Costco November comp sales (ex-fuel & f/x): Total company +4.9% / US +4.3% / Canada +5.7% / Other Int’l +7.3% / Ecom -2.5% “E-commerce sales in November were negatively impacted by an estimated 15 percentage points, due to Thanksgiving / Black Friday / Cyber Monday occurring a week later this year versus last year. Total and comparable sales were negatively impacted by approximately one and one-half percent as a result of the shift in E-commerce sales.” Press release

 

Kroger Q3 identical sales without fuel +2.3% Press release

 

Five Below Q3 comp sales +0.6% Press release

 

…Five Below Names Winnie Park CEO “Ms. Park served as Chief Executive Officer of Forever 21 since January 2022…Prior to Forever 21, Ms. Park was the CEO of Paper Source…” Press release

 

Dollar General Q3: comp sales +1.3% / net sales +5.0% Press release

 

Dollar Tree, Inc. Q3 comp sales: Dollar Tree +1.8%; Family Dollar +1.9%; Enterprise +1.8% Press release

 

…CRAMER’S TAKE: “Dollar General reported a pretty good quarter. The stock was up. The company did say its core customer is financially constrained. Rival Dollar Tree delivered a strong quarter earlier this week, and several Wall Street analysts raised their prices targets on the company that also owns the Family Dollar chain.”

 

Chewy Q3 net sales +4.8% Press release

 

***A message from Sensi: Sensi named a “Best Smart Thermostat of 2024” by CNET noting its simple and intuitive display, which allows you to make changes easily. Website | Contact: info@eyeonretail.net

 

TODAY – Tractor Supply Company Rings the Opening Bell at Nasdaq

 

Shares of American Eagle drop as company issues weak holiday guidance at CNBC. “For its holiday quarter, American Eagle is expecting comparable sales to be up around 1%, with total sales down about 4%…The outlook is below the 2.2% comparable sales growth StreetAccount was looking for and the 1% sales decline LSEG had expected.” Read more

 

Build-A-Bear Workshop Q3 revenue +11.0% Press release

 

Jeff Bezos says he’s ‘putting a lot of time’ in at Amazon to help it become an AI winner at Yahoo. “Bezos said that 95% of his time at Amazon is spent focusing on AI within the company…My heart is in Amazon, my curiosity is in Amazon, and my fears are there and my love is there,” Bezos said. “I’m never going to forget about Amazon. I’ll always be there to help…” Read more

 

Target’s bid to toss shareholder lawsuit over Pride backlash rejected by judge at Reuters/NY Post

 

District of Columbia says Amazon secretly stopped fast deliveries to 2 predominantly Black ZIP codes at AP. “There have been specific and targeted acts against drivers delivering Amazon packages” in the two ZIP codes and the company made the change to “put the safety of delivery drivers first,” Amazon spokesperson Kelly Nantel said…” Read more

 

Amazon chipping in $10M in tips for customers who thank their delivery drivers during the holidays at GeekWire

 

Bezos: Incumbent on media to ‘persuade’ Trump press ‘not the enemy’ at The Hill. “You’ve probably grown in the last two years, he has too,” he told journalist Andrew Ross Sorkin during an interview. “Let’s go persuade him of this. I don’t think he’s going to see it the same way, but maybe I’ll be wrong.” Read more

 

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