US retail sales rose 0.8% in September, beating forecasts, but gasoline receipts drove much of the gain
Headline September retail sales beat expectations, yet spending outside gas stations barely grew, reinforcing concerns that underlying consumer momentum is slow
Quartz · +15 outlets
NRF forecasts US holiday retail sales will top $1 trillion for the first time, up 4.2%
The National Retail Federation projects record holiday spending, with roughly half the growth attributable to inflation rather than higher volumes.
Chain Store Age · +14 outlets
US producer prices jump 6.3% annually in September, the largest gain since 2022
The hot wholesale inflation reading alongside resilient retail sales complicates the Federal Reserve's rate path.
CNBC · +14 outlets
KFC ends nearly 40-year Pepsi partnership, will switch to Coca-Cola at US restaurants in 2027
The beverage switch is part of a broader menu and operations overhaul at the Yum Brands chain, which was once owned by PepsiCo.
Restaurantdive · +14 outlets
LVMH sales expose uneven luxury recovery as China slowdown and US luxury spending weigh
The luxury giant's results highlight soft Chinese demand and a third straight month of declining US luxury spending.
Yahoo Finance · +7 outlets
Walmart, Target and Kroger face a growing shoplifting trend
Retailers are grappling with rising shrink as theft pressures margins across big-box and grocery chains.
TheStreet · +7 outlets
Alibaba targets record Singles' Day with 1 million brands joining the festival
Alibaba is pitching simpler deals to boost sales at its flagship shopping event amid cautious Chinese consumer spending.
South China Morning Post · +10 outlets
Walmart adds premium wellness brand Cymbiotika to more than 2,300 stores
The rollout expands Walmart's premium wellness assortment as the retailer pushes into higher-margin categories.
Simply Wall Street · +4 outlets
Aldi cuts prices in a move that could pressure Costco and other grocers
The discount grocer's price reductions intensify competition in a value-focused grocery market.
TheStreet · +11 outlets
Shoppers plan to cut Halloween spending, with many skipping candy and costumes, LendingTree finds
Budget pressure is showing up in seasonal categories, with nearly two-thirds of shoppers planning to skip some purchases.
Retaildive · +14 outlets
Walmart, Target face a new price problem as costs surge
Rising input and wholesale costs are squeezing the retailers' ability to hold down shelf prices.
TheStreet · +10 outlets
Target pitches a new ad metric to drive sales, but most brands aren't fully on board, exec says
The retailer is trying to sell advertisers on a measurement approach linking campaigns to in-store sales.
ADWEEK · +14 outlets
Pernod Ricard says US sales fell 10% after distributors cut inventories
The spirits maker's US decline reflects distributor destocking amid softer consumer demand.
Vinetur · +2 outlets
Bath & Body Works expands Ulta Beauty partnership to all stores for the holidays
The exclusive Pink Suede scent and seasonal assortment extend the two retailers' wholesale tie-up through December.
Retaildive · +14 outlets
Apparel giants Nike, Lululemon, Under Armour and VF lose billions as brands fight for a comeback
Once-dominant sportswear and apparel names have seen steep valuation declines amid weak demand.
Stocktwits · +5 outlets
US luxury spending declines for a third consecutive month
Softening luxury demand adds to evidence of a bifurcated US consumer.
World Footwear · +14 outlets
Nordstrom Rack to return to San Francisco with 51,500-square-foot Union Square store in fall 2027
The off-price retailer is re-entering the city three years after leaving, citing its retail revitalization.
Retaildive · +1 outlets
Amazon and Walmart turn retail efficiency into someone else's expense, PYMNTS argues
The two giants' supply-chain and cost advantages are pressuring suppliers and smaller competitors.
PYMNTS.com · +1 outlets