🕔 Retail Daily Minute | Starbucks Plans 10,000 New Smaller Stores, Dollar General Eyes Subscription, and Walmart.com Opens to Mexico

Hello Omni Talk Fans! It’s the store experience. No, wait. It’s smaller stores.

Truth be told, I am getting a little confused by Brian Niccol’s hyperbole.

In today’s Retail Daily Minute:

Starbucks CEO Brian Niccol says the chain can add as many as 10,000 net new U.S. locations by shifting to smaller, cheaper-to-build stores under 1,000 square feet.
Dollar General reports that same-day delivery is already a profitable business, contributing 70 basis points to Q1 comparable sales growth across roughly 18,000 stores, and announces a delivery subscription pilot launching later this year.
Walmart launches international shipping to Mexico through Walmart.com giving shoppers there access to hundreds of thousands of products with duties and fees shown at checkout.

Plus, your exclusive Shoptalk Europe takeaways podcast, recorded right from the stage, and a quote from the film that introduced us all to Salma Hayek.

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Today’s Top Headlines

1. Starbucks Plans Smaller Store Formats to Fuel Its U.S. Growth

Starbucks plans to add up to 10,000 U.S. locations by shifting to smaller, cheaper stores (~1,350 sq ft, half an acre). CEO Brian Niccol is targeting underpenetrated Midwest markets and building an afternoon sales peak through beverage innovation to improve unit economics. (Read More)

2. Dollar General Profitable on Delivery, Eyes Subscription Launch

Dollar General now delivers 80% of orders in under an hour from ~18,000 stores, with delivery adding 70 bps to Q1 comp sales growth. The profitable MyDG program drives larger basket sizes, and the retailer plans to pilot a delivery subscription service later this year. (Read More)

3. Walmart Now Expands International Shipping Access to Mexico

Walmart has launched international shipping to Mexico via Walmart.com, giving shoppers access to hundreds of thousands of products across clothing, home goods and electronics. Orders ship from US fulfillment centers, with duties shown at checkout. More markets to follow. (Read More)

4. Amazon Grows LTL Freight Offerings for All Business Shippers

Amazon Supply Chain Services expanded its LTL freight offering to serve any destination — third-party warehouses, distribution centers and retail partners — not just its own facilities. The move mirrors its truckload service and opens Amazon’s vast logistics network to businesses of all sizes nationwide. (Read More)

5. DoorDash Brings AI Natural Language Search to iOS App Users

DoorDash launched Ask DoorDash, an AI-powered natural language search on iOS, letting users describe cravings, share recipe links, or reorder past items for instant personalized results. It extends DoorDash’s growing AI suite that already includes Zesty, Google Gemini, and ChatGPT integrations. (Read More)

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