Tag: Retail Media

Digital Resiliency on Display at Largest Omnichannel Retailers

Article in Research

Walmart, Target, Home Depot and Lowe’s all reported their second-quarter results last week with combined sales totaling more than $230 billion.  The results provide a window into how consumer demand is changing, the outlook for the second half of 2021, and the role digital will play going forward. In the note below, we highlight common digital themes […]

Online Grocery: DoorDash Grocery, Gopuff Acquisition, Walmart Update

Article in Briefings

Topics Covered: DoorDash and Instacart Together Walmart 2Q Performance: Positive Digital Comps Kellogg’s launches first DTC effort with its Cheez-It brand Gopuff building European presence Google enters omnichannel grocery space Amazon looking to improve its economics Kroger enters ghost kitchen space Albertson’s launches free-delivery membership Uber grocery-deals under investigation

Amazon Advertising Update: Declining ROAS; More Video; Full Funnel

Article in Briefings

The following report covers Stratably’s research on how Amazon advertising is changing, including what its team is focused on promoting, how brand spend is changing on the platform, and a list of its recently released features.   Key Takeaways: Anticipate declining ROAS into 3Q as CPC comp trend weighs on results and manage internal expectations accordingly. […]

Digital Commentary Across CPG: 2Q21

Article in Research

This special edition of The Spark analyzes recent commentary on digital commerce from company executives at Albertson’s, L’Oreal, Newell Brands, Clorox, Church & Dwight, P&G, Nestle, Keurig Dr. Pepper, Hershey, Mondelez, and UPS.The commentary helps digital commerce professionals understand how organizations are investing to win online, their expectations for digital penetration to grow from here, and insights […]

Shopify Strategy, Walmart Pulls an Amazon, Digital Ad Acceleration

Article in Research

Topics Covered:Takeaways from Shopify’s recent quarter (privacy, advertising, fulfillment, demand)Walmart pulls an Amazon by selling omnichannel technologyChart of the Week: Digital advertising acceleration in 2QSocial commerce takeaways from Google, Facebook, and Twitter

Amazon Update: 2Q21 Online Demand Slows

Article in Briefings

Topics Covered: Amazon 2Q21 Earnings Analysis Key Takeaways 1P vs. 3P Trends Geographic Performance Amazon vs. Shopify GMV Growth Advertising Performance vs. Peers Margin Performance Management’s Financial Outlook

Amazon Update: Heading Into 2Q21 Earnings

Article in Briefings

Reviewing 2Q21 Performance As we await Amazon reporting its second-quarter results on Thursday, we reviewed management’s focus heading into the quarter to give Amazon account managers a sense for how the company is performing relative to its strategic objectives.