$WMT

Sam's Club is offering a limited-time $25 membership discount, down from $60, to attract new customers and compete with Costco. According to Walmart, global membership fee revenue increased 17% year over year, driven by growth in Walmart+ and Sam's Club U.S. Costco, meanwhile, reported $1.37 billion in membership fee revenue, up 10.7% year over year, and recently raised its membership prices.

The U.S. DOJ is investigating eight major grocery retailers, including Kroger, Publix, and Costco, over beef price increases. President Trump expanded beef imports, adding 300,000 metric tons of lean beef trimmings at lower tariffs, citing supply issues and affordability concerns.

The FDA announced a recall of Great Value-branded frozen berries sold at Walmart in 16 states due to potential E. coli contamination. The recall affects one lot of Great Value Organic Triple Berry Blend. No illnesses have been linked to the recalled Walmart berries, but consumers are advised to discard or return them. The recall is an expansion of a previous recall by Frutas y Hortalizas del Sur.

The U.S. DOJ is investigating Walmart, Costco, and other retailers for high beef prices, according to Reuters. The Trump administration has accused meatpackers of price manipulation. Tyson Foods settled a lawsuit for $82.5 million over beef price inflation claims. Beef prices have risen 5.4% year-over-year, per the BLS.

Walmart (WMT) is expanding its restaurant delivery service to include Dunkin' (DNKN) locations, starting with 150 stores inside Walmarts. The service will be available through the Walmart app. Walmart's CFO noted that faster delivery increases shopping frequency and boosts membership programs, with eCommerce sales up 26% and U.S. delivery volume up 45% in the latest quarter.

Amazon introduced a feature in Alexa for Shopping to help U.S. customers verify if communications are genuine, aiming to reduce fraud. Walmart is also investing in fraud prevention systems. Amazon's tool analyzes message details and provides verification, while Walmart focuses on linking fraud signals across transactions and customer contacts. Both retailers aim to build customer trust and reduce fraud-related friction.

Walmart and Inspire Brands (Dunkin's parent) announced a deal to offer Dunkin' items for delivery alongside Walmart orders. The service will initially launch at 150 Dunkin' locations inside Walmart stores, expanding to most of Dunkin's 10,000 U.S. locations. Walmart's delivery network, which grew 48% last quarter, will facilitate the service. According to Walmart, 90% of the U.S. population lives within 10 miles of a Walmart store.

Haleon has secured better shelf positions at Walmart and Target, including eye-level space, by offering lower prices, promotions, and exclusive products. The company's US consumer-health market share increased from 11.4% to 12% between February and August, according to NielsenIQ data. This strategy aims to attract price-conscious shoppers as they focus on essential products.

Haleon, the maker of Sensodyne, secured better shelf placement at Walmart and Target by offering lower prices, promotions, and exclusivity. According to NielsenIQ, Haleon's U.S. market share rose to 12% in August from 11.4% in February. The company's strategy includes placing products at eye level and using promotions to drive sales. Walmart and Target declined to comment.

Walmart has partnered with Dunkin' to offer food delivery from 150 stores, expanding to 10,000 locations. The company aims to compete with DoorDash and Uber Eats, using its Spark delivery network. Walmart's senior vice president highlighted the convenience and value proposition. The partnership allows customers to order food alongside other items through Walmart's app or website.