September 28, 2023 We’re breaking down Costco’s digital performance this past quarter following the release of its results. As we’ve written before, Costco, along with Amazon, is an exception to the Omnichannel Rule. But its digital business is on a sizable $23 billion annual run rate, and eCommerce remains a meaningful growth driver […]
September 20, 2023 Stratably hosted Lauren Livak from The Digital Shelf Institute to share how brands can develop an effective PDP process that engages all aspects of the organization. Key topics: The importance of change management Linking PDP team structure to maturity Educating the broader organization Enable Commercial & IT teamwork Watch The […]
September 19, 2023 In Part 1, we compared Instacart’s growth to its eTail peers, and today we’ll be doing the same exercise for its advertising business. Key takeaways: Advertising has grown from 20% of its business in 2020 to 29% currently Relatively small digital ad player at $740mm, but has grown faster (+24%) […]
September 11, 2023 Our recent benchmarking provides insight on sales, promotions, retail media and margin trends across Amazon, Kroger and Target. Key Takeaways Amazon > expected; Target and Kroger in-line to below Promo environment already hot Retail media spend outpacing sales growth Margins aren’t as pressured as one might expect
August 29, 2023 Stratably hosted Bridget Marino from Tinuiti to share how brands can leverage Kroger retail media both offensively and defensively. Key topics included: Expectations as Kroger takes retail media in-house Developing a strong base strategy to build upon Framework for defensive strategies How to go on the offensive Watch The Recording […]
August 28, 2023 We know eCommerce matters but can we articulate it? Too often the conversation starts and stops with digital penetration. Maybe you’re in a category where digital is 5% or one where it’s 40%. But regardless, that’s just one piece of the puzzle. We developed the following outline […]
August 23, 2023 In follow-up to our analysis of retail sales in 2Q23 published on Monday, we’re now looking into the balance of the year to understand what ’23 and ’24 might have in store for growth. The goal is to share our updated full-year forecasts following 2Q results and examine how digital […]
August 21, 2023 The following analysis examines the recently released 2Q retail data from the U.S. Census Bureau, including a review of how much digital sales contributed to overall growth and the relative performance of Amazon, Walmart, and Target to the broader market. While eCommerce and physical stores work in concert with each […]