Category: Briefings

SWOT + Forecasts: Compare Amazon, Walmart & Target

Article in Briefings

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 […]

Mid-Year 2025 Food & CPG Outlook

Article in Briefings

TL;DR: 2025 sales forecasts have been lowered to +1.2% under worsening consumer sentiment, with eCommerce expected to drive all of the industry’s growth. Brands are working to offset tariff costs via alternative sourcing and supply chain productivity first, before considering price increases. Despite muted growth and incremental tariff-related costs, brands remain committed to investments into […]

Target April-25 Quarterly Results & Takeaways

Article in Briefings

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 […]

Instacart, DoorDash, and Uber Eats Are Quietly Powering Retail’s Digital Shift

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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 […]

Best-in-Class Amazon PDPs – Webinar Recap

Article in Briefings

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 […]

1Q25 Retail Sales: Strong Growth Despite Negative Macroeconomic Environment

Article in Briefings

TL;DR: Retail sales growth accelerated to +4.5% in 1Q25, with eCommerce maintaining steady momentum at +6.1% and B&M accelerating to +4.2% under easier year-over-year comparables. Despite macroeconomic concerns, consumer spending remains resilient, although growth is increasingly concentrated in platforms delivering value and convenience, reinforcing the critical role of eCommerce in 2025 and beyond. 2 minute […]

Updated May 2025 Amazon Forecasts: 2023-2026

Article in Briefings

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 […]

DTC Channel Performance Insights from Shopify Analysis

Article in Briefings

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 […]