Top Omnichannel Articles for Home Page
TL;DR: Instacart’s growth rate has stepped up in recent quarters, widening the gap versus the total grocery market and strengthening the case for brands to lean in on the platform.We recommend brands plan for Instacart Ads investment of ~3% of sales, with most dollars in lower-funnel search where returns are provable; co-branding campaigns and the […]
TL;DR: Walmart delivered sales at the top of its guidance and raised its full-year outlook, with eCommerce once again driving all of its U.S. growth while stores declined for a third consecutive quarter. The headline for brands: $2.9 billion of tariff refunds went into more than 11,000 rollbacks to ease a fuel-pressured consumer. 8 minute […]
TL;DR: Target raised its outlook again after a strong 2Q (3.8% comp, margins up 70 bps), driven by store traffic and fast-moving category resets. Digital is the lone question mark: it’s growing slower than rivals and contributing far less to total growth. Our action items: raise forecasts if you’re in priority categories, engage on culturally […]
TL;DR: Instacart posted a strong 2Q, with +14.0% GTV growth and +16.5% Advertising growth, leading us to raise our 2026-2028 outlooks. The quarter strengthened Instacart’s position as a must-win platform for any grocery brand as it outpaces the total U.S. grocery market by ~4-5x. We continue to recommend ad investment around 3% of GTV, with […]
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TL;DR: Kroger is evolving into a complicated retail partner. Its business is rapidly shifting towards eCommerce, now profitable for the first time and accounting for effectively all of its growth in recent quarters. Its new CEO is demanding every SKU earn its place on the shelf. And the rise of its private label items makes […]
TL;DR: Walmart delivered another strong quarter despite mounting macro pressure, with eCommerce once again driving 100% of incremental growth. Advertising, marketplace, fulfillment, and membership continue scaling rapidly, all with clear implications for consumer brands across pricing, assortment, media, content, and brand control decisions. 8 minute read Walmart delivered another strong quarter, accelerating growth and continuing […]
TL;DR: Target’s 1Q26 results offer the most encouraging signal brands have seen in years: traffic up across the board, the “Busy Families” strategy gaining early traction, and a two-point raise to full-year guidance. But the real test arrives in Q2 as tougher comps land and the tax refund tailwind fades. Brands should update forecasts conservatively, […]