US Shoppers Feel The Pinch, BJ’s Trims The Fat And Target's Big Beauty Bet | GrocerTalk episode artwork

EPISODE · Sep 1, 2026 · 46 MIN

US Shoppers Feel The Pinch, BJ’s Trims The Fat And Target's Big Beauty Bet | GrocerTalk

from Omni Talk Retail · host Omni Talk Retail

In this episode, sponsored by Instacart Enterprise, Portager, and Vusion, Ben Miller is joined by Stewart Samuel, Director of Retail Futures at IGD and a leading grocery retail analyst and industry expert, to unpack the global grocery news stories from this week that we believe are worth paying attention to. This week, they discuss: • Whether weak US consumer confidence is finally translating into changes in grocery shopping behavior, from strong results at Dollar Tree and Dollar General to lower-income shoppers pulling back at Walmart: https://www.supermarketnews.com/finance/dollar-tree-pops-in-q2 • BJ’s Wholesale Club’s plans to reduce its SKU count by 20%, and whether cutting back on choice is the right move for the membership retailer: https://www.supplychaindive.com/news/bjs-wholesale-club-to-cut-skus-by-20/828618/ • Target’s new Beauty Studio concept, launching across 600 stores, and whether it can successfully rebuild the retailer’s beauty proposition following the end of its Ulta partnership: https://progressivegrocer.com/target-launching-beauty-studio-concept-across-600-stores • Aldi’s decision to close its grocery delivery business in Switzerland, and whether the move is a one-off or a broader reality check for online grocery: https://adalytica.com/news/aldi-swiss-grocery-delivery-10344f62 • Walmart bringing its Scintilla commerce intelligence platform to Sam’s Club, and what it means for suppliers, retail media and Sam’s future: https://www.supermarketnews.com/grocery-technology/walmart-brings-commerce-intelligence-platform-to-sam-s-club Plus, GrocerTalk Grab & Go brings even more stories to the table, including Simbe’s Tally expanding with Tesco, Erewhon’s latest store opening, a new Sobeys concept store, and Costco bringing custom cakes and party platters to online delivery through Instacart. GrocerTalk is a weekly podcast from the Omni Talk Podcast Network covering the trends, innovations and technologies shaping global grocery. Episode 003. Welcome to GrocerTalk. P.S. Be sure to check out all our other podcasts from the past week here, too: https://omnitalk.blog/category/podcast/ Music by hooksounds.com.

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US Shoppers Feel The Pinch, BJ’s Trims The Fat And Target's Big Beauty Bet | GrocerTalk

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