Research on doing business with Amazon and its rivals.

Inflation is Top of Mind for CPG

7 minute readAnalyzing Recent CPG Management CommentaryIt was a busy week across the board, with tech, digital advertising, and pertinent to this article, CPG companies reporting results. I reviewed the earnings results for eight CPG companies that collectively did $300 billion in sales last year to understand:What are CPG firms most focused on near-term?What type of […]

Amazon’s Supply Chain Dominance

February 17, 20223 minute readShopify's New Supply Chain Strategy Lags AmazonDigital commerce leaders know more about supply chain than ever before because of the last two years of pandemic disruptions. Amazon, of course, has always known this, speedily shipping its owned inventory through its network, creating its FBA service to enable sellers to reach consumers in […]

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Amazon Research

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Amazon 1Q22 Results Recap

3 minute readSummary: Amazon 1Q22 ResultsAmazon’s retail business continued its deceleration as the company lapped the end of the pandemic and stimulus payments from a year ago. Its fulfillment capacity is now back to pre-pandemic performance levels, helping support 60%+ GMV growth on a two-year stack basis.North America (+8% Y/Y) performed better than International (down […]

Amazon Marketing Cloud (everything I’ve learned so far…)

10-minute read TL;DR: AMC is a marketer’s secret weapon, helping them understand the roll Amazon can play from a customer acquisition and media channel perspective. It is under-adopted because it’s a complex analytical tool, that has been poorly marketed, and its name means people categorize it as relevant only for the Amazon business. However, early adopters […]

Stratably Interviews Patrick Miller on Amazon Advertising

February 16, 20222 minute readLet's Talk Amazon AdvertisingStratably Discussions is the forum for powerful interviews of digital commerce practioners, visionaries and experts across a range of eCommerce topics.   In this first interview of the series, Patrick Miller, Co-President of Digital Commerce at Ascential, shares his thoughts on the current state of Amazon advertising, key initiatives for […]

1Q22 Amazon Research Summary

February 15, 20224 minute readA Collection of Research & ArticlesAmazon is the central driving force behind digital commerce, growing its gross merchandise value 23% Y/Y in 2021, amounting to $124 billion in incremental GMV during the year, while also enabling $31 billion in advertising spend. The account is massive, dynamic, and challenging to manage.  This post aims […]

Elevating Your Organization's Digital IQ

Stratably makes educating your organization easy, with consistent research that is concise and provides a clear picture of what good looks like in digital commerce and what’s coming in the market.

The Rise of Rapid Grocery Delivery

Millennials' Path to Purchase for Gifts

Understanding Amazon Aggregators

Emerging Channels & the Capabilities Needed to Thrive

Omnichannel Research

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Walmart Battles Inflation, High Inventory & Stalled Digital Growth in Latest Quarter

6 minute readSummary: Walmart April '22-Quarter ResultsWalmart reported its April-ending quarterly results this AM, disappointing investors who sent shares down 10%+, wiping out $40 billion in value. Listen to conference call here.Why were the results disappointing?Walmart profitability struggled during the quarter due to temporary issues like overstaffing and a fire that destroyed a large eCommerce […]

Target: Thoughts, Stats & Notes from 4Q21

March 1, 20225 minute readTarget's Leadership in Store-Based Fulfillment is Driving Outsized Digital Growth30 Second SummaryTarget delivered impressive results for the fourth quarter and raised its long-term revenue growth target from low single digits to mid-single digits. The company emphasized its store-based fulfillment model as critical to its digital success, driving average per unit fulfillment […]

Digital Penetration is Not a Vision

February 23, 20225 minute readConsumer Brands Need a More Robust Digital NarrativeConsumer brands are starting to disclose more digital metrics in response to growing interest from shareholders that want to understand their digital strategies and performance. Most commonly, these consumer brands share their current digital penetration – digital sales divided by total sales - and how […]

Walmart: Thoughts, Stats & Notes from 4Q21

February 17, 20226 minute readWalmart's Investing into a Range of Digital Initiatives in 202230 Second SummaryWalmart delivered mid-single digit comps this quarter, driven by strength with in-store shopping, grocery share gains, and inventory management.It has a positive outlook for the year ahead, believing it can achieve its long-term revenue growth goal of 4%.It is looking […]

Retail Media Research

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8 Reasons Why Your Shopper Marketing Team Might be Stressed

We have a big problem: CPG brands have underinvested in shopper marketing teams. These teams are charged with understanding the consumer and getting them to convert. Available options were previously constrained within the four physical walls of a retailer - endcaps, coupons, signage, discounts, and so on were the tools of the trade for influencing market […]

Stratably Interviews Todd Hassenfelt, eCommerce Director at Colgate-Palmolive

March 22, 20223 minute readHow CPG Organizations are Evolving with Digital In the latest Stratably Discussions session, I talk with Todd Hassenfelt, eCommerce Director, Growth Strategy and Planning at Colgate-Palmolive. Todd and I discuss how digital mediums have fundamentally altered the consumer’s path to purchase, upending how consumer brands have traditionally organized and how they evaluate marketing […]

Advertising is the New Algorithm

March 16, 20222 minute read Organic results are dying a slow death on Amazon. And if it's happening on Amazon, you can bet it will happen at each of its rivals that have launched a retail media network.Ads are typically characterized as misleading and annoying.Of course the user doesn’t want TikTok to just show them branded hashtag […]

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