TL;DR: Target’s 1Q26 results offer the most encouraging signal brands have seen in years: traffic up across the board, the “Busy Families” strategy gaining early traction, and a two-point raise to full-year guidance. But the real test arrives in Q2 as tougher comps land and the tax refund tailwind fades. Brands should update forecasts conservatively, […]
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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: 1Q26 reinforces Amazon as the primary growth engine for consumer brands, with accelerating GMV, rapid grocery expansion, and continued dominance in retail media. However, this growth comes with rising expectations around margin support, advertising investment, and operational complexity. We are forecasting additional share gains in 2026, with projections for GMV to grow +10.2%, outpacing […]
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 […]