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April 29, 2024 3 minute read Why do four in five large consumer brands we benchmarked, including both CPG and non-CPG categories, tell us DTC is strategically important to their business? There is, of course, 1P data and the promise of building direct relationships with consumers. But brands, particularly large incumbent brands more familiar with […]
April 24, 2024 1 minute read Digital penetration is a measure brands often employ to share how they’re doing from an eCommerce perspective. The thinking goes, the higher the better, usually. We’ve written multiple times about the limits of digital penetration, including it divides rather than unifies, doesn’t indicate much about the strategy, and doesn’t […]
April 15, 2024 3 minute read Stratably’s eTailer Index comprises 13 of the largest eCommerce platforms in the U.S. market that account for $820 billion in annual global gross merchandise value (GMV). Analyzing the Index sheds light on a subset of eCommerce, and it illuminates performance differences for pure eCommerce models compared to their omnichannel […]
March 25, 2024 4 minute read The following analysis compares recent performance across Amazon, Walmart, and Target, which together make up Stratably’s Mass Index. Given their size, strategic importance to brands, and outperformance in the market, the performance analysis reveals who’s winning and losing and illuminates what’s driving success in retail today and what we […]
March 8, 2024 Yesterday, Costco shared results from its fiscal quarter ending Feb-24, including solid performance in both the in-store and digital businesses. Total company same store sales grew 4.8% in the U.S., driven more by traffic than ticket as inflation wanes, with management seeing Y/Y lower prices in some cases. Its strong in-store growth […]
March 7, 2024 Kroger’s 4Q and full year 2023 results published this morning were a continuation of trends seen during the last several quarters. Decelerating top line growth (adjusted comps +0.1%) was driven by moderating inflation and a challenging consumer backdrop, although Kroger is seeing more positive performance with its mainstream and upscale customer cohorts. […]
March 5, 2024 Target reported its fourth quarter and full year 2023 results this morning and hosted an investor meeting highlighting its focus areas for the future. In the quarter, Target saw another decline in comparable sales of -4.4%, although this represents an improvement for the second quarter in a row given moderating pressures in […]