WM +4.5% | Sam’s +3.8% | WM Eyes Counterfeit Startup

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Walmart Q3 comp sales +4.5% (ex-fuel) / Op Income -0.2% / Sam’s Club comp +3.8% (ex-fuel) / Walmart Int’l net sales +11.4% / Walmart US ecom +28% Press release

 

…Walmart to Transfer Stock Exchange Listing to Nasdaq Press release

 

Walmart in talks to acquire Israeli-founded startup to combat scams, counterfeits at CNBC. “R&A Data has been working with Walmart as a third-party vendor since at least 2024, helping the company screen listings on its online marketplace for compliance issues, such as counterfeiting, according to the people and records. After working with the tech startup, Walmart decided to acquire it, CNBC learned.” Read more

 

Williams-Sonoma CEO says next quarter will see a bigger tariff impact at CNBC. “In terms of where the tariffs are going, I think we’ll get stability at the end of the year, I hope, and more predictability, and I don’t imagine them going up. That is my best guess,” Alber told Cramer. “But they are going to affect us more in Q4 than they did in Q3 because a bigger percentage of our inventory is now tariffed as the cost rolls through the balance sheet.” Read more

 

…Williams-Sonoma Inc. Q3 comp sales +4.0% Press release

 

Holiday Hiring Slows, Frustrating Job Seekers at NY Times. “Taylor Gusman has been searching for a full-time job since graduating from Saint Mary’s College of California two years ago. With a bachelor’s degree in communications, and a marketing internship under her belt, she hoped a seasonal job in her field this holiday season might help her transition into full-time work, but she has applied to more than 30 positions without hearing back from most.” NY Times

 

Love’s names TRG as strategic creative and media agency of record Press release

 

Luxury Goods Market to Return to Growth in 2026, Bain Predicts at Bloomberg. “Sales of high-end goods, including jewelry, leather handbags, shoes and ready-to-wear fashions, will probably grow between 3% and 5% next year at constant exchange rates, Bain & Co. estimates in its outlook on the state of luxury demand. Bain currently expects the market will remain roughly flat this year…” Bloomberg subs. 

 

Here Are the 2025 CMA Awards Winners: Full List Billboard

 

Target Q3 comp sales -2.7% / Digital comp sales +2.4% Press release

 

TJX Q3 comp sales +5.0% Press release

 

Target to launch app in ChatGPT “Launching next week in beta, Target will offer a complete shopping experience through its app in ChatGPT, with the ability to purchase multiple items in a single transaction, shop fresh food products, and select drive up, pick up or shipping fulfillment options.” Press release

 

Lowe’s Q3 comp sales +0.4% / Online +11.4% Press release

 

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