TL;DR: Amazon’s gross merchandise value (GMV) is projected to decelerate from +8.5% in 2024 to +6.7% in 2025, although it is still projected to outperform the global retail market by 2-3x. Advertising is expected to grow +18.6%, outpacing the broader digital ad market. 1 minute read Log in to download Stratably’s Amazon Forecast linked at […]
TL;DR: Walmart posted another quarter of strong results, enabled by its leading omnichannel business. The company reaffirmed its full-year guidance and remains a retail standout, poised to maintain its leadership position amidst tariff-related economic risks. 7 minute read Walmart reported its fiscal 1Q26 results this morning, shedding light on tariffs along with an updated outlook […]
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10 minute read (it’s worth it!) TL;DR: Most retailers ‘operate’ retail media networks devoid of robust spend and the related profits that come with it. As a result, these retailers can’t sustainably offer eCommerce at the very same time consumers are increasingly shopping online. Making money as a retailer is tough. Doing so in eCommerce […]
October 31, 2024 TL;DR: Amazon’s 3Q retail growth was roughly in line with 2Q, driven primarily by an accelerating 1P business and continued growth in Ads. Its retail outperformance and dominance as a full-funnel advertising platform continues to drive focus and investment among consumer brands looking for growth. 4 minute read Amazon released its third […]
October 25, 2024 TL;DR: No spend minimums, greater control, and enhanced visibility are the main draws to leverage Walmart’s self-serve platforms for Display test-and-learns. 4 minute read Walmart display ads are less widely adopted today compared to Amazon’s display offerings and paid search across retail media networks, in part due to limited budgets and the […]
October 23, 2024 TL;DR: Amazon unBoxed unveiled several new ad features and tools that allow advertisers to enhance product discovery, drive better media performance, and unlock full-funnel visibility across the customer journey. 4 minute read Last week, we wrote why Amazon continues to soak up so much retail media market share despite (or perhaps because […]
October 21, 2024 1 minute read Log in to download the full report linked at the bottom This Walmart Omnichannel Quarterly Business Review includes All-Signal insights retail leaders need to forecast the business, make critical investment decisions, and compete effectively on the platform. It’s designed to cut through industry noise and save you time by […]