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Retailers prep for an October sales blitz ahead of a cutthroat holiday shopping season

Walmart, Amazon, and Target are leaning on early deal events, faster delivery, and price cuts to win over cash-strapped consumers.

Nia Warfield

Christmas is still months away, but the holiday shopping wars are already here. Mega-retailers are pushing up their calendars with earlier sales events, faster delivery promises, and perks aimed at budget-conscious shoppers. Next month...

  • Amazon will hold its Prime Big Deal Days on October 7 and 8. The two-day sale is shorter than July’s four-day Prime Day but is designed to pull spending forward ahead of Black Friday.

  • Walmart will give Walmart+ members early access on October 6 before opening a five-day event October 7 through 12 with discounts across categories like toys, fashion, and electronics.

  • Target is bringing back its fall Circle Week, which runs October 5 through 11, with early access for Circle 360 members on October 4. Deals will include home goods, apparel, toys, and electronics.

Consumer cutbacks

Sales events have become more common as budgets tighten and shoppers change their habits to cope.

Bankrate’s 2025 Holiday Spending Report shows about half of consumers plan to start shopping before Halloween, and YouGov’s Black Friday and Cyber Monday Outlook found that 22% are shopping before Black Friday, largely to avoid unexpected price hikes. More Americans are eyeing Prime Day deals, too: 36% say they’ll shop this year’s sales, compared with 32% last year. Still, about a quarter of those shoppers said they expect to spend less overall. 

PwC’s 2025 Holiday Outlook survey found consumers expect to spend ~$1,552 each this holiday season, down 5.3% from last year, marking the first comparable decline since 2020.

Seasonal retail hiring is also expected to fall to its lowest level since 2009, as retailers brace for slower foot traffic.

Need for speed

Even as wallets tighten, shoppers still expect convenience. Walmart is expanding next-day delivery and leaning on “buy now, pay later” at checkout. Amazon is betting on its same-day hubs and AI-driven product recommendations to keep carts moving. Target has not only slashed prices, but also pushed curbside and in-store pickup options to help drive sales.

On the back end, all three are using AI to forecast demand, localize inventory, and help streamline supply chains — which makes sense, as outside of price, 62% of US consumers say faster shipping is the deciding factor when making purchases this season.

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Report: OpenAI won’t pay a dime in cash for its 3-year licensing deal for Disney IP

More financial details behind the landmark deal that will grant OpenAI three years of access to Disney intellectual property are coming out, and they’re pretty surprising.

The deal will reportedly see OpenAI pay zero dollars in licensing fees, instead compensating Disney in stock warrants. It was previously reported that Disney would invest $1 billion into OpenAI as part of the agreement.

It’s very abnormal for Disney to grant anyone access to its massive IP library without a cash payment, and the entertainment juggernaut has been known to strike down even crocheted Etsy Yodas for infringing on its turf. In its fiscal year 2025, Disney booked more than $10 billion in revenue from licensing fees across merchandising, television, and theatrical distribution.

It’s very abnormal for Disney to grant anyone access to its massive IP library without a cash payment, and the entertainment juggernaut has been known to strike down even crocheted Etsy Yodas for infringing on its turf. In its fiscal year 2025, Disney booked more than $10 billion in revenue from licensing fees across merchandising, television, and theatrical distribution.

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Ford says it will take $19.5 billion in charges in a massive EV write-down

The EV business has marked a long stretch of losing for Ford, and today the automaker announced it will take $19.5 billion in charges tied, for the most part, to its EV division.

Ford said it’s launching a battery energy storage business, leveraging battery plants in Kentucky and Michigan to “provide solutions for energy infrastructure and growing data center demand.”

According to Ford, the changes will drive Ford’s electrified division to profitability by 2029. The company will stop making its electric F-150, the Lightning, and instead shift to an “extended-range electric vehicle” that includes a gas-powered generator.

The Detroit automaker also raised its adjusted earnings before interest and taxes outlook to “about $7 billion” from a range of $6 billion to $6.5 billion.

Ford’s write-down is one of the largest taken by a company as legacy automakers scale back on EVs, giving EV-only automakers a market share boost.

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