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: 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 [...]

  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 [...]

  Best Buy Q2 comp sales +4.1% (vs. +1.0% outlook) "Raising F27 annual guidance to: Comparable sales % change of 1.9% to 3.0%, compared to prior guidance of (1.0%) to 1.0%." Press release   ...Best Buy tops quarterly estimates, raises outlook as computing shows strength at CNBC. "The earnings marked the last quarter of reporting under current CEO Corie Barry. (Jason) Bonfig will take over the reins of the company on Nov. 1..." Read more   Dollar General Corp Q2 comp sales +3.5% "...reflecting increases of 2.0% in customer traffic and 1.5% in average transaction amount...growth in each of the consumables, [...]

  Dick's Business Q2 comp sales +4.9% "...comps for the Foot Locker Business declined 3.6%...Revises full year 2026 outlook: Maintains Dick's Business comp sales outlook of 2.5% to 4.0% growth. Lowers Foot Locker Business proforma comparable sales outlook to a range of negative 2.0% to 0.0%. Lowers operating income outlook for both Dick's and Foot Locker Businesses." Press release   ...Dick’s Sporting Goods stock falls amid revenue miss, cites ‘challenging’ footwear market at CNBC. "For the period ended Aug. 1, Dick’s reported net income of $315 million, or $3.50 per share, down from $381 million, or $4.71 per share, the [...]

  Walmart Q2 US comp sales +2.6% / Hikes full year outlook at CNBC. "The retailer said revenue rose 5.9% in its fiscal second quarter as e-commerce sales jumped 23% globally. Walmart also said U.S. comparable sales grew 2.6%, offset in part by a 0.8% headwind in its health and wellness business as price caps on certain drugs took effect." Read more   ...Sam's Club comp sales +4.4% / WM Int'l Net Sales +7.9% / Global Advertising +38% Press release   ...Walmart sees the slowest pace in US comparable sales in 6 years and offers cautious guidance at AP. "The [...]

  Home Depot Q2 comp sales +1.7% Press release   ...Home Depot reaffirms guidance amid ‘frozen housing market conditions’ at CNBC. "(Consumers) told us they have the means to spend, they’re just hesitant,” (CFO McPhail) told CNBC. “While we’re happy with their level of engagement in the first half, they do tell us they’re worried about inflation, about fuel costs and about about general uncertainty, and so there is a little bit of hesitancy there as the project gets bigger.” Read more   ...Home Depot: Revenue beats / Sales lifted by customers focusing on smaller projects at AP. "Customer transactions [...]

  Shipping giants warn ports and trucks could hold up deliveries and push up prices at CNBC. "Vincent Clerc, CEO of Maersk, said that despite the war in Iran and the impact of U.S. tariffs, there had been “incredible resilience of demand...which has led volumes to continue completely unabated.” However, bottlenecks on the land — from port terminals and cargo facilities to road and rail links — are causing congestion and pushing freight rates higher, he said." Read more   Tariff Reported Refund Leaders (Apple @ $2.2B / Amazon @ $640M) WSJ subs.   ...Tariff refunds now flowing through shippers [...]