H.Depot Big Buy | Xi: Can’t Go Back | BJ’s +5

  Home Depot is acquiring specialty distributor SRS for $18.25 billion in huge bet on growing pro sales at CNBC. “The acquisition is the largest in Home Depot’s history…CEO Ted Decker…said the deal increases Home Depot’s total addressable market by $50 billion. SRS Distribution sells supplies to professionals in the landscaping, pool and roofing businesses…has approximately […]

Swipe Fees Hit | WM Not a Supermarket? | Cocoa $10K

  Visa, Mastercard agree to lower credit-card fees in landmark merchant settlement at MarketWatch. “Through the blockbuster agreement, which merchants say is one of the largest in U.S. antitrust history, Visa and Mastercard will lower published credit-card interchange fees by four basis points in the U.S. for at least three years. The companies also won’t […]

‘ZenBooths’ @ Amazon | Dick’s Stock Pops | Refund Schemes @ TikTok

  Dick’s Sporting Goods Q4 comp sales +2.8% (vs. +0.8% expected) / Largest sales quarter in company history Press release   …Dick’s Sporting Goods soars past holiday quarter estimates, raises dividend 10% at CNBC. “For fiscal 2024, Dick’s is expecting earnings per share to be between $12.85 and $13.25, compared with estimates of $12.90, according […]

WM DFW Strategy | CNBC Exposes Crime | Galanti Exit Iview

  Inside the organized crime rings plaguing retailers including Ulta, T.J. Maxx and Walgreens at CNBC. “These organized theft groups don’t typically carry out the splashy “smash and grab” robberies seen in viral videos. Instead, they pilfer goods quickly, quietly and efficiently…CNBC has spent about eight months embedding with various law enforcement agencies and investigating […]

WM DFW Strategy | CNBC Exposes Crime | Galanti Exit Iview

  Inside the organized crime rings plaguing retailers including Ulta, T.J. Maxx and Walgreens at CNBC. “These organized theft groups don’t typically carry out the splashy “smash and grab” robberies seen in viral videos. Instead, they pilfer goods quickly, quietly and efficiently…CNBC has spent about eight months embedding with various law enforcement agencies and investigating […]

Kroger -0.8% | BJ’s #21 | H.Depot +Women | Cinnamon +Lead

  Kroger Q4 identical sales (ex-gas) down 0.8% Press release   BJ’s Wholesale Q4 comps up 0.5% (ex-gas) Press release   …BJ’s to enter 21st state @ KY   Newsweek: America’s Greatest Workplaces for Women 2024 (Home Depot, Wegmans, Bath & Body Works…) “These 1,000 U.S.-based companies ranked highest when evaluated on metrics including compensation, […]