September 28, 2023 We’re breaking down Costco’s digital performance this past quarter following the release of its results. As we’ve written before, Costco, along with Amazon, is an exception to the Omnichannel Rule. But its digital business is on a sizable $23 billion annual run rate, and eCommerce remains a meaningful growth driver […]
September 19, 2023 In Part 1, we compared Instacart’s growth to its eTail peers, and today we’ll be doing the same exercise for its advertising business. Key takeaways: Advertising has grown from 20% of its business in 2020 to 29% currently Relatively small digital ad player at $740mm, but has grown faster (+24%) […]
September 18, 2023 Instacart’s plan to go public means there is a great deal of valuable new information available on its size, performance, and strategy that was previously unavailable. Unfortunately, this information is sprinkled throughout a 399-page S-1 document filed with the SEC! To spare you from having to wade through that […]
August 29, 2023 Stratably hosted Bridget Marino from Tinuiti to share how brands can leverage Kroger retail media both offensively and defensively. Key topics included: Expectations as Kroger takes retail media in-house Developing a strong base strategy to build upon Framework for defensive strategies How to go on the offensive Watch The Recording […]
June 15, 2023 Kroger reported its quarterly results this morning, providing insight into the grocery market and consumer behavior. Summary Kroger reported adjusted comps of +5% and accelerating digital sales of +15% in the quarter ending in May. Management reiterated its commitment to its Leading with Fresh, Accelerating Digital strategy and reaffirmed full […]
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 […]