September 19, 2023 In Part 1, we compared Instacart’s growth to its eTail peers, and today we’ll be doing the same exercise for its advertising business. Key takeaways: Advertising has grown from 20% of its business in 2020 to 29% currently Relatively small digital ad player at $740mm, but has grown faster (+24%) […]
September 11, 2023 Our recent benchmarking provides insight on sales, promotions, retail media and margin trends across Amazon, Kroger and Target. Key Takeaways Amazon > expected; Target and Kroger in-line to below Promo environment already hot Retail media spend outpacing sales growth Margins aren’t as pressured as one might expect
September 5, 2023 We know retail media is a critical component for brands looking to efficiently acquire customers and win on the digital shelf. You’ve seen our work outlining the growth in retail media, best ad formats, and even how brands measure performance. But have you ever wondered how successful […]
August 28, 2023 We know eCommerce matters but can we articulate it? Too often the conversation starts and stops with digital penetration. Maybe you’re in a category where digital is 5% or one where it’s 40%. But regardless, that’s just one piece of the puzzle. We developed the following outline […]
August 14, 2023 eCommerce efforts inside consumer brands have historically been ignored by the investor community. There were rarely any direct questions on eCommerce strategy or capabilities asked of senior management teams. For most, eCommerce amounted to a minority of sales, and there was a general underappreciation of its growth trajectory and the […]
August 9, 2023 In follow-up to our analysis of the digital advertising market last week, we’re looking at Amazon’s performance relative to its digital advertising peers. This provides a quantitative understanding of macro-level flows in the digital advertising market and how Amazon’s growth compares to alternative platforms consumer brands have at their disposal. […]
August 1, 2023 Amazon DSP is ranked as the second fastest growing area of Amazon ad dollars in 2023. But it can be confusing for eCommerce and marketing leaders: What’s the purpose of it in our Amazon and/or marketing strategy? What metrics should we monitor? Can we compare it to others? We’ve […]
July 31, 2023 We analyzed the results from Meta, Google, Snap, Roku, eBay retail media, and Netflix earnings calls last week. The summary below will deepen your perspective on the advertising market, help you contextualize Amazon’s advertising figures released later this week, and leave you with a good sense of what to expect […]