TL;DR: eCommerce now generates a wealth of deterministic shopper data like substitutability scores, customer lifetime value, and branded search trends, but most brands still treat them as siloed account metrics rather than enterprise brand health signals. This is a gated article just for members Join the Stratably community Access independent research on the omnichannel market […]
TL;DR: TikTok Shop is already a dominant force in beauty, health, and apparel, and it’s taking share from omnichannel retailers fast enough that brands in those categories can’t afford to ignore it. The challenge is that success requires treating it as a marketing investment rather than a profitable sales channel, and building an operating model […]
TL;DR: Instacart closed 2025 with accelerating GTV and is projected to grow ~11.8% in 2026, nearly 4x faster than the total grocery market as consumers continue shifting spend online. Its advertising business is expanding largely in line with GTV, with brands prioritizing onsite paid search over incremental media intensity. For consumer brands, Instacart remains a […]
TL;DR: Amazon’s 2025 results illustrate retail share gains, improving margins, retail media dominance, a bigger than projected grocery business, and a relatively small impact from Rufus. We are forecasting additional share gains in 2026, with projections for GMV to grow +9.6% and ads to grow +21.5% as brands spend more across the funnel. 6 minute […]
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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 […]
TL;DR: Kroger delivered a stable but unspectacular 3Q, with growth increasingly dependent on digital channels and pressure intensifying from Walmart and Amazon. The retailer is resetting its eCommerce operating model, leaning harder into omni-enablers, and preparing for a more urgent push toward digital profitability in 2026. Brands should plan for modest topline growth, sustained value-seeking […]
TL;DR: The digital ad market enters 2026 on solid footing with retail media remaining a major growth driver, social and search growing nicely, and AI-powered ad automation becoming an increasingly important part of the playbook. This is a gated article just for members Join the Stratably community Access independent research on the omnichannel market Enterprise […]