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Covering the latest news in the retail industry

  • September 4, 2025

    • Gap has plans to move into the beauty and personal care segment this fall, with some offerings being put forth under the Old Navy Brand (via Reuters).
    • Starbucks is deploying an AI-driven technology centered around inventory counts to more than 11,000 company-owned stores across North America (via Reuters).
    • SHEIN is launching a probe into a product image displayed on its website which allegedly bore the likeness of accused killer Luigi Mangione (via FOX Business).
    • Ulta has opened its first two stores in Mexico, with plans to open a number of other locations in the country by year’s end (via Chain Store Age).
    • Dollar Tree reported a healthy Q2, with strong sales and successful tariff mitigation efforts front and center. “While sales growth was strong across all income cohorts, we continue to see especially strong performance from middle- and higher-income customers,” CEO Mike Creedon said (via Chain Store Age).
    • American Eagle shares soared in early morning trading following the company’s sunny Sept. 3 earnings report. “The fall season is off to a positive start. Fueled by stronger product offerings and the success of recent marketing campaigns with Sydney Sweeney and Travis Kelce, we have seen an uptick in customer awareness, engagement and comparable sales,” CEO Jay Schottenstein said (via CNN Business)
    • Giorgio Armani, an iconic figure in the fashion business, passed away at the age of 91 (via FOX Business).
    • The U.S. job market report for July came in soft, with 73,000 jobs added (net) versus 115,000 expected. May and June’s numbers were slashed in a downward revision as well (via CNN Business).

  • September 3, 2025

    • PepsiCo has received commentary from activist investor Elliott Management, which has a $4 billion stake in the company. “PepsiCo finds itself at a critical inflection point… The company has an opportunity – and an obligation – to improve financial performance and regain its position as an industry leader,” the investor said (via CNN Business).
    • Trump’s tariffs have been have been ruled unlawful by a federal appeals court, and this could potentially result in a ~$200 billion refund to businesses if the decision is maintained. The Trump administration is preparing an appeal (via CNN Business).
    • Amazon is restricting its 15-year policy allowing Amazon Prime members to share free shipping perks with invitees. The change goes into effect Oct. 1 (via FOX Business).
    • Macy’s raised its yearly sales and profit forecasts, largely based on strong demand across its Bloomingdale’s and Bluemercury labels. Share prices jumped by ~20% in early morning trading (via Reuters).
    • Starbucks is launching protein-loaded cold foam and lattes to its menu beginning Sept. 29 (via CNBC).
    • U.S. consumers are expected to spend 5% less this holiday season, per PwC data, with Gen Zers in particular stating they expect to spend 23% less than in 2024 (via CNBC)
    • Dollar Tree offered current-quarter profit projections below estimates as a result of tariffs pushing cost increases. Despite this, the company expects steady demand (via Reuters).
    • Corona and Modelo importer Constellation Brands lowered its forecast for the current fiscal year, citing weakening demand for beer (via FOX Business).

  • September 2, 2025

    • Nestle has dismissed CEO Laurent Freixe for his failure to disclose a romantic relationship with a direct subordinate. “This new change is likely to keep afloat the question mark about the mid-term direction of the company,” JP Morgan analysts said (via CNN Business).
    • Kraft Heinz announced it would be splitting into two separate companies, effectively undoing its 2015 merger which was arranged, in part, by Berkshire Hathaway (via CNN Business).
    • Cracker Barrel fired back against Steak ‘n Shake CEO Sardar Biglari after the latter publicly criticized the former’s rebranding efforts (via FOX Business).
    • McDonald’s has announced the return of its popular Extra Value Meals. Customers will save 15% on combo meals as compared to buying the menu items separately (via CNBC).
    • U.S. small businesses continued to exhibit strength in August, per Fiserv data. Year-over-year, sales grew by 3.9% and transactions by 3.7%, although growth was a bit lower than in July (via Chain Store Age).
    • Suntory CEO Takeshi Niinami has resigned from the company following allegations he may have purchased an illegal supplement, in breach of Japan’s strict drug laws (via Reuters).
    • Walmart of Mexico and Central America is ramping up investment in El Salvador to the tune of about $260 million. Store openings and remodels, as well as several operational upgrades besides, are in the cards (via Chain Store Age).

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