After referencing Amazon’s earnings to begin the show, we re-hash Albertsons’ latest quarter and some of their ongoing initiatives as the company seeks to make themselves desirable for a potential IPO. From there, we discuss a bellwether in home improvement, as Sherwin-Williams surges on the retail front once again. We wrap up by discussing GNC’s negative (!) e-commerce sales trends and eBay’s newest fulfillment project.

Our yearly obligatory coverage of Prime Day leads the show, as many of the same storylines are pasted in from last year. From there, we discuss Chewy’s first earnings call and their potential path to profitability, and Rent-A-Center’s deal for a virtual lease provider. We wrap up by looking ahead to GNC’s earnings call, and Layton tackles the idea of whether plant-based products are actually taking substantial market share just yet.

Our yearly obligatory coverage of Prime Day leads the show, as many of the same storylines are pasted in from last year. From there, we discuss Chewy’s first earnings call and their potential path to profitability, and Rent-A-Center’s deal for a virtual lease provider. We wrap up by looking ahead to GNC’s earnings call, and Layton tackles the idea of whether plant-based products are actually taking substantial market share just yet.

We start with Bed Bath & Beyond’s first earnings call with their interim CEO Mark Winston, and attempt to decipher whether or not the company’s directives have actually changed since the previous call. From there, we look at 7-Eleven’s desire to sell more fresh foods—and with it, their desire to clean up their stores’ image. Finally, we talk about Deloitte’s back-to-school forecasts, figs, and Amazon’s new proposed training initiatives.

We start with Bed Bath & Beyond’s first earnings call with their interim CEO Mark Winston, and attempt to decipher whether or not the company’s directives have actually changed since the previous call. From there, we look at 7-Eleven’s desire to sell more fresh foods—and with it, their desire to clean up their stores’ image. Finally, we talk about Deloitte’s back-to-school forecasts, figs, and Amazon’s new proposed training initiatives.

We begin by focusing on a Recode article that got plenty of attention this holiday week, claiming that Walmart’s e-commerce division may show a $1 billion loss for 2019. We talk about why the main points in the article might be overblown a bit by other media, as well as a new convenience store survey that suggests retailers are very optimistic for the third quarter. We close by talking about the Hawaiian retail landscape, Chico’s shooting down Sycamore’s buyout proposal, and Rite Aid.

We begin by focusing on a Recode article that got plenty of attention this holiday week, claiming that Walmart’s e-commerce division may show a $1 billion loss for 2019. We talk about why the main points in the article might be overblown a bit by other media, as well as a new convenience store survey that suggests retailers are very optimistic for the third quarter. We close by talking about the Hawaiian retail landscape, Chico’s shooting down Sycamore’s buyout proposal, and Rite Aid.

This week, we tackle Toys”R”Us—or the newest iteration of Toys”R”Us—as plans leak out about what their new brick-and-mortar presence might look like under Tru Kids. We also discuss analysts’ downward revision of Amazon’s market share, how Stage appears to be ahead of schedule with their Gordmans pivot, and how Home Depot is planning to endure potential tariff impacts.

This week, we tackle Toys”R”Us—or the newest iteration of Toys”R”Us—as plans leak out about what their new brick-and-mortar presence might look like under Tru Kids. We also discuss analysts’ downward revision of Amazon’s market share, how Stage appears to be ahead of schedule with their Gordmans pivot, and how Home Depot is planning to endure potential tariff impacts.

In a quick podcast, we discuss Layton’s trip to Colombia, the current state of retail in the South American country, and whether there is anything Colombia can adapt from U.S. retail (and vice-versa). We also discuss Target’s no good, very bad weekend, and two stories that we’ll cover in more detail on the June 24th podcast, including new analyst numbers surrounding Amazon.