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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 […]
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in Research
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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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in Briefings
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 […]
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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. […]