Category: Forecasts

Takeaways from Amazonโ€™s 3Q24 Results

Article in Briefings

October 31, 2024 TL;DR: Amazonโ€™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. Itโ€™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 โ€˜Digital Share of Growthโ€™ (DSG).  Hereโ€™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 Stratablyโ€™s proprietary benchmarking and extensive qualitative research, itโ€™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 […]

Instacart’s Q2 2024: What CPG Brands Need to Know

Article in Briefings

August 7, 2024 8 minute read Instacart released its 2Q24 financial results, offering a detailed look into the current state of the grocery market and the effectiveness of its omni-enabler business model amidst a challenging macroeconomic environment. For CPG brand leaders, this report is crucial to: Assessing whether your outlook on Instacart and its role […]