The Consumer Analyst Group of New York (CAGNY) conference is one of the most important annual gatherings in consumer goods. Each February, leading CPG companies present their strategic priorities, financial outlooks, and capital allocation plans to investors and industry stakeholders. While CAGNY is not a “digital strategy conference,” it has become a critical barometer for […]
TL;DR: Walmart closed 2025 with sustained growth, once again driven entirely by digital: eCommerce accounted for virtually all incremental growth, penetration reached 23%, and profitability continues to expand. For brands, winning at Walmart requires an explicitly eCommerce-first strategy, disciplined marketplace management, and retail media investment aligned to digital growth. 9 minute read Walmart delivered strong […]
TL;DR: Instacart closed 2025 with accelerating GTV and is projected to grow ~11.8% in 2026, nearly 4x faster than the total grocery market as consumers continue shifting spend online. Its advertising business is expanding largely in line with GTV, with brands prioritizing onsite paid search over incremental media intensity. For consumer brands, Instacart remains a […]
TL;DR: Amazon’s 2025 results illustrate retail share gains, improving margins, retail media dominance, a bigger than projected grocery business, and a relatively small impact from Rufus. We are forecasting additional share gains in 2026, with projections for GMV to grow +9.6% and ads to grow +21.5% as brands spend more across the funnel. 6 minute […]
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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 […]
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 latest forecast reflects accelerating digital adoption and widening performance gaps across retailers. Digital channels are projected to drive more than 75% of incremental grocery dollars through 2030, with Amazon and Walmart seen extending their share gains. 1 minute read Stratably’s latest multi-year U.S. Grocery Market Forecast is now available, offering a refreshed look […]