Category: Forecasts

Walmart U.S. Forecast Briefing & Updated SWOT

Article in Forecasts

TL;DR: Tariff volatility and heightened investment asks create challenges, but Walmart’s unique ability to grow faster than the market positions well-prepared brands to capture meaningful share. Log in to access the full Walmart U.S. Forecast Brief linked at the bottom Our Walmart U.S. Forecast Brief is designed to give you a clear, actionable view of […]

September 2025 Amazon Strategy Workbook

Article in Benchmarks

TL;DR: This comprehensive strategy workbook combines forecasts, consumer brand benchmarks, and expert intel with 10 hands-on tools for best-in-class Amazon strategy and execution in 2026. 1 minute read Log in to download the full workbook linked at the bottom Our Amazon Strategy Workbook includes All-Signal, No Noise insights digital leaders need to forecast their business, […]

Walmart 2Q26 Recap: Key Takeaways for Brands

Article in Briefings

TL;DR: Walmart posted another strong quarter with growth across business units and categories, including nearly 90% of Walmart U.S. dollar growth coming from eCommerce. Despite tariff cost pressure, the retailer is raising guidance and extending its competitive lead through value pricing and omnichannel offerings, including faster delivery. 7 minute read Walmart delivered another strong quarter […]

Target July-25 Quarterly Results & Strategic Priorities from New CEO

Article in Briefings

TL;DR: Target’s top-line continues to decline. New leadership is pushing for urgent change, but with competitors still outperforming and the macro backdrop uncertain, sustained execution and bold merchandising will be critical to regain share. 8 minute read Target’s 2Q financial results reported this morning show sequential top-line improvement from 1Q although sales growth and comps […]

2Q25 Retail Sales: Strong Growth Despite Cautious Executive Outlook

Article in Forecasts

TL;DR: Retail sales grew +3.9% Y/Y in 2Q25, fueled by digital channel sales growth of +5.3% Y/Y and brick & mortar (B&M) sales growth of +3.6% Y/Y. Both physical and digital channels decelerated compared to growth rates in 1Q24, although year-to-date performance of +4.2% Y/Y has trended ahead of downbeat expectations following the announcement of […]

2025-2030 U.S. Grocery Forecast – August 2025

Article in Forecasts

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 […]

Shopify Q2 2025 Results Signal Strength in DTC and eCommerce

Article 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 […]

Instacart 2Q25 Results: Growth Trends, Advertising Challenges, and Brand Implications

Article 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 […]