Conversations On Retail

Shares of Temu parent company PDD plunge Almost 29% Shaun Rein of CMR (China Market Research Group) was of the view that “panic was overblown last night,” and that this would be a good opportunity for investors to buy into the stock. This comes after shares of PDD Holdings saw their largest one-day loss since its listing on the Nasdaq on Monday, tumbling 28.57% after the company failed to meet expectations in its second quarter results. Hui Jie Lim

Amazon aggregators BRANDED and Heyday are expected to merge as soon as this week, CNBC confirmed. The combined companies will form a new entity called “Essor.” The Amazon aggregator space has faltered since venture capital money dried up and companies struggled to profitably operate the brands they acquired. Annie Palmer #amazon

Walmart and other big-box retailers are using AI and predictive modeling to study how extreme weather events may impact key warehouse and delivery routes. Stores, such as Target, are also becoming key delivery hubs, especially for pre-positioning inventory like food, water, batteries and other essential items in areas where predicted storms will hit. Extreme heat is major issue for delivery workers, with Amazon and partners adjusting routes based on heat by more than 96.9 million minutes in 2023.

I had a lot of fun hosting this conversation with my friend Suzy Monford, where she offered great insight on persistent consumer inflation, accusations of price gouging by retailers, and the power of electronic shelf labels. Watch It Now! https://lnkd.in/dggetcSR Conversations On Retail, Food Sport International

Straight from the Headlines! Join Matt Fifer and Suzy Monford for "The Big Picture," a series of conversations offering executive-level perspectives on some of the issues and opportunities impacting the retail industry. For this conversation, Suzy offers insight on persistent consumer inflation, accusations of price gouging by retailers, and the power of electronic shelf labels. Watch It Now! https://lnkd.in/dggetcSR Walmart, Target, Kroger, Costco Wholesale, Amazon, SES-imagotag, Food Sport International #retail #inflation #pricegouging #electronicshelflabels

The TJX Companies, Inc. beat Wall Street’s expectations on the top and bottom lines as it raised its full-year guidance. The retailer behind Homegoods, TJMaxx and Marshall has been taking market share from competitors like Target and Macy's and has become a haven for price-sensitive consumers. The company has been looking to continue its growth and announced it’s taken a stake in a Dubai-based discounter.

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Target CEO Brian Cornell said there’s no room for price gouging in the competitive retail landscape. Cornell was asked whether the tactic boosted Target’s profits, after Democratic presidential candidate Kamala Harris outlined a plan to stop price gouging. He spoke to CNBC after Target beat quarterly earnings expectations. Suzy Monford, Buster Arnwine

SHEIN has sued Temu for copyright infringement as it fends off similar allegations from a host of brands and independent artists. In a civil complaint, the Chinese-linked fast-fashion player accused Temu of routinely stealing its designs and alleged an employee stole confidential trade secrets. SHEIN alleged that Temu loses money on each sale it makes and uses trademark infringement to make up for the losses.

Lowe's Companies, Inc.’s beat second-quarter earnings expectations, but missed on sales and cut its full-year outlook. Lowe’s cited “lower-than-expected DIY sales and a pressured macroeconomic environment.” Its results come a week after rival The Home Depot said it expected a weaker second half of the year. Melissa Repko