February 20, 2024 Walmart released another quarter of sales and profit outperformance this morning, with value and eCommerce leading the way. Its commitment to EDLP and omnichannel conveniences for the consumer are driving strong transaction growth and share gains. Brands selling into Walmart cannot underestimate the importance of its eCommerce business: Global eCommerce grew 23% […]
February 19, 2024 3 minute read Our continuous Amazon benchmarks provide an independent view on how sales performance, advertising performance, and promotional activity is trending over time for brands. The research can help you understand if your business is over- or under-pacing the market and can serve as a quantitative check on if you’re investing […]
February 14, 2024 Instacart posted positive results in 4Q23, following quarters of more muted performance and therefore skepticism from brands (and retailers and investors). Growth in the quarter came from strong orders more so than inflation, and the company expects accelerating trends to continue into 1Q. The scale and healthy returns of its advertising offering […]
February 9, 2024 Annual Vendor Negotiations (AVNs) are a critical part of the Amazon business for 1P consumer brands, as they have important financial implications and set the stage for the year ahead. One component of Stratably’s 5-Step Framework for Navigating AVNs is to understand your business metrics and performance, ideally in the broader context […]
February 8, 2024 Stratably teamed up with Martin Heubel of Consulterce to present the findings of our 2024 Amazon Profitability & AVN Benchmark. Key Topics: How Amazon’s profitability trends are impacting brands Amazon’s growth trajectory relative to other retail accounts Benchmarking data and expert advice for navigating Amazon’s cost price decrease requests and brands’ price […]
February 6, 2024 In part 1 of our AVN series yesterday, we learned that Amazon tends to be more profitable than conventional wisdom suggests. Putting price increases through has been an important lever to make that happen over the last several years. For instance, of the 32% of brands that grew their Amazon margins over […]
February 5, 2024 We all know how the economics work on Amazon: “You can’t make money shipping products on Amazon” “They’ll just keep asking for more money every year” “It’s a drain on our resources” “Amazon is a money pit” … Right? These narratives get especially loud during AVN season when Amazon typically is asking […]
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 (linked below) published yesterday evening after Amazon reported its results. Key topics from the session: How […]