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TL;DR: 1Q26 reinforces Amazon as the primary growth engine for consumer brands, with accelerating GMV, rapid grocery expansion, and continued dominance in retail media. However, this growth comes with rising expectations around margin support, advertising investment, and operational complexity. We are forecasting additional share gains in 2026, with projections for GMV to grow +10.2%, outpacing […]
TL;DR: This comprehensive strategy workbook combines forecasts, consumer brand benchmarks, and expert intel with 7 hands-on tools for best-in-class Amazon strategy and execution in 2026. 1 minute read Log in to download the full workbook linked at the bottom Our Amazon Strategy Workbook includes All-Signal, No Noise insights digital leaders need to forecast their business, […]
TL;DR: Kroger delivered another quarter of steady growth, with identical sales up +2.4% driven entirely by digital channels, including new DoorDash and Uber Eats partnerships that are exceeding expectations and expected to hit $1.5bn in sales next year. In 2026, brands should plan for low-single-digit topline growth, sustained price investment, and rising digital execution standards. […]
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: After another quarter of declining growth, Target’s investor day reinforced a familiar message: reclaim merchandising authority and reinvest in stores, while leaning into membership, Roundel, and marketplace to drive margin expansion. Top-line trends have improved sequentially although we remain in wait-and-see mode for longer term traffic stabilization. Brands should plan conservatively, lean into new, […]
The Consumer Analyst Group of New York (CAGNY) conference is one of the most important annual gatherings in consumer goods. Each February, leading CPG companies present their strategic priorities, financial outlooks, and capital allocation plans to investors and industry stakeholders. While CAGNY is not a “digital strategy conference,” it has become a critical barometer for […]
TL;DR: Walmart closed 2025 with sustained growth, once again driven entirely by digital: eCommerce accounted for virtually all incremental growth, penetration reached 23%, and profitability continues to expand. For brands, winning at Walmart requires an explicitly eCommerce-first strategy, disciplined marketplace management, and retail media investment aligned to digital growth. 9 minute read Walmart delivered strong […]