August 19, 2024 2 minute read Log in to download the full report linked at the bottom We recently analyzed 2Q24 results and investor call commentary from 25 large and mid-sized Food & CPG brands to understand real-time and forward-looking dynamics. This report shares the findings from our analysis, which answers these six questions: How […]
August 12, 2024 7 minute read TL;DR: Walmart gained share across income demographics and categories in the latest quarter. It sees stable consumer demand that favors its price leadership position persisting into 2H24 and beyond. Online is a major contributor to its success, contributing 76% of total dollar growth in the U.S. and the improving […]
August 12, 2024 1 minute read Yesterday, I read 17 emails on new developments in retail media, and 0 on product detail page content. This isn’t a one off either. The digital ecosystem is obsessed with retail media. This is a Gated Article Just for Premium Members Join the Stratably community Access independent research on […]
August 7, 2024 8 minute read Instacart released its 2Q24 financial results, offering a detailed look into the current state of the grocery market and the effectiveness of its omni-enabler business model amidst a challenging macroeconomic environment. For CPG brand leaders, this report is crucial to: Assessing whether your outlook on Instacart and its role […]
July 22, 2024 3 minute read Brands want to get more sophisticated when it comes to retail media. But will they be able to? The answer largely depends on the growth of their retail media team. Anecdotally, eCommerce and marketing leaders commonly cite retail media capacity constraints as the primary reason why they can’t implement […]
July 10, 2024 4 minute read Midway through the year, our longstanding Amazon pulse benchmark checks in with the industry to understand real-time sales and advertising performance on Amazon as well as promotional dynamics and inventory levels. In this edition, we place a particular focus on how digital leaders should be thinking about the ultra-competitive […]
June 19, 2024 Measuring retail media incrementality is rare, confrontational, and has the potential to radically change media allocation. To learn more about this topic, we were joined by Meghan Corroon and Amanda Milling of Clerdata, a data science firm specializing in neutral incrementality measurement. They define incrementality in a precise way. Rather than sales […]
June 13, 2024 5 minute read All digital leaders face the same challenge: so much to do, so little time (and budget, and resources)! With so many variables to manage – inventory, pricing, content, advertising, brand control, variations, brand stores, you name it! – one of the most important facets of the job is deciding […]