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in Briefings
August 7, 2024 8 minute read Instacart released its 2Q24 financial results, offering a detailed look into the current state of the grocery market and the effectiveness of its omni-enabler business model amidst a challenging macroeconomic environment. For CPG brand leaders, this report is crucial to: Assessing whether your outlook on Instacart and its role […]
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in Briefings
July 17, 2024 Category Management (Catman) has traditionally focused on in-store strategies, but the rise of eCommerce necessitates the addition of eCategory Management (eCatman). Our webinar, presented in collaboration with Lauren Livak, Executive Director of the Digital Shelf Institute, unpacked the transformative power of eCategory Management (eCatman). As eCommerce continues to rise in prominence, understanding […]
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in Briefings
June 13, 2024 5 minute read All digital leaders face the same challenge: so much to do, so little time (and budget, and resources)! With so many variables to manage – inventory, pricing, content, advertising, brand control, variations, brand stores, you name it! – one of the most important facets of the job is deciding […]
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in Briefings
May 16, 2024 Walmart reported another quarter of impressive results this morning, with sales and profitability outperforming expectations across all business units. According to CEO Doug McMillon, the shining stars of the quarter were: The eCommerce business Inventory management Rollbacks eCommerce continues to play a critical role to Walmart’s success, contributing 67% of the incremental […]
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in Benchmarks
April 9, 2024 3 minute read Today we answer four common questions on Luminate, Walmart’s analytics offering that: Let’s dive in.
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in Forecasts
March 25, 2024 4 minute read The following analysis compares recent performance across Amazon, Walmart, and Target, which together make up Stratably’s Mass Index. Given their size, strategic importance to brands, and outperformance in the market, the performance analysis reveals who’s winning and losing and illuminates what’s driving success in retail today and what we […]
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in Briefings
March 8, 2024 Yesterday, Costco shared results from its fiscal quarter ending Feb-24, including solid performance in both the in-store and digital businesses. Total company same store sales grew 4.8% in the U.S., driven more by traffic than ticket as inflation wanes, with management seeing Y/Y lower prices in some cases. Its strong in-store growth […]
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in Briefings
March 7, 2024 Kroger’s 4Q and full year 2023 results published this morning were a continuation of trends seen during the last several quarters. Decelerating top line growth (adjusted comps +0.1%) was driven by moderating inflation and a challenging consumer backdrop, although Kroger is seeing more positive performance with its mainstream and upscale customer cohorts. […]