TL;DR: Criteo is well-positioned for a diversified retail media future, but it’s less clear Amazon, Walmart and other retail media giants will give up much ground. 3 minute read We tuned in to Criteo’s retail media investor meeting this morning to see how an ad tech platform representing hundreds of retailers characterizes the state of […]
TL;DR: Newest Amazon benchmarking reveals a sequential improvement in sales and advertising performance and a persistent promotional environment 3 minute read Our longstanding Amazon pulse benchmark is designed to provide insight into real-time sales and advertising performance on Amazon as well as promotional dynamics and inventory levels. In short, brands and agencies reported positive sales […]
TL;DR: Instacart’s Q3 results show strong growth and ongoing tech and retailer integrations, but brand concerns around ad targeting and retailer-level performance remain unaddressed. 8 minute read Instacart reported its third quarter results yesterday, revealing above market growth, continued traction with emerging brands, and a steady drumbeat of technology innovations and retailer integrations. For Stratably’s […]
TL;DR: The increasing prevalence of personalized experiences on Amazon and the multi-step consumer path to purchase render Share of Voice and ROAS metrics less useable. Market share and incrementality measurements are becoming more possible, particularly as Amazon provides more data directly to brands via vendor central, seller central, and Amazon Marketing Cloud. 2 minute read […]
TL;DR: Stratably’s latest research shows 2025 will be even more promotional than 2024, primarily via general price discounts and tentpole events. 7 minute read We’re in the thick of holiday and Q4, and you don’t have to go far to notice the highly promotional environment. A net 33% of brands report a more aggressive promotional […]
TL;DR: Stratably’s latest research shows Walmart’s scale and strategic importance to brands are driving share gains in the retail media market. Brands are allocating investment towards paid search primarily (including newer units like Sponsored Brands and Video) and display secondarily, with limited interest in in-store retail media to date. 5 minute read Brands can expect […]
October 31, 2024 TL;DR: Amazon’s 3Q retail growth was roughly in line with 2Q, driven primarily by an accelerating 1P business and continued growth in Ads. Its retail outperformance and dominance as a full-funnel advertising platform continues to drive focus and investment among consumer brands looking for growth. 4 minute read Amazon released its third […]
October 25, 2024 TL;DR: No spend minimums, greater control, and enhanced visibility are the main draws to leverage Walmart’s self-serve platforms for Display test-and-learns. 4 minute read Walmart display ads are less widely adopted today compared to Amazon’s display offerings and paid search across retail media networks, in part due to limited budgets and the […]