Dollar General, Macy’s, Costco & Walmart — Week in Retail | Retail Detail
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Dollar General, Macy’s, Costco & Walmart — Week in Retail | Retail Detail
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The middle of the consumer market is getting harder to defend.
This week, Bindu and Hans unpack the retail split-screen: Dollar General’s strong quarter as shoppers trade down, and Macy’s strongest Q1 growth in four years as deliberate merchandising and store investment start paying off.
They also cover Stephen Curry’s reported $400M+ move to Li-Ning after 13 years with Under Armour, Costco’s $500M AI personalization win, Walmart capping internal AI tool usage after overwhelming demand, and Anushka Sharma acquiring a stake in Agilitas to co-develop a One8 yoga line with Virat Kohli.
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Sources:
- Dollar General sales soar as customers trade down | Retail Dive
- Macy’s posts strongest Q1 growth in four years | CNBC
- Stephen Curry signs reported $400M+ Li-Ning deal | Yahoo Sports
- Costco personalization drives $500M in digital sales | Retail Dive
- Walmart caps employee AI tool usage | Bloomberg
- Ramp hits $44B valuation as companies rein in AI spending | CNBC
- Anushka Sharma acquires stake in Agilitas | Afaqs