Convenience stores are losing a fair bit of business over perceptions that many of their products are too pricey, according to recent data. “The convenience channel is more expensive to buy these sorts of products in, and that’s likely driving down some of that unit consumption,” said Chris Costagli, vice president of food thought leadership at NielsenIQ (more).

Target has named former Walmart exec Jeff England as its new chief supply chain and logistics officer. “I’m confident in the strategy and priorities that have been set, and I believe deeply in the impact that a reliable and agile supply chain network can have on the pace of growth,” England said of his new position (more).

DoorDash data is now suggesting that 22% of diners have used an AI tool to help them choose a restaurant. Further, the data suggested an expectations gap, with three-quarters of diners feeling comfortable with an AI agent answering the call for reservations — and only 28% of restaurant operators deploying AI in this fashion (more).

Home Depot scored several wins on its Q1 report card, with sales rising to $41.77 billion (up ~5%), as well as EPS at $3.43 adjusted against $3.41 anticipated. “The homeowner in a relative sense is perhaps more protected financially than other customer cohorts and so we continue to see engagement,” finance chief Richard McPhail said (more).

Off-price retailers continued to press their foot traffic advantage over department stores in Q1 2026, picking up 65.7% of combined visit share. In the category, Ross Dress for Less exhibited the most strength, with TJ Maxx and Marshalls showing signs of recent pullback (more).