March 5, 2024 Target reported its fourth quarter and full year 2023 results this morning and hosted an investor meeting highlighting its focus areas for the future. In the quarter, Target saw another decline in comparable sales of -4.4%, although this represents an improvement for the second quarter in a row given moderating pressures in […]
March 4, 2024 3 minute read Last week Walmart reported strong 4Q and full year 2023 growth noting its commitment to EDLP and omnichannel excellence have driven transaction growth and share gains. We recently checked in with brands to see how performance is trending for them in 1Q. This data combined with comparables for Amazon […]
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February 26, 2024 4 minute read Digital leaders know retail media is an important investment to: Stay competitive on the digital shelf Support the relationship with your key retail customers Connect with the consumer at critical points in their shopping journey But what’s the right level of investment? And where are brands putting their dollars? […]
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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% […]
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 […]
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 […]