Target Cuts | Canada Ban Today | Bezos #1 Builder | MAHA/WH Friction
Target is lowering prices on nearly 2,000 home and apparel & accessories items "Apparel and shoes: ...select items priced 20% or more lower than last year...Home: A fully refreshed bedding assortment, with prices 15% lower, on average..." Press release An outright ban on certain Canadian products took effect Tuesday at NY Times. "On Monday, U.S. officials released a notice saying Canadian products including whey protein, molasses, nonalcoholic beer, wine, vermouth and a variety of liquor would be “unconditionally rejected” by U.S. Customs and Border Protection starting at 12:01 a.m. Tuesday." NY Times subs. Inside McDonald’s push to [...]
Lowe’s Debuts Drones | Kroger’s New Dress Code | Amazon +$3B India
Lowe’s is launching a drone delivery service in partnership with DoorDash, Alphabet at CNBC. "(Lowe's) said the new drone delivery service — a first in the home improvement retail space — will give customers access to over 100 products in a delivery window as fast as 20 minutes. A pilot program is already live in North Carolina, with plans for expansion." Read more Amazon bets $3 billion on India's fast-delivery boom, sources say at Reuters. "A key focus of the planned investment will be adding new small neighborhood warehouses...The other key areas of spending, the first person added, [...]
Bezos @ Trump-Xi | BJ’s @ 42 | Amazon Drones Overwhelm TX Town
Here’s who we know is going to the Trump-Xi dinner so far: CNBC Nvidia’s Jensen Huang OpenAI’s Sam Altman Google’s Sundar Pichai Tesla and SpaceX’s Elon Musk Citigroup’s Jane Fraser Amazon’s Jeff Bezos Apple’s Tim Cook Dell’s Michael Dell AutoZone Inc. Q4 comp sales +1.5% Press release BJ’s Wholesale Club celebrates 42nd birthday "...the company is offering members 42% off dozens of items they love and rely on every day." Press release Amazon Drones Overwhelm a Texas Suburb at NY Times. "In Richardson, a fleet of drones has started to deliver goods quickly. But the noise [...]
Guggina @ Fast Co. | 400 Richest US | Costco/DDash Team
DoorDash and Uber Eats to offer delivery from US Costco stores at AP. "DoorDash said it will deliver groceries, household items and electronics from all of Costco’s U.S. stores. Delivery will only be available to Costco members..." Read more Walmart wants to change how you shop online, and it’s already working at Fast Company. "The value of the average online order is 40% higher since implementing (AI agent Sparky), according to Guggina. Refining searches in Walmart’s online universe and finding exactly what customers need leads to “new ways for Walmart to show up” for Walmart shoppers, he said." [...]
Prime Days Oct 6-7 | Target’s New CMO | WinCo Foe
Prime Big Deal Days is Back October 6-7 "Starting October 6 at 12:01 a.m. PDT...New drops launch three times daily at midnight, 8 a.m., and 1 p.m. PDT..." Press release Meet Mark Weinstein, Target’s New Chief Marketing and Guest Experience Officer "There’s a real opportunity here to think about the guest experience from car door opening to car door closing. We have to be good at everything, but where will we be distinctive? Be great? What do we want to be known for?" Press release ...Most recently, he served as chief marketing officer at Hilton Bio [...]
Bain: Holiday +4.5% | Costco +5.4% | WM Restaurant Delivery
Bain: US retail sales to grow 4.5% YoY in holiday shopping season in Nov-Dec "...well ahead of a 3.5% YoY rise recorded in the 2025 holiday season...performance to exceed $1 trillion for the first time." Press release Costco August comp sales (ex-fuel & f/x) +5.4%: US +5.6% / Canada +2.8% / Other Int'l +6.8% / Digitally-Enabled +17.9% "...net sales of $23.70 billion for the retail month of August, the four weeks ended August 30, 2026, an increase of 9.9 percent from $21.56 billion last year." Press release Walmart Expands Restaurant Delivery with Dunkin’ "...Walmart is a rapidly [...]
HBR: Merchant Model Dead | Kohl’s CMO from WM | YouTube/Amazon Team
YouTube Inks Amazon Partnership to Boost Online Shopping Bet at Bloomberg. "YouTube creators can now seamlessly tag Amazon products in their videos and livestreams, driving more business directly to the enormous global marketplace while taking a cut from sales. “It’s the biggest online retailer in the world coming together with the most-used application on the internet,” YouTube Shopping chief Travis Katz said in an interview." Bloomberg subs. ...Livestream shopping is gaining steam in the U.S., thanks to apps like TikTok and Whatnot at CNBC. "It feels like things are really, really clicking and live shopping is becoming a bit [...]
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