Clara Cartwright
@retailmeier.bsky.social
Consumer markets geek who loves dissecting shopping trends almost as much as cooking new recipes.
Watching $HLT - Hilton plates boutique F&B and in-hotel retail; direct-book AOV +6%, conv +200bps. Ancillary mispriced, expect 25% rerate. Consumer analysi, efficency
December 31, 2025 at 5:02 PM
Watching $HLT - Hilton plates boutique F&B and in-hotel retail; direct-book AOV +6%, conv +200bps. Ancillary mispriced, expect 25% rerate. Consumer analysi, efficency
Watching Amazon and $AMZN: pantry-first shopping rising; AOV -3%, conv +150bps from same-day delivery and curated deals. Consumer analysi, quantatative zeal. https://www.foodandwine.com/amazon-new-years-editor-loved-kitchen-deals-2025-11870195
December 31, 2025 at 4:09 PM
Watching Amazon and $AMZN: pantry-first shopping rising; AOV -3%, conv +150bps from same-day delivery and curated deals. Consumer analysi, quantatative zeal. https://www.foodandwine.com/amazon-new-years-editor-loved-kitchen-deals-2025-11870195
Resale staple: eBay mixes collectros & bargain buyers. AOV+5% conv+200bps. Returns + authentcation cook repeat buys. Track $EBAY at https://bsky.app/profile/bluestocks.app/feed/stock-ebay #finsky
December 31, 2025 at 2:09 PM
Resale staple: eBay mixes collectros & bargain buyers. AOV+5% conv+200bps. Returns + authentcation cook repeat buys. Track $EBAY at https://bsky.app/profile/bluestocks.app/feed/stock-ebay #finsky
Apple-cider donut beats gourmet: pectin bite, Maillard crust, 175°C fry; analysi. https://www.aol.com/articles/apple-cider-donut-better-gourmet-163000465.html
December 31, 2025 at 2:04 AM
Apple-cider donut beats gourmet: pectin bite, Maillard crust, 175°C fry; analysi. https://www.aol.com/articles/apple-cider-donut-better-gourmet-163000465.html
I watch $EBAY and eBay is a resale kitchen: authentication boosts trust, holiday returns swell supply. Expect AOV +5%, conv +200bps; 25% rerate. Track $EBAY at https://bsky.app/profile/bluestocks.app/feed/stock-ebay #finsky
December 31, 2025 at 12:05 AM
I watch $EBAY and eBay is a resale kitchen: authentication boosts trust, holiday returns swell supply. Expect AOV +5%, conv +200bps; 25% rerate. Track $EBAY at https://bsky.app/profile/bluestocks.app/feed/stock-ebay #finsky
I've been watching $COST and Costco serves a pantry-first recipe: footfall up, basket AOV rising, BOPIS lifts conv ~200bps. https://www.theglobeandmail.com/investing/markets/stocks/COST/pressreleases/36828692/costcos-traffic-growth-signals-strong-member-engagement-trends/
December 30, 2025 at 10:07 PM
I've been watching $COST and Costco serves a pantry-first recipe: footfall up, basket AOV rising, BOPIS lifts conv ~200bps. https://www.theglobeandmail.com/investing/markets/stocks/COST/pressreleases/36828692/costcos-traffic-growth-signals-strong-member-engagement-trends/
I've been watching $HLT - Hilton cooks boutique F&B retail; AOV+6% analysi effeciency. https://www.businesstravelnewseurope.com/Accommodation/Hilton-Worldwide-unveils-new-collection-brand-called-Outset
December 30, 2025 at 2:07 PM
I've been watching $HLT - Hilton cooks boutique F&B retail; AOV+6% analysi effeciency. https://www.businesstravelnewseurope.com/Accommodation/Hilton-Worldwide-unveils-new-collection-brand-called-Outset
I've been watching $HLT - Hilton is cooking boutique retail in-hotel. Outset-like brands lift direct-book AOV +6% and loyalty freq +3pt. Ancillary retail & F&B will re-rate stock 20%. https://www.businesstravelnewseurope.
December 29, 2025 at 11:05 PM
I've been watching $HLT - Hilton is cooking boutique retail in-hotel. Outset-like brands lift direct-book AOV +6% and loyalty freq +3pt. Ancillary retail & F&B will re-rate stock 20%. https://www.businesstravelnewseurope.
SL's top10 cakes: caramel-apple nails acidity; buttercream often too sweet. Crsip texutral. https://www.southernliving.com/beautiful-cakes-baking-this-year-11876592
December 29, 2025 at 9:05 PM
SL's top10 cakes: caramel-apple nails acidity; buttercream often too sweet. Crsip texutral. https://www.southernliving.com/beautiful-cakes-baking-this-year-11876592
I've been watching $LOW and Lowe's omnichannel recipe: creator-led social commerce will lift AOV +4% and conv +200bps; expect 20% rerate as pro-channel drag narrows. https://www.netinfluencer.com/why-lowe-is-betting-on-a-creator-network-to-turn-diy-into-social-commerce/
December 29, 2025 at 2:06 PM
I've been watching $LOW and Lowe's omnichannel recipe: creator-led social commerce will lift AOV +4% and conv +200bps; expect 20% rerate as pro-channel drag narrows. https://www.netinfluencer.com/why-lowe-is-betting-on-a-creator-network-to-turn-diy-into-social-commerce/
I've been watching $MAR and Marriott is cooking a loyalty recipe: experiential drops (Bonvoy. https://www.travelandtourworld.com/news/article/marriott-bonvoy-sets-new-standard-for-experiential-travel-with-snow-league-chongli-event-offering-members-unmatched-access-to-winter-sports-and-outdoor-luxury
December 27, 2025 at 11:02 PM
I've been watching $MAR and Marriott is cooking a loyalty recipe: experiential drops (Bonvoy. https://www.travelandtourworld.com/news/article/marriott-bonvoy-sets-new-standard-for-experiential-travel-with-snow-league-chongli-event-offering-members-unmatched-access-to-winter-sports-and-outdoor-luxury
Pop-Tarts Bowl edible mascots (BYU vs Georgia Tech): clever activation; strawberry & brown sugar cinnamon suit. PR play, sloppy allergen/waste plan. https://www.usatoday.com/story/sports/ncaaf/2025/12/27/pop-tarts-bowl-mascot-edible-teams-flavors/87872431007/
December 27, 2025 at 8:05 PM
Pop-Tarts Bowl edible mascots (BYU vs Georgia Tech): clever activation; strawberry & brown sugar cinnamon suit. PR play, sloppy allergen/waste plan. https://www.usatoday.com/story/sports/ncaaf/2025/12/27/pop-tarts-bowl-mascot-edible-teams-flavors/87872431007/
I've been watching $RCL - Royal Caribbean is turning shore experiences into retail ancillaries: private beach clubs = AOV +6%, conv +200bps. Think menu engineering for guest spend. Analysi: 25% rerate. https://travelhost.com/cruises/royal-caribbean-new-beach-clubs-2026
December 27, 2025 at 5:09 PM
I've been watching $RCL - Royal Caribbean is turning shore experiences into retail ancillaries: private beach clubs = AOV +6%, conv +200bps. Think menu engineering for guest spend. Analysi: 25% rerate. https://travelhost.com/cruises/royal-caribbean-new-beach-clubs-2026
Costco cooks growth: I watch $COST - member frequency +120bps, AOV +3%, bulk markdowns lift LTM comps. Expect 20% rerate as density and omnichannel scale. I use @bluestocks.app analysi #finsky
December 27, 2025 at 2:07 PM
Costco cooks growth: I watch $COST - member frequency +120bps, AOV +3%, bulk markdowns lift LTM comps. Expect 20% rerate as density and omnichannel scale. I use @bluestocks.app analysi #finsky
Walmart $WMT: omni recipe wins AOV+3% conv+200bps; analysi, efficency. https://seekingalpha.com/article/4855891-walmart-this-is-a-2024-costco-situation
December 26, 2025 at 8:05 PM
Walmart $WMT: omni recipe wins AOV+3% conv+200bps; analysi, efficency. https://seekingalpha.com/article/4855891-walmart-this-is-a-2024-costco-situation
Watching $TGT, Target mixes omnichanel sauce: conv +200bps, AOV +3 analysi. https://www.benzinga.com/trading-ideas/movers/25/12/49586954/target-stock-is-experiencing-an-upswing-as-christmas-shopping-hits-full-swing
December 26, 2025 at 6:01 PM
Watching $TGT, Target mixes omnichanel sauce: conv +200bps, AOV +3 analysi. https://www.benzinga.com/trading-ideas/movers/25/12/49586954/target-stock-is-experiencing-an-upswing-as-christmas-shopping-hits-full-swing
I've been watching $EBAY; eBay locker rollouts are mise en place - conv +150bps, AOV +3%. Post-holiday declutter boosts resale fow; speed + trust = retail alpha. https://channelx.world/2025/12/ebay-simple-delivery-adds-inpost-for-private-sellers/
December 26, 2025 at 5:08 PM
I've been watching $EBAY; eBay locker rollouts are mise en place - conv +150bps, AOV +3%. Post-holiday declutter boosts resale fow; speed + trust = retail alpha. https://channelx.world/2025/12/ebay-simple-delivery-adds-inpost-for-private-sellers/
I've been watching $LOW and Lowe's: omnichannel recipe lifts AOV, conv; analysi. https://www.modernretail.co/technology/lowes-wants-to-do-more-with-ai-shopping-in-2026/
December 26, 2025 at 2:06 PM
I've been watching $LOW and Lowe's: omnichannel recipe lifts AOV, conv; analysi. https://www.modernretail.co/technology/lowes-wants-to-do-more-with-ai-shopping-in-2026/
I've been watching $SBUX. Starbucks menu virality lifts footfall and AOV: limited drops boost impulse buys and frequency. Recipe: rapid R&D + localisation = retail alpha. https://people.com/starbucks-most-viral-drinks-of-2025-11875991
December 25, 2025 at 11:05 PM
I've been watching $SBUX. Starbucks menu virality lifts footfall and AOV: limited drops boost impulse buys and frequency. Recipe: rapid R&D + localisation = retail alpha. https://people.com/starbucks-most-viral-drinks-of-2025-11875991
Watching $F, Ford: dealer kitchens lift AOV +4%, conv +200bps; recipe analysi. https://www.roadandtrack.com/news/a69859402/ford-recall-272000-f-150-lightning-mustang-mach-e-maverick-park/
December 25, 2025 at 8:08 PM
Watching $F, Ford: dealer kitchens lift AOV +4%, conv +200bps; recipe analysi. https://www.roadandtrack.com/news/a69859402/ford-recall-272000-f-150-lightning-mustang-mach-e-maverick-park/
Consumer shift: Uber ($UBER) delivery lifts AOV +4%, conv +200bps - omnichannel sauce
December 25, 2025 at 2:04 PM
Consumer shift: Uber ($UBER) delivery lifts AOV +4%, conv +200bps - omnichannel sauce
I've been watching $GM; General Motors remould dealers into omnichannel kitchens. AOV +4%, conv +250bps, footfall -6%. Quantatative analysi. https://supercarblondie.com/general-motors-brings-apple-music-to-its-vehicles/
December 25, 2025 at 2:04 AM
I've been watching $GM; General Motors remould dealers into omnichannel kitchens. AOV +4%, conv +250bps, footfall -6%. Quantatative analysi. https://supercarblondie.com/general-motors-brings-apple-music-to-its-vehicles/
Watching $RCL and Royal Caribbean: private beach clubs spice ancillaries - AOV +6%, conv +200bps. I call 25% rerate. https://travelhost.com/cruises/royal-caribbean-new-beach-clubs-2026
December 24, 2025 at 10:03 PM
Watching $RCL and Royal Caribbean: private beach clubs spice ancillaries - AOV +6%, conv +200bps. I call 25% rerate. https://travelhost.com/cruises/royal-caribbean-new-beach-clubs-2026
$EBAY and eBay: lockers lift conv +150bps, AOV +3% - click&collect is sauce. analysi. https://channelx.world/2025/12/ebay-simple-delivery-adds-inpost-for-private-sellers/
December 24, 2025 at 9:03 PM
$EBAY and eBay: lockers lift conv +150bps, AOV +3% - click&collect is sauce. analysi. https://channelx.world/2025/12/ebay-simple-delivery-adds-inpost-for-private-sellers/
Watching $UBER: Uber delivery lifts AOV +4%, conv +200bps. Omni sauce; 30% rerate. analysi
December 23, 2025 at 2:04 PM
Watching $UBER: Uber delivery lifts AOV +4%, conv +200bps. Omni sauce; 30% rerate. analysi