TL;DR: Shopify has yet to see any demand or price impacts from tariffs and continues to grow its gross merchandise value (GMV) by 20%+, a proxy for the DTC channel and strong signal for the online channel more broadly. 4 minute read Shopify is the largest enabler of the DTC channel, accounting for $292 billion […]
TL;DR: Walmart posted another quarter of strong results, enabled by its leading omnichannel business. The company reaffirmed its full-year guidance and remains a retail standout, poised to maintain its leadership position amidst tariff-related economic risks. 7 minute read Walmart reported its fiscal 1Q26 results this morning, shedding light on tariffs along with an updated outlook […]
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Stratably’s May 2025 in-depth analysis of Walmart spanning growth forecasts, Walmart Connect, Scintilla, and more. 1 minute read Log in to download the full report linked at the bottom Our May 2025 Walmart Omnichannel Quarterly Business Review includes All-Signal insights retail leaders need to forecast the business, make critical investment decisions, and compete effectively on […]
TL;DR: Instacart delivered steady +10% GTV growth in 1Q25, driven by strong order volume but offset by lower AOV. Most notably, advertising growth reaccelerated to +14% with ads as a percentage of GTV growing by +10 basis points. While the platform remains highly relevant for CPGs, it still lacks breakout momentum relative to Amazon and […]
TL;DR: Retail growth rates come down, but Amazon appears well-positioned to navigate tariff uncertainty; market share inside Amazon up for grabs as tariffs are expected to have an uneven impact across brands and sellers. 5 minute read Amazon reported its 1Q25 results this evening, shedding light on tariffs along with an updated outlook for its […]
TL;DR: Stratably’s latest U.S. grocery forecast highlights a below average growth outlook in ’25 and ’26, with Amazon and Walmart standing out as share gainers. 1 minute read Stratably’s latest market forecast provides forward-looking insights into the U.S. grocery sector during a time of significant economic uncertainty. This forecast stands apart by modeling the grocery […]
Stratably shared the most important highlights from their April 2025 Amazon Quarterly Business Review, spanning growth forecasts, pricing and profitability trends, Ads strategies, promo plans, and supply chain developments. 1 minute read Stratably’s latest Amazon Quarterly Business Review delivers all-signal, no-noise insights digital leaders need to forecast their business, optimize profitability, and compete effectively on […]