Research on doing business with Amazon and its rivals.
Retail Media Challenge + AI’s iPhone Moment, Amazon & Data
Topics Covered: March 27, 2023Fraction of a fraction fallacy in retail mediaAI’s iPhone momentRanking data sharing by retail mediaNew Amazon DSP metrics researchToo much data, too little insightAmazon delivering from storesChewy expects continued discretionary weaknessWe just need a fraction of a fraction...Launching a retail media network is the path towards riches. Put simply, retail margins are […]
Breaking Down Retailer Strategy Through a Fulfillment Model Analysis
March 13, 2023 Last week, Stratably broke down the share of sales growth projected to come from online channels for Amazon, Walmart, and Target: But what can we learn if we segment sales growth by fulfillment model? The more precisely we can understand “eCommerce” the better. Meaning, when we talk about eCommerce share of total sales or eCommerce […]
Analyzing Digital Growth Across Amazon, Walmart & Target
March 6, 2023 Now that Amazon, Walmart, and Target have all reported their full year 2022 results, we analyzed how they’re doing through an eCommerce lens.TL;DRAmazon and Walmart outperformed the market in 4Q22 and ’22, while Target underperformedCategory mix (e.g., % of sales from grocery) explains performance differences more so than execution or strategyAll three retailers’ […]
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Amazon Research
Analyzing Amazon’s 4Q22 Results
February 2, 20234 minute read This was one of the less volatile quarters in a while for Amazon as it delivered moderate results amidst a slowing economy, all of which was largely expected.1P sales decelerated, although did stay in positive territory after adjusting for foreign currency.Meanwhile, Amazon’s 3P segment grew 24% Y/Y, a slight acceleration from […]
Takeaways from Measuring Customer LTV via AMC Presentation
February 1, 20232 minute read Stratably hosted Patrick Miller from Ascential to explain how brands can measure customer lifetime value by cohort via AMC, and what actions that can drive. Watch the session hereCreate a competitive edgeWe often encourage Amazon NAMs, heads of eCommerce and their senior leadership colleagues to think about how they can create a […]
Are Posts, Live, and Influencers important for brands to grow on Amazon?
January 30, 20232 minute read Earlier this week, Stratably shared benchmark results on the maturity of Amazon’s core advertising levers available to 1P and 3P brands. Today’s short essay builds on that research by sharing adoption data of what many brands describe as tertiary marketing levers. As the chart below illustrates, adoption of these tools is significantly less […]
One-Third of Brands Aren’t Using a Full Funnel Approach with Amazon Advertising
January 18, 20232 minute read All of us know Amazon is a great site to convert shoppers that are in-market searching for goods. This is the power of paid search on Amazon. However, we also know consumers use Amazon at different points in their shopping journey, and Amazon’s ad options stretch across the funnel.Large advertisers are already spending […]
“Russ consistently brings the most thought out and well researched insights in the industry. He tells you what you need to know and how it will affect your various verticals.”
“There is no substitute: Russ Dieringer's analysis is very thorough and extremely insightful. Highly recommended."
“Stratably provides great insight about the eCommerce world in a consolidated format. With the growth in eCommerce and the rapid changes, Stratably keeps me informed on a broad spectrum of topics that I need to better manage the business.”
“I love Stratably! Russ is a trusted expert and he breaks down topics into digestible and actionable ways to drive strategy and focus. Amazon, eCommerce and the digital space is moving quicker than ever and Russ's topics are always front of mind and helpful to stay on top of trends and look to the future.”
“Stratably is a must read for anyone in the consumer brands digital commerce space. It has a unique POV that combines the best of financial research with practical observations and insights on industry innovation.”
“Stratably is a core resource for our Digital Commerce team at Ghirardelli. We love the insights that Russ provides around Amazon, retail media and economic conditions as it relates to digital. Stratably helps me be a more informed leader and gives our team the best tools to influence our organization internally. “
“Stratably provides direct, unbiased, and timely insight that sparks my week.”
“My essential source for eCommerce & retail media trends. Stratably cuts through the deluge of news in this space, actually connecting the dots for brands and advertisers. I love the ability to search past analysis when I'm looking to do a deep-dive on a topic.”
“Russ consistently brings the most thought out and well researched insights in the industry. He tells you what you need to know and how it will affect your various verticals.”
“There is no substitute: Russ Dieringer's analysis is very thorough and extremely insightful. Highly recommended."
“Stratably provides great insight about the eCommerce world in a consolidated format. With the growth in eCommerce and the rapid changes, Stratably keeps me informed on a broad spectrum of topics that I need to better manage the business.”
“I love Stratably! Russ is a trusted expert and he breaks down topics into digestible and actionable ways to drive strategy and focus. Amazon, eCommerce and the digital space is moving quicker than ever and Russ's topics are always front of mind and helpful to stay on top of trends and look to the future.”
“Stratably is a must read for anyone in the consumer brands digital commerce space. It has a unique POV that combines the best of financial research with practical observations and insights on industry innovation.”
“Stratably is a core resource for our Digital Commerce team at Ghirardelli. We love the insights that Russ provides around Amazon, retail media and economic conditions as it relates to digital. Stratably helps me be a more informed leader and gives our team the best tools to influence our organization internally. “
“Stratably provides direct, unbiased, and timely insight that sparks my week.”
“My essential source for eCommerce & retail media trends. Stratably cuts through the deluge of news in this space, actually connecting the dots for brands and advertisers. I love the ability to search past analysis when I'm looking to do a deep-dive on a topic.”
“Russ consistently brings the most thought out and well researched insights in the industry. He tells you what you need to know and how it will affect your various verticals.”
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The Rise of Rapid Grocery Delivery
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Understanding Amazon Aggregators
Emerging Channels & the Capabilities Needed to Thrive
Omnichannel Research
Latest insights on Walmart Luminate from the CMA 2023 Conference
March 8, 2023 There was a panel discussion dedicated to Walmart Luminate at the Category Management Association’s annual conference last week. It included a mix of professionals from Walmart Luminate, Shiloh Technologies (an API partner), along with category managers from Nestle and Sanofi. The purpose of the session was to help attendees understand how consumer brands are utilizing […]
Digital Growth Competition + Instacart, ChatGPT, & Marketplaces
Topics Covered: March 6, 2023Comparing Amazon, Walmart, and Target through a digital lensInstacart grows 39% in ‘22Kroger comps +6.2% in 4QInstacart adding ChatGPT to appTarget comps 0.7% in 4QMichaels adds a marketplaceAnalyzing Digital Growth Across Amazon, Walmart & TargetNow that Amazon, Walmart, and Target have all reported their full year 2022 results, we analyzed how […]
How to Use Media Data to Measure Digital Shelf Effectiveness – Recap
February 23, 2023 Stratably hosted Amanda Wolff from OneSpace, an Ascential Company, to walk through the modern approach towards measuring digital shelf effectiveness. Watch the session hereNearly half of brands are hiring staff dedicated to PDP contentPDP content is a fluid aspect of doing business with retailers. New components to PDP pages along with the growing importance […]
Breaking down demand, inflation, inventory and ad trends through the lens of 5 companies
February 13, 2023 Earnings season is in full swing providing us a chance to see how companies in different parts of the retail economy are performing. We looked to Pepsi, Under Armour, Mattel, Uber and Criteo for a diverse understanding of…Consumer demand and inflationary trendsRetail channel inventory levelsAdvertising trendsThe analysis illustrates it is too simplistic to say […]
Retail Media Research
Fraction of a Fraction Fallacy in Retail Media
March 27, 2023 Launching a retail media network is the path towards riches. Put simply, retail margins are measured in the single digits compared to double digit media margins. Retailers have jumped on this opportunity as site traffic has grown two, three, four, even five times higher compared to pre-pandemic.Of course, it’s smacking them in the face. […]
How Hourly Bidding Can Create a Major Competitive Advantage – Recap
March 7, 2023 Stratably hosted Joe Shelerud from Ad Advance to explain what insights Amazon Marketing Stream (“Stream”) unlocks and how that drives hourly bidding opportunities on Amazon Sponsored Products and Sponsored Display. Watch the session hereSpending money on advertising is no longer enoughAmazon is a wildly competitive platform where brands and sellers scrape and claw their […]
Why New to Brand is a Superior Ad Metric on Amazon – Recap
February 15, 2023 Stratably hosted Kiri Masters and Ross Walker from Acadia to explain the importance of Amazon’s New-to-Brand (NTB) metric. Watch the session hereThe purpose of New-to-BrandNTB illustrates the degree to which your sales are being bought by consumers that haven’t purchased from a brand in the last 12 months. It’s designed to illustrate how well you’re […]
The Impact of Programmatic Offsite Media on Walmart and Target JBPs – Recap
February 9, 2023 Stratably hosted Mark Stamps from Harvest Group to explain the programmatic opportunity via Walmart Connect and Target Roundel, and how that flows through to the P&L and joint business planning. Watch the session hereWe're in the early innings on adoption58% of webinar registrants report they are currently activating programmatic via Walmart and Target today. […]
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