TL;DR: Instacart posted its fastest growth since going public, with gross transaction value (GTV) up +14.8% and ads & other revenue up +23.0%, the fourth straight quarter of ad acceleration and well above its +15 to 18% guide. We are raising our 2026 GTV forecast to +14.1% and bringing 2027 and 2028 up to +13.7% […]
TL;DR: After neutralizing the impact of Prime Day shifting out of 3Q this year, Amazon’s reported 3Q26 GMV numbers look stable. Advertising was a touch softer, which management attributes to other timing issues, and its retail margins slipped slightly versus a year ago, although still ahead of peers. Everyday essentials now account for about half […]
TL;DR: Just 13% of brands build their Amazon ad budget bottom up from category and share-of-voice targets. Odyssey’s framework for 2027 starts with the pre-work most brands skip (an aligned vision, a validated goal, and a budget to realistically meet that goal), then works through six allocation decisions that each trace back to the goal. […]
TL;DR: Kroger shared a credible, if not modest, plan at its Investor Day, including a 3% comp run rate by 2029, $5 billion of price investment funded by cost savings, private label penetration reaching 40% of sales, 110 new stores, and a 30% eCommerce penetration ambition. In addition, Kroger is shifting to simpler promotions favoring […]
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TL;DR: Insurgent brands are growing three to eight times faster than their categories on Amazon, and they do it with productive launches, demand built off Amazon, and visibility they rarely pay for. Yet only 30% of brands monitor competition continuously, and 37% would wait for the next annual plan or not respond at all. The […]
TL;DR: Danone’s Become a Home’rista program ran as one multi-brand platform across influencer, retail media, the digital shelf, and in-store at multiple retailers. Erin Anderson of Danone and Elaine Bragg of Flywheel explained the internal changes behind it: a Connected Commerce organization that combines omni-activation, eCommerce, and media; funding and approval that sit above the […]
TL;DR: Kroger cut its sales outlook and held its profit target following 2Q26 results. Management signaled pushback on supplier price increases, Our Brands widened its lead over national brands, and Kroger Precision Marketing is earning more from every visit. eCommerce again supplied all of the growth. Brands should plan digital-first, prepare for tougher cost conversations, […]