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

Page: https://stenobird.com/podcast/retail-daily-minute-6672660/costco-s-record-quarter-walmart-s-delivery-surge-snap-s-830m-shakeup
Text version: https://stenobird.com/podcast/retail-daily-minute-6672660/costco-s-record-quarter-walmart-s-delivery-surge-snap-s-830m-shakeup.md
Podcast: [Retail Daily Minute](https://stenobird.com/podcast/retail-daily-minute-6672660)
Published: 2026-06-01T05:00:00+00:00
Episode link: https://omnitalk.blog/retaildailyminutes/
Audio file: https://pdcn.co/e/episodes.captivate.fm/episode/2f7ed7ee-0d7b-4e3d-9eff-c58f0cd805f6.mp3
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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.

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## Transcript

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