Entries by jlong

Mother’s Day $284 | On “Ghost Town” | REI GP +7%

  NRF: Mother’s Day shoppers are budgeting $284 per person, with total spending expected to reach $38 billion “This year, men are budgeting an average $346 per person, compared to women’s $225. When it comes to who they are buying gifts for, though, women are more likely to grab a special something for all the […]

Wayfair +7.4% | Sprouts -1.7% | GDP +2% | Amazon +Jr.?

  U.S. economy grew 2% from January-March at AP. “Growth in consumer spending, which accounts for 70% of U.S. economic activity, slowed to 1.6% in the first quarter from 1.9% at the end of 2025. But business investment, likely driven by investments in artificial intelligence, rose at an 8.7% pace.” Read more   eBay Inc. […]

Costco Employee Killed | eBay Outage | Albertsons BOGO Lawsuit

  Coca-Cola beats estimates; Global unit case volume +3% / Net revenues +12% Press release   Washington Attorney General accuses Albertsons, Safeway of fake BOGO deals at King 5. “One example cited in the lawsuit involves a Gig Harbor Albertsons, where the price of a 16.9-ounce bottle of O Organics Extra Virgin Olive Oil increased from […]

Rotisserie Chicken Act | 80% Cut Spending | Sam’s: 10min for $10

  Trump reclassifies state-licensed medical marijuana as a less-dangerous drug in a historic shift at AP. “…does not legalize marijuana for medical or recreational use under U.S. law. But it does change the way it’s regulated, shifting licensed medical marijuana from Schedule I — reserved for drugs without medical use and with high potential for […]

C.Tree Prices Up | T.Sup +0.5% | WM Owed $10.2B Tariffs

  Retail sales up 1.7% in March; driven by a spike in gas prices at Yahoo/AP. “Excluding gas prices, the number was a slim 0.6%…Business at gas stations rose 15.5% percent. Elsewhere, sales at department stores rose 4.2%, while sales at furniture stores were up 2.2%. Online retailers saw a 1% gain.” Read more   […]

Amazon Ads Boycott | TV Trade-In Rush | REI #1 Dies

  Amazon sellers boycott ads in policy change revolt: ‘We’re running out of f—ing margin’ at CNBC. “The 24-hour advertising boycott is being organized by Million Dollar Sellers, a community of more than 700 members…Sellers have complained for years, but this feels different,” MDS co-founder Eugene Khayman said in a post on X about the […]

Ellison @ CNBC | D.Tree Bougie | Amazon Autos @ 130 Cities

  Lowe’s CEO @ CNBC This Morning “CNBC’s “Squawk Box” team discusses Lowe’s business performance, its new subscription service HomeCare+ and more with Lowe’s CEO Marvin Ellison.” 4:16 video   China’s exports grew 2.5% in March in a sharp slowdown as Iran war raises uncertainty AP News   Wholesale prices rose 0.5% in March, much […]

Lowe’s +$250M Trades | Amazon/USPS Deal | Wayfair +FL

  Amazon and U.S. Postal Service Reach Delivery Deal at WSJ. “Instead of reducing the number of packages Amazon ships through the Postal Service by two-thirds…the two sides now have a tentative deal that will result in a 20% reduction…(Amazon) is the Postal Service’s largest customer, shipping nearly 15% of all the packages that the […]