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).

U.S. consumer sentiment is up slightly from its 49.5 June reading to rest at 55.2 in July, but that figure remains 11% below the 61.7 notched last July. “Despite this month’s improvement in sentiment, consumers do not feel like they are thriving in the current economy,” said University of Michigan economist Joanne Hsu (more).

Retailers are suggesting, according to NRF data, that incidents of pure shoplifting may be easing somewhat as fraud and other scams appear to be ramping up. “Retail theft and violence remain persistent and costly issues for retailers, employees and communities. In response, retailers have invested heavily to harden stores and deter violence — efforts that appear to be having an effect,” the report authors wrote (more).

Amazon received approximately $600 million in tariff refunds, with the company’s brass stating that in limited cases, refunds may be issued to customers. “We’ve identified a limited set of circumstances where we can trace that we’ve passed specific import charges onto customers, and when we receive those refunds, we will proactively contact affected customers and automatically issue refunds to them,” Brian Olsavsky, finance chief for Amazon, said — also noting that lowered prices would also result more broadly (more).

Adobe data on packaging, unboxings, and included elements shows that shoppers are very receptive to high-quality, standout or attractive, and personalized packaging. A vast majority (73% of those surveyed) said premium packaging improves brand perception (more).