March 4, 2024 3 minute read Last week Walmart reported strong 4Q and full year 2023 growth noting its commitment to EDLP and omnichannel excellence have driven transaction growth and share gains. We recently checked in with brands to see how performance is trending for them in 1Q. This data combined with comparables for Amazon […]
February 20, 2024 Walmart released another quarter of sales and profit outperformance this morning, with value and eCommerce leading the way. Its commitment to EDLP and omnichannel conveniences for the consumer are driving strong transaction growth and share gains. Brands selling into Walmart cannot underestimate the importance of its eCommerce business: Global eCommerce grew 23% […]
February 19, 2024 3 minute read Our continuous Amazon benchmarks provide an independent view on how sales performance, advertising performance, and promotional activity is trending over time for brands. The research can help you understand if your business is over- or under-pacing the market and can serve as a quantitative check on if you’re investing […]
February 14, 2024 Instacart posted positive results in 4Q23, following quarters of more muted performance and therefore skepticism from brands (and retailers and investors). Growth in the quarter came from strong orders more so than inflation, and the company expects accelerating trends to continue into 1Q. The scale and healthy returns of its advertising offering […]
Should we be putting more or less of our digital ad budget into Amazon? That’s a common and complex question retail leaders are asking themselves. It requires a deep knowledge of your own goals and performance across platforms. But from a market level, we can look at the recent results and forecasts for Amazon Ads, […]
Stratably went live today to delve deep into Amazon’s 4th Quarter 2023 earnings report, helping retail leaders understand the implications for Amazon, the broader retail market, and the eCommerce industry as a whole. This session complemented our written recap (linked below) published yesterday evening after Amazon reported its results. Key topics from the session: How […]
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This is a Gated Article Just for Premium Members Join the Stratably community Access independent research on the omnichannel market Premium membership unlocks: Bite-sized market updates Industry benchmarks Invites to live events Deep dive analyses Retailer forecasts And More! Premium Membership unlocks our full insights that you can use to drive alignment across your organization, […]