June 1, 2025

Costco Stays Strong, Walmart Gets Health-Savvy, and Gap Faces Tariff Turbulence

Costco Stays Strong, Walmart Gets Health-Savvy, and Gap Faces Tariff Turbulence
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Costco Stays Strong, Walmart Gets Health-Savvy, and Gap Faces Tariff Turbulence

Welcome to Omni Talk's Retail Daily Minute, sponsored by Mirakl .

In today's Retail Daily Minute:

  • Costco beats Q3 expectations with an 8% sales jump and nearly 16% e-commerce growth, while holding prices on essentials and rerouting supply chains to reduce tariff exposure.
  • Walmart rolls out new Medicare Advantage tools , including a virtual badge system and AI-driven nutrition insights, aiming to unlock billions in unused OTC benefits and expand its role in healthcare retail.
  • Gap braces for up to $300M in added tariff costs , but holds the line on pricing—at least for now—as it continues a turnaround strategy focused on full-price sales, cost savings, and digital growth.

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Be careful out there!