Topics Covered: March 6, 2023Comparing Amazon, Walmart, and Target through a digital lensInstacart grows 39% in ‘22Kroger comps +6.2% in 4QInstacart adding ChatGPT to appTarget comps 0.7% in 4QMichaels adds a marketplaceAnalyzing Digital Growth Across Amazon, Walmart & TargetNow that Amazon, Walmart, and Target have all reported their full year 2022 results, we analyzed how […]
March 2, 2023 Kroger reported its December quarter results this morning, providing insight into the grocery market and consumer behavior.SummaryKroger’s comps (+6.2%) came in ahead of expectations and digital sales (+12%) accelerated for the second quarter in a row. Management reiterated its commitment to its Leading with Fresh, Accelerating Digital strategy which it believes will serve […]
Topics Covered: February 20, 2023Retail media is not a math problemLight orders at AmazonRetail CEO & digital experienceShopify on Buy with PrimeRegional grocer cuts InstacartDirect 1P relationships in EUDoorDash up 5x vs. ’19Retail Media is Not a Math ProblemBrands think retail media is simply a math problem. Something that can be solved and optimized with the […]
Topics Covered: January 30, 2023Benchmark results on Amazon ad shiftsTeams restructuring for retail mediaAd slowdown debateClean room adoptionJust Walk Out(performance)Getir expandingHow are brands shifting between Amazon ad types in ’23?We’ve recently published Amazon’s fast growth outlook compared to retail peers, it maintaining its dominance amongst retail media competitors, and the fact that a third of […]
Topics Covered: January 16, 2023Brands spending more ad budgets with AmazonBrands accelerating growth on AmazonGenerative AI on retailCase Study: How 3P sellers get exclusive productInstagram kills shopping tabTwitch ad innovationNo boundaries in eGroceryHow are brands adjusting their Amazon ad plans in ’23?eCommerce leaders face an increasingly complex decision set with Amazon Advertising in 2023. While Amazon […]
Topics Covered: January 9, 2023Diving a layer deeper into Amazon’s growthFeeling behind? Top vs. Bottom of FunneleGrocery UpdatesA Layer Deeper: Analyzing Amazon’s projected growth in 4Q & 2023Amazon has historically been a growth machine, compounding its sales at an astonishing 24% each year over the last decade. 2023 is shaping up to be different. eCommerce leaders face the […]
December 1, 2022 Kroger reported its October quarter results this morning, providing insight into the grocery market and consumer behavior.SummaryKroger’s comps (+6.9%) and digital sales (+10%) accelerated during the October quarter, with management citing consumers are engaging more in digital rewards as they seek out deals amidst an inflationary environment. The company raised its top and […]
Topics Covered: November 21, 2022Digital experience on CPG boards ticks upQCommerce adds hot mealsWalmart 3Q resultsTarget 3Q resultsHome Depot 3Q resultsLowe’s 3Q resultsDigital Expertise on Boards Slowly ImprovingIn January 2022, Stratably analyzed the digital experience of board members across 30 CPG companies finding that, on average, there was only one director per board that had […]