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in Briefings
TL;DR: Positive AVN outcomes are within reach, with 1-in-3 vendors seeing neutral to positive impacts to their margins, trade terms, and cost prices in 2026. Success requires year-round margin work, preparing quantified pain points, anchored opening asks, and pre-aligned escalation plans, understanding and exercising your commercial leverage, and steering investments towards growth drivers. 3 minute […]
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in Briefings
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 […]
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TL;DR: Instacart posted its fastest growth since going public, with gross transaction value (GTV) up +14.8% and ads & other revenue up +23.0%, the fourth straight quarter of ad acceleration and well above its +15 to 18% guide. We are raising our 2026 GTV forecast to +14.1% and bringing 2027 and 2028 up to +13.7% […]
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TL;DR: After neutralizing the impact of Prime Day shifting out of 3Q this year, Amazon’s reported 3Q26 GMV numbers look stable. Advertising was a touch softer, which management attributes to other timing issues, and its retail margins slipped slightly versus a year ago, although still ahead of peers. Everyday essentials now account for about half […]
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in Briefings
TL;DR: Just 13% of brands build their Amazon ad budget bottom up from category and share-of-voice targets. Odyssey’s framework for 2027 starts with the pre-work most brands skip (an aligned vision, a validated goal, and a budget to realistically meet that goal), then works through six allocation decisions that each trace back to the goal. […]
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in Briefings
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 […]
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in Briefings
TL;DR: Insurgent brands are growing three to eight times faster than their categories on Amazon, and they do it with productive launches, demand built off Amazon, and visibility they rarely pay for. Yet only 30% of brands monitor competition continuously, and 37% would wait for the next annual plan or not respond at all. The […]
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in Briefings
TL;DR: Danone’s Become a Home’rista program ran as one multi-brand platform across influencer, retail media, the digital shelf, and in-store at multiple retailers. Erin Anderson of Danone and Elaine Bragg of Flywheel explained the internal changes behind it: a Connected Commerce organization that combines omni-activation, eCommerce, and media; funding and approval that sit above the […]