Topics Covered: March 27, 2023Fraction of a fraction fallacy in retail mediaAI’s iPhone momentRanking data sharing by retail mediaNew Amazon DSP metrics researchToo much data, too little insightAmazon delivering from storesChewy expects continued discretionary weaknessWe just need a fraction of a fraction…Launching a retail media network is the path towards riches. Put simply, retail margins are […]
March 13, 2023 Last week, Stratably broke down the share of sales growth projected to come from online channels for Amazon, Walmart, and Target: But what can we learn if we segment sales growth by fulfillment model? The more precisely we can understand “eCommerce” the better. Meaning, when we talk about eCommerce share of total sales or eCommerce […]
March 7, 2023 Stratably hosted Joe Shelerud from Ad Advance to explain what insights Amazon Marketing Stream (“Stream”) unlocks and how that drives hourly bidding opportunities on Amazon Sponsored Products and Sponsored Display. Watch the session hereSpending money on advertising is no longer enoughAmazon is a wildly competitive platform where brands and sellers scrape and claw their […]
March 6, 2023 Now that Amazon, Walmart, and Target have all reported their full year 2022 results, we analyzed how they’re doing through an eCommerce lens.TL;DRAmazon and Walmart outperformed the market in 4Q22 and ’22, while Target underperformedCategory mix (e.g., % of sales from grocery) explains performance differences more so than execution or strategyAll three retailers’ […]
Topics Covered: March 6, 2023Comparing Amazon, Walmart, and Target through a digital lensInstacart grows 39% in ‘22Kroger comps +6.2% in 4QInstacart adding ChatGPT to appTarget comps 0.7% in 4QMichaels adds a marketplaceAnalyzing Digital Growth Across Amazon, Walmart & TargetNow that Amazon, Walmart, and Target have all reported their full year 2022 results, we analyzed how […]
Topics Covered: February 27, 2023CPG digital themes from CAGNYWalmart 4Q analysisTarget invests $100mm in sort centersHome Depot predicts flat consumer demand in ‘23A new retail media option for CPGFTC won’t challenge Amazon’s x One MedicalDigital Takes Center Stage at CAGNY 2023The annual CAGNY conference took place last week in Florida providing participating leadership teams across […]
February 23, 2023 Stratably hosted Amanda Wolff from OneSpace, an Ascential Company, to walk through the modern approach towards measuring digital shelf effectiveness. Watch the session hereNearly half of brands are hiring staff dedicated to PDP contentPDP content is a fluid aspect of doing business with retailers. New components to PDP pages along with the growing importance […]
Topics Covered: February 20, 2023Retail media is not a math problemLight orders at AmazonRetail CEO & digital experienceShopify on Buy with PrimeRegional grocer cuts InstacartDirect 1P relationships in EUDoorDash up 5x vs. ’19Retail Media is Not a Math ProblemBrands think retail media is simply a math problem. Something that can be solved and optimized with the […]