TL;DR: Danone’s Become a Home’rista program ran as one multi-brand platform across influencer, retail media, the digital shelf, and in-store at multiple retailers. Erin Anderson of Danone and Elaine Bragg of Flywheel explained the internal changes behind it: a Connected Commerce organization that combines omni-activation, eCommerce, and media; funding and approval that sit above the […]
TL;DR: Stratably’s Russ Dieringer and Claire McBride join the Unpacking the Digital Shelf podcast to break down Walmart’s latest quarter, how eCommerce is now driving all of Walmart’s incremental growth, and what brands are doing about Walmart’s push for assortment parity and its AI agent, Sparky. eCommerce is the sole growth channel for Walmart, a […]
TL;DR: Kroger cut its sales outlook and held its profit target following 2Q26 results. Management signaled pushback on supplier price increases, Our Brands widened its lead over national brands, and Kroger Precision Marketing is earning more from every visit. eCommerce again supplied all of the growth. Brands should plan digital-first, prepare for tougher cost conversations, […]
TL;DR: Instacart’s growth rate has stepped up in recent quarters, widening the gap versus the total grocery market and strengthening the case for brands to lean in on the platform.We recommend brands plan for Instacart Ads investment of ~3% of sales, with most dollars in lower-funnel search where returns are provable; co-branding campaigns and the […]
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TL;DR: Walmart delivered sales at the top of its guidance and raised its full-year outlook, with eCommerce once again driving all of its U.S. growth while stores declined for a third consecutive quarter. The headline for brands: $2.9 billion of tariff refunds went into more than 11,000 rollbacks to ease a fuel-pressured consumer. 8 minute […]
TL;DR: Target raised its outlook again after a strong 2Q (3.8% comp, margins up 70 bps), driven by store traffic and fast-moving category resets. Digital is the lone question mark: it’s growing slower than rivals and contributing far less to total growth. Our action items: raise forecasts if you’re in priority categories, engage on culturally […]
TL;DR: Instacart posted a strong 2Q, with +14.0% GTV growth and +16.5% Advertising growth, leading us to raise our 2026-2028 outlooks. The quarter strengthened Instacart’s position as a must-win platform for any grocery brand as it outpaces the total U.S. grocery market by ~4-5x. We continue to recommend ad investment around 3% of GTV, with […]