TL;DR: Solve for ad ineligibility on promoted items by working closely with your Amazon contacts, consider a Safe Listing Accrual, or reserve your promotional and advertising dollars for ASINs with above average net PPM. Strategic internal planning and baking your promo discount into POs can help minimize the disruption and financial impact of incremental funding […]
3 minute read Log in to download the full report linked at the bottom We analyzed 30 CPG companies including their revenue growth and profit trends, as well as what they said about the consumer backdrop, promotional intensity, marketing spend plans, and innovation. In addition, we developed a CPG Index model that estimates future growth, […]
1 minute read Log in to download the full report linked at the bottom Our 4Q24 Amazon quarterly business review includes All-Signal insights digital leaders need to forecast the business, make critical investment decisions, and compete effectively on the platform. Driven by Stratably’s proprietary benchmarking and extensive qualitative research, it’s designed to cut through industry […]
TL;DR: When comparing account growth, brands should ensure they measure Amazon against total sales of omnichannel peers, not just digital sales. 2 minute read Amazon’s sucking wind. That’s one potential take when comparing its numbers to the U.S. market. If you read yesterday’s article, you know retail sales in the U.S. market grew 2.1% Y/Y […]
TL;DR: The eCommerce channel grew 6.7x faster than physical store channel in the U.S. during 3Q24, and year-to-date it has amounted to 61% of total dollar growth. 1 minute read Each quarter, the U.S. Census Bureau publishes estimates for retail sales growth and the split between eCommerce and physical retail. While channel shifts are less […]
TL;DR: Target struggled to keep pace with the market across its physical stores and the eCommerce channel, with profitability trending in the wrong direction. Management is facing a unique set of challenges as the consumer continues to look for great deals, while increasingly shopping online. 7 minute read Target reported its 3Q25 earnings this morning, […]
TL;DR: Walmart continues to pull ahead of so many of its peers, leveraging its reputation for value and leaning into online tailwinds to drive profitable growth. 7 minute read Broad-based strength across geographies and categories, share gains in grocery and general merchandise, fast eCommerce growth, and improving profitability as digital-related revenue streams grow characterized Walmart’s […]
TL;DR: Criteo is well-positioned for a diversified retail media future, but it’s less clear Amazon, Walmart and other retail media giants will give up much ground. 3 minute read We tuned in to Criteo’s retail media investor meeting this morning to see how an ad tech platform representing hundreds of retailers characterizes the state of […]