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 growth.” Read more
Amazon’s Win Against Perplexity Kicks AI Shopping Wars Into High Gear at WSJ. “A judge ruled Amazon can keep outside AI bots off its site for now…Perplexity has seven days to appeal the decision…AI bots bypass ads and sponsored search results, a high-margin revenue driver for big retailers.” WSJ subs.
Dollar General Q4 comp sales +4.3% “…reflecting increases of 2.6% in customer traffic and 1.7% in average transaction amount…FY 2026 Guidance: comp sales growth in the range of approximately 2.2% to 2.7%…opening approximately 450 new stores in the United States…” Press release
…Dollar General’s Outlook Disappoints After Stock’s Big Run at Bloomberg. “Shares of the retailer fell as much as 6.1% in premarket trading. The stock had risen about 9% this year after a 75% surge in 2025.” Bloomberg subs.
Food prices could rise as Iran conflict disrupts fertilizer supply chain at CNBC. “Roth estimates the disruption could raise “food-at-home” inflation by roughly 2 percentage points, adding about 0.15 percentage points to headline inflation in the U.S., on top of roughly 0.40 percentage point increase from energy.” Read more
Stitch Fix Q2 net revenue +9.4% “Active clients of 2.288 million, a decrease of 0.8% quarter-over-quarter and a decrease of 3.5% year-over-year.” Press release
Costco member’s lawsuit says all clients are owed tariff refunds at Bloomberg/MSN. “Now, some consumers are arguing in court that if companies eventually get refunds, they want their share. But it’s unclear whether shoppers will be able to get refunds. And the timing and process to issue them is still being hashed out in court.” Read more
Petco Q4 comp sales -1.6% Press release
Amazon expands a program that lets customers shop from other retailers’ sites at TechCrunch. “…(Amazon) will now support third-party product feeds, which merchants use to provide information about their inventory, pricing, and catalog to other partners.” Read more
Build-A-Bear Q4 total revenue +2.7% Press release
Amazon’s one and only hair salon still going strong five years later at GeekWire
Target Shopper Boycott Over DEI Changes Is Winding Down at WSJ. “There is more to do, but “we are claiming victory,” said Jamal Harrison Bryant, a pastor in a church outside Atlanta that has helped lead the boycott. “This fight, for us, has now reached its conclusion.” WSJ subs.
Vevor, an online home improvement brand, opens 1st US store Press release
How Kraft Heinz cut time to market from 36 months to six at MIT Sloan Management Review Read more/Video