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Covering the latest news in the retail industry

  • 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).

  • October 29, 2025

    • The Federal Reserve delivered a quarter-point interest rate cut today, to a new range of 3.75% and 4%. Perhaps as a result of the expectation, U.S. stocks enjoyed an upward trend in early morning trading (via CNN Business).
    • Apple is now worth more than $4 trillion, joining companies such as Nvidia and Microsoft in that exclusive club. The stock price has shown slight growth tis year, perhaps bolstered by strong sales of its latest iPhone model, but have not quite reached the gains exhibited in 2024 (via CNN Business).
    • IKEA, Amazon, and Saks Fifth Avenue were the top retailers mentioned by the American Innovation Index’s latest rankings on innovation, based on consumer opinion. Victoria’s Secret, Costco, TJX, and Bath & Body Works followed in the listings (via Chain Store Age).
    • The National Retail Federation’s most recent “Impact of Retail Theft & Violence” report suggested that retailers had seen an 18% increase in shoplifting incidents in 2024 versus the year prior. “Retailers are contending with rising levels of theft, fraud and violence, while continuing to refine security measures, utilize technologies and partner with law enforcement in efforts to curtail loss across the retail landscape,” NRF VP for Asset Protection and Retail Operations, David Johnston, said (via NRF).
    • Kraft Heinz slashed its annual sales and profit forecasts on Oct. 29, highlighting ongoing pushback from cash-strapped consumers against pricier pantry staples and snacks. As a result, shares fell by a little more than 2% in early morning trading (via Reuters).
    • Adidas expects U.S. import tariffs to have a $140 million negative impact on its operating profit this year, with Q4 in particular showing the greatest hit. “The indirect impact of the tariffs, we don’t know. We do not know how the consumer will react in the U.S. when these higher prices come to effect,” CEO Bjorn Gulden said (via Reuters).

  • October 28, 2025

    • Amazon expects to trim at least 14,000 corporate positions, with as many as 30,000 jobs being potentially slashed in the days to come. The ecomm giant indicated that it was attempting to course correct for over-hiring it had done during the pandemic era (via Reuters).
    • PayPal shares ticked upward by as much as 13% following news that the company had partnered with OpenAI to become the first payment wallet within ChatGPT. ChatGPT is famously beginning the process of bringing gen AI-led shopping to the broader consumer base (via CNBC).
    • Texas Attorney General Ken Paxton has launched a lawsuit against Johnson & Johnson and Kenvue, claiming that both companies had “deceptively” marketed Tylenol to pregnant mothers, with the AG claiming a link to an increased risk of autism concerning the newborn (via CNN).
    • JCPenney is exhibiting optimism in advance of this year’s holiday season, with the company citing “undeniable” momentum leading into November and December. The retailer is partnering up with iHeartRadio for the iHeartRadio Jingle Ball, launching a fashion collection inspired by the event (via Chain Store Age).
    • Grubhub has partnered with Instacart to allow Grubhub users to shop Instacart’s more than 1,000 grocery retailers. “This partnership marks an exciting step forward for Grubhub,” said Howard Migdal, CEO of Grubhub. “With nearly 20 million customers and access to over 415,000 restaurants, we’re now expanding our platform to include groceries powered by Instacart – delivering an unmatched level of choice and value” (via Chain Store Age).
    • David’s Bridal’s latest concept store, Diamonds & Pearls, is expanding its presence in the Greater Boston area with a new location in Burlington, Massachusetts. This follow a successful opening in Delray, Florida, and signal strength for the brand (via Forbes).

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