March 4, 2024 3 minute read Last week Walmart reported strong 4Q and full year 2023 growth noting its commitment to EDLP and omnichannel excellence have driven transaction growth and share gains. We recently checked in with brands to see how performance is trending for them in 1Q. This data combined with comparables for Amazon […]
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% […]
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 […]
January 8, 2024 We recently benchmarked brands to better understand their sales performance, retail media performance, and 2024 investment plans with Target. In this concise report, we share the detailed data points for you to benchmark against your own business, as well as perspective on brands’ retail media investment criteria that is driving […]
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December 14, 2023 Stratably hosted Elizabeth Marsten from Tinuiti for a review of the mediation layer and the choice between Criteo and CitrusAd when it comes to Target Product Ads (TPAs). Key Topics: An overview of the mediation layer with Criteo and CitrusAd for TPAs Three different approaches to evaluate your options with […]
This is a gated article just for members Join the Stratably community Access independent research on the omnichannel market Enterprise membership unlocks: Bite-sized market updates Deep dive analyses Industry benchmarks Retailer forecasts Invites to live events And More! Enterprise Membership unlocks our full insights that you and your team can use to drive alignment across […]
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. […]