• CHWY
• OLLI
• WMT

Muted growth expected in U.S. consumer spending in 2025, RBC says

RBC Capital Markets predicts gradual improvement in U.S. consumer demand by 2025, highlighting cautious spending habits and recommending Walmart, Chewy, and Ollie's for market share gains.

• 005930
• AMZN
• WMT

India antitrust body seeks Supreme Court hearing to expedite Amazon, Flipkart cases

India's antitrust body seeks Supreme Court review of legal challenges to Amazon and Flipkart's investigation for antitrust violations, urging resolution due to ongoing vendor lawsuits.

• AMZN
• FSNE
• SWIG
• WMT
• ZOMT

India’s Flipkart readies for massive IPO in 2025/2026 - Economic Times

Flipkart is planning a $36 billion IPO in the next 12-15 months, aiming to solidify its role in India's growing startup ecosystem.

• AMZN
• BBY
• TGT
• WMT

Walmart and Amazon Lead with Record Holiday Sales

Walmart and Amazon achieved record sales during Black Friday and Cyber Monday, outperforming Target and Best Buy, while Temu and Shein saw significant growth as well.

• 005930
• ADBE
• AMZN
• BBY
• TGT
• WMT

Walmart, Amazon holiday spending rise as Target, Best Buy stumble - data

Walmart, Amazon, Shein, and Temu achieved record sales on Black Friday and Cyber Monday, outperforming Target and Best Buy, which saw declines despite strong advertising and exclusive products.

• COST
• WMT

Walmart added to BofA US-1 list, Costco removed

BofA adds Walmart to its US-1 list due to share gains and e-commerce performance, while Costco is removed, facing challenges despite maintaining a Buy rating.

• AMZN
• GOOGL
• MSFT
• ROKU
• WMT

Roku stock rises as Needham says co likely to be acquired in 2025

Roku shares rise due to optimistic analyst report predicting acquisition potential. Factors include large user base, valuable data, strong pricing, and strategic positioning in CTV market.

• ADBE
• MA
• NNN
• TGT
• WMT

US Thanksgiving weekend records 197 million shoppers, retail body says

Approximately 197 million Americans shopped from Thanksgiving to Cyber Monday this year, spending an average of $235, with a notable increase in e-commerce sales.

• DLTR
• HD
• LOW
• TGT
• WMT

What do Trump 2.0 tariffs mean for US retailers?

Bernstein analysts warn US retailers, especially Dollar Tree and Target, face tariff risks due to heavy reliance on imports from China, Mexico, and Canada.

• ADBE
• AMZN
• CRM
• MA
• TGT
• WMT

US retailers aim to cash in on Cyber Monday with steep online discounts