eCommerce Growth, Pull Back in Ad Spend & Consumer Spending
eCommerce growth moderating with digital penetration normalizing; retailers continue to make omnichannel investments: In our latest slide deck we take a look at 1Q22 results from some of the largest retailers and online marketplaces. Within these results we see online sales in the mid-single digit range with eCommerce penetration at…
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What Suppliers are Spending on Instacart, Walmart, and Amazon Advertising
After meaningfully ramping up Instacart advertising investments in 2021, our research suggests suppliers are planning for much less growth in ad spend in 2022. While brands remain quite pleased with ROAS, many are experiencing challenges in securing incremental funding given the growing competition for advertising dollars and the inability to…
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Instacart: Sales Growth and International Expansion; iOS 14 Privacy Changes
Instacart has emerged from 2020 as one of the top priority online grocery accounts for branded manufacturers. Our research suggests 1Q sales growth with Instacart was very strong, while 2Q sales growth has decelerated significantly due to much tougher comparisons. Recent sales trends appear largely in-line with plan, and…
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