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Next-Day Delivery: Online Retail Growth and the AI Tech Shift

Nov. 26, 2024

Guests: John Blackledge, Managing Director, TMT – Internet Research Analyst, TD Cowen

Host: Amy Van Arnhem, Managing Director and Head of Canada Senior Relationship Management, TD Securities

Entering the holiday shopping season, we dive deep into e-commerce by exploring how tech giants apply AI and digital advertising to shape the future of retail. John Blackledge joins host Amy Van Arnhem to discuss how online retail growth has driven improvements in the scale and speed of delivery infrastructure. We also cover the beneficial impact AI can have on labour productivity and take a look at the biggest quarter of the year for ad spending.

Listen to additional episodes for more perspectives from a variety of thought leaders on key themes influencing markets, industries and the global economy today.

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This podcast was originally recorded on November 18, 2024.

Full transcript to come.

This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this recording was obtained from publicly available sources, has not been independently verified by TD Securities, may not be current, and TD Securities has no obligation to provide any updates or changes. All price references and market forecasts are as of the date of recording. The views and opinions expressed in this podcast are not necessarily those of TD Securities and may differ from the views and opinions of other departments or divisions of TD Securities and its affiliates. TD Securities is not providing any financial, economic, legal, accounting, or tax advice or recommendations in this podcast. The information contained in this podcast does not constitute investment advice or an offer to buy or sell securities or any other product and should not be relied upon to evaluate any potential transaction. Neither TD Securities nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.

Portrait of John Blackledge

Managing Director, TMT – Internet Research Analyst, TD Cowen

Portrait of John Blackledge

John Blackledge
Managing Director, TMT – Internet Research Analyst, TD Cowen

Portrait of John Blackledge

John Blackledge
Managing Director, TMT – Internet Research Analyst, TD Cowen

John Blackledge is a managing director and senior research analyst who covers the Internet and new media sector. Prior to joining TD Cowen in August 2012, he was a vice president covering Internet stocks at Credit Suisse for more than three years. Before joining Credit Suisse, Mr. Blackledge spent six years at JPMorgan, where he was a vice president covering the entertainment, broadcasting, and cable/DBS sectors before assuming research coverage of radio, TV, and outdoor stocks. Earlier in his career, he held positions at ABN AMRO, CIBC, and Arthur Andersen. Mr. Blackledge has a BS degree with a major in accounting from Georgetown University.
 

Image of Amy Van Arnhem

Managing Director and Head of Canada Senior Relationship Management, TD Securities

Image of Amy Van Arnhem

Amy Van Arnhem
Managing Director and Head of Canada Senior Relationship Management, TD Securities

Image of Amy Van Arnhem

Amy Van Arnhem
Managing Director and Head of Canada Senior Relationship Management, TD Securities

Amy is responsible for providing holistic cross product global coverage to senior executives for Canadian institutional clients. In her role she manages stakeholder relationships by promoting a collaborative and integrated approach across the firm. Joining our firm in 2001, Amy began her career at TD in the retail sector. In 2007, she joined the Sales and Trading rotational program at TD Securities where she gained exposure in Asset Securitization, Proprietary Equity, and Institutional Equities. In 2008, she joined the Institutional Equity Sales desk team where she covered Canadian equity clients.

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