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 […]
May 1, 2024 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 published yesterday evening after Amazon reported its results. Amazon continues to meaningfully outperform […]
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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 […]
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 […]