• AMZN
• BBY
• COST
• DG
• DLTR
• JWN
• M
• TGT
• URBN
• US500
• WMT

Black Friday puts consumer spending in market's glare with stocks near records

• AMZN
• COST
• WMT

Morgan Stanley breaks down the overlap between Walmart, Amazon, Costco memberships

Morgan Stanley analyzed Walmart+, Amazon Prime, and Costco, noting Walmart+'s growth and high membership overlap with Amazon, alongside strategic promotions to capture discretionary spending.

• COST
• GGG
• LEVI
• NWL
• WMT

US shippers avoid East Coast ports on risk of second strike

U.S. shippers are avoiding East and Gulf Coast ports due to fears of impending strikes related to union contract negotiations, focusing on automation and job security issues.

• COST
• PTON

Peloton to sell high-end exercise bikes at certain Costco stores

Peloton sells its bikes at Costco, reducing prices amid a sales turnaround, but faces declining demand post-pandemic due to increased living costs.

• COST
• PTON

Peloton partners with Costco to sell Bike+, shares jump

Peloton begins selling its bikes at Costco, featuring discounts to attract younger consumers amid a strategic shift towards profitability and innovative marketing.

• COST
• DG
• DLTR
• HD
• LOW
• WMT

4 retail stocks every investor should own: Bernstein

Bernstein analysts recommend Walmart, Costco, Dollar General, and Lowe's for their value, growth potential, and profitability amid market uncertainties.

• COST

Costco posts strong Sept sales, boosted by Hurricane Helene, port strike: Analysts

Costco's September sales rose 8.9% driven by panic buying, with e-commerce up 22.9%. Analysts remain cautious, citing balanced risk/reward despite strong performance and traffic growth.

• AZZ
• COST
• TXG

After-hours movers: 10x Genomics, AZZ, Inc., Applied Digital, and more

10x Genomics fell 24% while Applied Digital, AZZ, and Costco saw modest gains after reporting earnings and sales figures.

• BBY
• CAG
• COST
• HAS
• HD
• LEVI
• LOW
• MAT
• NKE
• NWL
• TPR
• WMT

US retailers look to back-up shipping plans to prep for holidays as strike continues

Major retailers like Levi and Costco adjust shipping strategies amid ongoing dockworker strikes, impacting goods availability and prompting contingency plans for the holiday season.

• COST
• DBI
• DDS
• JWN
• M

Factbox-Companies have planned for US East Coast ports strike

45,000 union workers initiated a strike at U.S. East and Gulf Coast seaports, disrupting trade ahead of the presidential election and causing significant supply chain concerns.