Tipsheet: Buffett Likes RH | Wawa Fire via Tesla | Payment Holidays

  Tesla Supercharger catches fire at a Wawa store in New Jersey at CNBC. “In August 2019, Wawa announced plans to increase the number of stores that feature Tesla Supercharger stations from 16 to more than 30 locations by the end of 2020.” Read more   Amazon adds new ‘Amazon Pharmacy’ branding to PillPack at […]

Tipsheet: WM +3.2% | Sam’s +0.6% | H.Dep Trending @ TikTok

  Walmart earnings beat estimates, shares rise on higher outlook ahead of holidays at CNBC.  “U.S. same-store sales: up 3.2% vs. growth of 3.1% expected…e-commerce sales were up 41%, thanks to “strong growth” in online grocery…average ticket in the U.S. grew 1.9% compared with a 1.8% increase a year ago. Transactions were up 1.3% in […]

Tipsheet: Rona Not ‘Proudly Canadian’ | Amazon Locker Audit | Advance Auto +1.2%

  Nike will stop selling its sneakers and apparel directly on Amazon’s website, ending a pilot program that began in 2017 at Fortune. “Nike reportedly struggled to control the Amazon marketplace. Third-party sellers whose listings were removed simply popped up under a different name. Plus, the official Nike products had fewer reviews, and therefore received […]

Tipsheet: Barneys Stiffs | WM Clash | Rich Santa

  Inside Walmart’s Corporate Culture Clash Over E-Commerce by Matthew Boyle at Bloomberg. “The digital divestments suggest that the online crew is losing the struggle, but the traditionalists have suffered as well. Walmart’s U.S. stores chief, Greg Foran, last month gave up one of the most powerful jobs in retail to run an airline in […]

Tipsheet: Costco +6.3% | Duluth 1st Underwear Store | Merlo Talks Vaping

  Costco October comp sales (ex. gas & f/x) +6.3% (US +6.8% / Canada +6.5% / Other Int’l +3.0%) Press release   Lumber Liquidators Q3 comp sales -3.6% Press release   Facing shorter holiday season, U.S. retailers rev up faster delivery, early deals at Reuters. “The last shortened shopping season was in 2013 – a […]

Tipsheet: Kroger’s Kroji | CVS -22 | B.Buy -18 | Wgreen Eyes Private

  Kroger Debuts New Logo and Launches Brand Transformation Campaign “Fresh for Everyone is Kroger’s brand ethos…The Kroji (Kroger + emoji) animation features a loveable cast of characters to represent Kroger customers, associates and communities…Kroger’s 20+ retail banners across America will continue to operate under their existing names…” Press release | Brand campaign   CVS […]