Tuesday Tipsheet: Target Disses Beyonce | Lowe’s & Amazon & Protesters | Gander Sues Cabela’s

  “Target No Fan of Beyonce:  Refuses to Sell New Album” at Variety. “Target will not sell Beyonce’s new album because she released it online first, the company announced Monday.  “At Target we focus on offering our guests a wide assortment of physical CDs, and when a new album is available digitally before it is […]

Monday Tipsheet: Target: Out-of-Stock on Toys & Green Beans | H.Depot/Lowe’s: Ask & You Get a Better Price

  “Target’s Lean Inventory Problem:  Out-of-Stock on 60% of Top Toys; Where are the Green Beans?” by Thomas Lee at Star-Tribune.  “Out-of-stocks seem to be more frequent in groceries, with customers complaining that even SuperTargets frequently run out of basic items.  “I went to Target two days before Thanksgiving and they were completely out of […]

Friday Tipsheet: Amazon’s Club Store Attack | Ivy League Disses Wmart | W.Foods Wants 1000+

  “Amazon Launches ‘Pantry’ to Take on Costco/Sam’s/BJ’s” by Alistair Barr at USA Today. “Amazon has the clubs in their cross hairs,” said Keith Anderson, who leads RetailNet Group’s Digital Advisory practice.”This will be a potential issue for Costco.” Warehouse club members tend to be higher income households with kids — the type of shoppers […]

Thursday Tipsheet: Costco Tepid Online | H.Depot Wants Same-Day Ship | Call Highlights

  Costco’s Q1 Earnings Call:  Quick Summary:  Plan 30 New Stores in ’14; Ramping up Int’l; Online not a Major Focus. Heard on the Call: Richard Galanti – CFO * We opened 13 locations during the first quarter of fiscal 2014.  Since the end of the Q1, we have opened in Q2 two new locations, one […]

Wednesday Tipsheet: Costco Comp +3% | Target’s Groceries: Inconvenient | H.Depot Hits Goal 1 Yr Early

  “Costco’s Same-Store Sales +3% in Q1 2014”  “Comparable sales for the twelve-week period, excluding negative impacts from gasoline price deflation and foreign exchange, were 5%”  Read the Company Release   “Costco’s Q1 Earnings Call @ 8am PT this Morning”  Listen to the Webcast   “Costco Earnings Per Share of $.96 Misses Street Estimate by […]

Tuesday Tipsheet: Nader Slams D.Gen | B.Buy Sues ‘Geek’ | Costco Q1 Preview | No Bananas in Dallas

  Costco Releases Q1 ’14 Earnings Tomorrow.  Preview: “Rise In Membership Will Lead To Growth; Online Business Most Viable Growth Engine” at Seeking Alpha. “Costco’s online sales account for only 2% of its overall revenues, suggesting that there is a huge room for improvement…About 80%-90% of its products offered online do not overlap with the […]