TL;DR: Target raised its outlook again after a strong 2Q (3.8% comp, margins up 70 bps), driven by store traffic and fast-moving category resets. Digital is the lone question mark: it’s growing slower than rivals and contributing far less to total growth. Our action items: raise forecasts if you’re in priority categories, engage on culturally […]
TL;DR: Instacart posted a strong 2Q, with +14.0% GTV growth and +16.5% Advertising growth, leading us to raise our 2026-2028 outlooks. The quarter strengthened Instacart’s position as a must-win platform for any grocery brand as it outpaces the total U.S. grocery market by ~4-5x. We continue to recommend ad investment around 3% of GTV, with […]
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TL;DR: Amazon’s 2Q26 results beat the top of its own guidance, with estimated GMV growing +14.4%, but Prime Day’s move into June did most of the heavy lifting. Stripping out the event, we estimate GMV grew +8.7% and ads grew +20.3%, both faster than the respective markets, but decelerations from 1Q. We have lowered our […]
TL;DR: Sponsored Products remain the core of Amazon advertising budgets, and most accounts leak spend through a lack of control. Jake Merrill and Sam Jennings of Odyssey eCommerce shared ten tactics for finding and fixing wasted spend across campaign setup, targeting, and optimization, each with a specific place to check in the ad console and […]
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: This comprehensive strategy workbook combines forecasts, consumer brand benchmarks, and expert intel with 5 hands-on tools for best-in-class Walmart strategy and execution in 2026-27. 1 minute read Log in to download the full workbook linked at the bottom Our Walmart Strategy Workbook includes All-Signal, No Noise insights retail leaders need to forecast their business, […]