TL;DR: Tariff volatility and heightened investment asks create challenges, but Walmart’s unique ability to grow faster than the market positions well-prepared brands to capture meaningful share. Log in to access the full Walmart U.S. Forecast Brief linked at the bottom Our Walmart U.S. Forecast Brief is designed to give you a clear, actionable view of […]
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TL;DR: This comprehensive strategy workbook combines forecasts, consumer brand benchmarks, and expert intel with 10 hands-on tools for best-in-class Amazon strategy and execution in 2026. 1 minute read Log in to download the full workbook linked at the bottom Our Amazon Strategy Workbook includes All-Signal, No Noise insights digital leaders need to forecast their business, […]
TL;DR: Walmart posted another strong quarter with growth across business units and categories, including nearly 90% of Walmart U.S. dollar growth coming from eCommerce. Despite tariff cost pressure, the retailer is raising guidance and extending its competitive lead through value pricing and omnichannel offerings, including faster delivery. 7 minute read Walmart delivered another strong quarter […]
TL;DR: Target’s top-line continues to decline. New leadership is pushing for urgent change, but with competitors still outperforming and the macro backdrop uncertain, sustained execution and bold merchandising will be critical to regain share. 8 minute read Target’s 2Q financial results reported this morning show sequential top-line improvement from 1Q although sales growth and comps […]
TL;DR: Retail sales grew +3.9% Y/Y in 2Q25, fueled by digital channel sales growth of +5.3% Y/Y and brick & mortar (B&M) sales growth of +3.6% Y/Y. Both physical and digital channels decelerated compared to growth rates in 1Q24, although year-to-date performance of +4.2% Y/Y has trended ahead of downbeat expectations following the announcement of […]
TL;DR: Sixteen months after our last benchmark, sophisticated AMC usage has hardly grown. That means the door is still wide open for enterprise brands to lead on Amazon through advanced analytics and targeting. This is a gated article just for members Join the Stratably community Access independent research on the omnichannel market Enterprise membership unlocks: […]
TL;DR: Amazon’s U.S. grocery business is already over $100B, growing 15%+, and larger than Walmart’s online grocery business. It’s on pace to pass Kroger by 2027. Many brands underestimate it, leading to undersized teams, low media spend, and weak marketplace execution. The opportunity is much bigger than most leadership teams realize. 2 minute read The […]