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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

  • St. Patrick’s Day Celebrations Could See $7.7 Billion in Spend

    St. Patrick’s Day spending could reach $7.7 billion this year, according to NRF projections. Per-person spend is expected to come in at around $47.45, up from $43.64 last year, and 60% appear read to don the green and celebrate the holiday in 2026 (via NRF).

  • Best Buy Positions Itself as AI Product Hub

    Best Buy is positioning itself as the go-to retailer for AI-powered devices, with AI glasses and gaming peripherals being some examples of this strategy. “The idea of AI for the consumer is kind of a long-tail space where we will have a unique advantage,” CEO Corie Barry said (via Modern Retail).

  • Anheuser-Busch Shows Strength Despite Struggling Beer Market

    Anheuser-Busch is showing relative strength as the overall beer market shows signs of struggling. Michelob Ultra is the best-selling beer in the United States, and “Anheuser-Busch has done a really good job diversifying their portfolio,” according to Dave Williams, president of Bump Williams Consulting (via CNN Business).

  • China’s Trade Surplus Hits Record Highs as Exports Swell

    China’s trade surplus hit a record high during the January-February period, rising to $213.6 billion — beating estimates of ~$180 billion. Exports from China rose by 21.8% year-over-year during the same time frame (via CNBC).

  • Oil Prices Fall Beneath $90 Per Barrel

    After hitting a high of nearly $120 the day prior, oil prices fell to about $90 per barrel on Mar. 10, easing some investor fears. Regardless, oil prices remain elevated in the face of the ongoing Iran conflict (via AP News).

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