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 […]
April 22, 2024 1 minute read A common mistake made in benchmarking Amazon’s performance is what to compare it to. The FTC, most analysts, and often retail leaders like to compare Amazon to the eCommerce channel. They limit the comparison of Amazon’s growth rate to just the digital portion of omnichannel retailers’ growth rate. At […]
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April 9, 2024 3 minute read Today we answer four common questions on Luminate, Walmart’s analytics offering that: Let’s dive in.
This is a Gated Article Just for Premium Members Join the Stratably community Access independent research on the omnichannel market Premium membership unlocks: Bite-sized market updates Industry benchmarks Invites to live events Deep dive analyses Retailer forecasts And More! Premium Membership unlocks our full insights that you can use to drive alignment across your organization, […]
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 […]
March 20, 2024 3 minute read Our recent retail media benchmark shows brands are allocating 15.5% of their total marketing budgets to retail media. While that figure is steadily increasing, digital leaders still view their retail media budgets (and broader resources) as limited, especially relative to the number of retail media networks (RMNs) knocking on […]
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 […]