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Walmart vs. Dollar General: Which Retail Stock Looks Stronger Right Now?
ZACKS· 2025-07-17 22:46
Key Takeaways WMT's global e-commerce sales rose 22% in Q1, led by strong U.S. and Sam's Club digital performance. DG drew more high-income shoppers, with increased visits and broader product purchases in Q1. DG added 156 stores and ramped up remodels to improve layout, assortment and shopper returns.Walmart Inc. (WMT) and Dollar General Corporation (DG) are two of the biggest names in the U.S. retail sector, a cornerstone industry that plays a crucial role in consumer spending and the broader economy. Bo ...
4 Auto Retail Stocks to Keep on Your Radar as the Industry Evolves
ZACKS· 2025-07-17 22:06
The Zacks Auto Retail and Wholesale industry is undergoing major changes, driven by shifting consumer habits, policy shifts, and strategic moves by key players. EV sales are likely to see a near-term boost as buyers rush to take advantage of expiring federal incentives. At the same time, affordability remains a challenge. Though rising incomes and dealer incentives have provided slight relief, tariffs on imported vehicles continue to limit options for budget-conscious buyers.In response to these pressures, ...
Ollie's Celebrates Grand Opening of its 600th Store and Expansion into 34th State
Prnewswire· 2025-07-17 19:35
公司动态 - 公司庆祝第600家门店在Belmont新罕布什尔州开业 标志着进入第34个州 [1] - 新门店位于96 Daniel Webster Highway 原Big Lots旧址 开业时间为2025年7月17日周四 [1] - 每开设新门店可为当地创造50-60个就业岗位 涵盖收银员到团队领导等职位 目前全公司雇员超13,000人 [2] 商业模式 - 公司是美国最大品牌尾货和过剩库存零售商 每日提供较高端商店价格低70%的商品 [1][4] - 商品组合涵盖图书、地板、食品、家居用品、玩具、电子产品、床浴用品、健康美容及宠物用品等 [1] - 采用灵活采购模式 专注于全球供应商和制造商的尾货及过剩库存 打造"寻宝式"购物体验 [4] 市场定位 - 核心价值主张为"优质商品低价卖"(Good Stuff Cheap®) 通过品牌+低价组合形成差异化 [4] - 商品价格较其他零售商低70% 主打家庭日常用品领域 强调全国性品牌和快速变化的商品组合 [2][4] - 截至2025年5月3日 公司已在32州运营584家门店 此次新店使总数突破600家 [1][4] 管理层表态 - CEO表示将"前所未有的价值"带给新罕布什尔州消费者 特别强调当前经济环境下帮助消费者节省开支的定位 [2] - 邀请新顾客体验门店特色 强调对业务、顾客及社区服务的热情 [2]
川式红油vs麻辣椒麻,京东七鲜两款神仙冷泡汁该pick谁?
中金在线· 2025-07-17 14:49
行业趋势 - 捞汁小海鲜凭借"低门槛、高颜值、强社交属性"成为年轻人餐桌新宠,社交平台话题捞汁小海鲜浏览量超3.5亿 [1] - 豆果美食平台数据显示"捞汁小海鲜"相关菜谱浏览量同比增长120%,用户尤其关注低卡、无油版本 [3] - 艾媒咨询报告显示70.9%消费者偏好即食零食类深加工水产品,捞汁海鲜因便捷性和健康属性成为热门选择 [5] 产品创新 - 京东七鲜推出自有品牌"七鲜麻辣海鲜冷泡汁"和"七鲜川式红油冷泡汁",搭配产地直采鲜活小海鲜,以"鲜+击穿价"策略吸引消费者 [1] - 麻辣海鲜冷泡汁适配鲍鱼、扇贝等厚实海鲜,川式红油冷泡汁适合花蛤、蛏子等贝类 [5] - 捞汁海鲜制作仅需"蒸煮—调汁—冷藏"三步,搭配预制冷泡汁5分钟即可完成 [3] 消费场景 - 捞汁海鲜满足夜宵聚会、家庭餐桌、露营野餐等多种场景,成为年轻人消暑美食首选 [5] - 即时零售可快速满足食材和汁料购买需求,京东七鲜提供最快30分钟送达服务 [6] 价格策略 - 京东七鲜推出高性价比爆款商品:鲜活小鲍鱼29.9元/10只、鲜活大花蛤9.9元/斤、冰鲜海蛎肉10.8元/200g等 [5] - 新用户可领取77元新人券包,京东PLUS会员享受免邮费权益 [6] 产品特点 - 捞汁海鲜以冰镇酸辣口感为核心,小米辣、青柠汁和秘制酱汁带来"冰火两重天"味觉体验 [3] - 鲜活海鲜如小鲍鱼、花蛤等富含优质蛋白,搭配低糖冷泡汁契合"轻负担"饮食趋势 [5]
“30分钟送万物”,即时零售重构消费市场
南京日报· 2025-07-17 07:50
即时零售行业竞争格局 - 淘宝、美团、京东三大平台通过"超级星期六"活动单日订单总量突破2.3亿单,点燃即时零售战火 [1] - 即时零售以"线上下单、就近发货、即刻送达"为特征,推动零售业格局重塑与生态洗牌 [1] - 即时零售被视为确定性最高的万亿元级增量市场,互联网平台投入巨额资金争夺市场份额 [1] 平台补贴策略与数据表现 - 淘宝闪购启动500亿元补贴计划,美团发放大额外卖红包券导致平台一度崩溃,京东外卖投入超百亿元启动"双百计划" [1] - 美团7月12日即时零售订单量达1.5亿单创新高,较一周前的1.2亿单增长25% [2] - 淘宝闪购日订单量突破8000万单创新高,日活跃用户数突破2亿后环比净增15% [2] - 高盛预测未来12个月阿里巴巴和京东外卖业务将分别亏损410亿元、260亿元,美团EBIT将下降250亿元 [2] 消费者行为与市场趋势 - 消费者即时消费心态形成,"30分钟生活圈"需求显著,从应急采购扩展至生鲜、餐饮、日化等全品类 [4] - 即时零售呈现全天候消费、全场景渗透、全品类创新、全地域覆盖、全流程数字化发展趋势 [5] - 奶茶行业成为即时零售商战的重要参与者,品牌面临"不改变,就掉队"的竞争压力 [5] 平台竞争策略与行业展望 - 阿里巴巴整合饿了么、飞猪与淘天流量构建生态闭环,京东到家重构商超供应链,美团依托本地生活服务与配送网络 [6] - 即时零售行业从拼速度转向拼综合实力,竞争格局向头部集中,供应链效率与用户留存能力成为关键 [7] - 淘宝闪购制定"Tic-Toc节奏"计划冲击1亿单目标,阿里巴巴要求先巩固8000万单基础再提升 [6]
Dick's Sporting Goods (DKS) Stock Declines While Market Improves: Some Information for Investors
ZACKS· 2025-07-17 07:16
Dick's Sporting Goods (DKS) closed the most recent trading day at $201.83, moving -2.11% from the previous trading session. This move lagged the S&P 500's daily gain of 0.32%. Meanwhile, the Dow gained 0.53%, and the Nasdaq, a tech-heavy index, added 0.26%. Coming into today, shares of the sporting goods retailer had gained 17.92% in the past month. In that same time, the Retail-Wholesale sector gained 3.84%, while the S&P 500 gained 4.51%. Market participants will be closely following the financial results ...
Brinker International (EAT) Surpasses Market Returns: Some Facts Worth Knowing
ZACKS· 2025-07-17 06:51
In the latest close session, Brinker International (EAT) was up +1.02% at $166.18. The stock's performance was ahead of the S&P 500's daily gain of 0.32%. Meanwhile, the Dow gained 0.53%, and the Nasdaq, a tech-heavy index, added 0.26%. Shares of the operator of restaurant chains Chili's Grill & Bar and Maggiano's Little Italy have depreciated by 8.01% over the course of the past month, underperforming the Retail-Wholesale sector's gain of 3.84%, and the S&P 500's gain of 4.51%.Market participants will be c ...
3 Stocks to Cushion Your Portfolio This Earnings Season
MarketBeat· 2025-07-17 05:08
行业整体表现 - 科技股预计在财报季表现良好 但不同行业分化明显 必需消费品板块预计平均盈利增长为负3% 非必需消费品板块预计负增长54% [1] - 一季度以来的趋势持续 部分消费领域通胀顽固 企业因关税不确定性可能继续回避发布业绩指引 [2] - 科技股仍是高增长领域 但对追求稳定收益的投资者波动过大 防御性股票可提供下行保护同时保持增长潜力 [3] 百事公司(PEP) - 股价2025年累计下跌1175% 过去12个月跌幅超18% 营收连续四个季度同比下滑 最近季度出现每股收益负增长 [4] - 通胀持续限制定价能力 GLP-1减肥药可能抑制对其零食饮料的需求 但业绩下滑主要反映经济压力下的周期性调整 [5] - 技术面显示看涨反转信号 股价突破50日均线 7月17日财报将提供更明确方向 [6] 宝洁公司(PG) - 2025年股价下跌91% 7月15日触及52周低点 因消费者转向自有品牌导致全年下跌趋势 [8] - 2025年Q3财报营收未达预期 每股收益超预期1美分但同比均下滑 7月29日财报预计显示增长及利润率提升 将宣布额外股票回购及105美元/股股息 [9] - 当前24倍市盈率低于标普500平均255倍 且较历史估值折价 50%收入来自海外 弱势美元构成利好 RSI指标显示超卖机会 [10] 好市多(COST) - 过去五年总回报率达2335% 会员制模式及低价策略持续推动增长 [12] - 市盈率超55倍显昂贵 5月底同店销售增长8% 但6月增速降至55%低于预期的6% 引发部分投资者获利了结 [13][14] - 若跌破200日均线支撑位 股价可能从6月高点下跌约9%至957美元关键位 [15]
Delota Announces Change of Auditor
Newsfile· 2025-07-17 05:06
Vaughan, Ontario--(Newsfile Corp. - July 16, 2025) - Delota Corp. (CSE: NIC) (FSE: S62) ("Delota" or the "Company"), a leading Canadian omni-channel retailer of nicotine vape and alternative tobacco products, announces that it has changed its auditor to Horizon Assurance LLP (the "Successor Auditor") effective July 15, 2025. The Company's predecessor auditor, Stern & Lovrics LLP (the "Predecessor Auditor") resigned effective July 15, 2025, at the Company's request. The Successor Auditor's appointment has b ...
Ahold Delhaize USA Services, LLC Data Breach Alert Issued By Wolf Haldenstein
GlobeNewswire News Room· 2025-07-17 04:40
PLEASE CLICK HERE TO SUBMIT YOUR CONTACT INFORMATION NEW YORK and CHICAGO, July 16, 2025 (GLOBE NEWSWIRE) -- Wolf Haldenstein Adler Freeman & Herz LLP (“Wolf Haldenstein”), a preeminent national consumer rights law firm, is investigating claims on behalf of people who have been impacted by the Ahold Delhaize USA Services, LLC (“Ahold Delhaize”) data breach. Ahold Delhaize, headquartered in Salisbury, North Carolina, announced that the personal information of employees and former employees may have been sto ...