TL;DR: 2025 sales forecasts have been lowered to +1.2% under worsening consumer sentiment, with eCommerce expected to drive all of the industry’s growth. Brands are working to offset tariff costs via alternative sourcing and supply chain productivity first, before considering price increases. Despite muted growth and incremental tariff-related costs, brands remain committed to investments into […]
TL;DR: Retail sales growth accelerated to +4.5% in 1Q25, with eCommerce maintaining steady momentum at +6.1% and B&M accelerating to +4.2% under easier year-over-year comparables. Despite macroeconomic concerns, consumer spending remains resilient, although growth is increasingly concentrated in platforms delivering value and convenience, reinforcing the critical role of eCommerce in 2025 and beyond. 2 minute […]
TL;DR: Shopify has yet to see any demand or price impacts from tariffs and continues to grow its gross merchandise value (GMV) by 20%+, a proxy for the DTC channel and strong signal for the online channel more broadly. 4 minute read Shopify is the largest enabler of the DTC channel, accounting for $292 billion […]
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April 15, 2024 3 minute read Stratably’s eTailer Index comprises 13 of the largest eCommerce platforms in the U.S. market that account for $820 billion in annual global gross merchandise value (GMV). Analyzing the Index sheds light on a subset of eCommerce, and it illuminates performance differences for pure eCommerce models compared to their omnichannel […]
February 21, 2024 83% of consumer brands Stratably polled indicated direct-to-consumer (DTC) is an important part of their strategy this year. While all of these brands want to drive more sales and gather more data from their DTC site, only 7% are using Amazon’s Buy with Prime program, which is designed to improve conversion rates […]
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 […]
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 […]