May 30, 2023 The following analysis compares the performance of Amazon, Walmart, and Target to each other and the overall market, provides a forecast for the balance of ‘23, and illustrates how eCommerce is contributing to overall growth. We created the Stratably Index to combine the results of these three retailers in order […]
May 18, 2023 Walmart ($611B in annual sales) reported its first quarter results this morning, seeing strength in food and consumables, its pickup powered eCommerce model, and within its retail media business. This strength gave the company confidence to raise guidance for the full year, now expecting sales growth of 3.5% compared to 2-2.5% […]
April 19, 2023 Stratably hosted Skye Frontier from Incremental to dive into the challenge of retail media measurement, including common pitfalls. Watch The Recording Here12 reasons why retail media measurement is challengingIf your organization struggles to measure retail media performance with conviction, you’re not alone. It is incredibly difficult to do this well because of many factors, […]
April 10, 2023 Walmart hosted its annual investor meeting last week, crystalizing the importance eCommerce plays in its future growth AND profitability strategy. This slide captures what Walmart’s done over the last three years (red emphasis ours). You would have been laughed (thrown?) out of the room if you told the average CPG CEO that 18 of 25 […]
Topics Covered: April 10, 2023Walmart lays out its digital visionNew product innovation downIncreasing dwell timeEarly days with Buy with PrimeLosing money on sponsored productsChatGPT incorporated into shoppingWalmart is becoming a faster growth retailer because of eCommerceWalmart hosted its annual investor meeting last week, crystalizing the importance eCommerce plays in its future growth AND profitability strategy. This […]
March 13, 2023 Last week, Stratably broke down the share of sales growth projected to come from online channels for Amazon, Walmart, and Target: But what can we learn if we segment sales growth by fulfillment model? The more precisely we can understand “eCommerce” the better. Meaning, when we talk about eCommerce share of total sales or eCommerce […]
March 8, 2023 There was a panel discussion dedicated to Walmart Luminate at the Category Management Association’s annual conference last week. It included a mix of professionals from Walmart Luminate, Shiloh Technologies (an API partner), along with category managers from Nestle and Sanofi. The purpose of the session was to help attendees understand how consumer brands are utilizing […]
March 6, 2023 Now that Amazon, Walmart, and Target have all reported their full year 2022 results, we analyzed how they’re doing through an eCommerce lens.TL;DRAmazon and Walmart outperformed the market in 4Q22 and ’22, while Target underperformedCategory mix (e.g., % of sales from grocery) explains performance differences more so than execution or strategyAll three retailers’ […]