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 […]
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 […]
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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, […]
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 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, […]