TL;DR: Target’s sales growth returned to negative territory as ticket and traffic both declined; inventory is elevated placing margin pressure on the business, and management reduced its sales and profit outlook for the year. Growth catalysts remain unclear to us, although the creation of an Enterprise Acceleration Office is a step in the right direction […]
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 […]
TL;DR: Retail sales growth accelerated to +4.5% in 1Q25, with eCommerce maintaining steady momentum at +6.1% and B&M accelerating to +4.2% under easier year-over-year comparables. Despite macroeconomic concerns, consumer spending remains resilient, although growth is increasingly concentrated in platforms delivering value and convenience, reinforcing the critical role of eCommerce in 2025 and beyond. 2 minute […]
TL;DR: Walmart posted another quarter of strong results, enabled by its leading omnichannel business. The company reaffirmed its full-year guidance and remains a retail standout, poised to maintain its leadership position amidst tariff-related economic risks. 7 minute read Walmart reported its fiscal 1Q26 results this morning, shedding light on tariffs along with an updated outlook […]
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 […]
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 […]
Stratably’s May 2025 in-depth analysis of Walmart spanning growth forecasts, Walmart Connect, Scintilla, and more. 1 minute read Log in to download the full report linked at the bottom Our May 2025 Walmart Omnichannel Quarterly Business Review includes All-Signal insights retail leaders need to forecast the business, make critical investment decisions, and compete effectively on […]
TL;DR: Instacart delivered steady +10% GTV growth in 1Q25, driven by strong order volume but offset by lower AOV. Most notably, advertising growth reaccelerated to +14% with ads as a percentage of GTV growing by +10 basis points. While the platform remains highly relevant for CPGs, it still lacks breakout momentum relative to Amazon and […]