TL;DR: Target’s outlook for the year ahead reinforces value-focused consumer behavior persists, hurting its business while helping rivals Walmart and Amazon. Brands will be focused on leaning into personalized promotions, on-trend innovation, and digital excellence to capture share gains, while maintaining a moderate pace of spend on Roundel. 5 minute read Target reported its fiscal […]
Stratably and Consulterce share critical benchmarking and strategic recommendations from their benchmark study on 2025 Amazon Annual Vendor Negotiations (AVNs). 2 minute read Amazon AVNs are high-stakes, complex, and evolving—and for brands, preparation is everything. Understanding how other vendors are navigating negotiations can provide critical insights to help strengthen your strategy. That’s why Stratably and […]
TL;DR: Presenting CPG companies at CAGNY 2025 made it clear that AI, premiumization, and digital commerce are now critical for growth, with a widening gap between brands that fully integrate digital commerce versus those that still treat them as secondary. 1 minute read The 2025 CAGNY conference featured presentations from leading consumer packaged goods (CPG) […]
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 […]
Global benchmark of 203 manufacturers on 2025 annual vendor negotiations and building a profitable Amazon business. TL;DR: Amazon’s annual vendor negotiations are a critical opportunity for brands to align their investments with Amazon’s growth while protecting long-term profitability. Success requires balancing Amazon’s demands with strategic investments that drive measurable returns. 2 minute read Annual Vendor […]
TL;DR: Walmart’s focus on omnichannel excellence has resulted in persistent retail share gains and an improving P&L. 5 minute read Walmart’s fiscal 4Q25 earnings were characterized by broad-based strength across geographies and categories, share gains in grocery and general merchandise, fast eCommerce growth, and improving profitability from digital-related revenue streams. We expect growth-hungry brands to […]
TL;DR: Benchmarking data from 156 companies suggests brands’ sales on Amazon over the last 90 days have slightly outperformed expectations with advertising performing in line to slightly worse than expected. The promotional environment is heating up significantly and brands report a slight reduction in Amazon’s inventory levels versus a year ago. 5 minute read As […]
TL;DR: CPG revenue growth forecasts have come down, but digital remains a bright spot—leading brands are doubling down on online channels to grow market share. 4 minute read Compared to 90 days ago, the CPG industry outlook has softened. While some companies outperformed expectations, several reported slowing revenue growth and/or lowered guidance, reflecting a cautious […]