Category: Research

Analyzing Walmart’s 4Q23 Results

Article in Briefings

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% […]

3 Benchmarks on Amazon Performance 1Q-to-Date

Article in Benchmarks

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 […]

Analyzing Instacart’s 4Q23 Results

Article in Briefings

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 […]

Amazon Ads vs. the Digital Ad Market

Article in Briefings

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, […]

2024 Amazon Profitability & AVN Study

Article in Benchmarks

February 9, 2024 Annual Vendor Negotiations (AVNs) are a critical part of the Amazon business for 1P consumer brands, as they have important financial implications and set the stage for the year ahead. One component of Stratably’s 5-Step Framework for Navigating AVNs is to understand your business metrics and performance, ideally in the broader context […]

Takeaways from our Live Session on our 2024 Amazon Profitability & AVN Benchmark

Article in Benchmarks

February 8, 2024 Stratably teamed up with Martin Heubel of Consulterce to present the findings of our 2024 Amazon Profitability & AVN Benchmark. Key Topics: How Amazon’s profitability trends are impacting brands Amazon’s growth trajectory relative to other retail accounts Benchmarking data and expert advice for navigating Amazon’s cost price decrease requests and brands’ price […]