Amazon Humanoid Delivery | Temu -52% | Costco +6%

  Costco May comp sales (ex. fuel & f/x) +6.0% Press release   Amazon is reportedly training humanoid robots to deliver packages at The Verge. “Citing an anonymous source “involved in the effort,” The Information says that Amazon has almost finished constructing an indoor “humanoid park” at one of the retail giant’s San Francisco offices […]

D. Gen +2.4% | Grocery +Steel | 1/4 Finance Groceries

  Dollar General Q1 comp sales +2.4% “…2.7% increase in average transaction amount and a 0.3% decrease in customer traffic. Same-store sales…included growth in each of the consumables, seasonal, home products, and apparel categories.” Press release   Fortune Announces 2025 Fortune 500 List (Walmart #1, Amazon #2) Press release   Walmart CEO started his career […]

Grocery CEO Ousted | V.Secret Web Down | B.Buy -0.7%

  Best Buy Q1 comp sales down 0.7% Press release   …Best Buy cuts full-year sales and profit guidance as tariffs raise cost of electronics at CNBC. “… shoppers bought fewer home theaters, appliances and drones than a year ago. The company said weakness in those categories was partially offset by growth in the computing, […]

7-11 CEO Ex-WM | Tariff Workaround | Penny Hangaround

  Temu-owner PDD Holdings profit dives as it faces challenges at home and abroad at Reuters/Yahoo. “Chinese e-commerce firm PDD Holdings saw first-quarter net profit fall 47% to 14.74 billion yuan ($2.05 billion) as its domestic platform suffered from intense local competition and its international business was hit by global trade uncertainty.” Read more   […]

H.Depot -0.3% | F.Dollar +MacNaughton | Lowe’s +Togetherness

  Home Depot Q1 comps down 0.3% “…sales of $39.9 billion for the first quarter of fiscal 2025, an increase of 9.4%” Press release   …Home Depot CFO says retailer doesn’t plan to raise prices due to tariffs at CNBC. “Sales patterns improved as the quarter went on, McPhail said. Comparable sales declined 3.3% year […]

Sam’s +6.7% | Dick’s 66% Premium | Cyberattack @ US Retail

  Walmart Q1: US comp +4.5% / Sam’s Club (ex fuel) +6.7% / Walmart Int’l net sales +7.8% “Walmart US ecommerce growth +21% – Walmart US achieved eCommerce profitability in Q1 for the first time, marking a milestone for the company.” Press release   …Walmart CFO says price hikes from tariffs could start later this […]