TL;DR: Benchmarking data from 156 companies suggests brands’ sales on Amazon over the last 90 days have slightly outperformed expectations with advertising performing in line to slightly worse than expected. The promotional environment is heating up significantly and brands report a slight reduction in Amazon’s inventory levels versus a year ago. 5 minute read As […]
TL;DR: Amazon is prioritizing Low ASP assortment to drive growth in the grocery market, offering opportunities for brands but posing profitability challenges as well. Success requires monitoring your competition and digital shelf, actively testing different types of Low ASP assortment, and managing margins through broad-based P&L improvements and offering this selection to Amazon only in […]
TL;DR: Assess Amazon’s AVN asks through the lens of business impact, guided by the Competitive Edge Framework. Direct Fulfillment and Subscribe & Save Accruals can deliver a competitive edge, while Vendor Flex, Merchandising Accruals, and Safe Listing Accruals warrant closer scrutiny. AVS offers potential for positive returns if brands effectively manage the program and align […]
TL;DR: Amazon’s supply chain initiatives—spanning regionalization, inventory optimizations, and more—pose operational challenges for brands but also position Amazon well to keep growing for brands. By proactively managing inventory, leveraging Amazon tools and contacts, and being adaptive, brands can position their own supply chains to maximize success on the platform. 2.5 minute read Amazon’s continuous advancements […]
1 minute read Log in to download the full report linked at the bottom This Walmart Omnichannel Quarterly Business Review includes All-Signal insights retail leaders need to forecast the business, make critical investment decisions, and compete effectively on the platform. It’s designed to cut through industry noise and save you time by bringing consumer brands […]
TL;DR: Amazon’s grocery growth is being driven by its Core Amazon.com platform, while Amazon Fresh continues to underperform. 1.5 minute read Amazon is growing fast in the grocery category. It grew an estimated 14% in the U.S. grocery category in 2024 (Momentum Commerce), outperforming our estimates for its overall U.S. GMV growth of 9%. 61% […]
TL;DR: Stratably’s Amazon Competitive Edge framework maps 60+ levers across adoption and impact, illuminating where brands should focus their attention. 2 minute read Navigating Amazon, the largest growth engine for consumer brands, requires clarity and focus. At Stratably, we aim to simplify complexity, providing actionable insights to help you gain and maintain a competitive edge […]
TL;DR: Solve for ad ineligibility on promoted items by working closely with your Amazon contacts, consider a Safe Listing Accrual, or reserve your promotional and advertising dollars for ASINs with above average net PPM. Strategic internal planning and baking your promo discount into POs can help minimize the disruption and financial impact of incremental funding […]