# Retail Daily Minute | Costco's Record Quarter, Walmart's Delivery Surge & SNAP's $830M Shakeup

Page: https://stenobird.com/podcast/omni-talk-retail-6449360/retail-daily-minute-costco-s-record-quarter-walmart-s-delivery-surge-snap-s-830m-shakeup
Text version: https://stenobird.com/podcast/omni-talk-retail-6449360/retail-daily-minute-costco-s-record-quarter-walmart-s-delivery-surge-snap-s-830m-shakeup.md
Podcast: [Omni Talk Retail](https://stenobird.com/podcast/omni-talk-retail-6449360)
Published: 2026-06-01T04:00:00+00:00
Episode link: https://omnitalkretail.captivate.fm/episode/retail-daily-minute-costcos-record-quarter-walmarts-delivery-surge-snaps-830m-shakeup
Audio file: https://pdcn.co/e/episodes.captivate.fm/episode/86c96587-5ceb-4b07-92bb-82001c1310cf.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/omni-talk-retail-6449360/episodes/retail-daily-minute-costco-s-record-quarter-walmart-s-delivery-surge-snap-s-830m-shakeup
Duration seconds: 350

## Resource

Welcome to Omni Talk's Retail Daily Minute, sponsored by Duvo and Mirakl . In today's Retail Daily Minute, Omni Talk's Chris Walton discusses: Costco posts an 11.6% sales increase to $69.15 billion in Q3, driven by "unprecedented" gas demand that drew first-time fuel station users and deepened member loyalty. Walmart reports more than 36% of store-fulfilled deliveries now arrive in three hours or less, with fast-delivery category sales up over 50% year over year and drone deliveries hitting the one million milestone. SNAP waivers rolling out across 19 states by end of 2026 could trigger an estimated $830 million in sales losses for soda, candy, and energy drinks, according to new Numerator research. The Retail Daily Minute has been rocketing up the Feedspot charts , so stay informed with Omni Talk's Retail Daily Minute, your source for the latest and most important retail insights. This podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacy

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/omni-talk-retail-6449360/episodes/retail-daily-minute-costco-s-record-quarter-walmart-s-delivery-surge-snap-s-830m-shakeup/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/omni-talk-retail-6449360/retail-daily-minute-costco-s-record-quarter-walmart-s-delivery-surge-snap-s-830m-shakeup.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.