August 28, 2024 TL;DR: Amazon, Walmart, and Target outpaced the market in 2Q24, driven by digital growth. Amazon leads with 8.7% sales growth, Walmart’s digital surge contributed 76% of its dollar growth, and retail media is critical for profitability. Brands must double down on digital investments, lean into the value concious consumer, and reassess assortment […]
August 26, 2024 TL;DR: Benchmarking suggests the promotional and advertising environments for Amazon’s upcoming Prime Big Deal Days will be more aggressive this year versus last. Aligning marketing strategies towards high-margin customers and products, driving off-site traffic to your deal pages, and developing a post-event retention plan are all under-utilized strategies to drive growth while […]
August 21, 2024 On Amazon, competitive intensity is at an all-time high: 53% of brands report greater promo intensity in their category vs. last year 43% of brands plan to up their promos on Prime Big Deal Days this year Ad spend as a percentage of gross merchandise value is up 60 basis points and […]
August 21, 2024 8 minute read TL;DR: Target returned to positive comparable sales growth in 2Q as it does a better job aligning with the value-conscious consumer. Traffic turned positive for the first time since 1Q23 and discretionary categories continue to see sequential improvement. Everyday essentials see continued strength with the help of price reductions, […]
August 19, 2024 2 minute read Log in to download the full report linked at the bottom We recently analyzed 2Q24 results and investor call commentary from 25 large and mid-sized Food & CPG brands to understand real-time and forward-looking dynamics. This report shares the findings from our analysis, which answers these six questions: How […]
August 12, 2024 7 minute read TL;DR: Walmart gained share across income demographics and categories in the latest quarter. It sees stable consumer demand that favors its price leadership position persisting into 2H24 and beyond. Online is a major contributor to its success, contributing 76% of total dollar growth in the U.S. and the improving […]
August 12, 2024 1 minute read Yesterday, I read 17 emails on new developments in retail media, and 0 on product detail page content. This isn’t a one off either. The digital ecosystem is obsessed with retail media. This is a gated article just for members Join the Stratably community Access independent research on the […]
August 7, 2024 8 minute read Instacart released its 2Q24 financial results, offering a detailed look into the current state of the grocery market and the effectiveness of its omni-enabler business model amidst a challenging macroeconomic environment. For CPG brand leaders, this report is crucial to: Assessing whether your outlook on Instacart and its role […]