Thursday Tipsheet: Target Picks CEO (Former Sam’s Boss at HQ Today) | CEO Iviews: F.Dol & B.Buy | Whole Foods Crash

  “Target Picks Pepsi Veteran as New CEO (starts Aug. 12th / at HQ today)” by Paul Ziobro & Joann S. Lublin at WSJ. “Target Corp. is bringing in PepsiCo Inc. executive Brian Cornell as its new chief executive, turning to an outsider for the first time in its history to repair a battered corporate […]

Wednesday Tipsheet: Costco HQ Expansion | Wmart/Target Cosmetic Alliance | Lowe’s ProExpress

“Walmart and Target Cosmetic Alliance Shrouded in Secrecy” by Marc Gunther at The Guardian.  “Their first event, the day-long Beauty and Personal Care Products Sustainability Summit, will be held on 4 September in Chicago…The planners are close-lipped about the summit’s 50-100 participants, although they mentioned that many will be drawn from the retail sector. The […]

Tuesday Tipsheet: D.Gen. had chance @ F.Dol. | TargetExpress San Fran Location | Wegmans: 10 More

  “Why monster dollar-store merger should scare Pepsi, Coca-Cola” by Brian Sozzi at CNBC.  “The only topic not touched on thus far is how the merged Dollar Tree/Family Dollar will exert pressures on major food, household goods, and drink suppliers, including Pepsi, Hershey, and Clorox…Walmart has 659 suppliers compared to Dollar Tree at 32 and […]

Monday Tipsheet: D.Tree/F.Dol. Deal Price ‘Too Low’ | Amazon’s 132K | Blake Joins Delta Board

  Pro: “$8.5 billion dollar store deal price too low” by Matthew Belvedere at CNBC.  “Family Dollar stock soared in premarket trading Monday—even shooting up above the generous 23 percent premium to where shares closed on Friday…The action in both stocks indicated the price tag for the deal might be too low, said Jan Kniffen, […]

Friday Tipsheet: Lowe’s on Colbert | Barclays: Target Can Fix Can. | Amazon Sun. = 25% of US

  “Stephen Colbert gives shout out to Staten Island Lowe’s for fixing veteran’s wheelchair” by Ryan Lavis at Staten Island Advance. “I don’t see why all our veterans health issues can’t be helped by Lowe’s,” Colbert quipped, adding, “Why wait months to have that hip replaced at the VA when Lowe’s will fix you up […]

Thursday Tipsheet: Wmart’s Simon Retiring | 16 Pics @ Target Express | D.Gen’s Diaper Ad

  “Walmart’s Bill Simon Retiring, Greg Foran Promoted to President and CEO of Walmart U.S.” “Foran will assume his responsibilities on August 9 and will report directly to Walmart President and CEO, Doug McMillon. Simon will be available on a consulting basis for the next six months to ensure a seamless transition.” Read the release   […]