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 […]
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 […]
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, […]
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 […]
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 […]
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 […]
September 30, 2024 1 minute read Log in to download the full report linked at the bottom Stratably benchmarking suggests increasing marketing spend is the #1 company-wide growth driver in 2H, with retail media an increasingly important part of the overall marketing strategy. A net 70% of brands are expanding their retail media budgets as […]
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 […]