Tag: Home Improvement

CAGNY Themes + Updates on Walmart, Target, & Home Depot

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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 […]

Boards a Touch More Digital + Mass Retail Earnings

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Topics Covered: November 21, 2022Digital experience on CPG boards ticks upQCommerce adds hot mealsWalmart 3Q resultsTarget 3Q resultsHome Depot 3Q resultsLowe’s 3Q resultsDigital Expertise on Boards Slowly ImprovingIn January 2022, Stratably analyzed the digital experience of board members across 30 CPG companies finding that, on average, there was only one director per board that had […]

Omicron Store Impact; Home Improvement Spending, Multi-Channel Shopping [unlocked]

Article in Research

Topics Covered: Target yet to see negative impact from Omicron on store shopping Lowe’s forecasts slowing home category in 2022 citing tough comps From Stratably: How brands are leveraging TikTok to drive sales Chart of the week: Multi-channel shopping across categories Amazon Highlights: Metrics Cheat Sheet, Video ROI, ads contested at FTC Brand example: e.l.f. experimenting […]

3Q21 Omni Performance, WFH Debate, Retail Media Outlook, JWO Tech Expanding

Article in Research

Topics Covered: Omnichannel bucking the 3Q digital deceleration trend Can VPs of eCommerce expect to WFH when they join a new company? Retail media forecasted to reach $31 billion Amazon expanding JWO tech with Starbucks Facebook building more social commerce features Instacart delaying plans to go public as growth slows New marketplaces from Macy’s and […]

Aggregators: A Friend to VPs of eCommerce

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Topics Covered: Aggregators: A friend to VPs of eCommerce Lowe’s finally launches retail media network Amazon abusing marketplace data Federal Government attempts to help improve supply chain capacity Walmart and Netflix team up

New Ways to Work on TikTok; Splitting Out Digital Businesses; Supply Chain Congestion

Article in Research

Topics Covered: Case Study: Giving up control on TikTok to get 420k+ followers Strategic Question: Should Macy’s split its eCommerce business and what does it mean for the Amazon ecosystem? Home Depot is the first to try Walmart’s GoLocal service…where are Instacart, DoorDash, and Uber? Supply chain congestion recap and fears of a glut in 1Q Netflix’s […]