September 9, 2024 1 minute read Log in to download the full report linked at the bottom Our 3Q24 Amazon quarterly business review includes All-Signal insights digital leaders need to forecast the business, make critical investment decisions, and compete effectively on the platform. Driven by Stratably’s proprietary benchmarking and extensive qualitative research, it’s designed to […]
August 28, 2024 TL;DR: Amazon, Walmart, and Target outpaced the market in 2Q24, driven by digital growth. Amazon leads with 8.7% sales growth, Walmart’s digital surge contributed 76% of its dollar growth, and retail media is critical for profitability. Brands must double down on digital investments, lean into the value concious consumer, and reassess assortment […]
August 26, 2024 TL;DR: Benchmarking suggests the promotional and advertising environments for Amazon’s upcoming Prime Big Deal Days will be more aggressive this year versus last. Aligning marketing strategies towards high-margin customers and products, driving off-site traffic to your deal pages, and developing a post-event retention plan are all under-utilized strategies to drive growth while […]
August 21, 2024 On Amazon, competitive intensity is at an all-time high: 53% of brands report greater promo intensity in their category vs. last year 43% of brands plan to up their promos on Prime Big Deal Days this year Ad spend as a percentage of gross merchandise value is up 60 basis points and […]
August 21, 2024 8 minute read TL;DR: Target returned to positive comparable sales growth in 2Q as it does a better job aligning with the value-conscious consumer. Traffic turned positive for the first time since 1Q23 and discretionary categories continue to see sequential improvement. Everyday essentials see continued strength with the help of price reductions, […]
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 members Join the Stratably community Access independent research on the […]