November 23, 20222 minute read We all know Amazon’s 1P segment is slowing.Pre-pandemic, this segment delivered compound growth of 14.2%Over the next three years, investors forecast this growth to drop to 8.1%While this growth is faster than many omni-channel peers, the outperformance gap is shrinking.
Topics Covered: November 21, 2022Digital experience on CPG boards ticks upQCommerce adds hot mealsWalmart 3Q resultsTarget 3Q resultsHome Depot 3Q resultsLowe’s 3Q resultsDigital Expertise on Boards Slowly ImprovingIn January 2022, Stratably analyzed the digital experience of board members across 30 CPG companies finding that, on average, there was only one director per board that had […]
November 16, 20225 minute read Target ($106B in annual sales) reported its third quarter results this morning, signaling deteriorating consumer demand, particularly in October. It is anticipating a very promotional holiday period, particularly in discretionary categories that have seen significantly lower demand than Target expected entering the third quarter. Expectations were already low, and for the company […]
Topics Covered: October 10, 20223 brands on inflation, consumers, supply chainIncrementality seriesAmazon PO trends=Correl(organic, paid)Fines as limiters to retail mediaFaster deliveryDigital partnerships to reduce CACSocial commerce should work, but isn’t
August 31, 20223 minute readRetail professionals like us talk about eCommerce as if it’s one homogenous thing. eCommerce is what’s sold online. It’s what the Census Bureau reports. It’s what Amazon dominates. It’s a growing segment of Walmart and Target’s business. It’s how new brands go to market. eCommerce is a singular concept because the term is […]
Topics Covered: August 22, 2022Breaking down retail market growth by channelWalmart 2Q22 resultsTarget 2Q22 resultsAmazon gains new JWO customerAmazon re-organizes physical store orgAmazon creating TikTok feed?Gopuff aligns retail media with impulseGAP joins retail peers in LAAS
August 22, 20223 minute readAnalyzing Growth by Channel in Mass RetailAmazon, Walmart and Target comprise the bulk of mass merchandise sold online by big consumer brands, totaling nearly 15% of the entire retail market and more than half of the entire eCommerce market in the U.S. when combined. The data recently released by the Census Bureau, […]
August 17, 20225 minute readTarget July ’22 Quarter ResultsTarget’s July ’22 quarterly results and outlook are positive through a consumer brand lens. The retailer continues to focus on its store-centered omnichannel strategy, traffic is positive, and it’s willing to press forward on capital expenditure plans as it sees ample opportunity to grow the business despite the […]