Article
in Briefings
May 18, 2023 Walmart ($611B in annual sales) reported its first quarter results this morning, seeing strength in food and consumables, its pickup powered eCommerce model, and within its retail media business. This strength gave the company confidence to raise guidance for the full year, now expecting sales growth of 3.5% compared to 2-2.5% […]
Article
in Briefings
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 […]
Article
in Briefings
May 11, 2023 Stratably reviews a sampling of consumer brands each quarter to understand how demand is trending, what management teams are most focused on, what we can expect moving forward, and any counter-intuitive findings. Over the last two weeks we reviewed results from 13 companies including P&G, Coca-Cola, Kimberly-Clark, 3M, Pepsi, Newell, […]
Article
in Briefings
May 8, 2023 Stratably reviews a sampling of consumer brands each quarter to understand how demand is trending, what management teams are most focused on, what we can expect moving forward, and any counter-intuitive findings. Over the last two weeks we reviewed results from 13 companies including P&G, Coca-Cola, Kimberly-Clark, 3M, Pepsi, Newell, […]
Article
in Research
April 25, 2023 Stratably hosted Lauren Livak from The Digital Shelf Institute to dive into different PDP content strategies for consumer brands struggling to maintain their portfolio of SKUs across many retail customers. Watch The Recording Here Challenges are multi-faceted when it comes to PDP content Large consumer brands must manage broad portfolios […]
Article
in Briefings
April 18, 2023 The Commerce Department released its monthly sales figure highlighting decelerating retail sales growth in total and accelerating online sales (what it calls non-store retailers). We’ve been following these macro datapoints closely to understand how consumer demand is trending amidst persistent but decelerating inflation, along with other economic volatility like layoffs […]
Article
in Briefings
April 10, 2023 Walmart hosted its annual investor meeting last week, crystalizing the importance eCommerce plays in its future growth AND profitability strategy. This slide captures what Walmart’s done over the last three years (red emphasis ours). You would have been laughed (thrown?) out of the room if you told the average CPG CEO that 18 of 25 […]
Article
in Briefings
March 8, 2023 There was a panel discussion dedicated to Walmart Luminate at the Category Management Association’s annual conference last week. It included a mix of professionals from Walmart Luminate, Shiloh Technologies (an API partner), along with category managers from Nestle and Sanofi. The purpose of the session was to help attendees understand how consumer brands are utilizing […]