TL;DR: Walmart’s focus on omnichannel excellence has resulted in persistent retail share gains and an improving P&L. 5 minute read Walmart’s fiscal 4Q25 earnings were characterized by broad-based strength across geographies and categories, share gains in grocery and general merchandise, fast eCommerce growth, and improving profitability from digital-related revenue streams. We expect growth-hungry brands to […]
TL;DR: CPG revenue growth forecasts have come down, but digital remains a bright spot—leading brands are doubling down on online channels to grow market share. 4 minute read Compared to 90 days ago, the CPG industry outlook has softened. While some companies outperformed expectations, several reported slowing revenue growth and/or lowered guidance, reflecting a cautious […]
TL;DR: Amazon’s unit growth, promotional intensity, and advertising gains fueled its outperformance of the broader retail market in 4Q, while fulfillment and cost efficiencies are poised to drive sustained growth and profitability improvements in 2025. 3 minute read Amazon remains the fastest-growing platform at-scale for brands, outperforming the broader retail market by 3.6x in the […]
TL;DR: Assess Amazon’s AVN asks through the lens of business impact, guided by the Competitive Edge Framework. Direct Fulfillment and Subscribe & Save Accruals can deliver a competitive edge, while Vendor Flex, Merchandising Accruals, and Safe Listing Accruals warrant closer scrutiny. AVS offers potential for positive returns if brands effectively manage the program and align […]
TL;DR: Amazon’s supply chain initiatives—spanning regionalization, inventory optimizations, and more—pose operational challenges for brands but also position Amazon well to keep growing for brands. By proactively managing inventory, leveraging Amazon tools and contacts, and being adaptive, brands can position their own supply chains to maximize success on the platform. 2.5 minute read Amazon’s continuous advancements […]
10 minute read (it’s worth it!) TL;DR: Most retailers ‘operate’ retail media networks devoid of robust spend and the related profits that come with it. As a result, these retailers can’t sustainably offer eCommerce at the very same time consumers are increasingly shopping online. Making money as a retailer is tough. Doing so in eCommerce […]
1 minute read Log in to download the full report linked at the bottom This Walmart Omnichannel Quarterly Business Review includes All-Signal insights retail leaders need to forecast the business, make critical investment decisions, and compete effectively on the platform. It’s designed to cut through industry noise and save you time by bringing consumer brands […]
TL;DR: Amazon’s grocery growth is being driven by its Core Amazon.com platform, while Amazon Fresh continues to underperform. 1.5 minute read Amazon is growing fast in the grocery category. It grew an estimated 14% in the U.S. grocery category in 2024 (Momentum Commerce), outperforming our estimates for its overall U.S. GMV growth of 9%. 61% […]