TL;DR: The eCommerce channel grew 6.7x faster than physical store channel in the U.S. during 3Q24, and year-to-date it has amounted to 61% of total dollar growth. 1 minute read Each quarter, the U.S. Census Bureau publishes estimates for retail sales growth and the split between eCommerce and physical retail. While channel shifts are less […]
TL;DR: Target struggled to keep pace with the market across its physical stores and the eCommerce channel, with profitability trending in the wrong direction. Management is facing a unique set of challenges as the consumer continues to look for great deals, while increasingly shopping online. 7 minute read Target reported its 3Q25 earnings this morning, […]
TL;DR: Walmart continues to pull ahead of so many of its peers, leveraging its reputation for value and leaning into online tailwinds to drive profitable growth. 7 minute read Broad-based strength across geographies and categories, share gains in grocery and general merchandise, fast eCommerce growth, and improving profitability as digital-related revenue streams grow characterized Walmart’s […]
TL;DR: Instacart’s Q3 results show strong growth and ongoing tech and retailer integrations, but brand concerns around ad targeting and retailer-level performance remain unaddressed. 8 minute read Instacart reported its third quarter results yesterday, revealing above market growth, continued traction with emerging brands, and a steady drumbeat of technology innovations and retailer integrations. For Stratably’s […]
October 31, 2024 TL;DR: Amazon’s 3Q retail growth was roughly in line with 2Q, driven primarily by an accelerating 1P business and continued growth in Ads. Its retail outperformance and dominance as a full-funnel advertising platform continues to drive focus and investment among consumer brands looking for growth. 4 minute read Amazon released its third […]
October 21, 2024 1 minute read Log in to download the full report linked at the bottom This Walmart Omnichannel Quarterly Business Review includes All-Signal insights retail leaders need to forecast the business, make critical investment decisions, and compete effectively on the platform. It’s designed to cut through industry noise and save you time by […]
October 9, 2024 TL;DR: Brands rely on Digital Penetration to set investment levels, but Digital Share of Growth reveals a much larger impact from eCommerce. 2 minute read Most brands incorporate Digital Penetration into their strategic investment plans, while ignoring ‘Digital Share of Growth’ (DSG). Here’s the difference: Digital Penetration: Digital sales divided by total […]
September 30, 2024 1 minute read Log in to download the full report linked at the bottom Stratably benchmarking suggests increasing marketing spend is the #1 company-wide growth driver in 2H, with retail media an increasingly important part of the overall marketing strategy. A net 70% of brands are expanding their retail media budgets as […]