Retail Leasing: Service #1 | Academy -1.6% | Dick’s: Only Game
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%
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
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
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%
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 [...]
EBay Cuts 800 | Buc-ee’s Sues | Bezoses’ Chair Met Gala
EBay Is Laying Off About 800 Workers, 6% of Global Workforce at Bloomberg. "...The layoffs mark the third round of cuts in three years. In early 2024, the e-commerce company axed about 1,000 jobs, or about 9% of its workforce, saying labor costs had outpaced growth. In early 2023, the company terminated about 500 employees, or about 4% of staff..." Bloomberg subs. Warby Parker Q4 net revenue +11.2% Press release American Eagle to serve as exclusive apparel and denim sponsor of country music festival Stagecoach at Adweek. "American Eagle will also release a limited-edition clothing collection on [...]
THD Beats @ +0.4% | Saks Savior? | Bed Bath -9.8%
Home Depot Q4 comp sales +0.4% Press release ...Home Depot beats Wall Street’s expectations at CNBC. "Despite the fourth-quarter sales decline, Home Depot topped Wall Street’s revenue and earnings expectations for that period. In an interview with CNBC, Chief Financial Officer Richard McPhail said U.S. consumers and the company have “been in a frozen housing environment for three years” – and there hasn’t been a meaningful thaw." Read more Bed Bath & Beyond Inc. Q4 net revenue -9.8% Press release Saks Owner Says He Saved Department Stores. Never Mind the Bankruptcy. at NY Times. "I had 50,000 [...]
Amazon Dethrones WM | WM US +4.6% | Sam’s +4.0% | Kroger +McCann
Walmart Q4 comp sales (ex. fuel): Walmart US +4.6% / Sam's +4.0% / Walmart Int'l (net sales growth) +7.5% "Global eCommerce sales grew 24%...global advertising business up 37%...membership fee revenue grew 15.1% globally...gross margin rate up 13 bps, led by Walmart US." Press release ...Walmart reports strong holiday growth, but earnings outlook falls short of estimates at CNBC. "(CFO) Rainey also said consumer price increases from inflation and President Donald Trump’s tariff hikes should ease in the coming months. Food inflation at Walmart in the fourth quarter was just above 1%, while it was slightly higher for general merchandise, [...]
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