Retail Daily Minute | Dollar General's Trade-Down Surge, Walmart Caps AI Tool Usage & Victoria's Secret Delivers a Blockbuster Quarter

Omni Talk Retail · Jun 3, 2026 · 6m

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:

Dollar General reports Q1 net sales up 3.4% to $10.8 billion as CEO Todd Vasos says trade-down activity is accelerating, with rural customers cutting back on household expenses amid rising gas prices.

Walmart has capped employee usage of its in-house AI tool Code Puppy after high demand depleted its token budget, highlighting the real and often underestimated cost of enterprise AI adoption at scale.

Victoria's Secret delivers a stunning Q1 earnings beat…