TL;DR: Instacart posted its fastest growth since going public, with gross transaction value (GTV) up +14.8% and ads & other revenue up +23.0%, the fourth straight quarter of ad acceleration and well above its +15 to 18% guide. We are raising our 2026 GTV forecast to +14.1% and bringing 2027 and 2028 up to +13.7% […]
TL;DR: After neutralizing the impact of Prime Day shifting out of 3Q this year, Amazon’s reported 3Q26 GMV numbers look stable. Advertising was a touch softer, which management attributes to other timing issues, and its retail margins slipped slightly versus a year ago, although still ahead of peers. Everyday essentials now account for about half […]
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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 cut its sales outlook and held its profit target following 2Q26 results. Management signaled pushback on supplier price increases, Our Brands widened its lead over national brands, and Kroger Precision Marketing is earning more from every visit. eCommerce again supplied all of the growth. Brands should plan digital-first, prepare for tougher cost conversations, […]
TL;DR: Instacart’s growth rate has stepped up in recent quarters, widening the gap versus the total grocery market and strengthening the case for brands to lean in on the platform.We recommend brands plan for Instacart Ads investment of ~3% of sales, with most dollars in lower-funnel search where returns are provable; co-branding campaigns and the […]
TL;DR: Walmart delivered sales at the top of its guidance and raised its full-year outlook, with eCommerce once again driving all of its U.S. growth while stores declined for a third consecutive quarter. The headline for brands: $2.9 billion of tariff refunds went into more than 11,000 rollbacks to ease a fuel-pressured consumer. 8 minute […]
TL;DR: Target raised its outlook again after a strong 2Q (3.8% comp, margins up 70 bps), driven by store traffic and fast-moving category resets. Digital is the lone question mark: it’s growing slower than rivals and contributing far less to total growth. Our action items: raise forecasts if you’re in priority categories, engage on culturally […]