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Covering the latest news in the retail industry

  • October 22, 2025

    • Tesla is expected to report adjusted earnings of ~$1.9 billion, built on the back of record sales of nearly 500,000 vehicles in the most recent quarter. However, due to the expiry of the federal EV tax credit on Oct. 1, a lot of that demand is said to have been pulled forward, signaling potential trouble ahead (via CNN Business).
    • Southeastern Grocers LLC, parent of Winn-Dixie and Harveys Supermarket chains, is rebranding itself under one name — The Winn-Dixie Company — in early 2026. It also plans to refocus its energies on its home state of Florida, seeking to sell off ~40 locations outside of that state (via Chain Store Age).
    • Coca-Cola has started selling its President Trump-approved soda containing cane sugar, rather than high fructose corn syrup, in select cities and to certain retailers. The new variety was spurred by a demand from the president (via CNN Business).
    • Gen Zers and millennials are the most likely age cohorts to be celebrating Halloween this year, and spending is slated to hinge around candy, decorations, food, costumes, alcoholic beverages, and party supplies. The majority say they will primarily shop in store, while just 11% said they will primarily shop online, per Numerator data (via Chain Store Age).
    • Mattel missed both earnings and revenue projections for its Q3 business, with CEO Ynon Kreiz stating the company was “challenged in the third quarter by industry-wide shifts in retailer ordering patterns.” Barbie and Fisher-Price in particular showed declines, both lines falling by double digits (via CNBC).
    • LVMH could be seeking to sell its 50% stake in Rihanna-backed Fenty Beauty, sources claim. Said sources indicate that LVMH is working with investment bank Evercore concerning the potential sale. Both Rihanna and LVHM own a 50% stake in Fenty Beauty (via Reuters).

  • October 21, 2025

    • Amazon Web Services are back online after a major outage causes global business repercussions thoughout Monday, Oct. 20. The outage is estimated to have potentially caused hundreds of billions of dollars in damages (via CNN Business).
    • Dollar General is seeing an increase in grocery spend, according to Placer.ai data. “Location analytics reveal that Dollar General’s growth has been fueled largely by its dominance in short visits – in-and-out trips lasting less than 10 minutes for essentials like milk, bread, eggs, or snacks,” noted Placer.ai’s content manager Lila Margalit (via Chain Store Age).
    • Coca-Cola beat Wall Street expectations surrounding its Q3 business, with resilient demand for its zero-sugar beverages and smaller pack sizes driving sales strength. Based on the beats, Coca-Cola maintained its annual sales and profit targets, despite a challenging macroeconomic environment (via Reuters).
    • Nike CEO Elliott Hill recently outlined a strategy zeroed in on innovation, sport, and perhaps most importantly, rebuilding trust with consumers. “My first day on the job, my slide said two things: we’re a sport company, and we’re a growth company. When we grow sport, we grow the overall marketplace. And when that happens, I like our chances of growing” Hill told the media (via CNBC).
    • Unilever has delayed the planned spin-off of its famous Magnum Ice Cream unit as a result of the U.S. government shutdown. The SEC is currently unable to declare effective the registration statement required for shares of The Magnum Ice Cream Company to be listed and traded on the NYSE (via Reuters).
    • General Mills celebrated the 60th anniversary of one of its most famous mascots, the Pillsbury Doughboy, via a foray into the metaverse. “Inviting fans to experience the warmth of his home for the first time felt like the perfect way to celebrate this milestone birthday. Through an immersive experience and limited-edition Pillsbury collectibles, we’re giving people new ways to connect with the Doughboy and bring a touch of his delight and charm into their everyday lives,” said Michelle Odland, VP and business unit Director, Pillsbury (via Chain Store Age).

  • October 20, 2025

    • Best Buy is kicking off its holiday sale, cheekily titled “DoorBOOsters,” on Halloween, or Oct. 31. “No one does the holiday shopping season like Best Buy, so we decided to expand the definition of ‘holiday’ and start the fun on Halloween this year,” said Jason Bonfig, chief customer, product and fulfillment officer for Best Buy (via Chain Store Age).
    • Gucci owner Kering agreed to sell its beauty business to L’Oreal in a deal valued at approximately $4.6 billion. CEO Luca de Meo indicated that Kering was very interested in tackling the luxury group’s significant debt load while also refocusing its core fashion business (via Reuters).
    • Pokemon and sports cards are booming business, boosting Walmart and Target sales significantly YTD. Target reported a 70% YTD increase in this category, projecting over $1 billion in sales as 2025 draws to a close. Walmart Marketplace reported a 200% jump in trading card sales from Feb. 2024 through June 2025, with Pokemon sales up more than tenfold YoY (via CNBC).
    • Mammoth Brands is slated to acquire Coterie, the upscale diaper brand. The achievement for Coterie is marked as significant, given that it has been on the market for less than six years and the deal is rumored to be valued at ~$1 billion (via Forbes).
    • Comfort Colors, a brand within the larger Gildan business, has seen massive success over the past year. “Comfort Colors is probably the fastest-growing fashion brand,” Glenn Chamandy, Gildan’s co-founder and CEO. “When you walk into a souvenir store today, you’ll see Comfort Colors on every single one of those tables where you used to see fashion brands before” (via CNBC).
    • Wayfair is growing its physical footprint, with its Perigold banner opening a second store, this time in West Palm Beach, Florida. “West Palm Beach is a vibrant and fast-growing market, and our customers here are already deeply engaged with Perigold online,” said Rebecca Ginns, global head of Perigold. (via Chain Store Age).

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