Tag: Instacart

Brand thoughts on Amazon in 4Q + Upper Funnel Importance & eGrocery

Article in Research

Topics Covered: January 9, 2023Diving a layer deeper into Amazon’s growthFeeling behind? Top vs. Bottom of FunneleGrocery UpdatesA Layer Deeper: Analyzing Amazon’s projected growth in 4Q & 2023Amazon has historically been a growth machine, compounding its sales at an astonishing 24% each year over the last decade. 2023 is shaping up to be different. eCommerce leaders face the […]

The Omni-Enabler Calculus (Part 3)

Article in Briefings

November 11, 20222 minute read Should there be urgency for consumer brands when it comes to winning on omni-enablers? Moving early means moving before something’s obvious. Once it’s obvious, your competitors will be there and you’re simply moving along with the market.The omni-enabler market and all the macroeconomic dynamics wrapped up in it makes for a non-obvious […]

The Omni-Enabler Calculus (Part 2)

Article in Briefings

November 9, 20224 minute read Brands express three common reasons why they’re hesitant to invest more into omni-enablers.Expectation 1: eCommerce growth was temporary This critique is born out of confusion from early in the pandemic when analysts observed eCommerce penetration jumped four years ahead. Flash forward to 2Q21-1Q22 and eCommerce growth rates decelerated rapidly, and digital penetration stagnated. But […]

The Omni-Enabler Calculus (Part 1)

Article in Briefings

November 7, 20222 minute read There’s a great deal of pessimism in the eGrocery industry. Investors went from risk-on to risk-off, challenging not just the growth potential but the survival of many firms that just a year or two earlier were darlings of the industry. Quick commerce firms shut down, IPOs were delayed, international markets were closed. But just […]

The Omni-Enabler Analogy to Amazon + Expanding role for CDOs

Article in Research

Topics Covered: November 7, 2022The omni-enabler calculus (part 1)The expanding role for CDOsAmazon as a service providerCompany commentary from last weekAmazon freezes ads segmentAmazon v. Walmart studyLike Amazon in 2015, omni-enablers don’t offer a choice to consumer brandsThere’s a great deal of pessimism in the eGrocery industry. Investors went from risk-on to risk-off, challenging not just […]

Incrementality + Instacart, Roblox, Prime Day 2

Article in Research

Topics Covered: October 3, 2022Is it incremental? (Part 1)What’s top of mind on AmazonNew podcastStratably learningsInstacart stats and thoughtsWalmart on Roblox – distraction?Prime Day 2 a reaction to holiday shopping starting earlierFastAF focusing on discovery and shipping speed, but why not Amazon?

Top of Mind for Brands on Amazon + Inno Partners + Connected Store

Article in Research

Topics Covered: September 26, 2022Part 1 (of 3) – Most interesting findings on AmazonAmazon Accelerate conference takeawaysWalmart partners with TikTok and Snap750k join General Mills loyalty programCoty sees digital as a way to reduce CapexInstacart launches “Connected Stores” initiative1 in 8 ad dollars going to retail media