August 21, 2024 8 minute read TL;DR: Target returned to positive comparable sales growth in 2Q as it does a better job aligning with the value-conscious consumer. Traffic turned positive for the first time since 1Q23 and discretionary categories continue to see sequential improvement. Everyday essentials see continued strength with the help of price reductions, […]
August 19, 2024 2 minute read Log in to download the full report linked at the bottom We recently analyzed 2Q24 results and investor call commentary from 25 large and mid-sized Food & CPG brands to understand real-time and forward-looking dynamics. This report shares the findings from our analysis, which answers these six questions: How […]
August 12, 2024 7 minute read TL;DR: Walmart gained share across income demographics and categories in the latest quarter. It sees stable consumer demand that favors its price leadership position persisting into 2H24 and beyond. Online is a major contributor to its success, contributing 76% of total dollar growth in the U.S. and the improving […]
August 1, 2024 4 minute read Amazon released its second quarter results this evening, providing valuable insights into its performance over the last three months. Each time Amazon reports, we ask and answer the following questions: How did its retail and ad businesses perform relative to prior trends? How did it fare compared to its […]
July 29, 2024 2 minute read 2025 growth planning is underway for many brands, and a clear understanding of the macroeconomic backdrop is an important input towards arriving at a reasonable, data-backed outlook. The downloadable one-pager below includes the latest updates on 10 macroeconomic datapoints we use in our own forecasting of the retail market, […]
July 18, 2024 6 minute read Around every AVN season, there’s a corner of the 1P vendor community buzzing with curiosity about 3P selling – either switching completely or, more commonly and realistically, deploying a hybrid selling strategy that leverages both Vendor and Seller Central. It’s understandable: AVNs were at least somewhat challenging for 72% […]
July 18, 2024 3 minute read Four years on from the pandemic and brands continue to waffle on the “importance” of digital as a sales channel (let alone digital marketing). Recent data on digital sales penetration reveals contradictions to the narrative of eCommerce stagnation post-pandemic. This analysis leverages internal benchmark data alongside the U.S. Census […]
June 25, 2024 Now that the 2024 AVN season has concluded, brands are eager to understand how their experience compared to their peers and how they can set themselves up for success in the year ahead and for 2025 negotiations. That’s why we partnered with Martin Heubel of Consulterce on a benchmark study of 252 […]