Tipsheet: D. Gen +2.1% | D.Tree +1.4% | B.Buy Unveils | Foran Encourages


Dollar General Q1 Comp Sales +2.1% (vs. +3.2% expected) Press release


…Fox Business: Dollar General 1Q profit surges, but still short “Profit jumped 9 percent to $364.9 million, or $1.36 per share, falling short of the expectations of industry analysts by 4 cents.” Read more


Dollar Tree Q1 Enterprise Comp Sales +1.4% (vs. +2.19% expected) By segment: Dollar Tree +4.0%, Family Dollar -1.1% Press release


…CNBC: Dollar Tree Q1 same-store sales miss estimates “Net income fell to $160.5 million…in the first quarter ended May 5, from $200.5 million…a year earlier.” Read more


American Eagle Q1 Comp Sales +9.0% (American Eagle +4.0%, Aerie’s +38%) Press release


Best Buy unveils new Amazon Fire-powered smart TV by Nat Levy at GeekWire. “The new TV comes in three models — a 43-inch version for $329.99, a 50-inch model for $399.99 and a 55-inch version for $479.99 — and will be released June 22. The TV Will be available at all Best Buy stores, on and from Best Buy’s new channel on” Read more


J.Crew Q1 Enterprise Comp Sales +1.0% (J.Crew -6.0%, Madewell +31%) Press release


Fragile supply of antibiotics leads to shortages at Reuters. “The non-profit Access to Medicine Foundation (AMF) said there was an emerging crisis in the global anti-infectives market as fragile drug supply chains – reliant on just a few big suppliers – come close to collapse.” Read more


J.Jill Q1 Comp Sales +2.3% Press release


**A message from Real Coconut Water – Our Brazilian Coconut Water is Sweeter than the Rest! Organic & Natural, PL & Branded. Sell sheet | Website | Request samples:


Walmart holds no-frill shareholder business meeting by Kim Souza at Talk Business. “Tom Horton, retired CEO of American Airlines, was named lead director as Dr. James Cash is exiting the board…The other directors elected by a majority vote were Penner, McMillon, Tim Flynn, Carla Harris, Marissa Mayer, Rob Walton and Steuart Walton.” Read more


…Walmart U.S. CEO Greg Foran encourages employees to ‘add your creative flair’ by Jeff Della Rosa at Talk Business. “Michael Moore, EVP and president of Supercenters, and Todd Harbaugh, EVP of Neighborhood Markets, along with Steve Bratspies, EVP of general merchandise, encouraged the use of the volume producing item (VPI) program in which employees select a specific item to help increase sales…the item (Bratspies) selected was squishies toys before employees threw out hundreds of them to employees in the arena.” Read more


…Walmart unveils new associate education benefit “…will be made available to all Walmart U.S. and Sam’s Club associates, Walmart will subsidize the cost of higher education, beyond financial aid and an associate contribution equivalent to $1 a day.” Press release


PVH CEO sits down with Jim Cramer at CNBC. “PVH CEO Manny Chirico is a little more optimistic these days about the ongoing tariff rhetoric between the United States and China. “It feels like cooler heads will prevail,” he says.” Video/Read more


…PVH First quarter revenue +16% (+10% on a constant currency basis) Press release


Jeff Bezos: Amazon deserves to be scrutinized as a giant company, aims to ‘pass with flying colors’ by Todd Bishop at GeekWire. “It sometimes feels that the “enemy hordes are at the gates,” in a way that Amazon hasn’t seen in years past. That was the assessment of one shareholder who quizzed CEO Jeff Bezos during the question-and-answer session at the company’s annual meeting Wednesday morning in Seattle…” Read more


Kroger Precision Marketing Launches Boosted Products in Search Press release


Effects of E.coli Outbreak in Lettuce Ripple Through U.S. Food-Supply Chain at Wall Street Journal. “It’s [cost] thousands and thousands of dollars; it could even run into the millions,” said Howard Popoola, Kroger Co.’s vice president of corporate food technology and regulatory compliance, referring to costs at the largest U.S. supermarket chain…Earlier this month, sales had dropped 45% from the year-ago period, according to Nielsen figures.” Read more (Subs.)


Stitch Fix CEO Katrina Lake says her one regret with the IPO is that they let expectations get really high at Recode. Read more


Target and Shipt Launch Same-Day Delivery in Indiana Press release


Sears to close another 72 stores at USA Today. “The company said it had identified about 100 nonprofitable stores overall…It did not say what would happen to the 28 other nonprofitable locations.” Read more


Tipsheet Extra Stories

These tech companies have the most stressed-out workers

Canada Goose to open two retail stores in China

From armor to icon: How women’s suits became cool again

Starting in July, Australians will be blocked from ordering items on Amazon’s US site

How Sleep Became The Ultimate Luxury

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Tipsheet: Costco’s China Problem | Dick’s -2.5% | Lowe’s Bans | DSW +2.2%


Dick’s Sporting Goods Q1 comp sales -2.5% (-0.9% on an “unshifted” calendar basis) Press release


…Dick’s Sporting Goods shares jump after earnings beat at MarketWatch. “Net income for the quarter totaled $60.1 million, or 59 cents per share, up from $58.2 million, or 52 cents per share, for the same period last year…E-commerce accounted for about 11% of total net sales.” Read more


Costco’s Taiwan Comment Leads to Headache in China by Wayne Ma at Wall Street Journal. “The issue centers on a 2016 letter that a Costco executive sent to the Formosan Association for Public Affairs, which supports Taiwan’s right to be an independent country…Images of the letter began circulating on Chinese social media last week…” Read more (Subs.)


DSW Q1 comp sales +2.2% Press release


Michael Kors forecasts annual profit largely below estimates at CNBC. “Net income attributable to Kors was $44.1 million or 29 cents per share in the fourth quarter ended March 31, compared with a net loss of $26.8 million or 17 cents per share a year earlier.” Read more


FCC sends letter to Amazon and eBay to help remove listings for fake pay TV boxes from their websites by Sarah Perez at TechCrunch. Read more


Lowe’s to ban paint stripper by Katherine Peralta at Charlotte Observer. “…banning paint-stripping products made with methylene chloride and NMP, which advocates describe as deadly chemicals. Lowe’s said it will phase out the products by the end of the year.” Read more


**A message from BK Resources – Grab your slice of the growing stainless steel food service equipment market. Commercial faucets, sinks, work tables, bar equipment, ice bins and more. Catalog | Website | Contact


Q&A with eBay’s SVP and CCO at PR Week. “What’s your average start time in the morning? In the office between 7 a.m. and 7:30 a.m., which still feels like mid-morning after working Wall Street hours for eight years.” Q&A


Macy’s Picks Spark Foundry and Digitas as Its New Media Agencies of Record by Patrick Coffee at Adweek. “…it amounts to a significant win for Publicis and its “Power of One” approach in which multiple agencies pitch to handle different roles on a given client’s account.” Read more


Walmart rolls out grocery delivery to Twin Cities this week by Kavita Kumar at Star Tribune. “The Twin Cities, where its service will launch on Thursday, is the 14th region to get it.” Read more (Tiered subs.)


Amazon expands 10% off discount deal at Whole Foods to 12 additional states by Taylor Soper at GeekWire. “The new discounts are available at Whole Foods stores in Arkansas, Colorado, Florida, Idaho, Kansas, Kansas City, Missouri, Louisiana, New Mexico, northern Nevada, northern California, Oklahoma, Texas, Utah.” Read more


India’s e-commerce wars to be reshaped by private label brands at Reuters. Read more


Amazon shareholders will congregate in Seattle’s Fremont neighborhood Wednesday morning for the tech giant’s annual meeting by Kaitlyn Wang at GeekWire. Read more


…Protesters at Amazon shareholder meeting will fly a plane with a banner reading: ‘Bezos needs a boss’ at CNBC. “The gimmick is in support of a proposal calling for Amazon to separate the roles of CEO and chairman.” Read more


Not all Walmart shareholders are happy with split meeting format by Kim Souza at The City Wire. “The Walmart business meeting will be held Wednesday (May 30) during which shareholders elect a new slate of directors and review several shareholder proposals ahead of voting. The formal meeting will take place at the John Q. Hammons Center in Rogers at 10 a.m., making it impossible for the thousands of Walmart employees in town to attend the U.S. Associates meeting, held 8 to 10 a.m. in Fayetteville, to attend the business meeting.” Read more


Bank of America Merrill Lynch adds Target to its US 1 List, a compilation of its best stock ideas for long term returns via Seeking Alpha


Jeff Bezos: ‘We will have to leave this planet … and it’s going to make this planet better’ by Alan Boyle at GeekWire. “I spent my summers in a small town in South Texas called Cotulla, 3,000 people, about halfway between San Antonio and Laredo, and it had a tiny little town library. In that library were about 300 science-fiction books that one guy in town had donated to the library. He basically donated his entire science-fiction collection to the library…over the course of many summers I just plowed my way through all of them.” Q&A/Podcast


Tipsheet Extra Stories

Americans largely won’t pay to win a video game — but Chinese gamers will

San Diego ‘chargers’ flock downtown as app-based scooter craze soars

‘Walking Dead’: Andrew Lincoln to Exit as Norman Reedus Eyes $20M-Plus New Deal

Sears – Are suitors lining up to purchase retailer’s assets?

Study: Multivitamins, Other Common Supplements Have No Health Benefits

De Beers to start marketing lab-grown diamonds

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Tipsheet: HSN Stars ‘Livid’ | H.Dep #9 w/Interns | WM Kidnapping Staged | TGT +3% | Lowe’s +0.5%


Target Q1 Comp Sales +3.0% / Traffic +3.7% / Online +28% Press release


…Fox Business: Target’s 1Q profit falls short as it continues transition Read more


Lowe’s Q1 Comp Sales +0.5% Press release


…CNBC: Lowe’s missed Wall Street forecasts for quarterly sales as a long winter hit demand for outdoor products, but maintained its annual financial targets Read more


Cramer: JC Penney’s CEO bolting to Lowe’s means embattled department store chain can’t be saved at CNBC. “If there was any chance [of a turnaround], I think you would stay,” Cramer said on “Squawk on the Street.” “Because it would obviously be such a kick in the face of J.C. Penney to move over.” Read more


The Container Store Q4 Comp Sales +2.7% Press release


Amazon Is Now A ‘Cheap Mass Surveillance’ Dealer–It’s Selling Facial Recognition To U.S. Cops by Thomas Fox-Brewster at Forbes. “This is a very affordable mass surveillance machine, and that’s partly why it’s a concern,” ACLU attorney Matt Cagle told Forbes. “This company that’s built itself as customer-centric has entered the surveillance market.” Read more


SoftBank is selling its roughly 20 percent stake in Flipkart to Walmart at CNBC. Read more


HSN stars livid over exec’s ‘condescending and disrespectful’ email by Oli Coleman & Emily Smith at NY Post. “One guest, who’s been on the channel for 10 years, responded, “I am still in shock,” adding, “I can assure you that I know my product very well, as I am about to celebrate my 25th year in business.” Another replied to the email seen by Page Six, “Gordie we have not met but I must tell you in the 25 years in business I never received nor have even seen a note as condescending and disrespectful as this.” Read more


Tiffany’s quarterly earnings trounce estimates at CNBC. “Overall same-store rose 7 percent on a constant currency basis. Analysts on average had expected an increase of 2.7 percent.” Read more


Amazon clothing executive Jeff Yurcisin takes the helm at Zulily as the company’s new president by Clare McGrane at GeekWire. “Lori Twomey, a longtime Zulily executive who has been leading the company as interim president, will stay on in her former role as the company’s chief merchant.” Read more


**A message from 2018 Sweets & Snacks Expo – The show continues today and tomorrow! The single largest gathering of confectionery & snack companies under one roof! Chicago, May 22-24. Website | Exhibitors


Innovation reigns at Sweets & Snacks Expo by Corilyn Shropshire at Chicago Tribune. “Winners of the expo’s innovation contest were snacks and sweets rich with flavor mixes. Three examples: Gone Rogue’s Chicken Bacon High Protein Chips, made with “quality cuts of chicken”; Hershey’s Gold Bar, a combination of salty, crunchy bits of peanuts and pretzels with carmel-flavored creme; and Combos’ Honey Sriracha snacks.” Read more


Museum of Ice Cream Is Coming to Target’s Kids’ Department & Freezer Aisles at A Bullseye View. “Museum of Ice Cream will be launching seven ice cream flavors at Target starting July 8. Target is the first retailer to sell the premium flavors…” Read more


Low-Paid Women Get Hollywood Money to File Harassment Suits by Michael Corkery at NY Times. “Since its launch in January, the Time’s Up fund…has raised about $22 million in donations…So far, about 2,700 workers have contacted the fund, saying they have been harassed…Retail workers made roughly 5 percent of the complaints. Read more (Tiered subs.)


Gas hits $5 a gallon in New York City at Fox 5. Read more


Walmart and Dunkin’ Donuts Gaining on Apple Pay and Samsung Pay, But Starbucks Is Tops by Aaron Pressman at Fortune. “The Starbucks payments app was used by 20.7 million people at least once every six months last year, beating out the 19.9 million Apple Pay users. Google Pay was used by 9.3 million and Samsung Pay came in fourth place with 8.4 million users.” Read more


Revlon just named its first woman CEO at Fast Company. “Debra Perelman, who was named chief operating officer just four months ago, is a daughter of billionaire chairman Ronald Perelman.” Read more


THE DISNEYLAND OF QUILTING – The Doan family went from bankruptcy and food stamps to starting the Missouri Star Quilt Co., a YouTube sensation that turned a tiny town into a tourist destination by Susan Adams at Forbes. Read more


The 15 best companies to intern for, according to interns (Target #14, Home Depot #9, Walgreens #4) at CNBC. Read more


Publix faces boycott over $670,000 donation to ‘proud NRA sellout’ in Florida election by Matthew Rocco at Fox Business. Read more


Walmart kidnapping staged for social media by Jared Gilmour at The News & Observer. “Their plan was to film onlookers’ horrified reactions as they witnessed the “abduction,” according to police. Then the group planned to post the video and make a splash on social media.” Read more


Pawn shop trolls Dick’s Sporting Goods with sign advertising AR-15’s at Fox 35. Pic/Read more


Tipsheet Extra Stories

Krebs: Third party co’s have been careless in securing prized mobile location data

Marathon seeks EPA biofuel waiver

43% Of Millennials Plan To Quit Their Job Within 2 Years

Sunscreen Pills Are Dangerous Nonsense, According to the FDA

74% of adults say they’re OK financially

Sears to close 40 more stores this summer

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Tipsheet: Lowe’s Poaches Ellison | B.Buy Expands Squad | Kohl’s +3.6% | TJX +3%


Lowe’s poaches J.C Penney CEO Marvin Ellison at CNBC. “Lowe’s announced Tuesday it is naming Ellison president and CEO, effective July 2. Ellison will take over for Robert A. Niblock, who previously announced his intention to retire.” Read more


Kohl’s Q1 Comp Sales +3.6% (vs. 2.7% expected) at Fox Business. “Revenue rose 3.5 percent to $4.21 billion and exceeded expectations of $3.95 billion.” Read more


TJX Q1 Comp Sales +3.0% Press release


Advance Auto Parts Q1 Comp Sales -0.8% Press release


AutoZone Q3 Comp Sales +0.6% Press release


Banned From Amazon: The Shoppers Who Make Too Many Returns by Khadeeja Safdar & Laura Stevens at Wall Street Journal. “You don’t realize how intertwined a company is with your daily routine, until it’s shut off.” He finally got back on the site after receiving credits that he asked Amazon how to redeem. “Most people think Amazon is so extraordinarily generous, but that’s until you realize you have crossed the line.” Read more (subs.)


Fortune 500 2018 (Walmart #1, CVS #7, Amazon #8, Costco #15, Kroger #17, Walgreens #18) List


**A message from 2018 Sweets & Snacks Expo – The fun starts today! The single largest gathering of confectionery & snack companies under one roof! Chicago, May 22-24. Website | Exhibitors


Best Buy expands Geek Squad’s role with nationwide rollout of ‘Total Tech Support’ by Kavita Kumar at Star Tribune. “The service, which costs $200 a year, gives customers unlimited phone, online and in-store support on certain services…began piloting the service in the U.S. about a year ago in about 60 stores. In September, it expanded it to about 200 stores…In the last year, about 230,000 people have signed up for the service and have used it more than 400,000 times, the company says.” Read more (Tiered subs.)


Ex-Academy & Meijer President J.K. Symancyk Named PetSmart CEO Press release


Dollar General launches exclusive products for summer “Hershey’s Military Collection…Steven Tyler Out on a Limb DVD…Kellogg’s Frosted Flakes Chocolate with Marshmallows…Crisp Apple and Tangerine Clementine ChapStick…” Press release


Kroger CEO: Company pursuing ‘aggressive plays’ by Steve Watkins at Cincinnati Business Courier. “Kroger is right in the middle of such a reinvention,” McMullen said in the shareholder letter. “We are proactively addressing customer changes and we’re making strategic investments to create the future of retail…” Read more


Pilot J denies it stopped flying U.S. flag because it offended foreigners by Noah Feit at The State. Read more


Shoplifters meet their match as retailers deploy facial recognition cameras by Tim Johnson at McClatchy. “We can match a face against the database of 25 million people in just under a second. Two or three years ago, that was just unheard of,” said Peter Trepp, chief executive of FaceFirst, an Encino, California, firm that is a leader in retail surveillance tools.” Read more


Saks Offers Facial Workouts, Threaded Brows in Cosmetics Redo by Sandrine Rastello at Bloomberg. Read more (Tiered subs.)


Mexican truckers travel in fear as highway robberies bleed economy at Reuters. “On the most dangerous roads, like those connecting Mexico City with major ports on the Gulf of Mexico and the Pacific, it is almost certain that one in every two truckers will be held up, a study by U.S.-based security firm Sensitech showed.” Read more


Tipsheet Extra Stories

Grocery Chain Removes ‘Best Before’ Stickers to Reduce Food Waste

Nordstrom Hosts ‘The Boys in the Band’

People are selling their royal wedding gift bags on eBay

Retail-ready packaging on trend & required by Walmart

Amazon’s India business alone is likely worth more than all of Macy’s

Walmart quietly launches a ‘members-only’ personal shopping service for affluent city moms

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Tipsheet: Best C-Store Bathrooms | Free Popcorn Police | WM Beats | JCP +0.2%


Walmart shares rise on earnings beat at CNBC 
* Walmart said U.S. online sales grew 33 percent.
* U.S. same-store sales were up 2.1 percent beating estimates of 2.0 percent.
* Sam’s Club same-store sales were up 3.8 percent, driven by comparable traffic growth of 5.6 percent. Read more


JC Penney Q1 Comp Sales +0.2% “Marvin Ellison: ‘Although our overall top line sales results came in below our expectations for the quarter, we were encouraged by the strong positive comp performance throughout February and March, as well as the last two weeks of April, when temperatures began to normalize.'” Press release


…CNBC: JC Penney shares tank on sales decline, outlook slashed “Revenues fell about 4.3 percent to $2.58 billion…vs. estimates for $2.61 billion…Same-store sales rose 0.2 percent but this was also short of analysts’ forecast for roughly 2 percent growth.” Read more


Kohl’s CEO Kevin Mansell retires, passes torch to Michelle Gass by Melanie Lawder at Milwaukee Business Journal. “…was marked by an enthusiastic reception from around 1,200 Kohl’s employees…the employees held signs saying “Good Luck, Kevin” and “Retirement: One thing Kohl’s Cash can’t buy” and cheered on a surprised Mansell.” Pics/Read more


Whole Foods is selling home decor now by Mark Wilson at Fast Company.”It’s part of a new mini store within Whole Foods dubbed Plant & Plate. It’s got plants. It’s got plates. And it’s got pretty much any other little piece of Instagram-ready home decor item you could imagine.” Read more


GasBuddy names top gas station restrooms by state at Trib. “QuikTrip and Wawa ‘hold’ the top spot in most states. Texas-based Buc-ee’s secures the ultimate ‘throne’ with top-rated restrooms in the nation.” List/Press release


**A message from 2018 Sweets & Snacks Expo – Next week – The single largest gathering of confectionery & snack companies under one roof! Chicago, May 22-24. Website | Exhibitors


San Diego county cracks down on free popcorn in hardware stores by Peter Rowe at San Diego Union Tribune. “Meanley & Son would need to install a three-basin sink to clean and sterilize the popcorn popper. Also required: regular inspections, just like a restaurant. Meanley declined and instead rolled the offending machine into storage. Thus ended a tradition he had started 25 years ago.” Read more


Feds say iconic Cincy grocer bilked the government out of $3.45 million by Sarah Brookbank & James Pilcher at Cincinnati Enquirer. “The agents allege that 63.7 percent of the vendor’s total SNAP electronic benefit transactions (EBT) since 2010 – nearly $5.5 million – were fraudulent.” Read more


Kroger Is Fending Off Amazon’s Whole Foods With a New Service of Its Own via Fortune. “Kroger (will) license Ocado’s technology to expand its own home-delivery business, (and) could include construction of up to 20 distribution centers over the first five years. This puts it on a completely different scale to Ocado’s other contracts, with France’s Casino Guichard-Perrachon and Canada’s Sobeys.” Read more


Academy Sports + Outdoors Names Ex-Foot Locker CEO Ken Hicks Chairman and CEO “Departing CEO J.K. Symancyk is leaving the company to pursue another opportunity.” Press release


Local Crate meal kits roll out to 200-plus Target stores in Minnesota, California by Kavita Kumar at Star Tribune. “The startup — which launched in 2015 and has a production facility in St. Paul — was part of the Techstars’ retail accelerator at Target headquarters last summer.” Read more (Tiered subs.)


America’s Heaviest Smokers Don’t Want to Know if They Have Cancer at Bloomberg. Read more (Tiered subs.)


Target quietly removes a t-shirt from its website after being accused of ‘stealing the art of a gay Mexican artist’ by Kate Taylor at Business Insider. “Target stole a design of mine and printed it on a tshirt,” artist Felix d’Eon‏ tweeted late on Tuesday. “Is this how you support the queer Latinx community, @Target…” Pics/Read more


Bumble Bee CEO indicted on charge he fixed canned tuna price via NY Post. Read more


Amazon loses another key executive as it becomes a top target for poaching tech talent at CNBC. “More than a dozen executives and senior managers have left Amazon over the past 10 months. Among them, Susan Harker, a VP responsible for global recruiting, took a leave of absence because of a family member’s health issue, according to people familiar.” Read more


Shopping while black. African Americans continue to face retail racism. by Michelle Singletary at Washington Post. Read more (Tiered subs.)


Tipsheet Extra Stories

Bay Area’s best specialty grocery stores

Starbucks to open new China store every 15 hours until 2022

Rent-a-goalie app helping solve rec hockey netminder shortage

Korea: Costco under fire after plastics found again in PB products

Mattress Firm Names Lorie Silva Chief Merchandising Officer

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Tipsheet: Macy’s Big Beat | WM Scan & Go Gone | Avenue New CEO | Boot Barn +12.1%



MACY’S BEATS – Q1 Comp Sales: Owned Basis +3.9% / Owned + Licensed Basis +4.2% (vs. 1.4% Expected) Press release


…CNBC: Macy’s shares soar on earnings beat, strong sales growth “Earnings per share: 48 cents, adjusted, vs. 37 cents expected. Revenue: $5.5 billion vs. $5.4 billion expected. Same-store sales: an increased of 4.2 percent vs. an increase of 1.4 percent expected.” Read more


Target increasing men’s grooming offerings in 11 stores by Dan DeBaun at Minneapolis/St.Paul Business Journal. “The section — part of the store’s beauty aisles — will have over 600 products from brands like Harry’s Razors, Beardbrand, Byrd, Maestro’s Classic and Pacinos. The space will also have men’s hats and wallets from Target’s Goodfellow & Co. menswear brand.” List of stores/Read more


Best Buy exec Mike Mohan speaks against tariffs on Chinese TVs by Jim Spencer at Star Tribune. “Best Buy’s chief merchandising and marketing officer told federal trade officials Tuesday that a 25 percent tariff on Chinese-made flat-screen TVs will not stop unfair Chinese trade practices.” Read more (Tiered subs.)


Amazon Prime members to get 10% off many Whole Foods items nationwide starting this summer by Todd Bishop at GeekWire. Read more


Costco Rejects Money For Children’s Miracle Network Because It Came From Gun Seller by Charlie Richards at Townhall. Read more


Target cuts delivery fee by almost half by Charisse Jones at USA Today. “Target will cut its next-day delivery fee nearly in half for household staples…customers purchasing those goods through Target’s Restock service will pay a $2.99 delivery fee instead of $4.99. And those who buy items with a branded credit/debit card from the discount department store won’t pay anything extra at all.” Read more


Amazon’s e-commerce empire is on track to match Walmart sales domestically within the next two to three years, according to J.P. Morgan at CNBC. Read more


Instacart names GoFundMe Exec David Hahn as Chief Product Officer Press release


**A message from BK Resources – Grab your slice of the growing stainless steel food service equipment market. Commercial faucets, sinks, work tables, bar equipment, ice bins and more. Catalog | Website | Contact


‘Leery’ customers prompt Walmart to shelve self-scanning service at Bloomberg via Chicago Tribune. “Walmart has ended a service where customers could ring up their own purchases…The retailer had offered its so-called “Mobile Scan & Go” technology in about 150 Walmart stores…But while the service worked in Sam’s…it confused some Walmart shoppers, who found that bagging, weighing and then scanning items including fresh fruit and vegetables was a hassle.” Read more (Tiered subs.)


Nordstrom Expands Extended Sizing To 30 Stores With 100 Brands Press release


What to expect from Lord & Taylor, partnership by Lisa Fickenscher at NY Post. “More than 125 premium brands, including Tommy Bahama, Vince Camuto, Miss Selfridge, La La Anthony and H Halston, will soon be available on a dedicated Lord & Taylor site on, the companies said on Tuesday.” Read more


Boot Barn Q4 Comp Sales +12.1% – Plans to open 23 new stores in FY 19 Press release


Plus-size clothes chain Avenue names new CEO by Lisa Fickenscher at NY Post. “…named board member Mark Walsh as its new CEO — replacing Liz Williams, the company said on Tuesday.” Read more


Amazon unveils new office in Boston’s Fort Point for nearly 1,000 employees by Jordan Graham at Boston Herald. “Only about 350 employees work at the new office right now, but Touloumtzis said the remaining 550 will be hired soon.” 4 pics/Read more


Walmart Surprises 17 Unsuspecting Entrepreneurs Across the Country with Invitation to 5th Annual Open Call Event Press release


Petco taps inventor of Whole Food Movement to open hundreds of “stores within stores” Press release


The online grocer Good Eggs almost went bankrupt — but now a $50 million investment from Silicon Valley bigwig Bill Gurley has given it new life by Jason Del Rey at Recode. Read more


Home Depot’s Q1 2018 Results – Earnings Call Transcript at Seeking Alpha. Read more


Costco and Acushnet in talks over golf ball dispute “The companies asked a federal judge in Seattle for eight weeks to explore a settlement solution over the case that centers on Costco’s Kirkland Signature golf balls.” at Seeking Alpha


BERNIE SLAMS WALTON FAMILY & BEZOS – “Meanwhile, thousands of Amazon employees are forced to rely on food stamps, Medicaid and public housing because their wages are just too low,” he said. “And that is true of the Walton family of Walmart and other wealthy families. They get much richer while their employees get hurt.” at USA Today. Read more


Tipsheet Extra Stories

Kraft Heinz incubator announces its inaugural class of five food brands

Renderings of the new Aldi slated for Kohl’s store in WI

“Shape of Water” co-writer hired for “Bad Blood,” the Theranos movie

Muslims say retailers can help bring Ramadan into the mainstream

Alcohol industry pushes lawmakers to uncork excise tax relief

Toxic chemicals found in Canadian baby products, study finds

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Tipsheet: Target ‘Flow Center’ Test | Buc-ee’s Trademark Spat | D.Tree #2 | H.Dep +4.2%


The Commerce Department said on Tuesday that retail sales rose 0.3 percent last month after surging 0.8 percent in March. Last month’s increase in retail sales was in line with economists’ expectations. at Reuters. Read more


Home Depot Q1 Comp Sales +4.2% Press release


…Home Depot shares fall on sales miss, hurt by slow start to spring at CNBC. “Customer transactions during the quarter fell 1.3 percent, though shoppers spent an average of $66, 5.9 percent more than a year earlier…Same-store sales growth 4.2 percent vs. 5.4 percent forecast by Thomson Reuters.” Read more


Target ‘flow center’ test could mean big changes for backrooms by Mark Reilly at Minneapolis/St.Paul Business Journal. “Typically, Target’s stores are supplied with big deliveries from distribution centers that are then kept in stockrooms until they’re needed on the floor. Under the flow center model, Target stores would get more frequent, smaller shipments tailored more closely to that store’s demand.” Read more | WSJ article (Subs.)


Retailers target Trump on tariffs with ‘Ferris Bueller’ parody ad campaign by Vicki Needham at The Hill. “The NRF has recreated an iconic scene from the 1980s movie “Ferris Bueller’s Day Off” with Ben Stein, an economist and an actor, about tariffs and voodoo economics as part of a broad campaign to convince Trump and his voters that raising tariffs would cost jobs and damage the economy.” Spot/Read more


Amazon responds to tax vote: Seattle’s ‘hostile approach and rhetoric … forces us to question our growth here’ by Monica Nickelsburg at GeekWire. “Under the amended tax, Amazon will be on the hook for about $11 million annually, rather than the $20 million that the original proposal would have levied…(Mayor) Durkan said she stands by the legislation.” Read more


Detecting Cloned Cards at the ATM, Register at Krebs on Security. “Traynor and a team of five other University of Florida researchers partnered with retail giant WalMart to test their technology, which Traynor said can be easily and quite cheaply incorporated into point-of-sale systems at retail store cash registers. They said the WalMart trial demonstrated that researchers’ technology distinguished legitimate gift cards from clones with up to 99.3 percent accuracy.” Read more


Craftsman tools now stocked in Lowe’s stores by Ken Elkins at Charlotte Business Journal. Read more


**A message from Real Coconut Water – Our Brazilian Coconut Water is Sweeter than the Rest! Organic & Natural, PL & Branded. Sell sheet | Website | Request samples:


Collagen, a Wrinkle-Cream Staple, Catches On in Foods by Anne Marie Chaker at Wall Street Journal. “Dermatologists say there isn’t any conclusive evidence that ingested collagen affects the hair, skin and nails. When collagen reaches the stomach, it gets broken down into amino acids just like any other protein. “It’s not as if there is collagen that can be magically transported to the skin in its whole form,” says Mary Sheu, a dermatology professor at Johns Hopkins University.” Read more (Subs.)


Sears initiating a formal process to explore the sale of its Kenmore brand and related assets Press release


How Helena Foulkes Dealt With a Massive Data Hack a Month Into Her New CEO Job by Valentina Zarya at Fortune. “It brought our team together,” Foulkes said in her first interview as HBC CEO at a Fortune Most Powerful Women dinner in New York City Monday evening. She held regular calls with her company’s top leadership—including on Easter Sunday—to discuss next steps. The strategy appears to have paid off, as she says the FBI later told her that HBC had “the fastest response to a breach they’ve ever experienced.” Read more


H-E-B names entrepreneur to newly created role of chief digital officer at San Antonio Business Journal. “H-E-B has named Jag Bath to its newly created position of chief digital officer. Bath is CEO of Favor Delivery, an Austin-based company that H-E-B bought in February. Bath will remain CEO of Favor.” Read more


Gap sorry for T-shirt’s ‘erroneous’ China map via NY Post. “We are truly sorry about this unintentional mistake,” Gap said, promising to carry out “more rigorous reviews” in the future.” Read more


HBC Appoints Vanessa LeFebvre President of Lord & Taylor “LeFebvre joins HBC from Stitch Fix…After spending the first 10 years of her career as a buyer and DMM at Lord & Taylor, LeFebvre went on to senior roles at several retailers including Macy’s, TJX Companies and Daffy’s.” Press release


Raley’s goes ’boutique’ with new downtown store in Sacramento by Tony Bizjack at Sacramento Bee. “The store, called Market 5-ONE-5, is one-fifth the size of a typical supermarket. Owner Michael Teel described it at a Monday preview as a boutique neighborhood grocery with a focus on shoppers who want a smaller sampling of healthy local food.” Read more


Target Names Ex-Walmart Exec President of Target Sourcing Services “Target named William J. Foudy, Jr. as president, Target Sourcing Services. Foudy will oversee Target’s global sourcing organization, including strategy, operations, quality assurance, product safety and responsible sourcing initiatives.” Press release


Southeastern Grocers Plan of Reorganization Confirmed by Court “SEG will continue to operate more than 575 stores under the BI-LO, Fresco y Más, Harveys Supermarket and Winn-Dixie banners.” Press release


Buc-ee’s hoping to overpower Choke Canyon in trademark spat by Gabrielle Banks at Houston Chronicle. “The trademark spat pits Buc-ee’s buck-toothed rodent star against the countrified, finger-licking reptile at San Antonio’s Choke Canyon, a rest stop chain which specializes in barbecue.” Read more


Amazon Go to open in Chicago and San Francisco – no timetable provided by Taylor Soper at GeekWire. Read more


America’s most popular department store is Target, of which 69% of Americans have a positive opinion. That’s followed by Dollar Tree(66%), Kohl’s (64%), Walmart (63%), and Costco (61%) at YouGov Read more


Toys ‘R’ Us is putting its famous mascot, Geoffrey the Giraffe, on the auction block. “Also up for sale:” at CNBC. Read more


United Natural Foods Says COO Will Retire On Oct 1 “Chris Testa, who currently serves as President, Atlantic Region will assume the role of President, UNFI.” Press release


Tipsheet Extra Stories

United Airlines has change of heart about beloved tomato juice

‘Metro Gun Share Program’ on display in Chicago

Pharmacist fights off 3 women attempting to rob store at gunpoint

CVS responds to $40M Fred’s deal

American Airlines moves to ban insects, hedgehogs and goats – but miniature horses are still okay

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Eye on Retail Tipsheet is must-read material for retail execs every weekday morning. Tipsheet stories are carefully curated bright and early every morning to ensure fresh and unique content.


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Tipsheet: March @ Amazon HQ | Costco + Razors | Dick’s – Mossberg | US Recycling Headache


March on Amazon HQ: Seattle housing activists demand ‘head tax’ on big business by Monica Nickelsburg at GeekWire. “About 250 people marched with Sawant, chanting “we are ready to fight, housing is a human right” and “no Bezos-Durkan deal.”…If the original head tax passes Monday, Durkan will have to decide whether or not to veto the legislation.” Pics/Read more


Amazon’s market share in India has grown in recent years as Walmart’s Flipkart has fallen by Tonya Garcia at MarketWatch. “Amazon, which has made significant progress growing market share from about 10% in 2014 to 27% in 2017, compared to 38% to 34% for Flipkart during that same time,” Stifel analysts led by Mark Astrachan wrote in a note.” Read more


Walmart’s deal to buy Flipkart came with an interesting caveat by Connie Loizos at TechCrunch. “Specifically, the filing states that, “acting together,” holders of 60 percent of the Flipkart shares held by the company’s minority shareholders, may require Flipkart to stage an IPO following the fourth anniversary of the deal’s official close — and at a valuation that’s “no less” than that paid by Walmart under its current agreement, which is $20.8 billion.” Read more


Costco Now Sells Its Own Razors by Matthew Boyle at Bloomberg. “A razor and pack of 14 Kirkland blades costs $19.99 at (Costco), or $1.43 a blade. That’s about 24 percent less than the per-blade price Costco charges for Gillette’s Mach3 brand.” Read more (Tiered subs.)


Trump assails high drug prices, avoids direct hit on industry at Reuters. Read more


Firearms manufacturer cuts ties with Dick’s Sporting Goods by Patty Tascarella at Pittsburgh Business Times. “Mossberg said in a release that it will not accept future orders from the retailer in response to Dick’s hiring gun control lobbyists last month, and it is in the process of evaluating current contractual agreements.” Read more


Skechers sues Adidas over alleged payments to basketball prospects by James F. Peltz at LA Times. Read more (Tiered subs.)


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The U.S. recycling industry is breaking down by Bob Tita at Wall Street Journal. “Prices for scrap paper and plastic have collapsed, leading local officials across the country to charge residents more to collect recyclables and send some to landfills. Used newspapers, cardboard boxes and plastic bottles are piling up at plants that can’t make a profit processing them for export or domestic markets.” Read more (Subs.)


GameStop’s CEO stepping down after 3 months in the role by Korri Kezar at Dallas Business Journal. Read more


Diamond market may be warming to lab-made gems at CNBC. “Millennials have shown less desire to buy mined diamondsthan previous generations — many say they’d rather save their money or purchase a gem that was produced with sustainability and ethics in mind.” Read more


Costco China planning first store opening at Retail News Asia. “ says Costco will open its first physical store for China in Shanghai’s Minhang district next year. A second store is planned for Pudong, to open in 2021.” Read more


D.C. – If you reload your Metro card at CVS stores, you’re going to have to find another way soon. at NBC 4 Washington. “Without the option to get SmarTrip cards at the more than 150 CVS locations in the D.C. area, the number of retail locations where people can buy or reload the travel cards is reduced by more than 60 percent, according to a letter from Metro.” Read more


Deadly convenience: Keyless cars and their carbon monoxide toll at NY Times via CNBC. “Mr. Schaub is among more than two dozen people killed by carbon monoxide nationwide since 2006 after a keyless-ignition vehicle was inadvertently left running in a garage. Dozens of others have been injured, some left with brain damage.” Read more


State shuts down Uptown Minneapolis market over food safety concerns via Pioneer Press. “Health Commissioner Gretchen Musicant says it’s legal to buy raw milk in Minnesota, but it has to be directly from a farmer…Operator Will Winter thinks the city is treating him unfairly. He says the market isn’t a store but a private buyers’ club.” Read more


Retiring union president walks off with $656,000 by Ross Jones at WXYZ ABC 7 Detroit. “The union, based in Madison Heights, represents more than 17,000 grocery store employees, mostly at Kroger stores here in Michigan…By 2013, he collected more than $250,000 . Just two years after that, Robinson made more than $309,000.” Video/Read more


Tipsheet Extra Stories

UPS’ new trucks look straight out of a Pixar movie

‘Do not use’ water warning issued at Costco store after hydrocarbons detected in hydrants

CVS wins appeal of opioid prescriber’s $1 million defamation verdict

CDC hides ticks on a poppyseed muffin. Thanks for ruining muffins forever.

Colon Washburn, former Walmart executive, dies at 72

Major league executives are taking meetings with bookies

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Eye on Retail Tipsheet is must-read material for retail execs every weekday morning. Tipsheet stories are carefully curated bright and early every morning to ensure fresh and unique content.


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