TL;DR: Costco delivered another strong quarter, outperforming peers. It continues to execute on its value proposition of maintaining and growing high member value through smart assortment and merchandising. This strength comes despite eCommerce appearing to remain a secondary initiative for the company. 4 minute read Costco reported its May-’25 quarterly results yesterday evening, providing insight […]
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Log in to download Stratably’s new Amazon, Walmart, Target SWOT & Multi-Year Forecasts report linked at the bottom For retail leaders navigating constrained budgets, evolving consumer behavior, and mounting pressure to show results, retailer prioritization has become paramount. Stratably’s new Amazon, Walmart, Target SWOT & Multi-Year Forecasts report is designed to help you do just […]
TL;DR: Target’s sales growth returned to negative territory as ticket and traffic both declined; inventory is elevated placing margin pressure on the business, and management reduced its sales and profit outlook for the year. Growth catalysts remain unclear to us, although the creation of an Enterprise Acceleration Office is a step in the right direction […]
This is a gated article just for members Join the Stratably community Access independent research on the omnichannel market Enterprise membership unlocks: Bite-sized market updates Deep dive analyses Industry benchmarks Retailer forecasts Invites to live events And More! Enterprise Membership unlocks our full insights that you and your team can use to drive alignment across […]
TL;DR: Whether lacking completeness, consistency across retailers, or connectedness to their retail media campaigns, even best-in-class PDPs have room for improvement when it comes to getting their product detail pages fully optimized. Log in for access to the replay 3 minute read We hosted Chris Perry from Firstmovr to discuss his team’s latest findings on […]
TL;DR: Amazon’s gross merchandise value (GMV) is projected to decelerate from +8.5% in 2024 to +6.7% in 2025, although it is still projected to outperform the global retail market by 2-3x. Advertising is expected to grow +18.6%, outpacing the broader digital ad market. 1 minute read Log in to download Stratably’s Amazon Forecast linked at […]
TL;DR: Shopify has yet to see any demand or price impacts from tariffs and continues to grow its gross merchandise value (GMV) by 20%+, a proxy for the DTC channel and strong signal for the online channel more broadly. 4 minute read Shopify is the largest enabler of the DTC channel, accounting for $292 billion […]