Kohl’s Q4 comp sales down 2.8% / fiscal year 2025 comp sales down 3.1% “For the full year 2026, the Company currently expects the following: Net sales and Comparable sales: A decrease of (2%) to flat…” Press release The $100 Billion Club: These 20 People Have 12-Figure Fortunes “Alice Walton #14 / Jim Walton […]
BJ’s Wholesale Club Q4 comp sales (ex. gas) +2.6% “Membership fee income increased by 10.9% year-over-year…90% tenured member renewal rate during fiscal 2025…digitally enabled comp sales growth was 31%…” Press release Kroger Q4 Identical Sales (ex. gas) +2.4% “CFO: “For 2026, we expect identical sales without fuel growth of 1.0% to 2.0%…includes an […]
Target Q4 comp sales decreased 2.5% “…reflecting a comp store sales decline of 3.9 percent and a comp digital sales increase of 1.9 percent…Food & Beverage, Beauty and Toys delivered net sales growth …double-digit growth from Roundel and over 30 percent growth in marketplace. Same-day delivery powered by Target Circle 360 grew over 30 […]
EBay Is Laying Off About 800 Workers, 6% of Global Workforce at Bloomberg. “…The layoffs mark the third round of cuts in three years. In early 2024, the e-commerce company axed about 1,000 jobs, or about 9% of its workforce, saying labor costs had outpaced growth. In early 2023, the company terminated about 500 […]
Home Depot Q4 comp sales +0.4% Press release …Home Depot beats Wall Street’s expectations at CNBC. “Despite the fourth-quarter sales decline, Home Depot topped Wall Street’s revenue and earnings expectations for that period. In an interview with CNBC, Chief Financial Officer Richard McPhail said U.S. consumers and the company have “been in a frozen […]
Kohl’s -2.8% | Spice Makers Hot | $100B Club
/in Eye-on-RetailKohl’s Q4 comp sales down 2.8% / fiscal year 2025 comp sales down 3.1% “For the full year 2026, the Company currently expects the following: Net sales and Comparable sales: A decrease of (2%) to flat…” Press release The $100 Billion Club: These 20 People Have 12-Figure Fortunes “Alice Walton #14 / Jim Walton […]
WM AI Head Speaks | Kroger +2.4% | BJ’s +2.6% | Open Call 8 Cities
/in Eye-on-RetailBJ’s Wholesale Club Q4 comp sales (ex. gas) +2.6% “Membership fee income increased by 10.9% year-over-year…90% tenured member renewal rate during fiscal 2025…digitally enabled comp sales growth was 31%…” Press release Kroger Q4 Identical Sales (ex. gas) +2.4% “CFO: “For 2026, we expect identical sales without fuel growth of 1.0% to 2.0%…includes an […]
Target -2.5%/Feb+ | B.Buy EPS Beat | On +22.6%
/in Eye-on-RetailTarget Q4 comp sales decreased 2.5% “…reflecting a comp store sales decline of 3.9 percent and a comp digital sales increase of 1.9 percent…Food & Beverage, Beauty and Toys delivered net sales growth …double-digit growth from Roundel and over 30 percent growth in marketplace. Same-day delivery powered by Target Circle 360 grew over 30 […]
EBay Cuts 800 | Buc-ee’s Sues | Bezoses’ Chair Met Gala
/in Eye-on-RetailEBay Is Laying Off About 800 Workers, 6% of Global Workforce at Bloomberg. “…The layoffs mark the third round of cuts in three years. In early 2024, the e-commerce company axed about 1,000 jobs, or about 9% of its workforce, saying labor costs had outpaced growth. In early 2023, the company terminated about 500 […]
THD Beats @ +0.4% | Saks Savior? | Bed Bath -9.8%
/in Eye-on-RetailHome Depot Q4 comp sales +0.4% Press release …Home Depot beats Wall Street’s expectations at CNBC. “Despite the fourth-quarter sales decline, Home Depot topped Wall Street’s revenue and earnings expectations for that period. In an interview with CNBC, Chief Financial Officer Richard McPhail said U.S. consumers and the company have “been in a frozen […]
Amazon Dethrones WM | WM US +4.6% | Sam’s +4.0% | Kroger +McCann
/in Eye-on-RetailWalmart Q4 comp sales (ex. fuel): Walmart US +4.6% / Sam’s +4.0% / Walmart Int’l (net sales growth) +7.5% “Global eCommerce sales grew 24%…global advertising business up 37%…membership fee revenue grew 15.1% globally…gross margin rate up 13 bps, led by Walmart US.” Press release …Walmart reports strong holiday growth, but earnings outlook falls […]