TL;DR: Instacart posted its fastest growth since going public, with gross transaction value (GTV) up +14.8% and ads & other revenue up +23.0%, the fourth straight quarter of ad acceleration and well above its +15 to 18% guide. We are raising our 2026 GTV forecast to +14.1% and bringing 2027 and 2028 up to +13.7% […]
TL;DR: After neutralizing the impact of Prime Day shifting out of 3Q this year, Amazon’s reported 3Q26 GMV numbers look stable. Advertising was a touch softer, which management attributes to other timing issues, and its retail margins slipped slightly versus a year ago, although still ahead of peers. Everyday essentials now account for about half […]
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TL;DR: Kroger shared a credible, if not modest, plan at its Investor Day, including a 3% comp run rate by 2029, $5 billion of price investment funded by cost savings, private label penetration reaching 40% of sales, 110 new stores, and a 30% eCommerce penetration ambition. In addition, Kroger is shifting to simpler promotions favoring […]
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: Danone’s Become a Home’rista program ran as one multi-brand platform across influencer, retail media, the digital shelf, and in-store at multiple retailers. Erin Anderson of Danone and Elaine Bragg of Flywheel explained the internal changes behind it: a Connected Commerce organization that combines omni-activation, eCommerce, and media; funding and approval that sit above the […]
TL;DR: Kroger cut its sales outlook and held its profit target following 2Q26 results. Management signaled pushback on supplier price increases, Our Brands widened its lead over national brands, and Kroger Precision Marketing is earning more from every visit. eCommerce again supplied all of the growth. Brands should plan digital-first, prepare for tougher cost conversations, […]
TL;DR: Instacart’s growth rate has stepped up in recent quarters, widening the gap versus the total grocery market and strengthening the case for brands to lean in on the platform.We recommend brands plan for Instacart Ads investment of ~3% of sales, with most dollars in lower-funnel search where returns are provable; co-branding campaigns and the […]