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A Good Partner Is Hard to Find

Affirm recently announced a partnership with Amazon to offer its Buy Now, Pay Later services on the site.  While partnering with the world’s largest retailer outside China seems an easy choice to make, many other companies that offer services to retailers struggle with finding the kind of rapidly growing brands who need partners in their ecosystems to continue a strong trajectory.    Be they payment, marketing, or logistics companies, these brands can find such partners on the CE Vision platform.  In today’s Insight Flash, we walk through the different tools available to help companies find strong partners – evaluating growth by company size, by key demographics, and by cross-shop behavior.

CE Vision Discover allows companies to see the fastest-growing potential partners by transaction volume in order to filter for the right-sized partners.  In the last 35 days, the top small companies (10-100 transactions per day) in terms of DTC spend growth versus 2019 have been experience-based brands The Pokemon Company and Meow Wolf.  The top spend growth mid-sized companies (100-1000 transactions per day) were Zoom Video Communications and fresh food subscription services Balance of Nature and The Farmer’s Dog.  Among larger companies (over 1000 transactions per day), after Allianz, media brands like OnlyFans and Disney Plus led spend growth.

Growth by Company Size

Note: 35 Days Ending 8/25/2021 vs. two years earlier period; excludes payment and distribution brands, excludes brands with fewer than 70 transactions in initial period
Note: 35 Days Ending 8/25/2021 vs. two years earlier period; excludes payment and distribution brands
Note: 35 Days Ending 8/25/2021 vs. two years earlier period; excludes payment and distribution brands

CE Vision also allows companies to isolate potential partners with favorable demographics by indexing the percent of shoppers versus the overall population.  For example, the brands most leveraged to 18-24 year olds in the last year included goPuff, Chegg, and Riot Games.

Demographic Skew

Note: 364 days ending 8/22/2021

CE Vision’s cross-shop analysis also can be a good source of partnership opportunities.  For instance, Restaurant Delivery Services can see that delivery customers are most likely to also cross-shop drug stores Walgreens and CVS Health as well as fast food chains Chick-fil-A and Taco Bell.  These large retailers are potentially among the best candidates for future delivery partnerships.

Cross-Shop

Note: 364 days ending 8/22/2021, excludes payment and distribution brands