We send a daily news brief to 20,000 retail executives.
Joined January 2009
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Jun 6
Visualizing the retail industry. What parts of retail or retail tech are difficult to understand? We want to try explaining it.
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May 1
"Gen Z home ownership is only slightly below what it has been historically for the age group." — Doug Garnett, BrainTrust
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May 1
"Gen Z is about to inherit the greatest transfer of wealth from Boomers in history. This is short-lived. And those who are shopping now, who may be renting will remember those who continued to court their business." — Bob Phibbs, BrainTrust
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Apr 30
Kroger and Albertsons: 2 years, $20B merger still in regulatory limbo. Final outcome expected by June. One of the longest pending deals in grocery.
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Apr 30
McDonald's launching 3 new refreshers (strawberry watermelon, mango pineapple, blackberry passion fruit) and 3 crafted sodas (Sprite Berry Blast, Orange Dream, Dirty Dr Pepper) on May 6.
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236
Apr 30
Subway launched its first-ever value menu. 15 items under $3. The fast food price war just escalated.
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Apr 30
US economy: 3.2% inflation lowest jobless claims since 1967. Consumers are working, spending cautiously. Not bad. Not great either.
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Apr 30
Costco quietly added bottled water to its $1.50 hot dog combo. Members complained. Costco walked it back — then brought it back again. Classic.
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Apr 30
Target opened its first-ever "receive center" facility in Houston. $265M installation. 185 new jobs. Not a store — a logistics hub.
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Apr 30
Home improvement retailers are optimized for ownership. Gen Z is renting. The gap isn't going away.
"They don't lack purchasing power — they lack inheritance." — Gary Sankary, BrainTrust
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Apr 30
Home improvement retailers face Gen Z homeownership crisis. But Doug Garnett isn't buying the panic.
"We may be returning to a historical norm where homeownership simply isn't available to the masses, and touch-up paint won't make up that gap." — Gary Sankary, BrainTrust
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Apr 30
Home improvement retailers face Gen Z homeownership crisis. Doug Garnett isn't buying the panic.
"Gen Z may be returning to a historical norm where homeownership simply isn't available to the masses, and touch-up paint won't make up that gap." — Gary Sankary, BrainTrust
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Apr 30
Gen Z isn't buying homes. But they're still renters. So why is every home improvement retailer
ignoring them?
"They don't lack purchasing power — they lack inheritance." — Gary Sankary, BrainTrust
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Apr 30
McDonald's launching strawberry watermelon and mango pineapple refreshers in May. Plus three new crafted sodas.
After years of refusing to expand beyond core, they're going all-in on new formats.
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196
Apr 30
Subway launched its first-ever value menu. 15 items under $5.
The QSR value war is now a full-blown arms race.
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Apr 30
US economy: 3.2% inflation lowest jobless claims since 1969.
"Companies in AI are on fire. Meanwhile, middle-income households are still struggling." — Heather Long, economist
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Apr 30
Costco quietly added bottled water to its $1.50 hot dog combo.
40 years. Same price. Same dog. That is the brand.
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