TL;DR: Amazon’s U.S. grocery business is already over $100B, growing 15%+, and larger than Walmart’s online grocery business. It’s on pace to pass Kroger by 2027. Many brands underestimate it, leading to undersized teams, low media spend, and weak marketplace execution. The opportunity is much bigger than most leadership teams realize. 2 minute read The […]
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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 […]
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 […]
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 […]
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 […]
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 […]
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 […]