Tag: Instacart

Amazon Ads Growing Faster as a Percent of Sales Vs. Peers

Article in Briefings

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Instacart 4Q24 Performance Update: Insights for CPG Brands

Article in Briefings

TL;DR: Instacart is growing faster than the grocery market overall (brick and mortar plus digital), but its growth is less compelling when compared specifically to the eGrocery channel. No major catalysts appear on the horizon to accelerate GTV in 2025, and foundational issues around brands growing ad spend remain. 3 minute read Instacart released its […]

Instacart 3Q24 Performance Update: Insights for CPG Brands

Article in Briefings

TL;DR: Instacart’s Q3 results show strong growth and ongoing tech and retailer integrations, but brand concerns around ad targeting and retailer-level performance remain unaddressed. 8 minute read Instacart reported its third quarter results yesterday, revealing above market growth, continued traction with emerging brands, and a steady drumbeat of technology innovations and retailer integrations. For Stratably’s […]

3Q24 Retail Media Quarterly Business Review

Article in Benchmarks

September 30, 2024 1 minute read Log in to download the full report linked at the bottom Stratably benchmarking suggests increasing marketing spend is the #1 company-wide growth driver in 2H, with retail media an increasingly important part of the overall marketing strategy. A net 70% of brands are expanding their retail media budgets as […]

Instacart’s Q2 2024: What CPG Brands Need to Know

Article in Briefings

August 7, 2024 8 minute read Instacart released its 2Q24 financial results, offering a detailed look into the current state of the grocery market and the effectiveness of its omni-enabler business model amidst a challenging macroeconomic environment. For CPG brand leaders, this report is crucial to: Assessing whether your outlook on Instacart and its role […]

Key Takeaways from Instacart’s 1Q24 Results

Article in Briefings

May 9, 2024 Instacart reported 1Q24 financial results yesterday, with gross transaction value (GTV), revenue, and profitability all coming in above expectations. The Y/Y acceleration in GTV growth (+11.4%) was driven by healthy order growth and modest transaction growth. This represents the fourth consecutive quarter of accelerating GTV growth after years of volatile peaks and […]

Where eTailers Rank vs. the Market

Article in Forecasts

April 15, 2024 3 minute read Stratably’s eTailer Index comprises 13 of the largest eCommerce platforms in the U.S. market that account for $820 billion in annual global gross merchandise value (GMV). Analyzing the Index sheds light on a subset of eCommerce, and it illuminates performance differences for pure eCommerce models compared to their omnichannel […]

Benchmarking Data on Brands’ Retail Media Investments

Article in Benchmarks

February 26, 2024 4 minute read Digital leaders know retail media is an important investment to: Stay competitive on the digital shelf Support the relationship with your key retail customers Connect with the consumer at critical points in their shopping journey But what’s the right level of investment? And where are brands putting their dollars? […]