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in Forecasts
TL;DR: After another quarter of declining growth, Target’s investor day reinforced a familiar message: reclaim merchandising authority and reinvest in stores, while leaning into membership, Roundel, and marketplace to drive margin expansion. Top-line trends have improved sequentially although we remain in wait-and-see mode for longer term traffic stabilization. Brands should plan conservatively, lean into new, […]
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in Benchmarks
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in Research
The Consumer Analyst Group of New York (CAGNY) conference is one of the most important annual gatherings in consumer goods. Each February, leading CPG companies present their strategic priorities, financial outlooks, and capital allocation plans to investors and industry stakeholders. While CAGNY is not a “digital strategy conference,” it has become a critical barometer for […]
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in Research
TL;DR: Most brands have invested heavily in dashboards, reporting tools, and data warehouses. Yet diagnostic speed remains slow, automation minimal, and AI underutilized. Rather than more data, brands need a redesigned analytics stack that enables proactive anomaly detection, connected cross-channel insights, and automated recommendations embedded directly into workflows. 2 minute read Our benchmarking across 103 […]
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in Benchmarks
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 […]
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in Forecasts
TL;DR: Walmart closed 2025 with sustained growth, once again driven entirely by digital: eCommerce accounted for virtually all incremental growth, penetration reached 23%, and profitability continues to expand. For brands, winning at Walmart requires an explicitly eCommerce-first strategy, disciplined marketplace management, and retail media investment aligned to digital growth. 9 minute read Walmart delivered strong […]
Article
in Benchmarks
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 […]
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in Briefings
TL;DR: Instacart closed 2025 with accelerating GTV and is projected to grow ~11.8% in 2026, nearly 4x faster than the total grocery market as consumers continue shifting spend online. Its advertising business is expanding largely in line with GTV, with brands prioritizing onsite paid search over incremental media intensity. For consumer brands, Instacart remains a […]