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Exclusive-Amazon developing driver eyeglasses to shave seconds off deliveries, sources say

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• WMT

Walmart to offer independent drivers new holiday bonuses in battle with Amazon

Walmart introduces incentives for delivery drivers to boost e-commerce during the holiday season, enhancing competition with Amazon and improving service for Walmart Plus members.

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Dollar Tree, Five Below downgraded at KeyBanc on China import exposure

KeyBanc downgraded Dollar Tree and Five Below stocks due to tariff concerns and management transitions, highlighting risks from reliance on China imports affecting their future performance.

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• DG
• EL
• ELF
• OREP
• TGT
• ULTA
• WMT

Elf Beauty bets big on rural market with Dollar General partnership

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• COIN
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• NYT
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• RIVN
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Explainer-How Trump's second administration affects business: Musk, tariffs and more

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Walmart, other US retailers import fewer Christmas goods ahead of tepid holiday season

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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.

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• LOW
• ROST
• SBUX
• SHOP
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Analysis-In changing climate, retailers turning to weather strategies

Retailers like Walmart now leverage weather analytics for inventory and pricing strategies, adapting to unpredictable patterns and improving sales forecasts amid climate volatility.

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• WMT

Amazon's plan to tackle Temu, Shein? Sell more toothpaste

Amazon is focusing on low-cost essentials to boost sales and compete with rivals like Temu and Shein, despite a decline in average selling prices affecting profit margins.

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• PEP
• WMT

PepsiCo, retailers share purchase data to improve sales forecasting, exec says

PepsiCo is sharing data with retailers to adjust strategies for declining snack sales and improve forecasting, leveraging AI to enhance supply chain efficiency.