August 21, 2024 8 minute read TL;DR: Target returned to positive comparable sales growth in 2Q as it does a better job aligning with the value-conscious consumer. Traffic turned positive for the first time since 1Q23 and discretionary categories continue to see sequential improvement. Everyday essentials see continued strength with the help of price reductions, […]
August 19, 2024 2 minute read Log in to download the full report linked at the bottom We recently analyzed 2Q24 results and investor call commentary from 25 large and mid-sized Food & CPG brands to understand real-time and forward-looking dynamics. This report shares the findings from our analysis, which answers these six questions: How […]
August 12, 2024 7 minute read TL;DR: Walmart gained share across income demographics and categories in the latest quarter. It sees stable consumer demand that favors its price leadership position persisting into 2H24 and beyond. Online is a major contributor to its success, contributing 76% of total dollar growth in the U.S. and the improving […]
August 12, 2024 1 minute read Yesterday, I read 17 emails on new developments in retail media, and 0 on product detail page content. This isn’t a one off either. The digital ecosystem is obsessed with retail media. This is a gated article just for members Join the Stratably community Access independent research on the […]
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 […]
August 5, 2024 2 minute read Log in to download the full report linked at the bottom The Amazon Vendor Services (AVS) program (also known as Strategic Account Services or SAS) provides your brand with dedicated headcount inside Amazon called a customer success manager (CSM) to solve day-to-day issues and support a variety of operational […]
August 1, 2024 4 minute read Amazon released its second quarter results this evening, providing valuable insights into its performance over the last three months. Each time Amazon reports, we ask and answer the following questions: How did its retail and ad businesses perform relative to prior trends? How did it fare compared to its […]
July 29, 2024 2 minute read 2025 growth planning is underway for many brands, and a clear understanding of the macroeconomic backdrop is an important input towards arriving at a reasonable, data-backed outlook. The downloadable one-pager below includes the latest updates on 10 macroeconomic datapoints we use in our own forecasting of the retail market, […]