Category: Research

Instacart 3Q24 Performance Update: Insights for CPG Brands

Article in Briefings

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 […]

Market Share and Incrementality Measurement on Amazon

Article in Research

TL;DR: The increasing prevalence of personalized experiences on Amazon and the multi-step consumer path to purchase render Share of Voice and ROAS metrics less useable. Market share and incrementality measurements are becoming more possible, particularly as Amazon provides more data directly to brands via vendor central, seller central, and Amazon Marketing Cloud. 2 minute read […]

Benchmarking Data on 2025 Promotional Plans, Investments, Tactics, and Strategies

Article in Benchmarks

TL;DR: Stratably’s latest research shows 2025 will be even more promotional than 2024, primarily via general price discounts and tentpole events. 7 minute read We’re in the thick of holiday and Q4, and you don’t have to go far to notice the highly promotional environment. A net 33% of brands report a more aggressive promotional […]

Navigating Increasing Promotional Intensity in the U.S. Retail Market

Article in Research

TL;DR: Brands should expect the value-focused consumer to persist through 2025, driving heightened promotional activity across retailers. 3 minute read Stratably hosted Mark Stamps and Jackie Lewis from Harvest Group to discuss the increasing promotional environment in the U.S. retail market. This is a gated article just for members Join the Stratably community Access independent […]

Benchmarking Data on Walmart Connect Performance and 2025 Investment Levels

Article in Benchmarks

TL;DR: Stratably’s latest research shows Walmart’s scale and strategic importance to brands are driving share gains in the retail media market. Brands are allocating investment towards paid search primarily (including newer units like Sponsored Brands and Video) and display secondarily, with limited interest in in-store retail media to date. 5 minute read Brands can expect […]

Takeaways from Amazon’s 3Q24 Results

Article in Briefings

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 […]

What Brands Need to Know About Amazon’s Asks for Low ASP Assortment

Article in Briefings

October 28, 2024 TL;DR: Amazon is focused on expanding low ASP assortment to drive trial, sales growth, and share gains in the grocery market. Brands are on the fence given mixed results and meaningful margin implications. 3 minute read Amazon is increasingly asking food and CPG brands for more of their low-ASP assortment – the […]

Key Advantages and Considerations of Walmart’s Self-Serve Display Offerings

Article in Briefings

October 25, 2024 TL;DR: No spend minimums, greater control, and enhanced visibility are the main draws to leverage Walmart’s self-serve platforms for Display test-and-learns. 4 minute read Walmart display ads are less widely adopted today compared to Amazon’s display offerings and paid search across retail media networks, in part due to limited budgets and the […]