Author | Lightnews

Bruce Winder @brucewinder.bsky.social · 2d

I listened to the Starbucks earnings call last week. See my summary & comments below. #retail #starbucks #qsr #finance
brucewinderretail.substack.com/p/double-cli...

Double Click: Starbucks Q4 & Fiscal 2025 Earnings Review & Commentary

Progress on the Top Line. Profits Down Considerably. Investing For Potential Turnaround through "Green Apron Service" standard & more Labor Hours.

brucewinderretail.substack.com

Bruce Winder @brucewinder.bsky.social · 2d

I was interviewed on @CHCHNews Hamilton Friday regarding Halloween trends this year including inflation, shrinkflation & thrifting. See link below

www.chch.com/chch-news/ca...

#retail #halloween #inflation #shrinkflation

Canadian shoppers caught up in Halloween horror frenzy

It's that time of year again when ghosts, goblins, and ghouls take over the streets and Halloween fever sweeps across the nation.

www.chch.com

Bruce Winder @brucewinder.bsky.social · 2d

Thanks to TheStreet for the quote via Yahoo Finance regarding regarding the US grocery industry #retail #grocery
finance.yahoo.com/news/142-old...

142-year-old grocery chain/supermarket closing 39 locations

In today's economy, consumers are being choosier about how they spend their money. That makes sense, given the way inflation and tariffs are driving costs up for just about everybody. Think about it t...

finance.yahoo.com

Bruce Winder @brucewinder.bsky.social · 3d

Happy Halloween! Throwback from a few years ago when I was member of the “Sons of Retail” gang. We were also known as the “Men of Markdown”. #retail #halloween

1

Bruce Winder @brucewinder.bsky.social · 4d

Check out my Levi’s Q3 earnings review & commentary #retail #levis
brucewinderretail.substack.com/p/double-cli...

Double Click: Levi Strauss & Co. Q3 2025 Earnings Review & Commentary

Strong net revenue growth driven by international, gross profit & net income up, off a challenging 2024 which included an impairment charge. Distribution transitioning to DTC & wholesale.

brucewinderretail.substack.com

Bruce Winder @brucewinder.bsky.social · 4d

Zellers 3.0 is launching Thursday in North Edmonton with one store. I am very curious as to what price point & brand strategy they will employ and what the reaction from shoppers will be. I was on CTV News to discuss #retail #zellers #discount

www.ctvnews.ca/video/2025/1...

‘Zellers’ returns, but the chain will have to ‘earn its keep’ with Canadian customers: retail expert

Retail expert Bruce Winder says nostalgia and Canadiana may not be enough for previous customers to return if prices aren’t competitive.

www.ctvnews.ca

1 1 2

Bruce Winder @brucewinder.bsky.social · 7d

Double Click: Tractor Supply Co. Q3 2025 Earnings Review & Commentary

👏 Great Q3 Results. Net sales were up + 7.2% to $ 3.72 billion, a record for Q3.

See my post below:

#retail #tractorsupplyco #rural #finance #q3earnings #wallstreet #profit

brucewinderretail.substack.com/p/double-cli...

Double Click: Tractor Supply Co. Q3 2025 Earnings Review & Commentary

Great Q3 Results. Profitable Rural Business Model. Financial Results Highly Subject to Weather Patterns.

brucewinderretail.substack.com

Bruce Winder @brucewinder.bsky.social · 7d

Thanks for the interview!

CJAD 800 Montreal @cjad800.bsky.social · 7d

Amid rising grocery prices in Canada, who is making the biggest profit? Retail analyst @brucewinder.bsky.social joined Andrew Carter:

Amid rising grocery prices in Canada, who is making the biggest profit? - The Andrew Carter Podcast | iHeart

<p>New numbers show food inflation was up 4% in September compared to the same time last year, and that follows months of steady increases since the spring. While Canadians are struggling to afford th...

www.iheart.com

Bruce Winder @brucewinder.bsky.social · 10d

Mattel Inc. Q3 2025 Earnings Review & Commentary

See my note below:

brucewinderretail.substack.com/p/mattel-inc...

#mattel #toys
#entertainment
#barbie #hotwheels
#fisherprice #kpopdemonhunters
#frozen #disneyprincess
#finance #q3earnings
#retail

Mattel Inc. Q3 2025 Earnings Review & Commentary

US Tariffs Shifted Retailer Orders Later. Q3 Financials Down. Waiting on Consumer & Retailers to Drive Shipments Before Year End.

brucewinderretail.substack.com

Bruce Winder @brucewinder.bsky.social · 10d

Was interviewed on CTV Atlantic Thursday regarding WestJet passengers now needing to upgrade seats to be able to recline. What’s next paying to use the washroom? #airlines #westjet #segmentation #tieredpricing
www.ctvnews.ca/atlantic/art...

‘It’s disheartening:’ WestJet to charge for reclined seats starting this month

WestJet passengers will soon notice changes to some flights, as the airline prepares to reconfigure 43 acquired aircrafts that are currently all-economy.

www.ctvnews.ca

Bruce Winder @brucewinder.bsky.social · 11d

Thanks to Retail Insider for publishing my analysis on CPG vs. Canadian Grocer margins. #retail #food #packagedgoods #cpg #grocers #profitability

retail-insider.com/retail-insid...

Canadian grocery vs. global CPG - Who makes more profit & is it Changing?

Explore the grocery debate: Who profits more, grocers or consumer packaged goods companies? Discover the financial dynamics.

retail-insider.com

Bruce Winder @brucewinder.bsky.social · 12d

Was in Vancouver last week and visited the popular Din Tai Fung North America restaurant. Great ambiance and sight lines. Massive space with incredible customer service. #retail #foodservice #restaurants #vibe #customerservice #layout

Bruce Winder @brucewinder.bsky.social · 14d

Canadian Grocery vs. Global CPG - Who Makes More Profit & Is It Changing?

See note below:

#retail #grocery #cpg #fastmovingconsumergoods #margins #finance #price

brucewinderretail.substack.com/p/canadian-g...

Canadian Grocery vs. Global CPG - Who Makes More Profit & Is It Changing?

With Grocery Prices Going Up Again, One Must Ask: Which Party, Canadian Grocers or Big CPG Companies, Makes More Money & Who Is Growing Their Margins?

brucewinderretail.substack.com

Bruce Winder @brucewinder.bsky.social · 15d

Thanks to this beautiful lady for saying “I do” 34 years ago today! Love you Karen.

Bruce Winder @brucewinder.bsky.social · 17d

RIP Ace

Bruce Winder @brucewinder.bsky.social · 18d

Thanks to NBC News for reaching out for research for this story on Halloween 2025 best deals! #retail #halloween #halloween2025 #value #inflation #promotions
www.today.com/video/hallow...

Bruce Winder @brucewinder.bsky.social · 19d

Albertsons Companies Inc. 2nd Quarter Fiscal 2025 Earnings Review & Commentary

$ 750 Million Increase in Share Buybacks Drives Stock Price.

Pharmacy & Digital Driving Nominal Growth.

See my note below:

brucewinderretail.substack.com/p/albertsons...

Albertsons Companies Inc. 2nd Quarter Fiscal 2025 Earnings Review & Commentary

$ 750 Million Increase in Share Buybacks Drives Stock Price. Pharmacy & Digital Driving Nominal Growth. Productivity Initiatives In Play But How Will Top Line Grow?

brucewinderretail.substack.com

Bruce Winder @brucewinder.bsky.social · 23d

Interviewed on 580 CFRA Ottawa Friday regarding Holiday 2025 & Halloween 2025 #retail #holiday2025 #halloween2025 #inflation #aiagents
omny.fm/shows/580-cf...

What you need to know about Halloween costs and the build up to holiday shopping season with analyst Bruce Winder - 580 CFRA

Patricia Boal is joined by retail analyst and author Bruce Winder with details on what might cost you more this Halloween season and setting expectations gearing up for the holiday shopping season wit...

omny.fm

Bruce Winder @brucewinder.bsky.social · 24d

Was interviewed Friday on CTV News Ottawa Your Morning regarding the start of holiday shopping. It is also the final day of Amazon Canada ‘s Prime Big Deal Days. #retail #holiday2025 #value #aiagents #promotions #amazon #tariffs #privatelabel #Halloween2025

Bruce Winder @brucewinder.bsky.social · 25d

Interviewed for this Now Toronto article on the thrifting market & how prices have risen over the last few years due to its popularity #retail #thrifting #supplyanddemand #value #vintage #environment
apple.news/A2Tapiw7eQ32...

Is thrifting still affordable in Toronto? Inside the economics of the city’s second-hand market — Now Toronto

Thrift shopping has long been where Toronto shoppers stretch a dollar, but more shoppers are noticing price tags that feel closer to retail than second-hand resale.

apple.news

Bruce Winder @brucewinder.bsky.social · 26d

Was interviewed Tuesday for this BNN Bloomberg article on the Starbucks & Hello Kitty collab and what this means for both partners. What do you think of this tie-up? #retail #starbucks #hellokitty #collaboration #branding #cobranding #toys #merchandise
www.ctvnews.ca/business/art...

Starbucks is partnering with Hello Kitty this holiday season. Here’s what one retail expert thinks of the collaboration

The coffee giant, Starbucks, has teamed up with Japanese company Sanrio for a Starbucks and Hello Kitty collection launching November 6 across Canada and the U.S. - a partnership that arrives amid a p...

www.ctvnews.ca

Bruce Winder @brucewinder.bsky.social · 26d

Interviewed on CTV News Toronto regarding the massive lineup at a local job fair. Canadian unemployment has ticked up recently to 7.1% and youth unemployment is much higher at 14.6% #retail #jobfair #unemployment #youthunemployment #seasonalhiring
www.ctvnews.ca/toronto/loca...

1

Bruce Winder @brucewinder.bsky.social · 26d

Thanks for the interview this am!

CJAD 800 Montreal @cjad800.bsky.social · 26d

Why is the price of coffee going up? Retail analyst @brucewinder.bsky.social joined Andrew Carter with more:

Why is the price of coffee going up? - The Andrew Carter Podcast | iHeart

<p>Starbucks has announced it is closing dozens of stores while Tim Hortons is raising coffee prices. What is behind the shift in coffee consumption and pricing? Retail analyst and author Bruce Winder...

www.iheart.com

Bruce Winder @brucewinder.bsky.social · 27d

Interviewed on Global News BC Monday regarding Holiday 2025. The holiday officially kicks off today with Amazon Canada ‘s Prime Big Deal Days that runs from October 7-10 #retail #holiday2025 #aiagents #consumer #essentials #primebigdealdays
globalnews.ca/video/114662...

Outlook for the 2025 holiday shopping season | Watch News Videos Online

Watch Outlook for the 2025 holiday shopping season Video Online, on GlobalNews.ca

globalnews.ca

1 1

Bruce Winder @brucewinder.bsky.social · 27d

Nike Inc. Q1 Fiscal 2026 Earnings Review & Commentary

I listened to the Nike (NYSE: NKE) Q1 Fiscal 2026 earnings call on September 30th after the bell.

See my note below:

#retail #wholesale #nike #finance #Q1earnings

brucewinderretail.substack.com/p/nike-inc-q...

Nike Inc. Q1 Fiscal 2026 Earnings Review & Commentary

Wholesale Making Progress as is North America. Greater China & Nike Direct Need Work. Profits Down Considerably. Need to Lower Overhead to Make Room for Investments in New Product & Brand Marketing.

brucewinderretail.substack.com