TL;DR: Expect less search, more display, and greater agility in advertisers’ 2026 Walmart Connect plans. Monitor sponsored brand opportunities from bid minimum changes, be cautious of full search automation, and set aside 5–10% of spend for test-and-learn. In addition, be ready for more offsite and CTV opportunities. Log in for access to the replay and […]
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 […]
TL;DR: Most brands are maintaining or slightly cutting their Amazon ad budgets in response to tariffs, the latter of which are more likely to have reduced their sales forecasts for the year. 2 minute read We benchmarked 142 individuals across consumer brands and agencies in June to understand precisely how they’re adjusting their Amazon strategy […]
TL;DR: Brands often dilute their Amazon growth potential by spreading resources too thin. Effective assortment prioritization using data-driven tiering and clear execution standards can significantly boost profitable growth. Log in for access to the replay and presentation slides 2 minute read Consumer brands struggle to maximize Amazon performance due to misplaced resources and overly broad […]
Log in to download Stratably’s new Amazon, Walmart, Target SWOT & Multi-Year Forecasts report linked at the bottom For retail leaders navigating constrained budgets, evolving consumer behavior, and mounting pressure to show results, retailer prioritization has become paramount. Stratably’s new Amazon, Walmart, Target SWOT & Multi-Year Forecasts report is designed to help you do just […]
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TL;DR: Amazon’s gross merchandise value (GMV) is projected to decelerate from +8.5% in 2024 to +6.7% in 2025, although it is still projected to outperform the global retail market by 2-3x. Advertising is expected to grow +18.6%, outpacing the broader digital ad market. 1 minute read Log in to download Stratably’s Amazon Forecast linked at […]
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 […]