We are 2 weeks away from Christmas day which will be the crescendo of all online shopping globally. Did planning in earlier quarters return value? How many satisfied customers did your business have? The point is the month of November and December is when business weaknesses or strength are shown to the world. Amazon has been making changes all over the place – I suspect their change in pricing for AmazonFresh users in Seattle is going to lead to a lot of new subscribers for Instacart. Also Amazon seems to be taking a lot more control this year with regards to shipping than previous years. I wonder how UPS feels about that change? Bezos is at the moment showing that the Kiva purchase is adding a lot of speed and optimisation to the sorting and shipping at various Amazon warehouses. However Amazon has made some uncharacteristic errors with fulfillment in the UK and I have to wonder whether the robots have anything to do with that.
On the otherside of the equation in ecommerce is eBay. First rumors first broke by the WSJ on a move to cut 3000 (10%) of the marketplace workforce. It seems that John Donahoe current eBay CEO will be leaving the marketplace board and only joining PayPal’s board in 2015. I am not buying the fact that he wants to provide Devin Wenig the room to do what he seems fit. Would this be case if eBay’s marketplace business was in a strong / dominant position? I tend to doubt that.