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 controls roughly a third of TV sales in the U.S…For the first time at global scale, the second screen (your phone) and the first screen (your TV) can be synced through an operating system. The TV knows your logins, your payment credentials, what apps you use, and what you buy.” Read more
The HBR Interview with outgoing Walmart CEO Doug McMillon HBR subs.
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The little shipping company that’s making Europe’s sanctions look silly at Politico. “The network’s linchpin is LS Logistics Solution GmbH…The company operates a warehouse near Berlin’s Brandenburg airport, from which trucks take packages — bearing labels identifying them as being handled by Uzpost, the state postal service of Uzbekistan that is not authorized to operate in Germany — through Poland and Belarus to street addresses in Moscow and St. Petersburg.” Read more
United Natural Foods, Inc. Q2 net sales decreased 2.6% Press release
Flipkart moves its headquarters back to India ahead of IPO at TechCrunch
Sauce, spice makers attract deal interest as GLP-1s send Americans looking for hot stuff at Reuters. “The move towards protein…as well as vegetables and other healthier parts of the food pyramid – they don’t always naturally have a lot of flavor…an opportunity for a lot of these sauces and seasonings,” said Justin Craig, managing director and head of food and beverage at investment bank Moelis.” Reuters subs.
Signet Jewelers: Preliminary comp sales “decreased in the range of 0.9% to 0.7% to Q4 of FY25” Press release
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