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 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 […]
July 17, 2024 Category Management (Catman) has traditionally focused on in-store strategies, but the rise of eCommerce necessitates the addition of eCategory Management (eCatman). Our webinar, presented in collaboration with Lauren Livak, Executive Director of the Digital Shelf Institute, unpacked the transformative power of eCategory Management (eCatman). As eCommerce continues to rise in prominence, understanding […]
July 18, 2024 3 minute read Four years on from the pandemic and brands continue to waffle on the “importance” of digital as a sales channel (let alone digital marketing). Recent data on digital sales penetration reveals contradictions to the narrative of eCommerce stagnation post-pandemic. This analysis leverages internal benchmark data alongside the U.S. Census […]
June 13, 2024 5 minute read All digital leaders face the same challenge: so much to do, so little time (and budget, and resources)! With so many variables to manage – inventory, pricing, content, advertising, brand control, variations, brand stores, you name it! – one of the most important facets of the job is deciding […]
June 10, 2024 3 minute read We shared benchmarking earlier this year suggesting paid search (and specifically, Sponsored Products) accounts for the majority of brands’ retail media spend. For instance, the growth in Amazon’s advertising business is driven primarily by Sponsored Products, despite it being the most mature ad type. Newer developments like Streaming TV […]