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 […]
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 […]
August 1, 2024 4 minute read Amazon released its second quarter results this evening, providing valuable insights into its performance over the last three months. Each time Amazon reports, we ask and answer the following questions: How did its retail and ad businesses perform relative to prior trends? How did it fare compared to its […]
July 29, 2024 2 minute read 2025 growth planning is underway for many brands, and a clear understanding of the macroeconomic backdrop is an important input towards arriving at a reasonable, data-backed outlook. The downloadable one-pager below includes the latest updates on 10 macroeconomic datapoints we use in our own forecasting of the retail market, […]
July 18, 2024 3 minute read Four years on from the pandemic and brands continue to waffle on the “importance” of digital as a sales channel (let alone digital marketing). Recent data on digital sales penetration reveals contradictions to the narrative of eCommerce stagnation post-pandemic. This analysis leverages internal benchmark data alongside the U.S. Census […]
May 28, 2024 This Walmart Omnichannel Quarterly Business Review includes All-Signal insights digital leaders need to forecast the business, make critical investment decisions, and compete effectively on the platform. Insights that help answer key questions like: Where is Walmart’s growth coming from? How much should I spend on Walmart Connect? Am I missing out on […]
May 22, 2024 This morning Target reported another quarter of sequential improvement in declining comps (down -3.7%) as softness in discretionary categories continues to ease. Digital turned the corner into positive comparable sales territory (+1.4%) to offset mid-single-digit declines (-4.8%) in the stores business. The company expects to return to positive growth in 2Q, with […]
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 […]