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Amazon Research

Key Takeaways from Amazon Accelerate Conference

September 21, 20225 minute read At its Accelerate conference last week, Amazon signaled that it will not restrict itself to a transactional, inward-looking marketplace. Rather, it’s investing behind initiatives to help build brands and solve logistics challenges on and off Amazon. A quote that sums up its vision from one of its many press releases last week (emphasis […]

Amazon’s 2Q22 Results Counter “Return to Store” Narrative

3 minute read If there ever was a time to reset expectations amidst a tough (digital) retail environment, it was now. But to the contrary, Amazon delivered decent results and sounded an upbeat outlook. Maybe it’s a sign of just how far expectations have declined that GMV growth of 5% Y/Y feels positive, but Amazon’s not seeing an […]

Prime Day Grew 9%…is that Good?

July 18, 20225 minute readTL;DR: Prime Day……grew a touch faster than the trajectory Amazon has been on lately.…grew slightly faster than inflation rates in like-for-like categories.…helped Amazon temporarily get back to market-level growth trends.…illustrated consumers are receptive to deal events in this inflationary environment. …in the Fall should kick off our holiday promotional plans.Analyzing Prime […]

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

What do we mean by “eCommerce”?

August 31, 20223 minute readRetail professionals like us talk about eCommerce as if it’s one homogenous thing. eCommerce is what’s sold online. It’s what the Census Bureau reports. It’s what Amazon dominates. It’s a growing segment of Walmart and Target’s business. It’s how new brands go to market. eCommerce is a singular concept because the term is […]

Analyzing Target’s 2Q22 Results

August 17, 20225 minute readTarget July '22 Quarter ResultsTarget’s July ’22 quarterly results and outlook are positive through a consumer brand lens. The retailer continues to focus on its store-centered omnichannel strategy, traffic is positive, and it’s willing to press forward on capital expenditure plans as it sees ample opportunity to grow the business despite the […]

Walmart Strikes Upbeat Tone with July ’22 Results

August 16, 20227 minute readWalmart July '22 Quarter ResultsWalmart reported its July-’22 quarterly results this morning, beating the low expectations from the investment community following its July 25th disclosure that it was having to become more promotional to clear out excess inventory in certain general merchandise categories. Walmart’s shares are up ~18% since its last earnings […]

CPG Themes as Macroeconomy Poses Mixed Signals

August 15, 20226 minute read The last research I published on macroeconomic themes was five weeks ago, assessing the results from CPG brands General Mills, McCormick and Simply Good Foods. At the end of May, I reviewed commentary from category-focused retailers.In May, the research highlighted the sharp reversal in investor sentiment within tech and the retailer […]

Retail Media Research

Analyzing What Brands Expect from their Retail Media Managers

September 7, 20227 minute read A few years ago, Amazon Advertising was essentially the only platform a brand had to focus on when it came to retail media. But the pandemic helped push digital innovation at every omnichannel retailer, including the launch and development of retail media offerings. Importantly, these retailers expect their big brand partners to […]

An Alternative Way to Measure Retail Media ROI

2 minute readWalmart Connect, like its omnichannel peers’ retail media businesses, consists of 1P and 3P brands spending to get placement on featured products, brand amplifiers, and display banners around the site. Walmart has recently started communicating that its programmatic offering powered by The Trade Desk (TTD) is available to all brands that use TTD (after […]

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 […]

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