What is good for Walmart is often bad for rivals
A high-margin and fast-growing ad business is changing the chain’s relationship with brands
Investors have worried that lacklustre consumer results and a weakening labour market signalled a slowdown
US hardware retailer says customers are becoming more uneasy about the economy
Cloud computing business AWS is the company’s real cash cow
Since the pandemic, consumer spending has remained strong. But three months before the election, there are signs that demand is weakening
In spite of a glut, potato demand should make a comeback
With high-end goods makers keen to sell more directly to consumers, the business model desperately needs a makeover
Market Questions is the FT’s guide to the week ahead
Shift in logistics forces importers to move shipments earlier in the year and drives up freight rates in the process
Businesses that imposed relentless post-pandemic price rises are reaching outer limits of the strategy
A brand that fell out of fashion in the 2000s has become one of the US market’s strongest performers
Amazon and Salesforce also expected to take stakes in newly formed company
Backlash to Pride wares was only the start of recent woes as reliance on discretionary goods took a price-conscious hit
Sportswear maker says it is taking aggressive action to reorganise inventory after weaker than expected quarter
Owner of Boots and Duane Reade sees stretched customers and lower prescription reimbursements hitting margins
Food sales contract as inflation takes a bite out of consumers’ wallets
‘Long-expected deceleration’ in consumer spending may now be under way, says Adriana Kugler
A deal would reverse an acquisition that drew pressure from activist investors
Reddit account of Keith Gill suggests day trader holds shares and options worth $260mn in video games retailer
Shares of the discount club soar as price-weary shoppers peruse towers of chlorine and macaroons for bargains
Analysts see Target and Walmart setting a new tone for sector after years of increases
Video games store operator announces preliminary results showing expectations of further drop in net sales
Company continues to benefit from consumers seeking the best deals amid persistent inflation
Government debt sells off and dollar gains as latest sign of hot economy cools hopes of interest rate cuts