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. […]
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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 […]
Article
in Benchmarks
March 4, 2024 3 minute read Last week Walmart reported strong 4Q and full year 2023 growth noting its commitment to EDLP and omnichannel excellence have driven transaction growth and share gains. We recently checked in with brands to see how performance is trending for them in 1Q. This data combined with comparables for Amazon […]
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in Research
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 Briefings
February 20, 2024 Walmart released another quarter of sales and profit outperformance this morning, with value and eCommerce leading the way. Its commitment to EDLP and omnichannel conveniences for the consumer are driving strong transaction growth and share gains. Brands selling into Walmart cannot underestimate the importance of its eCommerce business: Global eCommerce grew 23% […]
Article
in Briefings
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 […]
Article
in Briefings
December 4, 2023 After launching our Home Improvement and Home & Kitchen growth analyses last month, we dug into these retailers’ financial results and investor calls from the third quarter to uncover the most important industry themes for brands to take away as we wrap up 2023 and head into the new year. […]
Article
in Briefings
November 30, 2023 Kroger reported its quarterly results this morning with the digital business and inflationary and promotional trends taking center stage – resulting in important implications for Stratably readers. Read on for financial highlights, important commentary, and what it all means for brands looking to Q4 and 2024. This is a gated […]