Entries by jlong

Best: Wegmans #5/Target #29 | New: BJ’s Chief Merch. | Back: Reese’s

  Fortune 100 Best Companies to Work For (Wegmans #5, Target #29, Sheetz #32, Publix #50) List/Fortune subs.    BJ’s new Chief Merchandising Officer hails from Sam’s Club “Stephanie Reibling…most recently (served) as senior vice president, general merchandise manager at Sam’s Club…Earlier in her career, Reibling held divisional merchandising roles at Walmart…She also held leadership […]

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

  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 […]

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

  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 […]

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.   […]

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 […]

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 […]

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 […]

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 […]