Archive snapshot · Consumer
Fri, Sep 25, 9:32 PM ET
Costco tops estimates as discount gas and bulk deals draw inflation-weary shoppers
Costco's quarterly results beat expectations on membership and fuel-driven traffic, reinforcing its defensive position among mass retailers.
Reuters · +10 outlets
Amazon opens Prime delivery and fulfillment services to outside merchants
Third-party retailers can now offer Prime shipping on their own websites, extending Amazon's logistics business beyond its marketplace.
About Amazon · +14 outlets
Walmart CEO rules out personalized pricing as AI reshapes retail
Walmart's pledge not to set individual prices comes as algorithmic pricing faces growing scrutiny from regulators and shoppers.
Business Insider · +13 outlets
US retail sales rise for 11th straight month in August
Steady sales growth suggests the US consumer has held up despite elevated prices and interest rates.
Chain Drug Review · +14 outlets
Amazon blocks Meta's Muse shopping agent, pushing Meta to a rival deal
The standoff highlights rising friction over AI agents that scrape or transact inside retailers' storefronts.
thekeyword.co · +13 outlets
Amazon to invest $3B in India quick commerce expansion, sources say
The reported bet on fast delivery deepens Amazon's competition with Indian quick commerce players in a fast-growing market.
Retail Insight Network · +7 outlets
McDonald's plans loyalty tiers to reactivate 150M infrequent guests
The fast food giant is betting on personalization, menu innovation and a new ad network to lift traffic.
Restaurantdive · +3 outlets
Starbucks to close 250 underperforming stores in fiscal 2026
The closures are part of the chain's turnaround plan focused on stores that cannot deliver its intended customer experience.
Restaurantdive · +14 outlets
Costco to add 33 new stores in 2027, including 19 more in the US
The warehouse club's expansion plan extends its warehouse footprint into new US and international markets.
New York Post · +9 outlets
Canadian retail sales fell 0.7% in July, with August expected to rebound 1.3%
The first monthly decline in nearly a year raised questions about the resilience of Canadian consumer spending.
finance.biggo.com · +15 outlets
Holiday sales projected to grow 4% to 7%, inventory risk a concern
Forecasters expect record holiday spending driven largely by price increases rather than unit growth.
Retail Customer Experience · +5 outlets
Darden shares fall as Olive Garden sales growth slows, Q1 revenue misses
Slower same-store sales growth at Olive Garden outweighed strength at Darden's other brands.
CNBC · +7 outlets
Tapestry to sell Coach and Kate Spade goods through Google's Gemini and AI Mode
The partnership makes Tapestry one of the first apparel groups to sell inside Google's AI shopping ecosystem.
Retaildive · +11 outlets
Target shakes up C-suite and hunts for a new CMO
Leadership changes come as Target works to reverse sales declines under new CEO Michael Fiddelke.
Chiefmarketer
UK retail sales fall in September as order cutbacks hit record, CBI says
Weak UK demand and record order reductions point to pressure on retailers ahead of the holiday season.
Haver Analytics · +7 outlets
Walmart and Sam's Club roll out Tap to Pay across Texas stores
Contactless payment expansion follows Walmart's push into digital payments and checkout automation.
kens5.com · +14 outlets
Breakfast chain franchisee files for bankruptcy as costs rise and sales weaken
Franchisee distress signals broader stress among casual and family dining operators facing weak traffic.
Fox Business · +1 outlets
Target opens non-red store in Bridgehampton, New York
Target is adapting its store design to local aesthetic standards as part of a broader turnaround effort.
Retaildive

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