May 30, 2023 The following analysis compares the performance of Amazon, Walmart, and Target to each other and the overall market, provides a forecast for the balance of ‘23, and illustrates how eCommerce is contributing to overall growth. We created the Stratably Index to combine the results of these three retailers in order […]
May 22, 2023 While you’ve seen a lot written on retail media, no one has brought up the duck-billed platypus. First, some insight on this incredible animal… It’s one of five living monotremes (mammal species that lay eggs) It’s not a dupe… “The unusual appearance of this egg-laying, duck-billed, beaver-tailed, otter-footed mammal […]
May 18, 2023 Walmart ($611B in annual sales) reported its first quarter results this morning, seeing strength in food and consumables, its pickup powered eCommerce model, and within its retail media business. This strength gave the company confidence to raise guidance for the full year, now expecting sales growth of 3.5% compared to 2-2.5% […]
May 17, 2023 Target reported its first quarter results this morning, producing flat comps, slight net sales growth, digital declines, and better than expected profitability. Management expects comps to decline in the low-single digit range in 2Q as a result of progressive softening from February through April, although maintained its full year outlook […]
May 15, 2023 Pinterest recently announced a partnership with Amazon Advertising whereby Amazon will be able to offer ads from its vast advertiser pool directly on Pinterest. CEO Bill Ready explained the rationale – “Pinterest was really solving digital window shopping but the actionability was low. So, it’s sort of like Pinterest digital […]
May 11, 2023 Stratably reviews a sampling of consumer brands each quarter to understand how demand is trending, what management teams are most focused on, what we can expect moving forward, and any counter-intuitive findings. Over the last two weeks we reviewed results from 13 companies including P&G, Coca-Cola, Kimberly-Clark, 3M, Pepsi, Newell, […]
May 9, 2023 Stratably reviews a sampling of consumer brands each quarter to understand how demand is trending, what management teams are most focused on, what we can expect moving forward, and any counter-intuitive findings. Over the last two weeks we reviewed results from 13 companies including P&G, Coca-Cola, Kimberly-Clark, 3M, Pepsi, Newell, […]
May 8, 2023 Stratably reviews a sampling of consumer brands each quarter to understand how demand is trending, what management teams are most focused on, what we can expect moving forward, and any counter-intuitive findings. Over the last two weeks we reviewed results from 13 companies including P&G, Coca-Cola, Kimberly-Clark, 3M, Pepsi, Newell, […]