Lululemon Slashes Guidance, Walmart Enters Restaurant Delivery & The Mall App Launches episode artwork

EPISODE · Jun 8, 2026 · 6 MIN

Lululemon Slashes Guidance, Walmart Enters Restaurant Delivery & The Mall App Launches

from Retail Daily Minute

Welcome to Omni Talk's Retail Daily Minute, sponsored by Duvo and Mirakl.In today's Retail Daily Minute, Omni Talk's Chris Walton discusses:Walmart announces 30-minute delivery from 1,400 in-store Subway locations by midsummer, the opening move in a direct push into restaurant delivery that puts it on a collision course with DoorDash and Uber.Lululemon cuts its full-year revenue guidance to flat or declining, citing a wave of negative media coverage and underwhelming product launches, raising deeper questions about the brand's product innovation edge heading into a leadership transition.The Mall, a new startup founded by alums of Tom Ford and Stanford, launches an invite-only app that aggregates 10,000+ brands into a single personalized shopping feed, aiming to be the Spotify of online retail discovery.The Retail Daily Minute has been rocketing up the Feedspot charts, so stay informed with Omni Talk's Retail Daily Minute, your source for the latest and most important retail insights.

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Lululemon Slashes Guidance, Walmart Enters Restaurant Delivery & The Mall App Launches

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