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Covering the latest news in the retail industry

  • August 14, 2025

    • Walmart is extending its 10% employee discount to include groceries. Approximately 1.6 million U.S. staff will be entitled to avail of this program (via Quartz).
    • Wawa will open its very first travel center as it expands into new markets. An 8,000-square-foot location is slated to open in Hope Mills, North Carolina, on Aug. 28 (via Chain Store Age).
    • Ulta announced the wrap-up of its mini-store partnership with Target as soon as the contract ends in August 2026. No further detail was given as to reasoning behind the ending of the partnership (via Reuters).
    • New York Attorney General Letitia James has sued Zelle operator Early Warning Services over allegations that the company was aware of substantial susceptibilities for fraud impacting users, but did nothing to ameliorate these (via CNN Business).
    • Tapestry estimated annual profit levels falling below estimates. The parent company behind the popular Coach brand saw share prices tumble by 14% in morning trading, potentially as a result (via Reuters).
    • U.S. female consumers are slowing discretionary spending more significantly than their male counterparts, per Circana data. In H2 2025, American women exhibited flat YoY discretionary spending, while men saw discretionary spending growth of 3% (via Circana).
    • Claire’s U.K. and Ireland business has followed in the footsteps of its U.S. business counterpart, entering administration as it fails to find a buyer. The potential failure of the enterprise puts more than 2,150 jobs at risk (via Forbes).
    • Birkenstock topped Q3 expectations, citing strong demand and positive positioning versus the ongoing tariffs on European imports (via Reuters).
    • eBay announced the upcoming release of new seller tools, including an opt-in AI assistant chat tool and a “your cost” field including in-line via listing. Improved seller protections around tracked and delivered products are also coming online (via Chain Store Age).

  • August 13, 2025

    • Nearly all U.S. households purchased at least one private label item over the course of the past year, per Numerator data. A full 99.9% of households indicated as much in the grocery category, with health and beauty, household, and home and garden categories not far behind (via Chain Store Age).
    • Pop Mart is expanding into the iconic Mall of America, marking Minnesota’s first brick-and-mortar location for the brand. Pop Mart, famous for the much-desired Labubu doll lineup, continues its expansion (via Chain Store Age).
    • Amazon is now offering perishable food items to its same-day delivery roster in order to compete with Instacart and Walmart. Currently available in 1,000 U.S. cities, the goal is to service 2,300 urban areas by the end of 2025 (via Reuters).
    • Apple has rejected accusations coming from X owner Elon Musk related to its alleged listing bias within the Apple App Store. “We feature thousands of apps through charts, algorithmic recommendations and curated lists selected by experts using objective criteria,” the tech company stated (via BBC).
    • Fanatics is launching a loyalty program which will reward sports fans for their purchases and bets. Members will gain access to exclusive events, giveaways, and free shipping offers (via CNBC).
    • Poshmark founder and CEO Manish Chandra is exiting the role as chief executive officer to assume a seat on the company’s board. Namsun Kim, Poshmark’s executive chairman, will take the helm (via PR Newswire).
    • Burlington has has completed 50% of its planned store refreshes, with the remainder to complete their transition by the end of 2026. The retailer invites customers in select cities to enjoy in-store celebrations, including giveaways, from Aug. 15-Aug.17 (via PR Newswire).
    • GE Appliances, owned by Haier, has signaled plans to invest more than $3 billion over the next five years in its U.S. operations (via Reuters).
    • Gildan Activewear is acquiring HanesBrand in a deal valued at $4.4 billion. “With this transaction, our revenues will double and we achieve a scale that distinctly sets us apart,” said Glenn J. Chamandy, president and CEO of Gildan (via Chain Store Age).

  • August 12, 2025

    • Target is getting an early start on the Halloween season, introducing more than 1,500 seasonal items on its website in advance of the holiday (via Chain Store Age).
    • Eastman Kodak has signaled it may not be able to continue operations. Kodak warned that it does not have “committed financing or available liquidity” to pay its ~$500 million in upcoming debt obligations (via CNN Business).
    • Intel CEO Lip-Bu Tan met with President Trump, a meeting which the president described as “a very interesting one” before pivoting to laud the CEO’s successes. This meeting follows messages issued by Trump critiquing Tan for alleged ties to China (via Engadget).
    • Elon Musk has threatened that xAI will take legal action against Apple, alleging that Apple is violating antitrust regulations in its management of App Store rankings (via Reuters).
    • Mercedes-Benz CEO Ola Källenius warned that Europe’s automotive industry could “collapse” if the EU’s ban on internal combustion engine vehicles, slated for 2035, takes hold (via Motor1).
    • U.S.-China tariffs have been once again paused, this time for a further 90 days, giving leaders representing both nations time to seek further agreement (via CNN Business).
    • Taco Bell has expanded its popular Baja Blast beverage lineup, introducing passion fruit and lime-flavored Baja Midnight (via CNN Business).
    • Walmart has settled a consumer protection lawsuit related to overcharging customers on weighted products, for the sum of $5.6 million (via Supermarket News).
    • Kroger has settled a lawsuit filed by C&S Wholesale Grocers earlier this year. C&S had filed the lawsuit as a result of the failed Kroger-Albertsons acquisition, through which it was slated to acquire almost “600 Kroger and Albertsons stores, distribution centers and other assets as part of a divestiture plan” (via Chain Store Age).

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