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in Briefings
TL;DR: Our analysis highlights steady but modest growth through 1Q25, with forecasts pointing to limited volume upside and ongoing competitive pressures. Key developments include intensifying trade activity, ongoing private label expansion, evolving digital priorities under Kroger’s new eCommerce unit, and good-not-great performance and innovation within Kroger Precision Marketing (KPM). 8 minute read This report provides […]
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in Forecasts
Download Stratably’s most current Uber Eats forecast, including growth projections for its grocery business and areas to watch for the year ahead. Retail leaders like you can utilize this concise resource to better understand the company’s future outlook, inform your internal forecasting, assist you in strategically prioritizing key accounts, and strengthen your presentations. This is […]
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in Forecasts
Download Stratably’s most current Instacart forecast, including growth projections and areas to watch for the year ahead. Retail leaders like you can utilize this concise resource to better understand the company’s future outlook, inform your internal forecasting, assist you in strategically prioritizing key accounts, and strengthen your presentations. This is a gated article just for […]
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in Forecasts
Download Stratably’s most current DoorDash forecast, including growth projections for its grocery category business and areas to watch for the year ahead. Retail leaders like you can utilize this concise resource to better understand the company’s future outlook, inform your internal forecasting, assist you in strategically prioritizing key accounts, and strengthen your presentations. This is […]
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in Briefings
TL;DR: Costco delivered another strong quarter, outperforming peers. It continues to execute on its value proposition of maintaining and growing high member value through smart assortment and merchandising. This strength comes despite eCommerce appearing to remain a secondary initiative for the company. 4 minute read Costco reported its May-’25 quarterly results yesterday evening, providing insight […]
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in Briefings
TL;DR: 2025 sales forecasts have been lowered to +1.2% under worsening consumer sentiment, with eCommerce expected to drive all of the industry’s growth. Brands are working to offset tariff costs via alternative sourcing and supply chain productivity first, before considering price increases. Despite muted growth and incremental tariff-related costs, brands remain committed to investments into […]
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in Briefings
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 […]
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in Briefings
TL;DR: Walmart posted another quarter of strong results, enabled by its leading omnichannel business. The company reaffirmed its full-year guidance and remains a retail standout, poised to maintain its leadership position amidst tariff-related economic risks. 7 minute read Walmart reported its fiscal 1Q26 results this morning, shedding light on tariffs along with an updated outlook […]