Tag: Walmart

How Tariffs are Shaping Walmart Sales Forecasts

Article in Benchmarks

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 […]

Walmart Connect Strategy and Budgeting Update โ€“ Webinar Recap

Article in Research

TL;DR: Expect less search, more display, and greater agility in advertisersโ€™ 2026 Walmart Connect plans. Monitor sponsored brand opportunities from bid minimum changes, be cautious of full search automation, and set aside 5โ€“10% of spend for test-and-learn. In addition, be ready for more offsite and CTV opportunities. Log in for access to the replay and […]

Why Brands Should Measure Digital Share of Growth (DSG) as Consumer Demand Shifts

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 […]

Does Costco need eCommerce?

Article in Briefings

TL;DR: Costcoโ€™s digital business is lagging peers like Samโ€™s Club, creating a future problem as shoppers spend more of their wallets online. 3 minute read After analyzing Costcoโ€™s May-โ€™25 quarterly results, we recalled our article two-years ago laying out The Omnichannel Rule: โ€œSince shoppers move fluidly across physical and digital channels to discover, consider and […]

SWOT + Forecasts: Compare Amazon, Walmart & Target

Article in Briefings

Log in to download Stratablyโ€™s new Amazon, Walmart, Target SWOT & Multi-Year Forecasts report linked at the bottom For retail leaders navigating constrained budgets, evolving consumer behavior, and mounting pressure to show results, retailer prioritization has become paramount. Stratablyโ€™s new Amazon, Walmart, Target SWOT & Multi-Year Forecasts report is designed to help you do just […]

Mid-Year 2025 Food & CPG Outlook

Article in Briefings

TL;DR: 2025 sales forecasts have been lowered to +1.2% under worsening consumer sentiment, with eCommerce expected to drive all of the industryโ€™s growth. Brands are working to offset tariff costs via alternative sourcing and supply chain productivity first, before considering price increases. Despite muted growth and incremental tariff-related costs, brands remain committed to investments into […]

1Q25 Retail Sales: Strong Growth Despite Negative Macroeconomic Environment

Article in Briefings

TL;DR: Retail sales growth accelerated to +4.5% in 1Q25, with eCommerce maintaining steady momentum at +6.1% and B&M accelerating to +4.2% under easier year-over-year comparables. Despite macroeconomic concerns, consumer spending remains resilient, although growth is increasingly concentrated in platforms delivering value and convenience, reinforcing the critical role of eCommerce in 2025 and beyond. 2 minute […]

Walmart 1Q26 Recap: Key Takeaways Including Tariff Analysis

Article in Briefings

TL;DR: Walmart posted another quarter of strong results, enabled by its leading omnichannel business. The company reaffirmed its full-year guidance and remains a retail standout, poised to maintain its leadership position amidst tariff-related economic risks. 7 minute read Walmart reported its fiscal 1Q26 results this morning, shedding light on tariffs along with an updated outlook […]