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: 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 […]
TL;DR: Stratably and The Digital Shelf Institute reveal the top insights and action items from their benchmark study on how brands do retail media. 2 minute read Retail media is rapidly transforming how consumer brands engage with consumers and retailers, with nearly half of brands reporting retail media is a top priority within their overall marketing […]
A benchmark analysis of 92 large-to-mid-sized consumer brands, uncovering what separates Leaders from Laggards TL;DR: Retail media leaders outperform their peers by investing in larger, dedicated teams, fostering cross-department collaboration, centralizing leadership, activating more networks strategically, and adopting advanced KPIs that balance short-term sales with long-term growth. 1 minute read Retail media has become a […]
TL;DR: Gigi’s and Stackline’s new partnership highlights the potential of joining first-party datasets with Amazon’s rich data via Amazon Marketing Cloud. 3 minute read First-party data collaboration, streaming TV advertising, multi-retailer measurement, and Amazon Marketing Cloud (AMC) are just a few of the areas where brands are exploring opportunities to outpace their peers. Yet, for […]
10 minute read (it’s worth it!) TL;DR: Most retailers ‘operate’ retail media networks devoid of robust spend and the related profits that come with it. As a result, these retailers can’t sustainably offer eCommerce at the very same time consumers are increasingly shopping online. Making money as a retailer is tough. Doing so in eCommerce […]
1 minute read Log in to download the full report linked at the bottom This Walmart Omnichannel Quarterly Business Review includes All-Signal insights retail leaders need to forecast the business, make critical investment decisions, and compete effectively on the platform. It’s designed to cut through industry noise and save you time by bringing consumer brands […]
3 minute read Log in to download the full report linked at the bottom We analyzed 30 CPG companies including their revenue growth and profit trends, as well as what they said about the consumer backdrop, promotional intensity, marketing spend plans, and innovation. In addition, we developed a CPG Index model that estimates future growth, […]