Hello Omni Talk Fans! Bonjour from Paris, where I arrived over the weekend to take part in NRF’s Big Show in Europe. I will be in the City of Light all week long, recording interviews with the sharpest minds in retailing live from the Vusion booth.
So stay tuned to this newsletter daily and to our YouTube channel to hear what they all have to say as soon as they say it.
In today’s Retail Daily Minute:
- Kroger trims its full-year same-store sales outlook as IRA pharmacy pricing and a lettuce-linked outbreak weigh on results.
- Amazon expands Shop the Show and Shop the Scene to more than 8,000 Prime Video titles, pushing further into shoppable streaming.
- Planalytics forecasts an early fall chill that could shift consumer demand toward seasonal categories fast.
Plus, Producer Ella’s latest Product Pick of the Week, a couple of new upcoming webinars, and a movie quote inspired by Kroger’s lettuce excuse.
👇 Listen now
Today’s Top Headlines
1. Kroger Trims 2026 Same-Store Sales Outlook as Headwinds Mount
Kroger lowered its full-year identical-store sales growth forecast, excluding fuel, to 0.2%-0.8% from 1%-2%, citing Inflation Reduction Act pharmacy pricing pressure, high gas prices and a cyclospora outbreak. Q2 ID sales rose just 0.2% on $34.6B in total sales. EPS guidance holds at $5.10-$5.30, with ecommerce up 20%. (Read More)
2. Amazon Expands Shop the Show Across 8,000+ Prime Video Titles
Amazon is expanding its Shop the Show tool on Prime Video, which now spans more than 8,000 titles, up from 1,300. A new Shop Tab inside X-Ray lets viewers browse products tied to what’s on screen, while Shop the Scene uses Amazon Lens to identify outfits and dĂ©cor from scenes. Purchases are completed in the shopping app. (Read More)
3. Early Fall Chill to Spark Seasonal Demand Surge Across the U.S.
Planalytics says cooler-than-normal temperatures across many U.S. markets over the next two weeks will give consumers their first real taste of fall, lifting weather-driven demand for fall apparel, home comfort goods, comfort foods and indoor entertainment. Retailers should adjust inventory, promotions and marketing now. (Read More)
4. Walmart Adds Papa Johns to Express Delivery in Industry First
Walmart is adding Papa Johns to Express Delivery, making it the first national restaurant brand fulfilled entirely from locations outside Walmart stores. Ordering sits in the Walmart app’s restaurants tab, and orders can be bundled with groceries. The rollout begins in select markets this fall, expanding nationwide later. (Read More)
5. Macy’s Raises Full-Year Guidance as Q2 Comp Sales Jump 2.7%
Macy’s posted 2.7% comparable sales growth in its fiscal second quarter, its fifth straight quarterly gain, with Bloomingdale’s up 11.3% and Bluemercury up 6.2%. Reimagined stores drove much of the growth. The retailer raised full-year guidance, lifting its net sales view to $21.68-$21.83B and adjusted EPS to $2.15-$2.35. (Read More)
Upcoming Live LinkedIn Events
Taking Stock Of Agentic Commerce In Grocery, Plus Walmart’s Slam Dunk And Sprouts New CEO
Producer Ella’s Product Pick Of The Week
Be careful out there,
— 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.