RetailWire

We send a daily news brief to 20,000 retail executives.

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Are you at DTC founder? Get in front of 20,000 retail connections.
https://t.co/lzCS2gRToV

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How To Differentiate Modern POS From The Rest https://t.co/yc9DFFRkm9

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@Codie_Sanchez @gohighlevel has been doing this for several years. Beyond that, I see a new startup for this every week.

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"Gen Z home ownership is only slightly below what it has been historically for the age group." — Doug Garnett, BrainTrust

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"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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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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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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Subway launched its first-ever value menu. 15 items under $3. The fast food price war just escalated.

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US economy: 3.2% inflation + lowest jobless claims since 1967. Consumers are working, spending cautiously. Not bad. Not great either.

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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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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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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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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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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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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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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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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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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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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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Home improvement retailers have a Gen Z problem: existing home sales down 40% since 2021. Wayfair down 4 of 5 years. Lowe's down 10% in 4 years.

"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