Tag: Top Omnichannel

Top Omnichannel Articles for Home Page

What do we mean by “eCommerce”?

Article in Building Blocks

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 […]

Analyzing Target’s 2Q22 Results

Article in Briefings

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 […]

Walmart Strikes Upbeat Tone with July ’22 Results

Article in Briefings

August 16, 20227 minute readWalmart July ’22 Quarter ResultsWalmart reported its July-’22 quarterly results this morning, beating the low expectations from the investment community following its July 25th disclosure that it was having to become more promotional to clear out excess inventory in certain general merchandise categories. Walmart’s shares are up ~18% since its last earnings […]

CPG Themes as Macroeconomy Poses Mixed Signals

Article in Briefings

August 15, 20226 minute read The last research I published on macroeconomic themes was five weeks ago, assessing the results from CPG brands General Mills, McCormick and Simply Good Foods. At the end of May, I reviewed commentary from category-focused retailers.In May, the research highlighted the sharp reversal in investor sentiment within tech and the retailer […]

Insights on Walmart Luminate Adoption, Usage, Staffing & Value

Article in Briefings

August 9, 20227 minute readWalmart LuminateWalmart announced Luminate, its new analytics offering, at the end of 2021, and has begun opening the service to brands over the last few months. Walmart’s executives have described Luminate as the common data source that both merchants and brands will leverage to grow their businesses faster and more profitably. The offering […]

Strategic Insights on Consumer Behavior, Pricing, Marketing, and Supply Chain

Article in Briefings

July 7, 20228 minute readTL;DRRecent commentary from General Mills, McCormick, and Simply Good Foods provides insight into how companies are evolving their strategic thinking in this fast-moving macro environment:Consumer Behavior: Elasticities remain below normal, although consumers across income demographics are reacting to inflationary pressure.Pricing Actions: Brands are planning more pricing actions, but each successive increase […]

Checking the Consumer Pulse

Article in Research

9 minute readConsumer Demand ChangingLast week I wrote about surviving the eCommerce Winter, otherwise known as this time we’re in where digital growth has stalled and growth investors have shunned anything remotely positioning itself as “we’ll-make-money-once-at-scale”. Instead of “winter”, this past week could have been described as a retail bloodbath.

Walmart Battles Inflation, High Inventory & Stalled Digital Growth in Latest Quarter

Article in Briefings

6 minute readSummary: Walmart April ’22-Quarter ResultsWalmart reported its April-ending quarterly results this AM, disappointing investors who sent shares down 10%+, wiping out $40 billion in value. Listen to conference call here.Why were the results disappointing?Walmart profitability struggled during the quarter due to temporary issues like overstaffing and a fire that destroyed a large eCommerce […]