TL;DR: Amazon’s 2025 results illustrate retail share gains, improving margins, retail media dominance, a bigger than projected grocery business, and a relatively small impact from Rufus. We are forecasting additional share gains in 2026, with projections for GMV to grow +9.6% and ads to grow +21.5% as brands spend more across the funnel. 6 minute […]
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TL;DR: Amazon is escalating its push into B2B through Amazon Business, and while brands see opportunity, they highlight unfavorable economics, limited demand levers, and unclear payback. 6 minute read Amazon Business is increasingly positioned by Amazon as a strategic growth pillar, yet our research suggests the offering is being pushed despite limitations around its operating […]
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: Benchmarking data from 262 Amazon 1P vendors shows weakening margin health year-over-year, persistent pricing tension, and expanding Amazon investment asks, all of which raise the stakes for vendors heading into 2026 AVNs. In this webinar, we answered real-time AVN questions to help brands refine their negotiation strategies and drive stronger outcomes. 3 minute read […]
Benchmarking Insights from 262 1P Vendors on 2026 AVNs, Pricing Plans, Margin Health, and More 1 minute read (Full report available for download below) Annual Vendor Negotiations (AVNs) remain one of the most consequential moments of the year for Amazon 1P brands, with lasting implications for profitability, investment levels, and the overall trajectory of the […]
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 […]