May 16, 2024 Walmart reported another quarter of impressive results this morning, with sales and profitability outperforming expectations across all business units. According to CEO Doug McMillon, the shining stars of the quarter were: The eCommerce business Inventory management Rollbacks eCommerce continues to play a critical role to Walmart’s success, contributing 67% of the incremental […]
May 13, 2024 Our 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. It’s driven by Stratably’s proprietary benchmarking and qualitative research with leading brands and the top solution providers in the digital space. It’s designed to cut through industry […]
May 9, 2024 Instacart reported 1Q24 financial results yesterday, with gross transaction value (GTV), revenue, and profitability all coming in above expectations. The Y/Y acceleration in GTV growth (+11.4%) was driven by healthy order growth and modest transaction growth. This represents the fourth consecutive quarter of accelerating GTV growth after years of volatile peaks and […]
May 6, 2024 5 minute read It’s time to gear up for this year’s summer Prime Day, expected to take place in early- to mid-July. For many brands, the event is critical to hitting its full-year growth goals, and success is reliant on several factors: Will we strike the right mix of promotional breadth and […]
April 24, 2024 1 minute read Digital penetration is a measure brands often employ to share how they’re doing from an eCommerce perspective. The thinking goes, the higher the better, usually. We’ve written multiple times about the limits of digital penetration, including it divides rather than unifies, doesn’t indicate much about the strategy, and doesn’t […]
April 22, 2024 1 minute read A common mistake made in benchmarking Amazon’s performance is what to compare it to. The FTC, most analysts, and often retail leaders like to compare Amazon to the eCommerce channel. They limit the comparison of Amazon’s growth rate to just the digital portion of omnichannel retailers’ growth rate. At […]
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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 […]