Waltons Rockefeller Model | Petco Breach #3 TY | Target Beefs Up

  Eli Lilly’s next-generation obesity drug helped patients with obesity and a type of knee arthritis lose an average of 23.7% of their body weight at CNBC   Walt Disney Company and OpenAI reach landmark agreement “As part of this three-year licensing agreement, Sora will be able to generate short, user-prompted social videos that can […]

McMillon @ CNBC | Instacart Price Games | THD Reaffirms | CVS Upbeat

  Doug McMillon on CNBC set this morning “Walmart CEO Doug McMillon joins ‘Squawk Box’ to discuss the move of the company stock to Nasdaq, why he’s stepping down as CEO, impact of AI on retail, state of the consumer, and more.” Video   Target Opens “Target SoHo” “…a one-of-a-kind concept store where everyday shopping […]

Costco +6.4% | McLay or Nicholas? | Denim Spots +70% | DG +2.5%

  Costco November comp sales (ex-fuel & f/x) +6.4% : US +5.8% / Canada +8.3% / Other Int’l +8.0% / Digitally-Enabled +16.3% Press release   Dollar General Q3 comp sales +2.5% Press release   McLay, Nicholas touted as top prospects for Walmart U.S. job at Talk Business. “When Walmart U.S. CEO John Furner moves up […]

B. Friday Bluster | Costco Sues @ Tariffs | Cust. Experience Bad

  Costco sues Trump administration for ‘full refund’ of tariffs at The Hill. “The list of companies who’ve recently sued include players in the auto industry — like Kawasaki — and several corporations part of the Toyota Group, food companies like Bumble Bee Foods and the cosmetics business Revlon. Even board game company Smirk & […]

Dick’s +5.7% | B.Buy +2.7% | Kohl’s -1.7%

  US retail sales rose slightly in September, adding to months of big gains at AP. “Sales increased 0.2% last month from August, the Commerce Department said Tuesday…The retail sales figures suggest that Americans as a whole are still willing and able to boost their spending…” Read more   TikTok Shop Pushes Into Luxury Retail […]

WM +4.5% | Sam’s +3.8% | WM Eyes Counterfeit Startup

  Walmart Q3 comp sales +4.5% (ex-fuel) / Op Income -0.2% / Sam’s Club comp +3.8% (ex-fuel) / Walmart Int’l net sales +11.4% / Walmart US ecom +28% Press release   …Walmart to Transfer Stock Exchange Listing to Nasdaq Press release   Walmart in talks to acquire Israeli-founded startup to combat scams, counterfeits at CNBC. […]