January 24, 20232 minute read Stratably hosted Stu Clay from Tinuiti to dive deep into how brands can improve the performance of their spend on Walmart Sponsored Products.Watch the Session HereResearch heading into the sessionStratably’s research in advance of the session indicated a net 35% of brands are planning to increase the percentage of their sales […]
Topics Covered: December 5, 2022Retail Media Doesn’t Fit Neatly into Trade SpendKroger 3Q analysisDemographic differencesIncentivized reviewsData for data’s sakesBJ’s Media Edge launchesRetail Media Doesn’t Fit Neatly Into Trade SpendRetail media has a branding problem. It should drop “retail” from the name, leaving just media. This would help marketers evaluate the opportunity from a neutral starting place, rather […]
November 23, 20222 minute read We all know Amazon’s 1P segment is slowing.Pre-pandemic, this segment delivered compound growth of 14.2%Over the next three years, investors forecast this growth to drop to 8.1%While this growth is faster than many omni-channel peers, the outperformance gap is shrinking.
Topics Covered: November 21, 2022Digital experience on CPG boards ticks upQCommerce adds hot mealsWalmart 3Q resultsTarget 3Q resultsHome Depot 3Q resultsLowe’s 3Q resultsDigital Expertise on Boards Slowly ImprovingIn January 2022, Stratably analyzed the digital experience of board members across 30 CPG companies finding that, on average, there was only one director per board that had […]
November 15, 20224 minute read Walmart ($573B in annual sales) reported its third quarter results this morning, emphasizing its digital initiatives and strength in the grocery category. Walmart’s expectation for a more promotional environment and its commitment to building a digitally-powered flywheel has both near-term and longer-term implications for consumer brands accustomed to competing in-store. Read on for […]
November 14, 20222 minute read Walmart is set to report its third-quarter results tomorrow. For those that pay close attention to the results, here’s what Stratably is thinking about before the call. WHAT’S CHANGED SINCE 2Q RESULTS?The retail market has softened in the last three months. Inflation has continued, some companies continue to deal with supply chain and […]
Topics Covered: November 14, 2022Walmart results coming this weekSprouts’ digital sales outpacing management expectationsTikTok cuts ad forecast by $2B (wow, Amazon)Programmatic & CTV spend resilientAmazon cost-cuttingPreparing for Walmart’s 3Q ResultsWalmart is set to report its third-quarter results tomorrow. For those that pay close attention to the results, here’s what Stratably is thinking about before the call. WHAT’S […]
Topics Covered: November 7, 2022The omni-enabler calculus (part 1)The expanding role for CDOsAmazon as a service providerCompany commentary from last weekAmazon freezes ads segmentAmazon v. Walmart studyLike Amazon in 2015, omni-enablers don’t offer a choice to consumer brandsThere’s a great deal of pessimism in the eGrocery industry. Investors went from risk-on to risk-off, challenging not just […]