Bruce Winder
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brucewinder.bsky.social
Bruce Winder
@brucewinder.bsky.social
10 followers 4 following 210 posts
Retail Analyst, Media Commentator, Author, Consultant, Speaker, Neurodiverse
Posts Media Videos Starter Packs
brucewinder.bsky.social
Bruce Winder @brucewinder.bsky.social · 17h
Mattel Inc. Q3 2025 Earnings Review & Commentary

See my note below:

brucewinderretail.substack.com/p/mattel-inc...

#mattel #toys
#entertainment
#barbie #hotwheels
#fisherprice #kpopdemonhunters
#frozen #disneyprincess
#finance #q3earnings
#retail
Mattel Inc. Q3 2025 Earnings Review & Commentary
US Tariffs Shifted Retailer Orders Later. Q3 Financials Down. Waiting on Consumer & Retailers to Drive Shipments Before Year End.
brucewinderretail.substack.com
brucewinder.bsky.social
Bruce Winder @brucewinder.bsky.social · 19h
Was interviewed on CTV Atlantic Thursday regarding WestJet passengers now needing to upgrade seats to be able to recline. What’s next paying to use the washroom? #airlines #westjet #segmentation #tieredpricing
www.ctvnews.ca/atlantic/art...
‘It’s disheartening:’ WestJet to charge for reclined seats starting this month
WestJet passengers will soon notice changes to some flights, as the airline prepares to reconfigure 43 acquired aircrafts that are currently all-economy.
www.ctvnews.ca
brucewinder.bsky.social
Bruce Winder @brucewinder.bsky.social · 1d
Thanks to Retail Insider for publishing my analysis on CPG vs. Canadian Grocer margins. #retail #food #packagedgoods #cpg #grocers #profitability

retail-insider.com/retail-insid...
Canadian grocery vs. global CPG - Who makes more profit & is it Changing?
Explore the grocery debate: Who profits more, grocers or consumer packaged goods companies? Discover the financial dynamics.
retail-insider.com
brucewinder.bsky.social
Bruce Winder @brucewinder.bsky.social · 2d
Was in Vancouver last week and visited the popular Din Tai Fung North America restaurant. Great ambiance and sight lines. Massive space with incredible customer service. #retail #foodservice #restaurants #vibe #customerservice #layout
brucewinder.bsky.social
Bruce Winder @brucewinder.bsky.social · 4d
Canadian Grocery vs. Global CPG - Who Makes More Profit & Is It Changing?

See note below:

#retail #grocery #cpg #fastmovingconsumergoods #margins #finance #price

brucewinderretail.substack.com/p/canadian-g...
Canadian Grocery vs. Global CPG - Who Makes More Profit & Is It Changing?
With Grocery Prices Going Up Again, One Must Ask: Which Party, Canadian Grocers or Big CPG Companies, Makes More Money & Who Is Growing Their Margins?
brucewinderretail.substack.com
brucewinder.bsky.social
Bruce Winder @brucewinder.bsky.social · 5d
Thanks to this beautiful lady for saying “I do” 34 years ago today! Love you Karen.
brucewinder.bsky.social
Bruce Winder @brucewinder.bsky.social · 8d
RIP Ace
brucewinder.bsky.social
Bruce Winder @brucewinder.bsky.social · 8d
Thanks to NBC News for reaching out for research for this story on Halloween 2025 best deals! #retail #halloween #halloween2025 #value #inflation #promotions
www.today.com/video/hallow...
brucewinder.bsky.social
Bruce Winder @brucewinder.bsky.social · 9d
Albertsons Companies Inc. 2nd Quarter Fiscal 2025 Earnings Review & Commentary

$ 750 Million Increase in Share Buybacks Drives Stock Price.

Pharmacy & Digital Driving Nominal Growth.

See my note below:

brucewinderretail.substack.com/p/albertsons...
Albertsons Companies Inc. 2nd Quarter Fiscal 2025 Earnings Review & Commentary
$ 750 Million Increase in Share Buybacks Drives Stock Price. Pharmacy & Digital Driving Nominal Growth. Productivity Initiatives In Play But How Will Top Line Grow?
brucewinderretail.substack.com
brucewinder.bsky.social
Bruce Winder @brucewinder.bsky.social · 13d
Interviewed on 580 CFRA Ottawa Friday regarding Holiday 2025 & Halloween 2025 #retail #holiday2025 #halloween2025 #inflation #aiagents
omny.fm/shows/580-cf...
What you need to know about Halloween costs and the build up to holiday shopping season with analyst Bruce Winder - 580 CFRA
Patricia Boal is joined by retail analyst and author Bruce Winder with details on what might cost you more this Halloween season and setting expectations gearing up for the holiday shopping season wit...
omny.fm
brucewinder.bsky.social
Bruce Winder @brucewinder.bsky.social · 14d
Was interviewed Friday on CTV News Ottawa Your Morning regarding the start of holiday shopping. It is also the final day of Amazon Canada ‘s Prime Big Deal Days. #retail #holiday2025 #value #aiagents #promotions #amazon #tariffs #privatelabel #Halloween2025
brucewinder.bsky.social
Bruce Winder @brucewinder.bsky.social · 15d
Interviewed for this Now Toronto article on the thrifting market & how prices have risen over the last few years due to its popularity #retail #thrifting #supplyanddemand #value #vintage #environment
apple.news/A2Tapiw7eQ32...
Is thrifting still affordable in Toronto? Inside the economics of the city’s second-hand market — Now Toronto
Thrift shopping has long been where Toronto shoppers stretch a dollar, but more shoppers are noticing price tags that feel closer to retail than second-hand resale.
apple.news
brucewinder.bsky.social
Bruce Winder @brucewinder.bsky.social · 16d
Was interviewed Tuesday for this BNN Bloomberg article on the Starbucks & Hello Kitty collab and what this means for both partners. What do you think of this tie-up? #retail #starbucks #hellokitty #collaboration #branding #cobranding #toys #merchandise
www.ctvnews.ca/business/art...
Starbucks is partnering with Hello Kitty this holiday season. Here’s what one retail expert thinks of the collaboration
The coffee giant, Starbucks, has teamed up with Japanese company Sanrio for a Starbucks and Hello Kitty collection launching November 6 across Canada and the U.S. - a partnership that arrives amid a p...
www.ctvnews.ca
brucewinder.bsky.social
Bruce Winder @brucewinder.bsky.social · 16d
Interviewed on CTV News Toronto regarding the massive lineup at a local job fair. Canadian unemployment has ticked up recently to 7.1% and youth unemployment is much higher at 14.6% #retail #jobfair #unemployment #youthunemployment #seasonalhiring
www.ctvnews.ca/toronto/loca...
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brucewinder.bsky.social
Bruce Winder @brucewinder.bsky.social · 17d
Thanks for the interview this am!
brucewinder.bsky.social
Bruce Winder @brucewinder.bsky.social · 17d
Interviewed on Global News BC Monday regarding Holiday 2025. The holiday officially kicks off today with Amazon Canada ‘s Prime Big Deal Days that runs from October 7-10 #retail #holiday2025 #aiagents #consumer #essentials #primebigdealdays
globalnews.ca/video/114662...
Outlook for the 2025 holiday shopping season | Watch News Videos Online
Watch Outlook for the 2025 holiday shopping season Video Online, on GlobalNews.ca
globalnews.ca
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brucewinder.bsky.social
Bruce Winder @brucewinder.bsky.social · 18d
Nike Inc. Q1 Fiscal 2026 Earnings Review & Commentary

I listened to the Nike (NYSE: NKE) Q1 Fiscal 2026 earnings call on September 30th after the bell.

See my note below:

#retail #wholesale #nike #finance #Q1earnings

brucewinderretail.substack.com/p/nike-inc-q...
Nike Inc. Q1 Fiscal 2026 Earnings Review & Commentary
Wholesale Making Progress as is North America. Greater China & Nike Direct Need Work. Profits Down Considerably. Need to Lower Overhead to Make Room for Investments in New Product & Brand Marketing.
brucewinderretail.substack.com
brucewinder.bsky.social
Bruce Winder @brucewinder.bsky.social · 18d
Interviewed on CTV Atlantic Friday regarding early season Holiday sales. Amazon Canada kicks off their Prime Big Deals Days tomorrow while other retailers have promotions on as well #retail #holiday2025 #promotions
www.ctvnews.ca/atlantic/art...
brucewinder.bsky.social
Bruce Winder @brucewinder.bsky.social · 20d
Was interviewed on CTV News Toronto regarding the launch of the holiday 2025 shopping season & how different dynamics are in play both on the consumer & retailer side #retail #holiday2025 #essentials #aiagents #tariffs
www.ctvnews.ca/toronto/vide...
brucewinder.bsky.social
Bruce Winder @brucewinder.bsky.social · 21d
Interviewed on CP24 News Toronto regarding Amazon Canada hiring 7,000 seasonal workers across Canada this fall. The retailer is also increasing wages and offering free Prime membership to applicable employees #retail #amazon #jobs #wages #benefits #holiday2025 #canada
www.cp24.com/video/2025/1...
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brucewinder.bsky.social
Bruce Winder @brucewinder.bsky.social · 23d
Was interviewed on CKNW Vancouver regarding how holiday may change for retailers & consumers this fall based on economic headwinds #retail #holiday2025 #consumerbehaviour
megaphone.link/CORU5780494299
Why is Costco stocking less Christmas stuff this year? by Mornings with Simi
megaphone.link
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brucewinder.bsky.social
Bruce Winder @brucewinder.bsky.social · 24d
Was interviewed for this Global News article on retailers managing to a cautious consumer this holiday. On the Costco Wholesale earnings call last week, the CEO discussed assortment changes this fall #retail #holiday2025 #consumerbehaviour #assortment #costco
globalnews.ca/news/1145583...
Costco trimming its Christmas offerings as consumers pull back on spending - National | Globalnews.ca
Costco says it has been adapting to changing consumer habits and priorities, which includes a 'thinned down' Christmas display in stores and larger displays for other items.
globalnews.ca
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brucewinder.bsky.social
Bruce Winder @brucewinder.bsky.social · 24d
Interviewed for this Yahoo Finance article on Aritzia and potential headwinds & tailwinds the retailer may face ahead of their earnings announcement October 9th #retail #aritzia #specialtyretail #fashion #apparel #finance
ca.finance.yahoo.com/news/fluid-t...
'Fluid' tariff scenario may weigh on Aritzia's Q2 earnings, analysts warn
This is despite strong sales momentum driving upbeat expectations for its upcoming quarterly results.
ca.finance.yahoo.com
brucewinder.bsky.social
Bruce Winder @brucewinder.bsky.social · 25d
Brief interview on CTV News National, along with my former professor Ian Lee from Sprott School of Business at Carleton University regarding Starbucks decision to close cafes and layoff 900 people #retail #starbucks #foodservice #restructuring #coffee
www.ctvnews.ca/video/2025/0...
brucewinder.bsky.social
Bruce Winder @brucewinder.bsky.social · 26d
Costco Wholesale Corp. 4th Q Fiscal 2025 Earnings Review & Commentary

🎉 Strong Comps & Earnings.

👔 Executive Membership Changes Paying Off.

💎Stock is Expensive Though From A P/E Ratio Perspective.

🗒️See my note below.

#retail #costco #finance

brucewinderretail.substack.com/p/costco-who...
Costco Wholesale Corp. 4th Q Fiscal 2025 Earnings Review & Commentary
Strong Comps & Earnings. Executive Membership Changes Paying Off. Stock is Expensive Though From A P/E Ratio Perspective.
brucewinderretail.substack.com