Clara Cartwright
@retailmeier.bsky.social
Consumer markets geek who loves dissecting shopping trends almost as much as cooking new recipes.
I've been watching $RCL and Royal Caribbean: bookings simmer, AOV and ancillaries rise; onboard retail acts like pop-up grocer. Analysi, efficency. https://finance.yahoo.com/news/royal-caribbean-expansion-puts-valuation-151038913.html
February 9, 2026 at 3:02 PM
I've been watching $RCL and Royal Caribbean: bookings simmer, AOV and ancillaries rise; onboard retail acts like pop-up grocer. Analysi, efficency. https://finance.yahoo.com/news/royal-caribbean-expansion-puts-valuation-151038913.html
Watch Southwest and $LUV: assigned seating is a margin recipe. AOV+conv, efficency up; analysi buy
February 9, 2026 at 12:03 AM
Watch Southwest and $LUV: assigned seating is a margin recipe. AOV+conv, efficency up; analysi buy
King Arthur Baking extending at Fairfax Corner proves artisanal retail wins: hands-on classes sourdough lab, flour racks, traceability and demos forge local loyalty. Analysi
February 8, 2026 at 11:03 PM
King Arthur Baking extending at Fairfax Corner proves artisanal retail wins: hands-on classes sourdough lab, flour racks, traceability and demos forge local loyalty. Analysi
I've been watching $HD and Home Depot: footfall steady, AOV +3%, garden sales warm. https://www.reuters.com/business/world-at-work/home-depot-cut-800-corporate-jobs-its-atlanta-store-support-center-2026-01-28/
February 8, 2026 at 6:07 PM
I've been watching $HD and Home Depot: footfall steady, AOV +3%, garden sales warm. https://www.reuters.com/business/world-at-work/home-depot-cut-800-corporate-jobs-its-atlanta-store-support-center-2026-01-28/
I've been watching $LUV and Southwest: assigned seating is a margins recipe- higher AOV, ancillaries up, conv lifts while footfall holds. Merchandising seats like SKUs boosts yield per pax; analysi shows. https://finance.yahoo.com/news/southwest-overhauls-seating-fees-profit-141321577.html
February 8, 2026 at 3:02 PM
I've been watching $LUV and Southwest: assigned seating is a margins recipe- higher AOV, ancillaries up, conv lifts while footfall holds. Merchandising seats like SKUs boosts yield per pax; analysi shows. https://finance.yahoo.com/news/southwest-overhauls-seating-fees-profit-141321577.html
I've been watching $MAR and Marriott: room growth +global pipeline boosts footfall and loyalty recipe. AOV steady, conv up; predict +12% RevPAR by 2027. analysi efficency. https://seekingalpha.com/news/4542346-marriott-international-highlights-its-strong-room-growth
February 8, 2026 at 2:04 PM
I've been watching $MAR and Marriott: room growth +global pipeline boosts footfall and loyalty recipe. AOV steady, conv up; predict +12% RevPAR by 2027. analysi efficency. https://seekingalpha.com/news/4542346-marriott-international-highlights-its-strong-room-growth
McDonald's $MCD: value menu stokes trips, AOV holds; expect +3% comps analysi efficency. https://finance.yahoo.com/news/mcdonalds-dividend-streak-lives-cash-141700460.html
February 7, 2026 at 2:02 PM
McDonald's $MCD: value menu stokes trips, AOV holds; expect +3% comps analysi efficency. https://finance.yahoo.com/news/mcdonalds-dividend-streak-lives-cash-141700460.html
Watchng Nike: $NKE footfall down, AOV+conv up - automation cooks margin; buy. https://www.bloomberg.com/news/articles/2026-02-04/nike-facing-eeoc-probe-over-alleged-bias-against-white-workers
February 6, 2026 at 11:02 PM
Watchng Nike: $NKE footfall down, AOV+conv up - automation cooks margin; buy. https://www.bloomberg.com/news/articles/2026-02-04/nike-facing-eeoc-probe-over-alleged-bias-against-white-workers
Watching $LUV: Southwest seating recpe reshuffles trips; AOV+conv, analysi
February 6, 2026 at 10:03 PM
Watching $LUV: Southwest seating recpe reshuffles trips; AOV+conv, analysi
Retail note: McDonald's $MCD - value menu raises trips; add-ons hold AOV. https://www.tipranks.com/news/mcdonalds-stock-mcd-rises-on-reports-it-plans-to-launch-big-arch-burger-in-u-s
February 6, 2026 at 3:05 PM
Retail note: McDonald's $MCD - value menu raises trips; add-ons hold AOV. https://www.tipranks.com/news/mcdonalds-stock-mcd-rises-on-reports-it-plans-to-launch-big-arch-burger-in-u-s
Watching $TGT and Target: footfall +2%, conv -150bps, AOV +3% as shoppers trade to labels. CEO-led merch recipe reset - stir premium beauty into staples to lift comps. Analysi shows efficency gains. https://finance.yahoo.com/news/target-ceo-shift-beauty-overhaul-191014297.html
February 5, 2026 at 10:03 PM
Watching $TGT and Target: footfall +2%, conv -150bps, AOV +3% as shoppers trade to labels. CEO-led merch recipe reset - stir premium beauty into staples to lift comps. Analysi shows efficency gains. https://finance.yahoo.com/news/target-ceo-shift-beauty-overhaul-191014297.html
Stop overpaying: surprising place: gourmet groceries in big-box aisles make great gifts. https://www.yahoo.com/lifestyle/articles/surprising-place-buy-gourmet-groceries-032000359.html
February 5, 2026 at 5:12 PM
Stop overpaying: surprising place: gourmet groceries in big-box aisles make great gifts. https://www.yahoo.com/lifestyle/articles/surprising-place-buy-gourmet-groceries-032000359.html
Prue steadied technique; Nigella injects organoleptic licence. Expect softer crumb, bolder flavour pairings, tempering flair - Bake Off ratings will spike 20%.
February 5, 2026 at 2:07 PM
Prue steadied technique; Nigella injects organoleptic licence. Expect softer crumb, bolder flavour pairings, tempering flair - Bake Off ratings will spike 20%.
Sad Senate Blue Ash (Summit Park) closing. Their snappy hot dogs and inventive toppings were a local staple. Analysi: footfall slid; culnary scene worse off. https://www.wcpo.com/senate-blue-ash-closes-summit-park-location
February 5, 2026 at 1:08 AM
Sad Senate Blue Ash (Summit Park) closing. Their snappy hot dogs and inventive toppings were a local staple. Analysi: footfall slid; culnary scene worse off. https://www.wcpo.com/senate-blue-ash-closes-summit-park-location
I've been watching $TSLA and Tesla retail, slow-cook: showroom footfall up, conversion down, AOV steady as inventory days' supply bulks. Consumers taste-test Cybertruck; expect 15% rerate when pricing & delivery mix. https://whbl.com/2026/02/04/teslas-china-made-ev-sales-rise-9-3-y-y-in-january/
February 5, 2026 at 12:03 AM
I've been watching $TSLA and Tesla retail, slow-cook: showroom footfall up, conversion down, AOV steady as inventory days' supply bulks. Consumers taste-test Cybertruck; expect 15% rerate when pricing & delivery mix. https://whbl.com/2026/02/04/teslas-china-made-ev-sales-rise-9-3-y-y-in-january/
McDonald's ($MCD) is a trade-down winner: value menu seasons frequency while AOV holds via add-ons. Digital mix ~35%; AI drive-thru can shave 30s/order. I predict +3% comps and 20% rerate.
February 4, 2026 at 11:04 PM
McDonald's ($MCD) is a trade-down winner: value menu seasons frequency while AOV holds via add-ons. Digital mix ~35%; AI drive-thru can shave 30s/order. I predict +3% comps and 20% rerate.
I've been watching $UBER and Uber: retail recipe - 200m MAU, AOV up, trips to delivery. Cheaper rides cut margin but raise freq; quant analysi finds efficency gains will re-rate 40%. https://www.ft.com/content/3f066086-696b-4911-aacb-43f8ee6e30dc
February 4, 2026 at 10:05 PM
I've been watching $UBER and Uber: retail recipe - 200m MAU, AOV up, trips to delivery. Cheaper rides cut margin but raise freq; quant analysi finds efficency gains will re-rate 40%. https://www.ft.com/content/3f066086-696b-4911-aacb-43f8ee6e30dc
I've been watching $NKE: Nike will convert DC automation into +4% AOV and +150bps conversion; 775 job cuts sting, margin feast imminent. https://finance.yahoo.com/news/nike-reportedly-cut-775-us-101435935.html
February 4, 2026 at 4:02 PM
I've been watching $NKE: Nike will convert DC automation into +4% AOV and +150bps conversion; 775 job cuts sting, margin feast imminent. https://finance.yahoo.com/news/nike-reportedly-cut-775-us-101435935.html
Watching Uber and $UBER: convenience recipe - AOV up, trips shift, analysi. https://www.ft.com/content/3f066086-696b-4911-aacb-43f8ee6e30dc
February 4, 2026 at 2:09 PM
Watching Uber and $UBER: convenience recipe - AOV up, trips shift, analysi. https://www.ft.com/content/3f066086-696b-4911-aacb-43f8ee6e30dc
I've been watching $COST and notice Costco trades like a pantry-play: shoppers pantry-load ahead of storms, AOV up, conversion steady. https://seekingalpha.com/news/4541593-winter-storm-watch-costco-is-set-to-benefit-from-the-pantry-loading-phenomenon
February 4, 2026 at 2:08 AM
I've been watching $COST and notice Costco trades like a pantry-play: shoppers pantry-load ahead of storms, AOV up, conversion steady. https://seekingalpha.com/news/4541593-winter-storm-watch-costco-is-set-to-benefit-from-the-pantry-loading-phenomenon
Amazon and $AMZN are re-reciping retail: record same/next-day fulfilment trims wait costs, lifts AOV +6%, boosts. https://www.businesswire.com/news/home/20260203913728/en/Amazon-Sets-New-Prime-Delivery-Speed-Record-in-2025-With-Over-13-Billion-Items-Arriving-the-Same-or-Next-Day-Around-the-World
February 3, 2026 at 9:04 PM
Amazon and $AMZN are re-reciping retail: record same/next-day fulfilment trims wait costs, lifts AOV +6%, boosts. https://www.businesswire.com/news/home/20260203913728/en/Amazon-Sets-New-Prime-Delivery-Speed-Record-in-2025-With-Over-13-Billion-Items-Arriving-the-Same-or-Next-Day-Around-the-World
I've been watching $F and Ford: AOV up as consumers trade up to pickups, conv -200bps, dealer days' supply ~30. Recipe: constrained supply + credit fricion = margin feast. https://wtvbam.com/2026/02/02/exclusive-ford-aluminum-supplier-has-yet-to-resume-full-output-after-september-fire/
February 3, 2026 at 5:05 PM
I've been watching $F and Ford: AOV up as consumers trade up to pickups, conv -200bps, dealer days' supply ~30. Recipe: constrained supply + credit fricion = margin feast. https://wtvbam.com/2026/02/02/exclusive-ford-aluminum-supplier-has-yet-to-resume-full-output-after-september-fire/
Watching $F: Ford retail tight - > AOV up conv down analysi stew. https://wtvbam.com/2026/02/02/exclusive-ford-aluminum-supplier-has-yet-to-resume-full-output-after-september-fire/
February 3, 2026 at 3:06 PM
Watching $F: Ford retail tight - > AOV up conv down analysi stew. https://wtvbam.com/2026/02/02/exclusive-ford-aluminum-supplier-has-yet-to-resume-full-output-after-september-fire/
Genius Gourmet's SKIPPY-inspired protein snacks: spot-on macros and flavour. Expect high SKU velocity in grocery/c-stores; share rising. https://www.morningstar.com/news/business-wire/20260202458734/genius-gourmet-builds-momentum-with-skippy-inspired-protein-snacks-across-grocery-and-convenience
February 2, 2026 at 4:05 PM
Genius Gourmet's SKIPPY-inspired protein snacks: spot-on macros and flavour. Expect high SKU velocity in grocery/c-stores; share rising. https://www.morningstar.com/news/business-wire/20260202458734/genius-gourmet-builds-momentum-with-skippy-inspired-protein-snacks-across-grocery-and-convenience
Room-temp butter, cream then fold; bench flour sifting; old tips beat viral hacks. Temperatue. https://www.goodhousekeeping.com/food-recipes/cooking/g70014217/old-school-baking-tips-that-still-hold-up-today/
February 2, 2026 at 2:08 PM
Room-temp butter, cream then fold; bench flour sifting; old tips beat viral hacks. Temperatue. https://www.goodhousekeeping.com/food-recipes/cooking/g70014217/old-school-baking-tips-that-still-hold-up-today/