Shopper Experience
08 December 2022
Amazon and Walmart take new steps for social commerce
The top ecommerce platforms debuted visual shopping features that bring social elements to the marketplace.

Amazon Inspire (Courtesy photo)
The top ecommerce platforms debuted visual shopping features that bring social elements to the marketplace.

Amazon Inspire (Courtesy photo)
For years, the developers of social commerce have been focused on bringing the elements of an ecommerce store to social media platforms, and making them more shoppable. But with a pair of releases from the largest ecommerce platforms on Thursday, that’s changing.
With the rise of visual, creator-driven content across the web, ecommerce platforms see an opportunity to bring the elements of social platforms to their marketplaces.
Here’s a look at how Amazon and Walmart are taking steps toward realizing this:

As previously teased via leak, Amazon is launching a new feed within its platform that mimics a social feed.
Amazon Inspire includes a feed of both short-form videos and photos featuring products shared by influencers, brands and other customers. While creators have found wide success marketing the products of others and even their own brands on social platforms, this feature is designed to bring shoppable content into the experience on Amazon’s app.
Accessible via a lightbulb icon on the homescreen of the Amazon app, the feed comes complete with the ability to like a product with a tap, and is scrollable in a similar vein to TikTok or Instagram. But there is something extra for the shopping experience, according to TechCrunch:
When you see something you like, you can tap on small buttons at the bottom of the window which link to the product on Amazon. Initially, a tap on these buttons will pop-up the product in an overlay window on top of the video, but a tap on “See all details” will take you to the item’s product page where you can read more, make a purchase, or add it to a list.
Coming a few months after the Wall Street Journal reported that Amazon was testing such a feature, Thursday’s launch marks a wider launch for Amazon to select US customers. An even broader rollout is set to follow in the coming months.
The Current’s view: This is important for ecommerce. To be clear, this isn’t Amazon’s first foray into social commerce, as it has a livestreaming feature and has had other tests over the years. But this addresses a longstanding issue with how Amazon is built. The shopping experience is known for being highly standardized. Photos, video and inspiration all stand to add more creativity than Amazon typically allows.
In the scope of the internet economy, it stands out for two reasons: TikTok’s rise, and Amazon’s own advertising prowess.
Taking the latter first, Amazon has grown advertising to become a major part of its business, representing $31 billion in 2021 revenue. It has done so because of its advantage as the platform where consumers not only search for products, but also buy them. At the same time, the more difficult attribution on social media platforms that followed Apple’s App Tracking Transparency has put a premium on the desire to access a closed-loop advertising network where brands and retailers can use first-party data to reach customers. With social content that allows sharing and will attribute sales to influencers and brands’ content, that advertising engine is positioned to only get stronger. There’s a lot to learn from the content people like, and inspires them to buy.
Second, TikTok has reordered the web around short-form video content. The platform’s rise over the last few years left all of the social platforms racing to develop their own versions of short-form video, and Google worried about losing search traffic Amazon’s jump into the fold shows TikTok’s primary features stand to not only change how people discover and watch content, but also how they shop. To be sure, shoppable content is also debuting on platforms like Instacart, but make no mistake that TikTok’s influence is felt here, right down to the fact that content will be tailored to a user’s interests, akin to the famed algorithm of the For You feed.
For brands and retailers, Inspire means creators could potentially have a new platform to market on. There is also an opportunity for brands to directly list their products on the feed, which could reorient how people discover items on Amazon. For an ecosystem that is built around search and PPC advertising, that could mean big change. To be sure, the debut is just a test, but it’s one that is worth watching closely.

Walmart's TrendGetter. (Courtesy photo)
In a brief news release, Walmart unveiled its own tool for social shopping Thursday. TrendGetter is designed to provide a connection point between social media content and Walmart.com through a photo.
Users take a screenshot of an image on social media or IRL, and the feature uses image recognition technology to locate those items on Walmart.com. Here’s how the news release describes the steps.
The Current’s View: First of all, this feels like it was rushed out on the same day as Inspire. There’s no way to know for sure, but the brevity of the press release and timing are interesting, indeed.
As a feature, the use of image recognition technology feels original, and it’s clear that the intent is to connect social and ecommerce platforms. More of those bridges are needed, especially as App Tracking Transparency makes it more difficult to attribute particular sales to specific platforms. But there may be challenges in attracting users because it requires directing people to a whole different website outside of Walmart.
More importantly, it is solving what feels like a fairly small problem on the digital commerce side. Many ads and creator posts on social media already have links to a product page. After all, the whole system is constructed to provide payment and credit when a link results in a click or a sale. Shoppable content will only make those links more embedded in our experience of the web. How many people see an item that is truly difficult to access details about?
The ability to take a photo of an IRL item and see it on Walmart could have more value for physical-digital crossover. That feature may also be a response to Google’s multisearch tools, which also allow users to take photos of items they want to find. Walmart is positioning TrendGetter as a way to :find great deals on those products and stay within their holiday budgets,” so perhaps there is a use case for price comparison. But this doesn’t feel very well fleshed out in the news release.
For now, there may be some incremental benefit to TrendGetter, but it doesn’t feel like a game-changer as presented.
Yet it’s significant because we know that Walmart is putting real investment into social commerce. It recently rolled out a marketplace that connects brands and influencers, and debuted tools to serve ads from its Walmart Connect service to platforms like TikTok and Snapchat. Whatever the reason for this release on Thursday, it’s probably a good bet that it will end up being part of something bigger.
Campbell Soup Company CEO Mark Clouse offered thoughts on messaging amid inflationary shifts in consumer behavior.
After months of elevated inflation and interest rate hikes that have the potential to cool demand, consumers are showing more signs of shifting behavior.
It’s showing up in retail sales data, but there’s also evidence in the observations of the brands responsible for grocery store staples.
The latest example came this week from Campbell Soup Company. CEO Mark Clouse told analysts that the consumer continues to be “resilient” despite continued price increases on food, but found that “consumers are beginning to feel that pressure” as time goes on.
This shows up in the categories they are buying. Overall, Clouse said Campbell sees a shift toward shelf-stable items, and away from more expensive prepared foods.
There is also change in when they make purchases. People are buying more at the beginning of the month. That’s because they are stretching paychecks as long as possible.
These shifts change how the company is communicating with consumers.
Clouse said the changes in behavior are an opportunity to “focus on value within our messaging without necessarily having to chase pricing all the way down.”
“No question that it's important that we protect affordability and that we make that relevant in the categories that we're in," Clouse said. "But I also think there's a lot of ways to frame value in different ways, right?”
A meal cooked with condensed soup may be cheaper than picking up a frozen item or ordering out. Consumers just need a reminder. Even within Campbell’s own portfolio, the company can elevate brands that have more value now, even if they may not always get the limelight.
The open question is whether the shift in behavior will begin to show up in the results of the companies that have raised prices. Campbell’s overall net sales grew 5% for the quarter ended April 30, while gross profit margins held steady around 30%. But the category-level results were more uneven. U.S. soup sales declined 11%, though the company said that was owed to comparisons with the quarter when supply chains reopened a year ago and expressed confidence that the category is seeing a longer-term resurgence as more people cook at home following the pandemic. Snacks, which includes Goldfish and Pepperidge Farm, were up 12% And while net sales increased overall, the amount of products people are buying is declining. Volumes were down 7%.
These are trends happening across the grocery store. Campbell is continuing to compete. It is leading with iconic brands, and a host of different ways to consume them. It is following that up with innovation that makes the products stand out. Then, it is driving home messaging that shows consumers how to fit the products into their lives, and even their tightening spending plans.
Campbell Soup is more than 150 years old, and has seen plenty of difficult economic environments. It is also a different business today, and will continue to evolve. At the end of the day, continued execution is what’s required.
“If it's good food, people are going to buy it, especially if it's a great value,” Clouse said.