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April 9, 2024 3 minute read Today we answer four common questions on Luminate, Walmart’s analytics offering that: Let’s dive in.
March 25, 2024 4 minute read The following analysis compares recent performance across Amazon, Walmart, and Target, which together make up Stratably’s Mass Index. Given their size, strategic importance to brands, and outperformance in the market, the performance analysis reveals who’s winning and losing and illuminates what’s driving success in retail today and what we […]
March 20, 2024 3 minute read Our recent retail media benchmark shows brands are allocating 15.5% of their total marketing budgets to retail media. While that figure is steadily increasing, digital leaders still view their retail media budgets (and broader resources) as limited, especially relative to the number of retail media networks (RMNs) knocking on […]
March 11, 2024 Is eCommerce front and center when consumer brands present their strategy? We were able to test that hypothesis when thirty brands presented at the CAGNY conference, a long-running industry event primarily designed for investors to assess the short- and long-term strategies of some the largest companies in the industry. The event is […]
March 8, 2024 Yesterday, Costco shared results from its fiscal quarter ending Feb-24, including solid performance in both the in-store and digital businesses. Total company same store sales grew 4.8% in the U.S., driven more by traffic than ticket as inflation wanes, with management seeing Y/Y lower prices in some cases. Its strong in-store growth […]
March 7, 2024 Kroger’s 4Q and full year 2023 results published this morning were a continuation of trends seen during the last several quarters. Decelerating top line growth (adjusted comps +0.1%) was driven by moderating inflation and a challenging consumer backdrop, although Kroger is seeing more positive performance with its mainstream and upscale customer cohorts. […]
March 5, 2024 Target reported its fourth quarter and full year 2023 results this morning and hosted an investor meeting highlighting its focus areas for the future. In the quarter, Target saw another decline in comparable sales of -4.4%, although this represents an improvement for the second quarter in a row given moderating pressures in […]