Hello Omni Talk Fans! I hope everyone had a wonderful weekend. I got to celebrate Mother’s Day and my son’s birthday on the same day this year, and we made a very special weekend of it as a family.
In today’s Retail Daily Minute:
- Costco reported April net sales of $23.92 billion, up 13% year over year, with total comparable sales rising 11.6%, as the membership warehouse model continues to demonstrate remarkable resilience in any macro environment.
- Dutch Bros delivered first-quarter revenue of $464.4 million, up 30.8% and ahead of estimates, posting its seventh consecutive quarter of positive transaction comps while raising full-year guidance and upping its 2026 new-store target to at least 185 locations on a clear path to 2,029 shops by 2029.
- Amazon launched Join the Chat inside its Hear the Highlights feature, allowing shoppers to ask AI hosts real-time questions while listening to audio product summaries.
Plus, Producer Ella’s latest takeaways montage from RTS London, and a movie quote from a literal Dutch Bro, Jeroen Krabbé.
👇 Listen now
Today’s Top Headlines
1. Costco’s April Sales Climb 13% as Digital Growth Accelerates
Costco’s April net sales rose 13% to $23.92B, with total comparable sales up 11.6%. U.S. and Canada comps grew 11.7% and 11.5% respectively. Digitally-enabled comps surged 18.8%, up 21.6% for the first 35 weeks. Net sales for the first 35 weeks hit $197.18B. The board approved a 13% dividend hike to $1.47/share. (Read More)
2. Dutch Bros Q1 Revenue Surges 31%, Raises Full-Year Outlook
Dutch Bros posted Q1 revenue of $464.4M, up 30.8%, topping analyst estimates. Systemwide same-shop sales rose 8.3%, marking seven consecutive quarters of transaction growth. EPS of $0.16 beat expectations. The chain opened 41 new locations and raised its full-year revenue guidance to $2.05–$2.08B. (Read More)
3. Amazon Lets Shoppers Chat With AI During Product Summaries
Amazon’s new “Join the Chat” feature lets shoppers ask AI hosts questions via text or voice during audio product summaries. The tool responds in real time using product info and customer reviews before resuming playback. It expands Hear the Highlights, launched a year ago, as part of Amazon’s broader AI shopping push. (Read More)
4. Court Rules Trump’s 10% Global Tariff Illegal Under 1974 Act
The U.S. Court of International Trade ruled Trump’s temporary 10% global tariff illegal, saying the administration’s rationale failed to meet Section 122 of the Trade Act of 1974. The court granted injunctive relief to two importers and Washington state but stopped short of issuing a nationwide stay on tariff collections. (Read More)
5. Boot Barn Deploys Aptos ONE Point-of-Sale Across 500 Stores
Boot Barn will deploy the Aptos ONE point-of-sale platform across its 500-plus U.S. stores, replacing legacy systems with a cloud-native, mobile-first solution to cut costs, streamline operations, and support its ambitious growth plan of more than doubling its current footprint to 1,200 locations nationwide.  (Read More)
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— Chris and the entire Omni Talk team
Omni Talk® is the retail blog for retailers, written by retailers. Chris Walton founded Omni Talk® in 2017 and have quickly turned it into one of the fastest growing blogs in retail.