Tag: Omnichannel Retail

How to Properly Benchmark Amazon’s Performance

Article in Briefings

April 22, 2024 1 minute read A common mistake made in benchmarking Amazon’s performance is what to compare it to. The FTC, most analysts, and often retail leaders like to compare Amazon to the eCommerce channel. They limit the comparison of Amazon’s growth rate to just the digital portion of omnichannel retailers’ growth rate. At […]

Temu’s Threat Extends Beyond Amazon

Article in Briefings

This is a Gated Article Just for Premium Members Join the Stratably community Access independent research on the omnichannel market Premium membership unlocks: Bite-sized market updates Industry benchmarks Invites to live events Deep dive analyses Retailer forecasts And More! Premium Membership unlocks our full insights that you can use to drive alignment across your organization, […]

Mass Retailers Outpacing the Market by ~2x

Article in Forecasts

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 […]

Benchmarking Data on Walmart Connect Performance and Investment Levels

Article in Benchmarks

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 […]

Digital Themes from CAGNY 2024

Article in Briefings

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 […]

Analyzing Results from Costco’s Feb-24 Quarter

Article in Briefings

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 […]

Analyzing Kroger’s 4Q23 Results

Article in Briefings

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. […]