NRF forecasts holiday retail sales to top $1 trillion, up 4.2%, aided by inflation
The National Retail Federation expects healthy holiday spending growth, with roughly half of the increase coming from price gains rather than higher volumes.
VisionMonday.com · +13 outlets
US retail sales rose 0.8% in September, 12th straight monthly gain, as gasoline prices lifted the total
Retail sales advanced for a 12th consecutive month but the gain leaned on higher gasoline prices, with producer prices posting their largest rise in 4.5 years.
Northwest Arkansas Democrat-Gazette · +14 outlets
KFC ends nearly 40-year Pepsi partnership, switching to Coca-Cola in 2027
The fried chicken chain, once owned by Pepsi, is swapping beverage suppliers as part of a broader menu and operations overhaul.
Restaurantdive · +14 outlets
LVMH sales expose luxury retail's uneven recovery as China slowdown weighs
The luxury group's results highlight divergent demand, with weakness in China offsetting strength elsewhere.
Retail Insight Network · +3 outlets
Walmart moves to take on Costco with a new shopping perk
Walmart is adding a member-style benefit as competition with warehouse clubs intensifies ahead of the holidays.
Yahoo Finance · +14 outlets
Amazon blocks third-party AI agents from shopping its site, citing ad business
Amazon is resisting agentic commerce tools that bypass its sponsored-product placement and search monetization.
Business Model Analyst · +14 outlets
Walmart sees diesel prices erasing a $2.9 billion tariff refund by end of 2027, Deutsche Bank says
Rising freight fuel costs could offset the benefit Walmart expected from tariff refunds over the next two years.
Business Insider Africa · +7 outlets
Amazon Ads and Walmart Connect grow on different models, with Walmart faster on in-store data
The two retail media networks are diverging, with Walmart leaning on store-level shopper data while Amazon dominates e-commerce search.
Pluang · +14 outlets
Walmart, Target and Kroger face a growing shoplifting trend
Retailers are grappling with rising theft as shrink pressures margins across mass merchandise and grocery.
TheStreet · +7 outlets
Retail sales rise but real customer buying volume lags, suggesting inflation is doing the work
Nominal sales gains are outpacing real volumes, a pattern analysts flag as a warning sign for the consumer.
Seeking Alpha · +14 outlets
Google's Universal Cart goes live and retailers push back
Retailers are voicing concerns about Google's new cross-site shopping cart as it begins rolling out.
Startup Fortune · +10 outlets
Walmart, Target face new price pressure as costs surge
Rising input and operating costs are complicating pricing decisions for the largest mass retailers.
TheStreet · +13 outlets
Walmart launches New York design team and private-label fashion expansion
The retailer is building in-house apparel design capacity to capture more customer spending on private labels.
Foreign Policy Journal · +14 outlets
Shoppers Stop returns to profit in Q2FY27 with EBITDA up 56%, but same-store sales growth slows
The Indian department store chain swung back to profitability even as delayed festive demand weighed on same-store sales, and the stock fell.
Indian Retailer · +3 outlets
Target bets on TikTok-native brands like Mellow Sleep to revamp its home category
Target is courting social-media-driven brands and rolling out AI-powered task tools in stores as it tries to reignite its home business.
Modern Retail · +2 outlets
Walmart expands premium wellness brand Cymbiotika to more than 2,300 stores
The retailer is widening its high-end wellness assortment across its store base as it chases higher-margin categories.
Drug Store News · +4 outlets
Aldi cuts prices in a move that could pressure Costco
The discount grocer is lowering prices, intensifying value competition among club and grocery chains.
TheStreet · +1 outlets
Nearly two-thirds of shoppers plan to cut some holiday purchases, survey finds
A LendingTree survey shows shoppers trimming budgets on items including costumes and candy despite healthy sales forecasts.
Retaildive