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AUGUST 19, 2025 |
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Which retailer now allows you to check out with Venmo? |
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A) Sephora B) Ulta Beauty C) TJ Maxx D) Target |
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TOP STORY |
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Home Depot fell short of analysts’ top- and bottom-line expectations in Q2 for the first time since 2014. |
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Adjusted earnings per share were $4.68, up from $4.67 a year earlier, but short of the $4.71 expected.
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Revenues were $45.28 billion, up 4.9% YoY, but below the $45.36 billion expected. |
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However, Home Depot reaffirmed its full-year outlook, guiding to growth in total sales of 2.8% and comparable sales of roughly 1%. |
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Home Depot’s results are a sign of how tough the retail landscape has become—especially for home improvement players tethered to the frozen housing market. |
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IN THE NEWS |
Amazon is reportedly keeping Prime Big Deal Days to 2 days. If true, that’s a bit of a surprise—and runs counter to our prediction of a longer sale. Read online |
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Other headlines: |
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Marketers turn to print coupons to stand out in a digital-first world. Paper coupons are making a comeback as brands zig while their competitors zag. Read online
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Lululemon, Mondelez, and others turn to lawsuits to protect IP. Brands are ramping up legal action over perceived infringements of their intellectual property. Read online
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Cava invests $10 million in automation technology company Hyphen. Cava invested $10 million in Hyphen, the robotics startup behind Chipotle’s automated kitchen line prototype, which Chipotle has backed. Read online | | | |
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ANALYSIS |
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Facetune, the photo editing app from Lightricks, has expanded from digital screens into the physical world with its first out-of-home (OOH) ad campaign in the US. |
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The campaign, currently visible on billboards and subway ads throughout New York City, humorously explores the balance between effort and appearance, promoting a playful, self-aware approach to image editing. |
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“We own our editing,” said Ido Cohen, vice president of global brand communications at Lightricks, describing the move as an extension of Facetune's digital identity. “We want people to be able to see that it's fun, that they can enjoy it, and that we're not going to judge.” |
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