Starbucks Comps Are Up 7.9%. The Stock Is Up 9% in 2 Years
Starbucks sales rose 7.9% last quarter. Revenue fell 1%. Both numbers are correct, and the gap between them explains a lot about where Brian Niccol’s turnaround stands.
C.H. Robinson is paying $5.8B for a company earning $137M a year. The bet isn't on RXO — it's on Robinson's own AI cost machine being good enough to justify the price
Target Gave Roundel to a Hotel Marketer. Here's What That Signals
Target just handed its ad business to someone who spent 16 years selling hotel rooms. That's not a random hire — it's a signal about what Fiddelke thinks Roundel actually is.
Shopify Killed React Native in 12 Weeks. Agents Made It Cheap Enough
Shopify made a five-year bet on React Native in 2020. It reversed that bet in twelve weeks — and coding agents are why every mobile team should be watching
Most of the coverage of the Costco Next shutdown says members lost their return protection when the storefronts went dark in late August. They never had it.
Every second-quarter retail comp you're about to read is bent in two directions, and almost nobody is saying so out loud. 6 retailers booked tariff refunds. Not one disclosed what portion went to price.
That is $25M of GMV coming back through the receiving door every year. If the operation restocks half of it, which is roughly where merchants without returns technology sit, $12.5M never goes back to full price
A bid target is not a ceiling the system tries to beat. It is a stated willingness to pay, and a bidder authorized to spend $10 per conversion has no obligation to keep returning $5.
