Tipsheet: H.Depot New Tagline | Lawton to T.Supply | WM Stores Optional


Macy’s president Hal Lawton is stepping down to become CEO of Tractor Supply at CNBC. “Lawton will be leaving to join Tractor Supply as its CEO, succeeding Greg Sandfort, effective Jan. 13. He will also join Tractor Supply’s board.” Read more


Kroger Q3 ID sales (ex-fuel) +2.5% Press release


Costco comps: November +5.3% / November ecom -3.6% / Q1 +4.3% Press release


Walmart’s McMillon says there is a ‘magic’ in being different, says online grocery business is ‘great’ by Kim Souza at Talk Business. “If customers don’t want stores, we won’t have them,” McMillon said during an interview by Barclays analyst Karen Short on Wednesday (Dec. 4) at the brokerage firm’s “Eat, Sleep, Play – It’s Not All Discretionary” conference in New York.” Read more


Dollar General Q3 comp sales +4.6% Press release


Duluth Trading Q3 net sales +12.2% “Net sales were driven by a 2.9% growth in direct net sales and 24.1% growth in retail net sales…At the end of the third quarter, the company had 58 stores compared to 43 stores in the same period a year ago.” Press release


Five Below Q3 comp sales +2.9% Press release


RH Q3 net revenue +6.4% “Traditional retailers…have allocated the vast majority of their capital to unnaturally grow their digital business. This has resulted in shifting, not lifting, sales online at greater costs, driving down margins while physical stores have been left to rot. We on the other hand have chosen to take the road less traveled…” Press release


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Tiffany Q3 comp sales unchanged Press release


…Tiffany shares down after a big earnings miss at CNBC

  • Earnings per share, adjusted: 65 cents vs. 85 cents expected
  • Revenue: $1.015 billion vs. $1.037 billion expected
  • Same store sales: unchanged vs. expected 1.4% gain


Michaels Q3 comp sales -2.2% Press release


Walmart favors ‘reasonable controls’ over collection and use of personal data at Reuters. “(Walmart) said shoppers should have an opportunity to “reasonably access, correct or delete their data while limiting the sale of their data to third parties and its use in digital advertising,” as it testified at a hearing by the U.S. Senate Committee on Commerce, Science and Transportation.” Read more


Dollarama Q3 comp sales +5.3% Press release


Home Depot hammers home new tagline with ads that emphasize digital investment and delivery options by Adrienne Pasquarelli at Ad Age. “The new tagline, “How doers get more done,” will replace the “More saving. More doing” line the retailer has used for more than a decade…The new campaign, debuting this weekend, will include a 30-second TV spot that showcases the new digital offerings, along with promotions on social media and in online channels.” See spot/Read more


Express Q3 comp sales -5.0% Press release


Antitrust investigators have reportedly widened their examination of Amazon and its retail marketplace to include the corporation’s cash cow: cloud computing at Fox Business. “The Federal Trade Commission is asking questions about Amazon Web Services, Bloomberg reported Wednesday, citing people familiar with the matter.” Read more


At Home Group Q3 comp sales -2.0% Press release


Target plans to open a store in New York’s Times Square in 2022 at CNBC. “Target has signed a lease for a small-format store in Manhattan in the heart of Times Square, on 42nd Street between 7th and 8th Avenues.” Read more


J.Jill Q3 comp sales -7.0% Press release


CVS CEO: I saw Hello Kitty logo on a vaping device 5 years ago and knew something was wrong at CNBC. “CVS Health CEO Larry Merlo raised concerns Thursday over the teen vaping crisis and the longterm health risks. “We don’t know the longitudinal effect of these products,” Merlo told CNBC’s “Squawk Box.” “Something has to be done.” Video/Read more


Tipsheet Extra

Rent the Runway partners with W Hotels so you can pack lighter

KFC brings back fried chicken scented firelog

Millennials are warming up to some baby boomer lifestyle choices

J.J. Abrams Hints at LGBTQ Representation in Star Wars

The iPhone 11 Pro’s Location Data Puzzler

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