Tag: Online Grocery

May 2025 Walmart Omnichannel Quarterly Business Review

Article in Benchmarks

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 […]

Amazon 1Q25 Recap: Key Takeaways Including Tariff Analysis

Article in Briefings

TL;DR: Retail growth rates come down, but Amazon appears well-positioned to navigate tariff uncertainty; market share inside Amazon up for grabs as tariffs are expected to have an uneven impact across brands and sellers. 5 minute read Amazon reported its 1Q25 results this evening, shedding light on tariffs along with an updated outlook for its […]

2025-2030 U.S. Grocery Forecast – April 2025

Article in Forecasts

TL;DR: Stratably’s latest U.S. grocery forecast highlights a below average growth outlook in ’25 and ’26, with Amazon and Walmart standing out as share gainers. 1 minute read Stratably’s latest market forecast provides forward-looking insights into the U.S. grocery sector during a time of significant economic uncertainty. This forecast stands apart by modeling the grocery […]

Target FY4Q25 Results and 5-Year Outlook Analysis

Article in Briefings

TL;DR: Target’s outlook for the year ahead reinforces value-focused consumer behavior persists, hurting its business while helping rivals Walmart and Amazon. Brands will be focused on leaning into personalized promotions, on-trend innovation, and digital excellence to capture share gains, while maintaining a moderate pace of spend on Roundel. 5 minute read Target reported its fiscal […]

CAGNY 2025 – CPG Growth Strategies Analyzed

Article in Briefings

TL;DR: Presenting CPG companies at CAGNY 2025 made it clear that AI, premiumization, and digital commerce are now critical for growth, with a widening gap between brands that fully integrate digital commerce versus those that still treat them as secondary. 1 minute read The 2025 CAGNY conference featured presentations from leading consumer packaged goods (CPG) […]

Instacart 4Q24 Performance Update: Insights for CPG Brands

Article in Briefings

TL;DR: Instacart is growing faster than the grocery market overall (brick and mortar plus digital), but its growth is less compelling when compared specifically to the eGrocery channel. No major catalysts appear on the horizon to accelerate GTV in 2025, and foundational issues around brands growing ad spend remain. 3 minute read Instacart released its […]

Low ASP on Amazon: How to Maximize the Opportunity and Minimize Risks – Webinar Recap

Article in Research

TL;DR: Amazon is prioritizing Low ASP assortment to drive growth in the grocery market, offering opportunities for brands but posing profitability challenges as well. Success requires monitoring your competition and digital shelf, actively testing different types of Low ASP assortment, and managing margins through broad-based P&L improvements and offering this selection to Amazon only in […]