TL;DR: Two-thirds of brands are testing, if not prioritizing, launching low ASP items next year, placing it in the middle of other assortment-related initiatives they intend to pursue in ’25. 2 minute read Summary Amazon is pushing brands for low ASP assortment Two-thirds are at least testing, if not prioritizing, launching low ASP next year […]
3 minute read Log in to download the full report linked at the bottom We analyzed 30 CPG companies including their revenue growth and profit trends, as well as what they said about the consumer backdrop, promotional intensity, marketing spend plans, and innovation. In addition, we developed a CPG Index model that estimates future growth, […]
TL;DR: Advanced brands are using selection as a strategic lever on Amazon, improving their profitability and growth prospects by developing online-specific assortment in the form of larger pack sizes, exclusive ranges, and online-friendly packaging. Further, when adding low-ASP assortment, they’re getting calibrated Net PPM targets and oftentimes commercial benefits in exchange for the value they’re […]
TL;DR: When comparing account growth, brands should ensure they measure Amazon against total sales of omnichannel peers, not just digital sales. 2 minute read Amazon’s sucking wind. That’s one potential take when comparing its numbers to the U.S. market. If you read yesterday’s article, you know retail sales in the U.S. market grew 2.1% Y/Y […]
TL;DR: The eCommerce channel grew 6.7x faster than physical store channel in the U.S. during 3Q24, and year-to-date it has amounted to 61% of total dollar growth. 1 minute read Each quarter, the U.S. Census Bureau publishes estimates for retail sales growth and the split between eCommerce and physical retail. While channel shifts are less […]
TL;DR: Target struggled to keep pace with the market across its physical stores and the eCommerce channel, with profitability trending in the wrong direction. Management is facing a unique set of challenges as the consumer continues to look for great deals, while increasingly shopping online. 7 minute read Target reported its 3Q25 earnings this morning, […]
TL;DR: Walmart continues to pull ahead of so many of its peers, leveraging its reputation for value and leaning into online tailwinds to drive profitable growth. 7 minute read Broad-based strength across geographies and categories, share gains in grocery and general merchandise, fast eCommerce growth, and improving profitability as digital-related revenue streams grow characterized Walmart’s […]
TL;DR: Criteo is well-positioned for a diversified retail media future, but it’s less clear Amazon, Walmart and other retail media giants will give up much ground. 3 minute read We tuned in to Criteo’s retail media investor meeting this morning to see how an ad tech platform representing hundreds of retailers characterizes the state of […]