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, 20223 minute read 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 […]
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 […]
Topics Covered: November 14, 2022Walmart results coming this weekSprouts’ digital sales outpacing management expectationsTikTok cuts ad forecast by $2B (wow, Amazon)Programmatic & CTV spend resilientAmazon cost-cuttingPreparing for Walmart’s 3Q ResultsWalmart is set to report its third-quarter results tomorrow. For those that pay close attention to the results, here’s what Stratably is thinking about before the call. WHAT’S […]
Topics Covered: October 24, 2022Talking Amazon data with Andrew HamadaCPG promo levels back to pre-CV-19Apple’s ad business7-Eleven launches Gulp Media NetworkDoorDash launches self-serve optionAD Retail Media moves in-house
Topics Covered: October 17, 2022Feedback on Amazon’s Prime Early Access SaleKroger & Albertsons to create giantWalmart Luminate free tierGorillas building capacitySponsored Brand Video at top of searchTikTok wants to own a supply chain?
October 14, 20222 minute read Kroger announced this morning it will be buying Albertsons for $24.6B (32.8% premium on share price). This merger puts the combined entity on a path to grow at an estimated 3% CAGR over the next five years, adding $35B in sales volume to reach $260B by ’27.