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in Briefings
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 […]
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in Briefings
TL;DR: Our analysis highlights steady but modest growth through 1Q25, with forecasts pointing to limited volume upside and ongoing competitive pressures. Key developments include intensifying trade activity, ongoing private label expansion, evolving digital priorities under Kroger’s new eCommerce unit, and good-not-great performance and innovation within Kroger Precision Marketing (KPM). 8 minute read This report provides […]
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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 […]
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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 […]
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in Briefings
TL;DR: Walmart posted another quarter of strong results, enabled by its leading omnichannel business. The company reaffirmed its full-year guidance and remains a retail standout, poised to maintain its leadership position amidst tariff-related economic risks. 7 minute read Walmart reported its fiscal 1Q26 results this morning, shedding light on tariffs along with an updated outlook […]
Article
in Briefings
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 […]
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in Briefings
TL;DR: Instacart delivered steady +10% GTV growth in 1Q25, driven by strong order volume but offset by lower AOV. Most notably, advertising growth reaccelerated to +14% with ads as a percentage of GTV growing by +10 basis points. While the platform remains highly relevant for CPGs, it still lacks breakout momentum relative to Amazon and […]
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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 […]