TL;DR: Instacart posted a strong 2Q, with +14.0% GTV growth and +16.5% Advertising growth, leading us to raise our 2026-2028 outlooks. The quarter strengthened Instacart’s position as a must-win platform for any grocery brand as it outpaces the total U.S. grocery market by ~4-5x. We continue to recommend ad investment around 3% of GTV, with […]
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TL;DR: Amazon’s 2Q26 results beat the top of its own guidance, with estimated GMV growing +14.4%, but Prime Day’s move into June did most of the heavy lifting. Stripping out the event, we estimate GMV grew +8.7% and ads grew +20.3%, both faster than the respective markets, but decelerations from 1Q. We have lowered our […]
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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: This comprehensive strategy workbook combines forecasts, consumer brand benchmarks, and expert intel with 5 hands-on tools for best-in-class Walmart strategy and execution in 2026-27. 1 minute read Log in to download the full workbook linked at the bottom Our Walmart Strategy Workbook includes All-Signal, No Noise insights retail leaders need to forecast their business, […]
TL;DR: Kroger is evolving into a complicated retail partner. Its business is rapidly shifting towards eCommerce, now profitable for the first time and accounting for effectively all of its growth in recent quarters. Its new CEO is demanding every SKU earn its place on the shelf. And the rise of its private label items makes […]
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 […]