C.Tree Prices Up | T.Sup +0.5% | WM Owed $10.2B Tariffs

  Retail sales up 1.7% in March; driven by a spike in gas prices at Yahoo/AP. “Excluding gas prices, the number was a slim 0.6%…Business at gas stations rose 15.5% percent. Elsewhere, sales at department stores rose 4.2%, while sales at furniture stores were up 2.2%. Online retailers saw a 1% gain.” Read more   […]

Amazon Ads Boycott | TV Trade-In Rush | REI #1 Dies

  Amazon sellers boycott ads in policy change revolt: ‘We’re running out of f—ing margin’ at CNBC. “The 24-hour advertising boycott is being organized by Million Dollar Sellers, a community of more than 700 members…Sellers have complained for years, but this feels different,” MDS co-founder Eugene Khayman said in a post on X about the […]

Ellison @ CNBC | D.Tree Bougie | Amazon Autos @ 130 Cities

  Lowe’s CEO @ CNBC This Morning “CNBC’s “Squawk Box” team discusses Lowe’s business performance, its new subscription service HomeCare+ and more with Lowe’s CEO Marvin Ellison.” 4:16 video   China’s exports grew 2.5% in March in a sharp slowdown as Iran war raises uncertainty AP News   Wholesale prices rose 0.5% in March, much […]

Lowe’s +$250M Trades | Amazon/USPS Deal | Wayfair +FL

  Amazon and U.S. Postal Service Reach Delivery Deal at WSJ. “Instead of reducing the number of packages Amazon ships through the Postal Service by two-thirds…the two sides now have a tentative deal that will result in a 20% reduction…(Amazon) is the Postal Service’s largest customer, shipping nearly 15% of all the packages that the […]

Best: Wegmans #5/Target #29 | New: BJ’s Chief Merch. | Back: Reese’s

  Fortune 100 Best Companies to Work For (Wegmans #5, Target #29, Sheetz #32, Publix #50) List/Fortune subs.    BJ’s new Chief Merchandising Officer hails from Sam’s Club “Stephanie Reibling…most recently (served) as senior vice president, general merchandise manager at Sam’s Club…Earlier in her career, Reibling held divisional merchandising roles at Walmart…She also held leadership […]

Amazon +1300 Acres | APR+1% = -9% | Dick’s Layoffs

  McCormick buys Unilever’s food business in deal that values it at nearly $45 billion at CNBC. “The deal will…expand (McCormick’s) portfolio further into spreads and condiments. It already owns Frank’s RedHot and Cholula hot sauces. For Unilever, divesting much of its food business allows the company to focus on its personal care segment, which is […]