September 9, 2024 1 minute read Log in to download the full report linked at the bottom Our 3Q24 Amazon quarterly business review includes All-Signal insights digital leaders need to forecast the business, make critical investment decisions, and compete effectively on the platform. Driven by Stratably’s proprietary benchmarking and extensive qualitative research, it’s designed to […]
August 19, 2024 2 minute read Log in to download the full report linked at the bottom We recently analyzed 2Q24 results and investor call commentary from 25 large and mid-sized Food & CPG brands to understand real-time and forward-looking dynamics. This report shares the findings from our analysis, which answers these six questions: How […]
August 7, 2024 8 minute read Instacart released its 2Q24 financial results, offering a detailed look into the current state of the grocery market and the effectiveness of its omni-enabler business model amidst a challenging macroeconomic environment. For CPG brand leaders, this report is crucial to: Assessing whether your outlook on Instacart and its role […]
June 2, 2024 2 minute read Brands have moved on from the retail media FOMO mentality of past years when a new retail media network (RMN) seemed to pop up weekly and brands felt a frantic pressure to invest in them all. They’ve come to terms with a few key facts: We’ll never have unlimited […]
May 28, 2024 This Walmart Omnichannel Quarterly Business Review includes All-Signal insights digital leaders need to forecast the business, make critical investment decisions, and compete effectively on the platform. Insights that help answer key questions like: Where is Walmart’s growth coming from? How much should I spend on Walmart Connect? Am I missing out on […]
May 22, 2024 This morning Target reported another quarter of sequential improvement in declining comps (down -3.7%) as softness in discretionary categories continues to ease. Digital turned the corner into positive comparable sales territory (+1.4%) to offset mid-single-digit declines (-4.8%) in the stores business. The company expects to return to positive growth in 2Q, with […]
May 16, 2024 Walmart reported another quarter of impressive results this morning, with sales and profitability outperforming expectations across all business units. According to CEO Doug McMillon, the shining stars of the quarter were: The eCommerce business Inventory management Rollbacks eCommerce continues to play a critical role to Walmart’s success, contributing 67% of the incremental […]
May 9, 2024 Instacart reported 1Q24 financial results yesterday, with gross transaction value (GTV), revenue, and profitability all coming in above expectations. The Y/Y acceleration in GTV growth (+11.4%) was driven by healthy order growth and modest transaction growth. This represents the fourth consecutive quarter of accelerating GTV growth after years of volatile peaks and […]