Category: Forecasts

Instacart 3Q24 Performance Update: Insights for CPG Brands

Article in Briefings

TL;DR: Instacart’s Q3 results show strong growth and ongoing tech and retailer integrations, but brand concerns around ad targeting and retailer-level performance remain unaddressed. 8 minute read Instacart reported its third quarter results yesterday, revealing above market growth, continued traction with emerging brands, and a steady drumbeat of technology innovations and retailer integrations. For Stratably’s […]

Takeaways from Amazon’s 3Q24 Results

Article in Briefings

October 31, 2024 TL;DR: Amazon’s 3Q retail growth was roughly in line with 2Q, driven primarily by an accelerating 1P business and continued growth in Ads. Its retail outperformance and dominance as a full-funnel advertising platform continues to drive focus and investment among consumer brands looking for growth. 4 minute read Amazon released its third […]

3Q24 Walmart Omnichannel Quarterly Business Review

Article in Benchmarks

October 21, 2024 1 minute read Log in to download the full report linked at the bottom This Walmart Omnichannel Quarterly Business Review includes All-Signal insights retail leaders need to forecast the business, make critical investment decisions, and compete effectively on the platform. It’s designed to cut through industry noise and save you time by […]

The Superior Metric to Digital Penetration

Article in Benchmarks

October 9, 2024 TL;DR: Brands rely on Digital Penetration to set investment levels, but Digital Share of Growth reveals a much larger impact from eCommerce. 2 minute read Most brands incorporate Digital Penetration into their strategic investment plans, while ignoring ‘Digital Share of Growth’ (DSG).  Here’s the difference: Digital Penetration: Digital sales divided by total […]

3Q24 Retail Media Quarterly Business Review

Article in Benchmarks

September 30, 2024 1 minute read Log in to download the full report linked at the bottom Stratably benchmarking suggests increasing marketing spend is the #1 company-wide growth driver in 2H, with retail media an increasingly important part of the overall marketing strategy. A net 70% of brands are expanding their retail media budgets as […]

3Q24 Amazon Quarterly Business Review

Article in Benchmarks

September 9, 2024 1 minute read Log in to download the full report linked at the bottom Our 3Q24 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. Driven by Stratably’s proprietary benchmarking and extensive qualitative research, it’s designed to […]

Key Takeaways from Target’s 2Q Results

Article in Briefings

August 21, 2024 8 minute read TL;DR: Target returned to positive comparable sales growth in 2Q as it does a better job aligning with the value-conscious consumer. Traffic turned positive for the first time since 1Q23 and discretionary categories continue to see sequential improvement. Everyday essentials see continued strength with the help of price reductions, […]

2Q24 Food & CPG Deep Dive

Article in Briefings

August 19, 2024 2 minute read Log in to download the full report linked at the bottom We recently analyzed 2Q24 results and investor call commentary from 25 large and mid-sized Food & CPG brands to understand real-time and forward-looking dynamics. This report shares the findings from our analysis, which answers these six questions: How […]