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 […]
TL;DR: Instacart’s Q3 results show strong growth and ongoing tech and retailer integrations, but brand concerns around ad targeting and retailer-level performance remain unaddressed. 8 minute read Instacart reported its third quarter results yesterday, revealing above market growth, continued traction with emerging brands, and a steady drumbeat of technology innovations and retailer integrations. For Stratably’s […]
TL;DR: The increasing prevalence of personalized experiences on Amazon and the multi-step consumer path to purchase render Share of Voice and ROAS metrics less useable. Market share and incrementality measurements are becoming more possible, particularly as Amazon provides more data directly to brands via vendor central, seller central, and Amazon Marketing Cloud. 2 minute read […]
TL;DR: Brands should expect the value-focused consumer to persist through 2025, driving heightened promotional activity across retailers. 3 minute read Stratably hosted Mark Stamps and Jackie Lewis from Harvest Group to discuss the increasing promotional environment in the U.S. retail market. This is a gated article just for members Join the Stratably community Access independent […]