Morning Brew - ☕️ Google it

Prime Day 2021: a big shift, or sales as usual?
Morning Brew May 24, 2021

Retail Brew

Sailthru

It’s only Monday, but we’ve got a feeling it’ll be a good week. Exhibit A: The first official glimpse at Yeezy Gap could arrive during earnings on Thursday.

In today’s edition: 

  • Prime Day predictions
  • Google opens first IRL storefront
  • Mask exodus 

Halie LeSavage, Katishi Maake

E-COMM

Prime Day’s in session

A box filled with cash for Amazon Prime Day

Francis Scialabba

Amazon Prime Day is certainly, definitely, surely a few weeks away. But the exact date? TBD. 

Also TBD: promotion plans from big-name retailers (we asked). 

Fret not, Type A readers—they’re in the works. Since Prime Day’s debut, retailers have hitched their markdown wagons to Amazon’s with rival offers of their own. The discount bonanza, which pulled in more than $10 billion last year by some estimates, is an essential part of the shopping calendar.

  • When Covid-induced delays pushed Prime Day from July to October last year, more than 350 retailers held Prime Day-adjacent promotions, RetailMeNot shopping and trends expert Sara Skirboll told Retail Brew.
  • That was a 17+% increase from 2019. 

A new month isn't going to change that. In some ways, it's an improvement. 

Save the date(s)

This year, Prime Day will come mere weeks after Memorial Day and its mattress sales. But that’s not too close for comfort. It “gives brands a second crack at things,” Mike Black, CMO of e-commerce growth platform Profitero, told Retail Brew—one that they need. 

  • Many nonessential retailers haven’t fully bounced back from last year’s store closures, and still need to slough off any leftover inventory, Black said. This calendar configuration sets up a one-two punch. 

Prime Day’s return to summer presents another familiar opportunity, Black and Skirboll told us: It can go back to being the unofficial kickoff to back-to-school season like in days of yore (July 2019). 

With in-person learning largely expected to return in fall 2021, the timing is A+. Families, equipped with more certainty, are ready to stock up on supplies their kids didn't need for Zoom Elementary. 

  • Summer spending will be amplified by an appetite to recreate "fun back-to-school shopping experiences," Katherine Cullen, senior director of industry and consumer insights at the National Retail Federation, told us. That stretches from kids needing new clothes to college students redecorating their dorms, she said. 

Extra credit: Many brands weren’t fans of the October date anyway. In a survey of its retail clients, RetailMeNot reported 66% were negatively affected by Prime Day 2020’s late start. 

Not that they have much of a choice. 

When Amazon bends the shopping calendar to its will, rival retailers can’t help but follow. But this year, they’re likely happy to.—HL

        

STORES

Google’s new ground game

Spotlight on Google

Francis Scialabba

Even Google needs space: The tech titan will open its first retail store in NYC this summer, following in the footsteps of competitors like Apple, Samsung, and Amazon. 

Why? Google has a bevy of products—both online and off—but no space to meet people IRL. Making a move into brick and mortar is smart, Richard Kestenbaum, cofounder and partner at Triangle Capital, told Retail Brew. It’s important to reach customers wherever possible, including in person, he said...especially post-pandemic.

But to succeed…It’s all about the “cool factor.” That’s what’s worked so well for Apple, Kestenbaum told us. 

  • “Yes, [Apple] sells products, but people go, in large measure, because it’s fun to go. And when they go, they have their fun, but they also wind up buying things.”

Google’s got to be on the search for a fun experience that draws people in. Right now, all we know is that the store will sell things like Pixel phones and Fitbits, and showcase how Google's products and services work together. 

Cautionary tale: Microsoft apparently couldn’t cut it in the “cool” crowd and shut down its stores last year to invest more heavily in e-comm.—KM

        

SPONSORED BY SAILTHRU

Opening Emails Just Got...Exciting???

Sailthru

Because when retailers hit up our inbox with an email that’s outside of the box, we can’t resist opening it. 

And considering today’s consumers delete more than half of marketing messages without even opening them, it's more important than ever to cut through the email clutter. That’s where Sailthru’s guide, Enhance Your Email Personalization: 6 Best Practices for Standing Out in the Inbox in 2021, comes in. 

Based on the exhaustive research behind Sailthru and Liveclicker’s fourth annual Retail Personalization Index, their guide outlines the strategies, tips, and trends you can use to grow revenue and become globally competitive.

You’ll learn how leading retail brands are using email personalization to set themselves apart, featuring use cases from Thrive Market, TechStyle Fashion Group, Ulta, Target, Best Buy, and more. 

Download the guide here.

POLICY

Thanks for masking

DTC panel newsletter crop

Francis Scialabba

To mask or not to mask? Retailers are again asking the question.

Ever since the CDC said fully vaccinated people can congregate in large groups—indoors or outdoors—without masks, businesses have been forced to take a stand on their policy. 

Mask on: Gap is playing it safe. On Friday it said unvaccinated customers should—and all employees must—wear masks in their stores, which include Athleta, Banana Republic, and Old Navy. 

  • Gap noticeably didn't specify whether vaccinated customers can forgo masks. 
  • Ulta Beauty is keeping its mask policy in place for employees and shoppers.  

Mask off: Several large retailers and grocers have lifted mask requirements for fully vaccinated customers. A short list: Costco, Publix, Starbucks, Target, Trader Joe’s, and Walmart. 

  • Add Simon Property Group, the country’s largest mall operator, as of this weekend, in locales without restrictions. 

The hard part...centers on enforcement. Businesses keeping mask mandates don’t want to put customers at risk and employees in the position of playing “vaccination police,” as United Food and Commercial Workers International President Marc Perrone puts it. Plus, there are local and state laws to consider. 

All of which leaves us in a familiar pandemic position: uncertain. 

Keep scrolling to see where Retail Brew readers fall on the issue.—KM

        

WHAT ELSE IS BREWING…

  • MatchesFashion joined the 15 Percent Pledge. 
  • Inditex is exiting Venezuela.
  • Converse denied it copied shoe designs from an internship candidate’s application.
  • Foot Locker will shutter most Footaction stores. 

HOT TOPIC

Retailers’ Q1 earnings, which kicked off last week, showed that shoppers are finally returning to stores and spending $$.

  • Walmart, Target, The Home Depot, and Macy’s all reported strong numbers, thanks to continued growth in e-commerce and consumers making larger purchases. 
  • It wasn’t just the big players, either: Shoe Carnival posted its strongest quarter ever, (yes, including pre-pandemic), thanks to its loyalty program and in-store growth. 

Survey says: Despite these impressive figures, analysts expect a leveling off at some point. When do you think retail sales will cool down? Cast your vote here

Let’s revisit: Last week, we asked how retailers should approach their masking policies, given the CDC’s new guidance. The results were evenly split, with roughly a third each saying they should lift all restrictions (34.6%), follow local/state law (32.3%), or keep them in place (30.8%). 

SWAPPING SKUS

Today’s top retail longreads.

“We made too much.” Last year, shoppers cleared out hand sanitizer shelves in seconds. This year, there’s enough Purell to fill 100+ Olympic swimming pools. How do retailers offload the extra inventory? (Insider)

Who’s No. 1?  Shein, a Chinese fast fashion retailer, surpassed Amazon as the most-downloaded commerce app in the US. Competitors, take note of Shein’s tech features—and prices. (Modern Retail)

Extreme Makeover: Store edition. Take a sweeping tour of the in-store changes Covid-19 hath wrought. (The Goods)

JOBS

Bigwig gigs don’t grow on trees. If you’re a high-level exec, looking for job opportunities in the usual places probably won’t cut it. That’s why we partnered with ExecThread, the platform with confidential jobs for people who’ve graduated beyond job boards. Today’s featured postings: 

Check out all the super cool jobs here

SHARE THE BREW

Chances are you have a coworker who'd enjoy Retail Brew as much as you do.

When you share your referral link and new readers sign up, you earn rewards like our classic coffee mug.

Click here to get free swag.

Hit the button below to learn more and access your rewards hub.

Click to Share

Or copy & paste your referral link to others:
morningbrew.com/retail/r/?kid=303a04a9

Written by Halie LeSavage and Katishi Maake

Was this email forwarded to you? Sign up here.

WANT MORE BREW?

  Business podcasts → Business Casual and Founder's Journal

ADVERTISE // CAREERS // SHOP // FAQ

Update your email preferences or unsubscribe here.
View our privacy policy here.

Copyright © 2021 Morning Brew. All rights reserved.
22 W 19th St, 8th Floor, New York, NY 10011

Older messages

☕ Heartbeat

Monday, May 24, 2021

Transforming from social media to augmented reality. May 24, 2021 Emerging Tech Brew TOGETHER WITH Oracle NetSuite What's up? On the Eastern Seaboard, where most of Emerging Tech Brew lives, it

☕️ Layover

Monday, May 24, 2021

The routine flight that turned into an international incident May 24, 2021 View Online | Sign Up Daily Brew TOGETHER WITH eToro Good morning. If you're looking for a work playlist, you can't go

☕️ Epic finish

Saturday, May 22, 2021

Tim Cook takes the stand... May 22, 2021 View Online | Sign Up Daily Brew TOGETHER WITH Cariuma Good morning. Not that we don't love answering your questions in the inbox, but we had this thought:

☕️ Netflix blunder

Friday, May 21, 2021

The ethics of using dead celebs in ads. May 21, 2021 Marketing Brew TOGETHER WITH #paid You made it to Friday. Something we can't stop thinking about this week? Fishwife, because apparently even

☕️ Category crush

Friday, May 21, 2021

Panera, IHOP prep for the future. May 21, 2021 Retail Brew TOGETHER WITH Listrak Good afternoon. Today in “life after masks” trends, new IRI data show April lipstick sales rose more than 80% YoY.

You Might Also Like

Save Singularity

Thursday, May 2, 2024

To Save It, Eat It // Vico's Singularity Save Singularity By Caroline Crampton • 2 May 2024 View in browser View in browser To Save It, Eat It Taras Grescoe | Long Now | 24th January 2024 War in

🚀 All Eyes On Starliner

Thursday, May 2, 2024

Plus: 'Dark Matter' is easily the best Apple TV+ sci-fi series of 2024. ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

Ivy League Loses Ground, Beekeeper Saves Ballgame, and a Furry Robot Dog Dance

Thursday, May 2, 2024

The Federal Reserve said Wednesday that interest rates will stay at their two-decade high for now, but markets rose on news that despite continuing inflation, the Fed was still considering rate cuts

Columbia clash echoes 1968 police-protester violence

Thursday, May 2, 2024

+ the secularization of the "apocalypse' ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

Judith Butler Will Not Co-Sign Israel’s Alibi for Genocide

Thursday, May 2, 2024

The famed scholar on why reducing Hamas to a terrorist label sanctions Israel's war on Palestinians. Most Read Israeli Weapons Firms Required to Buy Cloud Services From Google and Amazon Sam Biddle

UCLA Clashes, Interest Rates, and Teacher Pay by State

Thursday, May 2, 2024

Facts, without motives. ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

AI has created a new form of sexual abuse

Thursday, May 2, 2024

Plus: A (potentially) better dating app, what parents want for their kids, and more. May 2, 2024 View in browser Good morning! Today, senior correspondent Anna North is here to talk about the rise of

Immigrants are saving the American economy

Thursday, May 2, 2024

In his 2024 campaign, like his previous campaigns, Trump is pitting native-born Americans against immigrants. Sometimes, this is expressed through rank bigotry. Trump has claimed repeatedly that

Numlock News: May 2, 2024 • Konami, Flops, Meteorites

Thursday, May 2, 2024

By Walt Hickey Run, EV, Run Rental car behemoth Hertz announced it will sell an additional 10000 of its electric vehicles from its existing fleet, on top of the initial intention to sell 20000 electric

☕️ Super confusing

Thursday, May 2, 2024

Why the Fed is holding interest rates steady... May 02, 2024 View Online | Sign Up | Shop Morning Brew PRESENTED BY Impact.com Good morning, and Happy World Password Day. This holiday offers a powerful