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in Briefings
TL;DR: Retail sales growth accelerated to +4.5% in 1Q25, with eCommerce maintaining steady momentum at +6.1% and B&M accelerating to +4.2% under easier year-over-year comparables. Despite macroeconomic concerns, consumer spending remains resilient, although growth is increasingly concentrated in platforms delivering value and convenience, reinforcing the critical role of eCommerce in 2025 and beyond. 2 minute […]
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in Briefings
TL;DR: Amazon’s gross merchandise value (GMV) is projected to decelerate from +8.5% in 2024 to +6.7% in 2025, although it is still projected to outperform the global retail market by 2-3x. Advertising is expected to grow +18.6%, outpacing the broader digital ad market. 1 minute read Log in to download Stratably’s Amazon Forecast linked at […]
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in Briefings
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 […]
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in Briefings
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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in Briefings
This is a gated article just for members Join the Stratably community Access independent research on the omnichannel market Enterprise membership unlocks: Bite-sized market updates Deep dive analyses Industry benchmarks Retailer forecasts Invites to live events And More! Enterprise Membership unlocks our full insights that you and your team can use to drive alignment across […]
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in Benchmarks
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 […]
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in Briefings
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 […]
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in Briefings
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 […]