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Covering the latest news in the retail industry

  • ‘Target Fast’ Boycott Comes to an End

    At least one of the DEI-centric boycotts pertaining to Target is coming to an end, as “Target Fast” has been called off by its organizer. Pastor Jamal Bryant of the New Birth Missionary Baptist Church called for an end to the boycott after Target allegedly privately admitted to a breakdown in trust with the Black community and recommitted itself to funding Black-led community groups and businesses (via Forbes).

    By Nicholas Morine • March 13, 2026

  • Iran Conflict Could Push Food Inflation Even Higher

    The continuing conflict in Iran could push food inflation even higher, experts suggest, with fertilizer being in short supply. “Higher energy and input costs risk reigniting global food inflation just as retail food prices had returned to more historical levels in many countries,” the International Food Policy Research Institute wrote (via CNBC).

    By Nicholas Morine • March 13, 2026

  • Ulta Beauty Delivers Mixed Q4 Results

    Ulta Beauty delivered a mixed report card for its fourth quarter, beating LSEG projections on revenue while missing on earnings per share. Revenue was pegged at $3.9 billion against $3.8 expected, while EPS came in at $8.01 versus $8.03 anticipated (via CNBC).

    By Nicholas Morine • March 13, 2026

  • Costco Partners on Fertility Program To Reduce Costs on Medications

    Costco is partnering with Sesame and IVI RMA North America to reduce the cost of fertility care and specialist treatments. “By combining transparent pricing with coordinated care, we’re removing the barriers that have historically kept quality fertility treatment out of reach for too many families,” said Richard Stephens, SVP of pharmacy at Costco (via Chain Store Age).

    By Nicholas Morine • March 13, 2026

  • Goldman Sachs Predicts Oil Over $100 Per Barrel in March

    Goldman Sachs set a predicted price of oil, per barrel, of $100 in March — and $85 in April. The ongoing Iran conflict is at the heart of these price predictions, with the status of the conflict being highly unpredictable (via Reuters).

    By Nicholas Morine • March 13, 2026

  • Honda Cancels 3 US EVs, Announces Up to $15.8 Billion in Losses

    Honda has scrapped plans for three EVs which would have hit the U.S. market, as well as announced up to $15.8 billion in losses tied to tariffs and declining EV demand (via Automotive News).

    By Nicholas Morine • March 12, 2026

  • Papa John’s International Weighs Reported $1.5 Billion Offer

    Papa John’s International is reportedly weighing a $1.5 billion deal to go private under an acquisition offer from Irth Capital. The Qatari-based investment fund, backed by Brookfield, is said to have offered $47 per share, a 44% premium over Papa John’s most recent closing price (via FOX Business).

    By Nicholas Morine • March 12, 2026

  • The US K-Shaped Economy Continues Apace

    According to New York Fed data compiled by Apollo Academy, the K-shaped economy currently taking place in the U.S. is continuing with no signs of slowing. “The stronger growth in consumer spending for high-income households is driven by the K-shaped growth in wages and wealth,” wrote economist Torsten Slok (via Apollo Academy).

    By Nicholas Morine • March 12, 2026

  • Dick’s Sporting Goods Projects Weaker Near-Term Growth Due to Foot Locker Acquisition

    Dick’s Sporting Goods is signaling a weaker near-term fiscal report card, largely due to its recent acquisition of Foot Locker. “In retail you’re never really done cleaning out the garage. Anything else going forward is normal course of business,” said executive chairman Ed Stack (via CNBC).

    By Nicholas Morine • March 12, 2026

  • Oil Prices Touch $100 Per Barrel Again Over Iran Conflict

    The ongoing Iran conflict forced oil prices above $100 again as no sign of cessation of tensions was seen. The U.S. Navy is not yet in a position to escort ships through the Strait of Hormuz, with a loose timeline being pegged at later this month (via NBC News).

    By Nicholas Morine • March 12, 2026

  • Bojangles Returns To New York City

    North Carolina-based quick-service chain Bojangles has returned to NYC, in the East Flatbush portion of Brooklyn. “Opening in New York is a powerful moment for Bojangles and a meaningful step in our journey to become a truly national brand. We’re excited to bring our Southern roots, bold flavors and hospitality to one of the most iconic markets in the world, and to grow alongside a franchise partner who shares our vision for what Bojangles can be,” said Jose Armario, CEO of Bojangles (via Chain Store Age).

  • Aldi Plans To Open Over 180 Stores in 2026

    Aldi has stated its intention to open more than 180 stores across 31 states in 2026, with the broader plan of reaching a store count of 3,200 by the end of 2028. “One-in-three U.S. households shopped at Aldi this past year, and in 2026 we’re focused on making it even easier for customers to shop our aisles first. That means bringing Aldi to even more neighborhoods, upgrading our website and planning additional distribution centers to keep our shelves stocked with the products our shoppers love,” said Atty McGrath, CEO of Aldi U.S. (via Chain Store Age).

  • CPI Data Expected Jan. 13

    With the Labor Department set to release the latest set of consumer price index on Jan. 13, analysts suggest the outlook could be “muddy.” “This is going to be an extremely muddy report because of the lingering questions around the October and November CPI report. Most of the data was affected by the government shutdown,” EY-Parthenon chief economist Greg Daco said (via FOX Business).

  • Walmart Signs On With Google Gemini

    Walmart has inked a deal with Google Gemini, hoping to have its products incorporated into Gemini’s agentic AI protocols to offer shoppers a new channel to purchase. This news follows an October announcement that Walmart had also partnered with OpenAI’s ChatGPT for a similar purpose. “The transition from traditional web or app search to agent-led commerce represents the next great evolution in retail. We aren’t just watching the shift, we are driving it,” incoming Walmart CEO John Furner said (via CNBC).

  • Three US Cities Account for 60% of Notable Retail Expansion

    Per data coming from JLL, a mere three U.S. cities account for 60% of “notable” retail expansion in Canada and the United States — Miami, New York City, and Los Angeles. Further, high-street retail investment ballooned by a whopping 82% in 2025, the most significant investment expansion in about a decade (via Chain Store Age).

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