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 […]
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 […]
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 […]
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? […]
February 14, 2024 Instacart posted positive results in 4Q23, following quarters of more muted performance and therefore skepticism from brands (and retailers and investors). Growth in the quarter came from strong orders more so than inflation, and the company expects accelerating trends to continue into 1Q. The scale and healthy returns of its advertising offering […]
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Jan 2, 2024 To kick off 2024, we’re sharing the recaps and replays of 33 webinars we hosted last year spanning eCommerce topics like Amazon, retail media, product content, and more. If you’re tasked with educating your organization on eCommerce this year – or simply eager to sharpen your own axe – this […]
November 27, 2023 Today we’re sharing more of our research on Instacart, including benchmarking data from consumer brands on the strategic importance of Instacart and advertising performance and investment levels. While Instacart has shown slowing growth (albeit positive) and some unique challenges for brands, these data points should add conviction in the importance […]