Coverage of brick-and-mortar retail, department stores, supermarkets, and physical commerce trends.
Nearly 800 supermarket pharmacists across Southern and Central California voted on Thursday to authorize a strike against stores owned by Kroger and Albertsons, setting up …
Target is not slowing down. The retailer confirmed today that it is opening 11 brand new stores across the United States this month, and almost …
Kroger is likely to formalize a structured price-investment program under Greg Foran, its version of the Walmart US everyday-value playbook, most plausibly confirmed at Q2 earnings in September 2026. Three signals from the last month, Foran’s pricing critique, resumed store closures, and accelerating retail-media profit, point to a self-funded reset.
Ocado Group’s first-half revenue rose 54% to £1.04bn, but a one-off Kroger termination fee accounted for almost all of the jump as underlying sales grew just 1%. The results confirmed a new Asda partnership, a return to profit at Ocado Retail, and a pledge to turn cash flow positive in the second half.
Morrisons is in early talks with US net-lease REIT Realty Income over a roughly £600m (03m) financing secured against its stores, Sky News reports. No deal is close.
Avenue Supermarts reported an 11% rise in first-quarter net profit, missing analyst estimates as revenue growth cooled to 15%. New CEO Anshul Asawa flagged slight margin gains, but quick-commerce rivals keep pressuring DMart value model.
PepsiCo’s second-quarter revenue topped Wall Street forecasts at about $24.2 billion, but flat North America volumes and softer US snack and soda demand tempered the result. The company held its full-year guidance and lifted its dividend for a 54th year, even as shares slipped in premarket trading.
A cluster of US grocery loyalty relaunches in June 2026, from Lidl Plus to Kroger Rewards, looks less like a discount play and more like a first-party-data land grab. Signals point to the loyalty wave converging with retail media before the 2026 holidays, with more relaunches likely by year-end.
Ocado Group has confirmed that co-founder Tim Steiner will step down as chief executive by the start of its 2028 financial year, moving into a founder role through 2029. The July 6 filing opens a formal succession process at the London-listed grocery-technology group, with no successor yet named.
Kroger has agreed to buy the family-controlled grocer Giant Eagle for about $1.65 billion. It is the company’s first major acquisition since the Albertsons merger collapsed in 2024.