May 28, 2024 This Walmart Omnichannel Quarterly Business Review includes All-Signal insights digital leaders need to forecast the business, make critical investment decisions, and compete effectively on the platform. Insights that help answer key questions like: Where is Walmart’s growth coming from? How much should I spend on Walmart Connect? Am I missing out on […]
May 22, 2024 This morning Target reported another quarter of sequential improvement in declining comps (down -3.7%) as softness in discretionary categories continues to ease. Digital turned the corner into positive comparable sales territory (+1.4%) to offset mid-single-digit declines (-4.8%) in the stores business. The company expects to return to positive growth in 2Q, with […]
May 16, 2024 Walmart reported another quarter of impressive results this morning, with sales and profitability outperforming expectations across all business units. According to CEO Doug McMillon, the shining stars of the quarter were: The eCommerce business Inventory management Rollbacks eCommerce continues to play a critical role to Walmart’s success, contributing 67% of the incremental […]
May 9, 2024 Instacart reported 1Q24 financial results yesterday, with gross transaction value (GTV), revenue, and profitability all coming in above expectations. The Y/Y acceleration in GTV growth (+11.4%) was driven by healthy order growth and modest transaction growth. This represents the fourth consecutive quarter of accelerating GTV growth after years of volatile peaks and […]
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 […]
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April 9, 2024 3 minute read Today we answer four common questions on Luminate, Walmart’s analytics offering that: Let’s dive in.
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 […]