August 28, 2024 TL;DR: Amazon, Walmart, and Target outpaced the market in 2Q24, driven by digital growth. Amazon leads with 8.7% sales growth, Walmart’s digital surge contributed 76% of its dollar growth, and retail media is critical for profitability. Brands must double down on digital investments, lean into the value concious consumer, and reassess assortment […]
August 21, 2024 On Amazon, competitive intensity is at an all-time high: 53% of brands report greater promo intensity in their category vs. last year 43% of brands plan to up their promos on Prime Big Deal Days this year Ad spend as a percentage of gross merchandise value is up 60 basis points and […]
August 12, 2024 7 minute read TL;DR: Walmart gained share across income demographics and categories in the latest quarter. It sees stable consumer demand that favors its price leadership position persisting into 2H24 and beyond. Online is a major contributor to its success, contributing 76% of total dollar growth in the U.S. and the improving […]
August 1, 2024 4 minute read Amazon released its second quarter results this evening, providing valuable insights into its performance over the last three months. Each time Amazon reports, we ask and answer the following questions: How did its retail and ad businesses perform relative to prior trends? How did it fare compared to its […]
July 25, 2024 6 minute read In this article, we share key takeaways from Prime Day, including sales performance, promotional and advertising strategies, the role of Amazon’s AI chatbot Rufus, and the impact of competing events. We focus on the implications for Prime Big Deal Days, the Q4 holiday period, and future Prime Day events. […]
July 17, 2024 Category Management (Catman) has traditionally focused on in-store strategies, but the rise of eCommerce necessitates the addition of eCategory Management (eCatman). Our webinar, presented in collaboration with Lauren Livak, Executive Director of the Digital Shelf Institute, unpacked the transformative power of eCategory Management (eCatman). As eCommerce continues to rise in prominence, understanding […]
July 18, 2024 3 minute read Four years on from the pandemic and brands continue to waffle on the “importance” of digital as a sales channel (let alone digital marketing). Recent data on digital sales penetration reveals contradictions to the narrative of eCommerce stagnation post-pandemic. This analysis leverages internal benchmark data alongside the U.S. Census […]
July 8, 2024 2 minute read Navigating Amazon’s competitive landscape requires knowing which strategies will drive the most profitable growth for your brand. Our latest benchmarking analysis and competitive edge diagram reveal the high impact yet underutilized tactics, while debunking common practices that may not yield significant results. In this article, we dive into the […]