Retail Media Is a $60 Billion Channel and It's Compressing Vendor Margins: A Sig
Retail media spending is projected to exceed $60 billion in the US. For CPG vendors, this represents a new mandatory cost layer on top of ex...
Retail media spending is projected to exceed $60 billion in the US. For CPG vendors, this represents a new mandatory cost layer on top of ex...
Major retailers set on-time in-full targets at 97-98%. The gap between 96% and 98% is not two percentage points — it is the difference betwe...
Every linear inch of shelf in a major retailer has a revenue target. Category management is the discipline of proving that your product meet...
In-store demonstrations convert at rates 5-10x higher than digital advertising. Endcap displays increase category sales by 30-50% during pro...
Private label now commands 20-25% dollar share across US grocery categories, with unit share significantly higher. The growth is not a reces...
Grocery e-commerce has reached 10-15% of total US grocery sales. The fulfillment costs — picking, packing, last-mile delivery, cold chain ma...
Grocery prices rose approximately 25% between 2020 and 2024. Even as inflation has moderated, consumer behavior has not reverted. Shoppers w...
The headline says retail is dying. The data says retail is relocating, resizing, and restructuring. Store closures are concentrated in legac...
Walmart's US revenue exceeds $440 billion. The vendor ecosystem that supplies it — from P&G to single-product startups — represents one of t...
Quick commerce — the promise of grocery and convenience delivery in 15-30 minutes — attracted billions in venture capital and has now entere...
Channel-specific signal intelligence for key retail ecosystems.