May 22, 2024 This morning Target reported another quarter of sequential improvement in declining comps (down -3.7%) as softness in discretionary categories continues to ease. Digital turned the corner into positive comparable sales territory (+1.4%) to offset mid-single-digit declines (-4.8%) in the stores business. The company expects to return to positive growth in 2Q, with […]
May 20, 2024 1 minute read Amazon annual vendor negotiations (AVNs) are a good thing. What are you talking about??? Let’s get into it. This is a gated article just for members Join the Stratably community Access independent research on the omnichannel market Enterprise membership unlocks: Bite-sized market updates Deep dive analyses Industry benchmarks Retailer […]
May 16, 2024 Walmart reported another quarter of impressive results this morning, with sales and profitability outperforming expectations across all business units. According to CEO Doug McMillon, the shining stars of the quarter were: The eCommerce business Inventory management Rollbacks eCommerce continues to play a critical role to Walmart’s success, contributing 67% of the incremental […]
May 15, 2024 Brands are relying on new product innovation to support their growth plans, and Amazon is becoming an increasingly important platform for launching products. In fact, over 1-in-4 brands are now launching their new products on Amazon first before expanding to other accounts. Yet, over 1-in-3 don’t have a great strategy or process […]
May 13, 2024 Our Amazon quarterly business review includes All-Signal insights digital leaders need to forecast the business, make critical investment decisions, and compete effectively on the platform. It’s driven by Stratably’s proprietary benchmarking and qualitative research with leading brands and the top solution providers in the digital space. It’s designed to cut through industry […]
May 9, 2024 Instacart reported 1Q24 financial results yesterday, with gross transaction value (GTV), revenue, and profitability all coming in above expectations. The Y/Y acceleration in GTV growth (+11.4%) was driven by healthy order growth and modest transaction growth. This represents the fourth consecutive quarter of accelerating GTV growth after years of volatile peaks and […]
May 6, 2024 5 minute read It’s time to gear up for this year’s summer Prime Day, expected to take place in early- to mid-July. For many brands, the event is critical to hitting its full-year growth goals, and success is reliant on several factors: Will we strike the right mix of promotional breadth and […]
May 1, 2024 Stratably went live today to delve deep into Amazon’s 4th Quarter 2023 earnings report, helping retail leaders understand the implications for Amazon, the broader retail market, and the eCommerce industry as a whole. This session complemented our written recap published yesterday evening after Amazon reported its results. Amazon continues to meaningfully outperform […]