May 30, 2023 The following analysis compares the performance of Amazon, Walmart, and Target to each other and the overall market, provides a forecast for the balance of ‘23, and illustrates how eCommerce is contributing to overall growth. We created the Stratably Index to combine the results of these three retailers in order […]
May 17, 2023 Target reported its first quarter results this morning, producing flat comps, slight net sales growth, digital declines, and better than expected profitability. Management expects comps to decline in the low-single digit range in 2Q as a result of progressive softening from February through April, although maintained its full year outlook […]
March 13, 2023 Last week, Stratably broke down the share of sales growth projected to come from online channels for Amazon, Walmart, and Target: But what can we learn if we segment sales growth by fulfillment model? The more precisely we can understand “eCommerce” the better. Meaning, when we talk about eCommerce share of total sales or eCommerce […]
March 6, 2023 Now that Amazon, Walmart, and Target have all reported their full year 2022 results, we analyzed how they’re doing through an eCommerce lens.TL;DRAmazon and Walmart outperformed the market in 4Q22 and ’22, while Target underperformedCategory mix (e.g., % of sales from grocery) explains performance differences more so than execution or strategyAll three retailers’ […]
Topics Covered: March 6, 2023Comparing Amazon, Walmart, and Target through a digital lensInstacart grows 39% in ‘22Kroger comps +6.2% in 4QInstacart adding ChatGPT to appTarget comps 0.7% in 4QMichaels adds a marketplaceAnalyzing Digital Growth Across Amazon, Walmart & TargetNow that Amazon, Walmart, and Target have all reported their full year 2022 results, we analyzed how […]
February 28, 2023 Target ($109B in annual sales) reported its fourth quarter results this morning along with hosting an investor day. Management reiterated its long-term strategy, while highlighting some near-term positives and acknowledging the uncertainty around predicting consumer demand in ‘23. Both comps (0.7%) and operating margins (3.7%) in 4Q came in ahead of conservative expectations. In addition, […]
Topics Covered: February 27, 2023CPG digital themes from CAGNYWalmart 4Q analysisTarget invests $100mm in sort centersHome Depot predicts flat consumer demand in ‘23A new retail media option for CPGFTC won’t challenge Amazon’s x One MedicalDigital Takes Center Stage at CAGNY 2023The annual CAGNY conference took place last week in Florida providing participating leadership teams across […]
February 23, 2023 Stratably hosted Amanda Wolff from OneSpace, an Ascential Company, to walk through the modern approach towards measuring digital shelf effectiveness. Watch the session hereNearly half of brands are hiring staff dedicated to PDP contentPDP content is a fluid aspect of doing business with retailers. New components to PDP pages along with the growing importance […]