October 30, 2025
- Walmart is partnering with Eli Lilly to sell the latter’s Zepbound weight-loss drug at Walmart’s ~4,600 pharmacies from coast to coast. “Life is busy, and this will help people discover new, easy ways to get their medication,” said Kevin Host, senior VP of pharmacy at Walmart. “We are known for building great relationships with our patients, and our teams look forward to doing more of that through making this pickup option available from our trusted pharmacists and pharmacy technicians” (via Walmart).
- Holiday sales browsing is projected to be nearly evenly split between online channels and in-store, according to NIQ’s Consumer Outlook: Guide to 2026 report. However, Gen Zers and millennials are much more likely to use social media and influencers for gift-giving inspiration, versus other generational cohorts (via Chain Store Age).
- Stellantis shrugged off seven consecutive quarters of decline on the back of strong North American numbers. The automaker exhibited a 13% improvement in net revenue (to ~$43.2 billion) under the leadership of new CEO Antonio Filosa (via AP News).
- Starbucks delivered mixed financial results this quarter, providing a slight revenue beat ($9.57 billion versus $9.35 billion expected) as well as an EPS miss (52 cents adjusted against 56 cents expected). “We’re a year into our ‘Back to Starbucks’ strategy, and it’s clear that our turnaround is taking hold,” CEO Brian Niccol said in a statement (via CNBC).
- Discount and dollar stores are benefiting from U.S. consumers trading down, according to Cardlytics data. Dollar General, Walmart, and Ross were named as notable beneficiaries of weakened consumer sentiment (via Chain Store Age).
- Chipotle slashed its annual sales forecasts for the third time this year, citing expectations that consumer demand is expected to remain pressured into 2026. Households earning less than $100,000 per year have curtailed their spend sharply, according to company execs (via Reuters).