Eye-on-Retail Daily Tipsheet Archives





Tipsheet: Target Halts Fetch | HD Supply +10.1% | RH +5.0%

  RH Q2 comp brand revenue +5.0% Press release   HD Supply Q2 organic sales +10.1% Press release   Jeff Bezos making $10 million contribution to a super PAC that aims to elect military veterans to Congress by Reid J. Epstein at Wall Street Journal. "They perceive themselves to be pretty nonpartisan,” Mr. Barcott said. “The idea of doing something different and disruptive...


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Tipsheet: Costco’s $77M DC Down Under | Bezos “Parties VIP-Style” | Patagonia’s 30K Zipper Repairs

  Gordon drenched South Florida. Now the Gulf Coast braces for a possible hurricane at Miami Herald. "Gordon may strengthen into a minor hurricane by the time it approaches the Gulf Coast on Tuesday night. “This is not going to be Hurricane Katrina, but it is still a very dangerous storm that we need to be very aware of,” New Orleans City Councilman Jay Banks said at a Monday afternoon...


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Tipsheet: Wmart Online Order Cuts | Lulu +20% | Big Lots +1.6%

  Big Lots Q2 sales +1.6% Press release   Lululemon Q2 comp sales +20% vs. expected +9.6% Press release | CNBC article   Google and Mastercard Cut a Secret Ad Deal to Track Retail Sales by Mark Bergen & Jennifer Surane. Tiered subs.   Ulta Beauty Q2 comp sales +6.5% "Retail comparable sales increased 4.0%, including salon comparable sales growth of 1.7%;...


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Tipsheet:

  Big Lots Q2 sales +1.6% Press release   Lululemon Q2 comp sales +20% vs. expected +9.6% Press release | CNBC article   Google and Mastercard Cut a Secret Ad Deal to Track Retail Sales by Mark Bergen & Jennifer Surane. Tiered subs.   Ulta Beauty Q2 comp sales +6.5% "Retail comparable sales increased 4.0%, including salon comparable sales growth of 1.7%;...


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Tipsheet:

  Big Lots Q2 sales +1.6% Press release   Lululemon Q2 comp sales +20% vs. expected +9.6% Press release | CNBC article   Google and Mastercard Cut a Secret Ad Deal to Track Retail Sales by Mark Bergen & Jennifer Surane. Tiered subs.   Ulta Beauty Q2 comp sales +6.5% "Retail comparable sales increased 4.0%, including salon comparable sales growth of 1.7%;...


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Tipsheet: Amazon Tennis Fail | D.General Beats | Michaels -0.4% | Burlington +2.9%

  Dollar General Q2 comp sales +3.7% (vs. 2.83% estimated) Press release   ...Dollar General quarterly same-store sales top estimates at CNBC. "The company's net income rose to $407.2 million, or $1.52 per share, from $294.8 million, or $1.08 per share, a year earlier." Read more   Michael's Q2 comp sales -0.4% Press release   Dollar Tree enterprise comp...


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Tipsheet: Dick’s Trips | Hate Waymo | Barnes & Noble War

  Dick's Sporting Goods Q2 comp sales -4.0% "CEO Stack: "We delivered double digit growth in eCommerce, private brands, and athletic apparel excluding Under Armour, however, as expected, sales were impacted by the strategic decisions we made regarding the slow growth, low margin hunt and electronics businesses, which accounted for nearly half of our comp decline." Press release   ...Dick's...


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Tipsheet: BJ’s +2% | B.Buy +6.2% | Tiffany +7%

  Best Buy Q2 Comp Sales +6.2% Press release   ...CNBC: Best Buy shares fall despite earnings beat "Best Buy reports second-quarter earnings and sales that top analysts' expectations. But its outlook for the third quarter comes in shy of Wall Street estimates." Read more   BJ's Wholesale Q2 Comp Sales (Excluding Gas) +2.0% "Net sales increased 4.3% to $3.2 billion...


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Tipsheet: Target’s 1st Unionized Store? | Amazon Go #2 Seattle | Toys R Us Alive (in Canada)

  AMAZON GO #2 IN DOWNTOWN SEATTLE - Amazon has a second Go at cashierless c-store in downtown Seattle by Matt Day at Seattle Times. "The new store, near the Seattle Central Library at 920 Fifth Ave., opens at 7 a.m. Monday...Amazon packed a little bit of everything into the 1,800 square feet of its first store...The new downtown store, smaller at 1,450 square feet, loses the liquor aisle as well...


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Tipsheet: Trump Quotes Cornell | Austin Restricts Water | Ace CEO @ CNBC | Bernie Hits Bezos

  Retailers seeking China success have 'no real path' but to choose Alibaba or Tencent at CNBC. "Together, they have cornered more than 80 percent of China's e-commerce market — which is the world's largest — said Root who is also the chairman of global think-tank Bain Insights Group. The two companies also collectively own or control four out of five of China's largest hypermarket...


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