Tag: Top Omnichannel

Top Omnichannel Articles for Home Page

Key Takeaways from Walmart’s 1Q24 Results

Article 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 […]

Mass Retailers Outpacing the Market by ~2x

Article 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 […]

Analyzing Results from Costco’s Feb-24 Quarter

Article 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 […]

Analyzing Kroger’s 4Q23 Results

Article 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. […]

Analyzing Target’s 4Q23 Results

Article in Briefings

March 5, 2024 Target reported its fourth quarter and full year 2023 results this morning and hosted an investor meeting highlighting its focus areas for the future. In the quarter, Target saw another decline in comparable sales of -4.4%, although this represents an improvement for the second quarter in a row given moderating pressures in […]