Author: Claire McBride

Unpacking Target’s Calendar 4Q25 Results and 2026 Turnaround Plans

Article in Forecasts

TL;DR: After another quarter of declining growth, Target’s investor day reinforced a familiar message: reclaim merchandising authority and reinvest in stores, while leaning into membership, Roundel, and marketplace to drive margin expansion. Top-line trends have improved sequentially although we remain in wait-and-see mode for longer term traffic stabilization. Brands should plan conservatively, lean into new, […]

Subscribe & Save Funding Structure and Investment Levels

Article in Benchmarks

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Real-World Case for Proactively Initiating Your Amazon AVN

Article in Benchmarks

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Walmart 2025 Results: Key Takeaways for Consumer Brands

Article in Forecasts

TL;DR: Walmart closed 2025 with sustained growth, once again driven entirely by digital: eCommerce accounted for virtually all incremental growth, penetration reached 23%, and profitability continues to expand. For brands, winning at Walmart requires an explicitly eCommerce-first strategy, disciplined marketplace management, and retail media investment aligned to digital growth. 9 minute read Walmart delivered strong […]

Only 7% of Vendors See Ad Spend Directly Tied to AVNs

Article in Benchmarks

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How Brands Account for Amazon Ads Spend in their P&L

Article in Benchmarks

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Brands are Planning to Reinvest More Amazon Sales into Ads

Article in Benchmarks

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Brands’ Real-World Feedback on Amazon Business

Article in Research

TL;DR: Amazon is escalating its push into B2B through Amazon Business, and while brands see opportunity, they highlight unfavorable economics, limited demand levers, and unclear payback. 6 minute read Amazon Business is increasingly positioned by Amazon as a strategic growth pillar, yet our research suggests the offering is being pushed despite limitations around its operating […]