Category: Briefings

Analyzing Walmart’s 4Q23 Results

Article in Briefings

February 20, 2024 Walmart released another quarter of sales and profit outperformance this morning, with value and eCommerce leading the way. Its commitment to EDLP and omnichannel conveniences for the consumer are driving strong transaction growth and share gains. Brands selling into Walmart cannot underestimate the importance of its eCommerce business: Global eCommerce grew 23% […]

Analyzing Instacart’s 4Q23 Results

Article in Briefings

February 14, 2024 Instacart posted positive results in 4Q23, following quarters of more muted performance and therefore skepticism from brands (and retailers and investors). Growth in the quarter came from strong orders more so than inflation, and the company expects accelerating trends to continue into 1Q. The scale and healthy returns of its advertising offering […]

Amazon Ads vs. the Digital Ad Market

Article in Briefings

Should we be putting more or less of our digital ad budget into Amazon? That’s a common and complex question retail leaders are asking themselves. It requires a deep knowledge of your own goals and performance across platforms. But from a market level, we can look at the recent results and forecasts for Amazon Ads, […]

How to Shatter 4 Silos Negatively Impacting Retail Media Performance

Article in Briefings

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Leaning into "Value" on Instacart

Article in Briefings

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4 Charts to Build the Case for Greater Amazon Ad Funding

Article in Benchmarks

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4 Ways to Sharpen your Competitive Edge on Amazon

Article in Briefings

January 10, 2024   Stratably’s Amazon Competitive Edge Diagram maps out a variety of levers, program, and options brands have to grow their business on Amazon.     By breaking these levers down by adoption (x axis) and impact (y axis), you can see which ones are: Table stakes, like Sponsored Products (top-right quadrant, high […]

3 Benchmark Insights on Target Roundel Investments

Article in Benchmarks

This is a Gated Article Just for Premium Members Join the Stratably community Access independent research on the omnichannel market Premium membership unlocks: Bite-sized market updates Industry benchmarks Invites to live events Deep dive analyses Retailer forecasts And More! Premium Membership unlocks our full insights that you can use to drive alignment across your organization, […]