Tag: Omnichannel Retail

Analyzing Walmart’s 4Q23 Results

Article in Briefings

February 20, 2024 Walmart released another quarter of sales and profit outperformance this morning, with value and eCommerce leading the way. Its commitment to EDLP and omnichannel conveniences for the consumer are driving strong transaction growth and share gains. Brands selling into Walmart cannot underestimate the importance of its eCommerce business: Global eCommerce grew 23% […]

Analyzing Instacart’s 4Q23 Results

Article in Briefings

February 14, 2024 Instacart posted positive results in 4Q23, following quarters of more muted performance and therefore skepticism from brands (and retailers and investors). Growth in the quarter came from strong orders more so than inflation, and the company expects accelerating trends to continue into 1Q. The scale and healthy returns of its advertising offering […]

5 Key Themes from Home Improvement and Home & Kitchen Quarterly Results

Article in Briefings

December 4, 2023   After launching our Home Improvement and Home & Kitchen growth analyses last month, we dug into these retailers’ financial results and investor calls from the third quarter to uncover the most important industry themes for brands to take away as we wrap up 2023 and head into the new year.   […]

Analyzing Kroger’s 3Q23 Results

Article in Briefings

November 30, 2023   Kroger reported its quarterly results this morning with the digital business and inflationary and promotional trends taking center stage – resulting in important implications for Stratably readers.   Read on for financial highlights, important commentary, and what it all means for brands looking to Q4 and 2024. The full version of […]