Dec. 18, 2025
Super Saturday Predictions, Giant Food Exits E-Commerce Centers & Elliott Targets Lululemon Leadership
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Welcome to Omni Talk's Retail Daily Minute, sponsored by Mirakl.
In today's Retail Daily Minute, Omni Talk's Chris Walton discusses:
- Super Saturday is forecast to draw a record 158.9 million shoppers as weather conditions, according to Planalytics, turn milder and drier across most U.S. markets, providing a crucial tailwind for retailers in the final weekend before Christmas.
- Giant Food and The Giant Company will shutter all six centralized e-commerce fulfillment centers by Q1 2026, pivoting to store-based fulfillment as Ahold Delhaize joins Kroger in abandoning the micro-fulfillment center model.
- Elliott Investment Management takes a $1 billion stake in Lululemon and pushes for former Ralph Lauren executive Jane Nielsen to become CEO, as the athleisure brand seeks turnaround leadership following Calvin McDonald's departure announcement.
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Be careful out there!
