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 […]
April 30, 2024 While general adoption of AMC has more than doubled in the past year, less than one in ten brands self-report using the tool in an advanced way. This means brands and agencies that can employ sophisticated AMC strategies will have a competitive advantage in terms of reaching customers more efficiently. Amazon continues […]
April 24, 2024 1 minute read Digital penetration is a measure brands often employ to share how they’re doing from an eCommerce perspective. The thinking goes, the higher the better, usually. We’ve written multiple times about the limits of digital penetration, including it divides rather than unifies, doesn’t indicate much about the strategy, and doesn’t […]
April 22, 2024 1 minute read A common mistake made in benchmarking Amazon’s performance is what to compare it to. The FTC, most analysts, and often retail leaders like to compare Amazon to the eCommerce channel. They limit the comparison of Amazon’s growth rate to just the digital portion of omnichannel retailers’ growth rate. At […]
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April 9, 2024 3 minute read Today we answer four common questions on Luminate, Walmart’s analytics offering that: Let’s dive in.