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 […]
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in Briefings
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 […]
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 […]
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 […]
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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 […]
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) […]
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 […]
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 […]