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in Forecasts
TL;DR: Walmart delivered another strong quarter despite mounting macro pressure, with eCommerce once again driving 100% of incremental growth. Advertising, marketplace, fulfillment, and membership continue scaling rapidly, all with clear implications for consumer brands across pricing, assortment, media, content, and brand control decisions. 8 minute read Walmart delivered another strong quarter, accelerating growth and continuing […]
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in Forecasts
TL;DR: Target’s 1Q26 results offer the most encouraging signal brands have seen in years: traffic up across the board, the “Busy Families” strategy gaining early traction, and a two-point raise to full-year guidance. But the real test arrives in Q2 as tougher comps land and the tax refund tailwind fades. Brands should update forecasts conservatively, […]
Article
in Briefings
TL;DR: AI is changing Amazon DSP management by enabling continuous optimization workflows that were previously too manual to execute consistently, effectively raising the standard for what advertisers should expect from agencies and internal teams. As a result, advertisers should increasingly evaluate DSP management not just on outcomes like ROAS, but on whether campaigns are being […]
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in Benchmarks
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 […]
Article
in Briefings
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 […]
Article
in Briefings
TL;DR: 1Q26 reinforces Amazon as the primary growth engine for consumer brands, with accelerating GMV, rapid grocery expansion, and continued dominance in retail media. However, this growth comes with rising expectations around margin support, advertising investment, and operational complexity. We are forecasting additional share gains in 2026, with projections for GMV to grow +10.2%, outpacing […]
Article
in Benchmarks
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 […]
Article
in Briefings
TL;DR: Viral Amazon products rarely justify second-mover investment, and most brands are chasing the wrong signals, benchmarking against category leaders that are defending declining share and applying flat RoAS targets across their portfolio. The path forward is a disciplined framework for separating durable demand from short-term noise, oriented around attribute-level themes rather than the hero […]