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 […]
May 13, 2024 Our 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. It’s driven by Stratably’s proprietary benchmarking and qualitative research with leading brands and the top solution providers in the digital space. It’s designed to cut through industry […]
May 9, 2024 Instacart reported 1Q24 financial results yesterday, with gross transaction value (GTV), revenue, and profitability all coming in above expectations. The Y/Y acceleration in GTV growth (+11.4%) was driven by healthy order growth and modest transaction growth. This represents the fourth consecutive quarter of accelerating GTV growth after years of volatile peaks and […]
May 6, 2024 5 minute read It’s time to gear up for this year’s summer Prime Day, expected to take place in early- to mid-July. For many brands, the event is critical to hitting its full-year growth goals, and success is reliant on several factors: Will we strike the right mix of promotional breadth and […]