TL;DR: Instacart posted its fastest growth since going public, with gross transaction value (GTV) up +14.8% and ads & other revenue up +23.0%, the fourth straight quarter of ad acceleration and well above its +15 to 18% guide. We are raising our 2026 GTV forecast to +14.1% and bringing 2027 and 2028 up to +13.7% […]
TL;DR: After neutralizing the impact of Prime Day shifting out of 3Q this year, Amazon’s reported 3Q26 GMV numbers look stable. Advertising was a touch softer, which management attributes to other timing issues, and its retail margins slipped slightly versus a year ago, although still ahead of peers. Everyday essentials now account for about half […]
TL;DR: Just 13% of brands build their Amazon ad budget bottom up from category and share-of-voice targets. Odyssey’s framework for 2027 starts with the pre-work most brands skip (an aligned vision, a validated goal, and a budget to realistically meet that goal), then works through six allocation decisions that each trace back to the goal. […]
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TL;DR: Kroger shared a credible, if not modest, plan at its Investor Day, including a 3% comp run rate by 2029, $5 billion of price investment funded by cost savings, private label penetration reaching 40% of sales, 110 new stores, and a 30% eCommerce penetration ambition. In addition, Kroger is shifting to simpler promotions favoring […]
This is a gated article just for members Join the Stratably community Access independent research on the omnichannel market Enterprise membership unlocks: Bite-sized market updates Deep dive analyses Industry benchmarks Retailer forecasts Invites to live events And More! Enterprise Membership unlocks our full insights that you and your team can use to drive alignment across […]
This is a gated article just for members Join the Stratably community Access independent research on the omnichannel market Enterprise membership unlocks: Bite-sized market updates Deep dive analyses Industry benchmarks Retailer forecasts Invites to live events And More! Enterprise Membership unlocks our full insights that you and your team can use to drive alignment across […]