U.S. Retail Intelligence

February 26 – Conference Board: Consumer Confidence Improves in February After January Slide Consumer intentions to purchase big-ticket items over the next six months rose in February as those who said they would and those who said maybe in the Conference Board Consumer Confidence survey increased, while the number of those saying they wouldn’t declined. From: HomePage…

January 30 – Home Depot Laying Off 800 Workers at Atlanta HQ in Return-to-Office Move Our goal is to drive greater agility and position the company to move faster and stay even more closely connected with our frontline associates, said the company. From: HomePage News   January 30 – Gen Z Takes Wedding Planning Lead with Minds on Budget, Social Content & AI Based on…

December 23 – Visa: Holiday Spending Rose 4.2%; In-Store Sales Capture 73% of Spend General merchandise stores saw a 3.7% lift as consumers sought out convenience, Visa noted. From: Chain Store Age   December 23 – Deal to Sell 120 J.C. Penney Stores for $950M Falls Through Shareholders include Simon Property Group, Brookfield Corporation, Authentic Brands Group and…

November 30 – A Measure of Success: Independent Retailer Index 38% of respondents reported that sales increased in Q2 2025 versus Q2 2024. From: Hardware Retailing   November 26 – Belk Set to Debut Smaller Store Concept with Local Flavors Each of the Belk Market stores will offer a curated assortment of national and private label brands in the smaller footprint. …

October 30 – Hy-Vee Makes $125K Donation to Nourish Local Families Hy-Vee has donated $25,000 to DoorDash’s new initiative to waive delivery and service fees for customers who receive food assistance benefits, helping families stretch their budgets even further. From: Drug Store News   October 30 – Why This Manufacturer isn’t Crumbling Under Tariff…

September 30 – Mastercard: Macroeconomic Factors Will Drive Holiday 2025 Spending Larger retailers that purchased and stocked holiday items in advance of tariff changes are likely to have a competitive advantage. From: HomePage News   September 30 – Target, Netflix Partner on ‘Stranger Things’ Collection Spanning Halloween to New Year’s The product lineup includes…

August 29 – Ollie’s Cites Q2 Housewares Gains as Tariffs Presented Opportunity Buys Year over year, comparable store sales increased 5%, driven by a transactions increase. From: HomePage News   August 29 – Burlington Turned in Solid Q2 but Tariffs Weighed on Home Michael O’Sullivan, Burlington CEO, said in a conference call that tariffs impacted the company in the…

July 28 – Altuzarra Collection Enlivens West Elm Kids Assortment The collection, part of the West Elm Kids lineup, includes layette and kids’ merchandise featuring Altuzarra’s own hand-drawn botanical illustrations on many items. From: HomePage News   July 28 – Walmart Hires Instacart Exec to Drive AI, Tech Innovation Walmart has hired a new executive to help it…

June 30 – Study Assesses Potential Holiday Tariff Impact Among Suppliers, Sellers, Consumers The Coupa research study revealed 84% of U.S. consumers cited cost over quality and variety as the most important factor when shopping. From:  HomePage News   June 30 – Dollar General Temporarily Drops Prices on 1K Items During Summer Sale Dollar General recently reduced prices…