Download Stratably’s most current Uber Eats forecast, including growth projections for its grocery business and areas to watch for the year ahead. Retail leaders like you can utilize this concise resource to better understand the company’s future outlook, inform your internal forecasting, assist you in strategically prioritizing key accounts, and strengthen your presentations. This is […]
Download Stratably’s most current DoorDash forecast, including growth projections for its grocery category business and areas to watch for the year ahead. Retail leaders like you can utilize this concise resource to better understand the company’s future outlook, inform your internal forecasting, assist you in strategically prioritizing key accounts, and strengthen your presentations. This is […]
Download Stratably’s most current Ulta forecast, including growth projections compared to Amazon. Retail leaders like you can utilize this concise resource to better understand the company’s future outlook, inform your internal forecasting, assist you in strategically prioritizing key accounts, and strengthen your presentations. This is a gated article just for members Join the Stratably community […]
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TL;DR: Tariff volatility and heightened investment asks create challenges, but Walmart’s unique ability to grow faster than the market positions well-prepared brands to capture meaningful share. Log in to access the full Walmart U.S. Forecast Brief linked at the bottom Our Walmart U.S. Forecast Brief is designed to give you a clear, actionable view of […]
TL;DR: Walmart posted another strong quarter with growth across business units and categories, including nearly 90% of Walmart U.S. dollar growth coming from eCommerce. Despite tariff cost pressure, the retailer is raising guidance and extending its competitive lead through value pricing and omnichannel offerings, including faster delivery. 7 minute read Walmart delivered another strong quarter […]
TL;DR: Target’s top-line continues to decline. New leadership is pushing for urgent change, but with competitors still outperforming and the macro backdrop uncertain, sustained execution and bold merchandising will be critical to regain share. 8 minute read Target’s 2Q financial results reported this morning show sequential top-line improvement from 1Q although sales growth and comps […]
TL;DR: Retail sales grew +3.9% Y/Y in 2Q25, fueled by digital channel sales growth of +5.3% Y/Y and brick & mortar (B&M) sales growth of +3.6% Y/Y. Both physical and digital channels decelerated compared to growth rates in 1Q24, although year-to-date performance of +4.2% Y/Y has trended ahead of downbeat expectations following the announcement of […]