TL;DR: Instacart’s growth rate has stepped up in recent quarters, widening the gap versus the total grocery market and strengthening the case for brands to lean in on the platform.We recommend brands plan for Instacart Ads investment of ~3% of sales, with most dollars in lower-funnel search where returns are provable; co-branding campaigns and the […]
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TL;DR: Walmart delivered sales at the top of its guidance and raised its full-year outlook, with eCommerce once again driving all of its U.S. growth while stores declined for a third consecutive quarter. The headline for brands: $2.9 billion of tariff refunds went into more than 11,000 rollbacks to ease a fuel-pressured consumer. 8 minute […]
TL;DR: Target raised its outlook again after a strong 2Q (3.8% comp, margins up 70 bps), driven by store traffic and fast-moving category resets. Digital is the lone question mark: it’s growing slower than rivals and contributing far less to total growth. Our action items: raise forecasts if you’re in priority categories, engage on culturally […]
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 […]
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 […]
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 […]
TL;DR: Instacart posted a strong 2Q, with +14.0% GTV growth and +16.5% Advertising growth, leading us to raise our 2026-2028 outlooks. The quarter strengthened Instacart’s position as a must-win platform for any grocery brand as it outpaces the total U.S. grocery market by ~4-5x. We continue to recommend ad investment around 3% of GTV, with […]