Wayfair indicated its strongest U.S. growth since the pandemic era as it closed out its Q2 with a bang. Sales improved stateside by 8.7% to $3.1 billion, with free cash flow hitting $301 million. “We are excited to see ramping growth in the Wayfair business and complementing that with outsized growth from our specialty and luxury brands, all building to why we expect to see even further acceleration as our numerous initiatives play out,” CEO Niraj Shah said (more).

Target is doubling down on its Good & Gather private label lineup by serving up a cookbook based entirely around said products. “Our team has decades of experience developing recipes and products, so every dish in this cookbook was created with approachable ingredients and tested with everyday kitchens in mind,” said Target exec Diane Douglas (more).

Ahold Delhaize USA has partnered with CPG companies providing recipes to allow grocery shoppers to add products directly to cart. “This partnership reflects how we are continuing to evolve our digital ecosystem to better serve our customers and our partners,” said exec Keith Nicks (more).

McDonald’s released a mixed report card for its second-quarter earnings, with EPS registered at $3.38 adjusted versus $3.32 expected and revenue at $7.1 billion against $7.13 billion anticipated. U.S. same-store sales slowed to a growth figure of just 0.8%, even as traffic fell. “While our playbook is working around the world, we see an opportunity to raise the bar in the U.S. and accelerate performance in our largest market,” McDonald’s CEO Chris Kempczinski said (more).

Major retailers such as Amazon, CVS, Costco, and Walmart could end up snagging the lion’s share of the GLP-1 weight-loss drug market as American employers drop coverage for these medications. “Retailers are betting that if they can become the front door for obesity care, they’ll earn a relationship that extends far beyond a single GLP-1 prescription,” said Eric Bormel of Solomon Partners’ healthcare group (more).