Morning Brew - ☕ Land of milk and money

Warehouses, farmers, and retailers.
November 20, 2024

Retail Brew

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Hey there. Delta said this week it’ll start serving Shake Shack burgers to its first class passengers on select flights out of Boston. That has us wondering whether they considered offering more regional fare in the air than the NYC-based burger chain—like seafood, baked beans, or, hey, even Wahlburgers.

In today’s edition:

—Alex Vuocolo, Jasmine Sheena, Erin Cabrey

SUPPLY CHAIN

Logistics Land

Walmart warehouse in Salem County, New Jersey Alex Vuocolo

Driving down the backroads of Salem County, Dean Sparks listed off land sales like a one-man Zillow page. The farmer and deputy mayor of Oldmans Township has been keeping close tabs on who sells their land and who doesn’t in this little pocket of South Jersey.

“This was bought for $30,000 an acre,” he said, pointing toward a seemingly anonymous plot of farmland. “I know the guys that owned it, and that was considered big money at the time, but now, I mean they’re just throwing around crazy numbers.”

Sparks was referring to the deep-pocketed warehouse developers that in the last several years have helped transform Salem County into a logistics hub, standing up 5.1 million square feet of warehouse space for retailers, such as Amazon, since 2020.

But not every landowner has jumped at the opportunity.

Keep reading here.—AV

   

Sponsored By TikTok

Have a holly-jolly Q5

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E-COMMERCE

Shoppable spree

Gif of shopping bags emerging from TV box screen Illustration: Anna Kim, Photos: Adobe Stock

Viewers binge-watching The Boys or Reacher on Prime Video might find themselves invited to purchase something between episodes.

At its Unboxed conference in Austin last month, Amazon Ads rolled out interactive shoppable ads for Prime Video in North America. Consumers can add items from the ads to their Amazon carts, ask Amazon to notify and email them about products, or book appointments with businesses using their remote or by scanning a QR code.

The interactive ads are just the latest addition to a growing shoppable TV realm as streamers like Netflix, Paramount+, Peacock, and Roku aim to make it easier for consumers to make purchases directly from ads on their TV screens.

Keep reading here on Marketing Brew.—JS

   

COMMUNITY

Coworking with Jamie Norwood

Jamie Norwood Jamie Norwood

On Wednesdays, we wear pink spotlight Retail Brew’s readers. Want to be featured in an upcoming edition? Click here to introduce yourself.

Jamie Norwood is co-founder of Winx Health, formerly Stix, a sexual health brand that counts Kerry Washington among its investors.

How would you describe your job to someone who doesn’t work in retail? We make better products for vaginal and sexual health that focus on education and ease.

One thing we can’t guess about your job from your LinkedIn profile? I do all of the graphic design work for our brand!

What’s your favorite project you’ve worked on? Our Restart Morning-After Pill Donation Bank. After the Dobbs Supreme Court case was announced and Roe v. Wade was overturned, we raised enough money from our community to donate over 30,000 doses of the morning-after pill to women all around the country who were losing access to abortion.

Which emerging retail trend are you most excited about right now, and why? Physical products with simple digital integrations. I don’t want anything complicated or to have to download an app! Let me scan a QR code and get what I need in just a couple steps.

Keep reading here.—EC

   

Together With Bush Business Furniture

Bush Business Furniture

SWAPPING SKUS

Today’s top retail reads.

Off Target: Target’s shares dropped 20% after it fell short of expectations for Q3 earnings and revenue. (CNBC)

Zooming in: As Gen Z’s beauty spending grows, retailers like Sephora, Ulta, Target, and Amazon are fighting for their share of the generation’s wallets. (WWD)

Shoe-in: Former Yeezy footwear designer Steven Smith—known as the “Godfather of Dad Shoes”—is stepping into a new role as Croc Inc.’s new head of creative innovation. (Footwear News)

There’s a Q5?: You bet there is. It’s the period after Christmas and through January, and it can be prime real estate for post-holiday shoppers. TikTok’s guide outlines audience insights and strategies you can capitalize on.*

*A message from our sponsor.

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