#Retail Competition

Articles (8)

• 🇺🇸 Piper Sandler cuts Nike stock rating on saturation concerns — 10/04/2026 [USA] Related: #Financial Markets, #Corporate Strategy
• 🇺🇸 An unlikely safe haven as gasoline prices surge: Costco — 20/03/2026 [USA]

  The wholesale club's relative value — at both its gas stations and inside its stores — means it could be a great stock to own in an uncertain economy.

  Related: #Consumer Savings
• 🇺🇸 How Zara fought off H&M and Shein — 18/03/2026 [USA]

  A touch of luxury has helped

  Related: #Fashion Strategy
• 🇺🇸 Walmart, Target outpace peers in AI-driven supply chain race, Jefferies says — 15/03/2026 [USA] Related: #AI Transformation, #Supply Chain Innovation, #Market Disruption
• 🇬🇧 A small US grocer is calling out the lower prices at big chains — 12/03/2026 [United Kingdom]

  It is 'impossible for us to compete', says the boss of a New York grocery store.

  Related: #Small Business Challenges, #Price Discrimination, #Policy Solutions
• 🇺🇸 BBB Foods faces earnings test as discount sector heats up — 11/03/2026 [USA] Related: #Earnings Pressure
• 🇺🇸 Amazon surpasses Walmart in annual revenue for first time, as both chase AI-fueled growth — 19/02/2026 [USA]

  The shuffle underscores the rivalry between the two retailers, particularly as Walmart expands its advertising and third-party marketplace businesses.

  Related: #AI Transformation, #Business Strategy
• 🇺🇸 As Walmart and Target head in different directions, all eyes are on their new CEOs — 18/02/2026 [USA]

  The two big-box retailers are contending with the same economic backdrop, yet Target is trying to prove it can make a comeback.

  Related: #Corporate Strategy, #Economic Challenges