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in Forecasts
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 […]
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in Forecasts
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, […]
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in Briefings
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in Benchmarks
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 Forecasts
TL;DR: Kroger delivered another quarter of steady growth, with identical sales up +2.4% driven entirely by digital channels, including new DoorDash and Uber Eats partnerships that are exceeding expectations and expected to hit $1.5bn in sales next year. In 2026, brands should plan for low-single-digit topline growth, sustained price investment, and rising digital execution standards. […]
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in Forecasts
TL;DR: After another quarter of declining growth, Target’s investor day reinforced a familiar message: reclaim merchandising authority and reinvest in stores, while leaning into membership, Roundel, and marketplace to drive margin expansion. Top-line trends have improved sequentially although we remain in wait-and-see mode for longer term traffic stabilization. Brands should plan conservatively, lean into new, […]
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in Forecasts
TL;DR: Walmart closed 2025 with sustained growth, once again driven entirely by digital: eCommerce accounted for virtually all incremental growth, penetration reached 23%, and profitability continues to expand. For brands, winning at Walmart requires an explicitly eCommerce-first strategy, disciplined marketplace management, and retail media investment aligned to digital growth. 9 minute read Walmart delivered strong […]
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in Briefings
TL;DR: Instacart closed 2025 with accelerating GTV and is projected to grow ~11.8% in 2026, nearly 4x faster than the total grocery market as consumers continue shifting spend online. Its advertising business is expanding largely in line with GTV, with brands prioritizing onsite paid search over incremental media intensity. For consumer brands, Instacart remains a […]