how it contrasts with other markets. They also share insights about Walmart Luminate and the escalating importance of first-party data. You’ll gain a fresh perspective on the evolution of product discovery and how data is reshaping th
Dec. 20, 2023

AI And It's Future: A Conversation with MAS Commerce's Matthew Smith

In this episode Bryan Gildenberg and MAS Commerce founder Matthew Smith talk about Matthew's new venture and how it plans to help companies embrace, harness and develop the promise of AI into practical business results. You were a launch leader of Walmart’s 2 biggest innovation businesses in its history—why would you leave that now? We’ve noticed you posting a lot about AI (Bryan even ran into you at an AI conference last week!)—how has a career sales guy suddenly found himself in AI Tech circ
Dec. 8, 2023

Amazon's Evolving Enterprise: A Breakdown of What Amazon's Q3 Results Mean with Allume Group CEO Andrea Leigh

In this episode Bryan Gildenberg and Andrea Leigh tackle a few key issues that Amazon's Q3 results highlighted after a quick review of their actual performance. In particular they focus the conversation on 5 key changes for Amazon's "footprint" - the basic shape of their business: 1) Amazon's results in cloud put into context - though "disappointing" they continue to by all appearances be growing scale and share 2) Amazon's international experience and why they aren't more profitable internation
Dec. 1, 2023

Cheers! Retail Media/eCommerce In The Alcohol Category - A Conversation With Swiftly's Emma Versaw and Southern Glazer's Nathan Mansperger

This episode celebrates the holiday season in style with a conversation about the evolution of digital commerce in a notoriously tricky environment - the alcoholic beverage category! We discuss the following areas: 1) Swiftly's innovative solution for allowing retailers to take advantage of retail media successfully even without money passing from manufacturer to retailer 2) The digital innovations from Southern Glazer's Wine & Spirits - one of the most sophisticated companies in the CPG space m
13
Nov. 26, 2023

All-In-One Home Cooking Platform with SideChef's Kevin Yu

The CPGGUYS are joined in this episode by Kevin Yu, the founder & CEO of SideChef, an all-in-one home cooking platform. Follow Kevin Yu on LinkedIn at: https://www.linkedin.com/in/kevinyuarts/ Follow SideChef on LinkedIn at: https://www.linkedin.com/company/sidechef/ Follow SideChef online at: https://www.sidechef.com/ Kevin answers these questions : 1) Walk us through the origin story on what drove you to found the company and what consumer need states did you feel that the market was not de