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, [...]

  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 [...]

  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 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 [...]