Tag: Target

SWOT + Forecasts: Compare Amazon, Walmart & Target

Article in Briefings

Log in to download Stratably’s new Amazon, Walmart, Target SWOT & Multi-Year Forecasts report linked at the bottom For retail leaders navigating constrained budgets, evolving consumer behavior, and mounting pressure to show results, retailer prioritization has become paramount. Stratably’s new Amazon, Walmart, Target SWOT & Multi-Year Forecasts report is designed to help you do just […]

Target April-25 Quarterly Results & Takeaways

Article in Briefings

TL;DR: Target’s sales growth returned to negative territory as ticket and traffic both declined; inventory is elevated placing margin pressure on the business, and management reduced its sales and profit outlook for the year. Growth catalysts remain unclear to us, although the creation of an Enterprise Acceleration Office is a step in the right direction […]

2025-2030 U.S. Grocery Forecast – April 2025

Article in Forecasts

TL;DR: Stratably’s latest U.S. grocery forecast highlights a below average growth outlook in ’25 and ’26, with Amazon and Walmart standing out as share gainers. 1 minute read Stratably’s latest market forecast provides forward-looking insights into the U.S. grocery sector during a time of significant economic uncertainty. This forecast stands apart by modeling the grocery […]

Target FY4Q25 Results and 5-Year Outlook Analysis

Article in Briefings

TL;DR: Target’s outlook for the year ahead reinforces value-focused consumer behavior persists, hurting its business while helping rivals Walmart and Amazon. Brands will be focused on leaning into personalized promotions, on-trend innovation, and digital excellence to capture share gains, while maintaining a moderate pace of spend on Roundel. 5 minute read Target reported its fiscal […]

Key Takeaways from Target’s 3Q25 Results

Article in Briefings

TL;DR: Target struggled to keep pace with the market across its physical stores and the eCommerce channel, with profitability trending in the wrong direction. Management is facing a unique set of challenges as the consumer continues to look for great deals, while increasingly shopping online. 7 minute read Target reported its 3Q25 earnings this morning, […]

Benchmarking Data on 2025 Promotional Plans, Investments, Tactics, and Strategies

Article in Benchmarks

TL;DR: Stratably’s latest research shows 2025 will be even more promotional than 2024, primarily via general price discounts and tentpole events. 7 minute read We’re in the thick of holiday and Q4, and you don’t have to go far to notice the highly promotional environment. A net 33% of brands report a more aggressive promotional […]

Navigating Increasing Promotional Intensity in the U.S. Retail Market

Article in Research

TL;DR: Brands should expect the value-focused consumer to persist through 2025, driving heightened promotional activity across retailers. 3 minute read Stratably hosted Mark Stamps and Jackie Lewis from Harvest Group to discuss the increasing promotional environment in the U.S. retail market. This is a gated article just for members Join the Stratably community Access independent […]

The Superior Metric to Digital Penetration

Article in Benchmarks

October 9, 2024 TL;DR: Brands rely on Digital Penetration to set investment levels, but Digital Share of Growth reveals a much larger impact from eCommerce. 2 minute read Most brands incorporate Digital Penetration into their strategic investment plans, while ignoring ‘Digital Share of Growth’ (DSG).  Here’s the difference: Digital Penetration: Digital sales divided by total […]