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Latest articles
Retail
Costco’s FQ3: Slower membership growth likely to persist
Thomas Paulson
·
June 1, 2026
Retail
DKS’ FQ1 Results: The core and House of Sport are comp-ing strongly
Thomas Paulson
·
May 29, 2026
Retail
AutoZone’s FQ3 Results Higher gas prices bite DIY sales, Claude.ai says competition in commercial is intense
Thomas Paulson
·
May 26, 2026
Retail
Learnings from the Restaurant Show Making it special and local matters
Thomas Paulson
·
May 22, 2026
Retail
Restaurant Visitation: Are higher gas prices having a meaningful impact? Not really
Thomas Paulson
·
May 13, 2026
Retail
Ross’ FQ1 Results The Claude.ai says there’s more to go
Thomas Paulson
·
May 22, 2026
Retail
Walmart and Target’s FQ1 Results The Claude.ai addition
Thomas Paulson
·
May 22, 2026
Retail
April’s Retail Sales - Strong: Will May show a slowdown due to higher gas prices
Thomas Paulson
·
May 15, 2026
Retail
March’s Retail Sales: The slowdown is less than is being reported
Thomas Paulson
·
March 8, 2026
Retail
Apple and Wireless Q1 Results: The pace of Apple’s chewing on wireless to slow down
Thomas Paulson
·
May 1, 2026
Retail
The Devil Wears Prada 2: Luxury stimulus
Thomas Paulson
·
May 12, 2026
Retail
CMG and SFM Results - Are the cracks in the consumer closing?
Thomas Paulson
·
April 30, 2026
Retail
Resti Earnings: SBUX, EAT, YUM, & SYY: March did not slow. April also strong
Thomas Paulson
·
April 30, 2026
Retail
Amazon’s Q1 Results:Acceleration and a $204B run-rate grocery business
Thomas Paulson
·
April 30, 2026
Retail
Starbucks New Loyalty Program: Unlocking growth and strengthening the Starbucks ecosystem
Thomas Paulson
·
March 25, 2026
Retail
March’s Retail Sales & Previewing April The US consumer is remarkable
Thomas Paulson
·
April 23, 2026
Retail
March Retail Sales: The slowdown is less than had been reported
Thomas Paulson
·
April 14, 2026
Retail
Previewing March Retail Sales – Dampened by Weather and Geopolitical Discombobulation
Thomas Paulson
·
April 2, 2026
