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 […]
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 […]
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 […]