• Amazon +1300 Acres | APR+1% = -9% | Dick’s Layoffs

    Published On: March 31, 2026Categories: Eye-on-Retail

      McCormick buys Unilever’s food business in deal that values it at nearly $45 billion at CNBC. "The deal will...expand (McCormick's) portfolio further into spreads and condiments. It already owns Frank’s RedHot and Cholula hot sauces. For Unilever, divesting much of its food business allows the company to focus on its personal care segment, which is growing faster." Read more   Nordstrom’s $6.25 billion deal to go private is paying off—and don’t expect an IPO anytime soon at Fortune. "When asked if the family would take Nordstrom public again, Pete Nordstrom says flatly, “I doubt it.” Though, he quickly adds, “never [...]

  • D. Gen. New CEO | Gap’s Gemini Checkout | WM #9 Innovative

    Published On: March 24, 2026Categories: Eye-on-Retail

      Gap becomes the first major fashion company to offer checkout within Google’s Gemini at CNBC. "For now, customers won’t be able to link loyalty accounts or spend points on the transaction, he said. That could create some friction for regular customers, but Gerjets said the option could be added down the line." Read more   Dollar General Corporation Appoints Jerry W. “JJ” Fleeman Jr., as CEO "Fleeman to succeed Todd Vasos as CEO effective January 1, 2027...Fleeman has served as CEO of Ahold Delhaize USA, Inc...He has also served as a member of the Ahold Delhaize Management Board since [...]

  • Retail Leasing: Service #1 | Academy -1.6% | Dick’s: Only Game

    Published On: March 17, 2026Categories: Eye-on-Retail

      Academy Sports Q4 comp sales declined 1.6% Press release   PayPal expands stablecoin access to 68 more countries at Fortune. "In addition to being able to send and receive PYUSD, users abroad will also be able to earn rewards on their stablecoin holdings. Existing holders in the U.S. earn 4% annually." Fortune subs.   New study: People eating around nine daily servings of ultraprocessed foods had a roughly 67% higher risk of heart attacks, strokes and death from heart disease. "In the study, researchers followed more than 6,800 adults beginning when they were ages 45 to 84 years old [...]

  • Dick’s +3.1%* | Target DEI Boycott Ends | D.Gen +4.3%

    Published On: March 12, 2026Categories: Eye-on-Retail

      Dick's Business Q4 comp sales +3.1% "Opened 16 House of Sport locations and 15 Dick's Field House locations during 2025; Plans to open approximately 14 additional House of Sport locations and approximately 22 additional Dick's Field House locations in 2026." Press release   ...Dick’s Sporting Goods issues weak profit guidance as Foot Locker merger weighs on bottom line at CNBC. "Dick’s saw a better-than-expected holiday shopping season, but its profits fell by 57%, due largely to its acquisition of Foot Locker...Ed Stack told CNBC that Foot Locker’s rightsizing is “basically done” and the brand is expected to return to [...]

  • Kohl’s -2.8% | Spice Makers Hot | $100B Club

    Published On: March 10, 2026Categories: Eye-on-Retail

      Kohl's Q4 comp sales down 2.8% / fiscal year 2025 comp sales down 3.1% "For the full year 2026, the Company currently expects the following: Net sales and Comparable sales: A decrease of (2%) to flat..." Press release   The $100 Billion Club: These 20 People Have 12-Figure Fortunes "Alice Walton #14 / Jim Walton #12 / Rob Walton #11 / Jeff Bezos #4..." List   Barnes & Noble Q3 gross comp store sales +6.6% Press release   Casey's Q3 inside comp sales +4.0 Press release   Walmart’s Vizio Acquisition Finally Opens Up Retail Advertising’s Growth at Adweek. "Walmart already [...]

  • WM AI Head Speaks | Kroger +2.4% | BJ’s +2.6% | Open Call 8 Cities

    Published On: March 5, 2026Categories: Eye-on-Retail

      BJ's Wholesale Club Q4 comp sales (ex. gas) +2.6% "Membership fee income increased by 10.9% year-over-year...90% tenured member renewal rate during fiscal 2025...digitally enabled comp sales growth was 31%..." Press release   Kroger Q4 Identical Sales (ex. gas) +2.4% "CFO: "For 2026, we expect identical sales without fuel growth of 1.0% to 2.0%...includes an approximately 130 basis point headwind from the Inflation Reduction Act." Press release   Target to open more than 30 new stores in 2026 - including its 2000th store "...plans to add more than 300 new stores by 2035, with seven locations welcoming guests this March [...]

  • Target -2.5%/Feb+ | B.Buy EPS Beat | On +22.6%

    Published On: March 3, 2026Categories: Eye-on-Retail

      Target Q4 comp sales decreased 2.5% "...reflecting a comp store sales decline of 3.9 percent and a comp digital sales increase of 1.9 percent...Food & Beverage, Beauty and Toys delivered net sales growth ...double-digit growth from Roundel and over 30 percent growth in marketplace. Same-day delivery powered by Target Circle 360 grew over 30 percent." Press release   ...Target’s holiday-quarter sales and store traffic drop, as retailer tries to snap its roughly four-year slump at CNBC. "(Target) said sales and traffic trends picked up in the last two months of the holiday quarter. Then sales turned positive year over year [...]

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