Tuesday, November 3, 2026 Vol. I · No. 14 Price: One Attention Span
The Daily SKU
Bentonville WeatherToday: Deal Fatigue, Light And Variable; Clear, High 61

Satire news site CPG and e-commerce

All the news that's fit to scan

The Tape: Delayed, Like Your Supplier's Shipment.

  • Amazon Fresh Growth vs. Rest Of Store (x) 3 ▲ +3x
  • Reddit Q3 Ad Revenue ($M) 847 ▲ +54%
  • Reddit U.S. Daily Users (M) 50.7 ▼ -2.5
  • JCPenney Items On Sale, Nov. 5-11 (%) 97 ▲ +97
  • Mondelēz Q3 Revenue ($B) 9.97 ▲ +2.3%
  • Svedka Fan Ad Prize ($K) 500 ▲ +500
  • Avocados Ripe Right Now, U.S. 0 ▼ +1 at 6:14 p.m., briefly
  • Container DSKU 401177-3 Days In Transit 938 ▲ +1

Supply Chain Satire

Walmart Plans 744,433-Square-Foot Building; Opens In 2029

The roughly $400 million distribution center near San Antonio is due Aug. 1, 2029.

By , Supply Chain Correspondent CIBOLO, Texas · · 1 min read

Based on real news: Walmart plans $400M Texas distribution center (Retail Dive)

Illustration of a vintage delivery truck with a pink stripe
Illustration: The Daily SKU

CIBOLO, Texas—Walmart plans a roughly $400 million, 744,433-square-foot distribution center here, Retail Dive reported, citing a state filing dated Oct. 28. Construction is set to start in February, with completion expected Aug. 1, 2029.

That is 1,002 days from now. I have a container that has been in transit for 938. The building may arrive first.

Illustration of a barcode scanner aiming a pink laser at a box
Illustration: The Daily SKU

Walmart said the center will be finished on schedule.

Walmart said the center will be finished on schedule. The container did not respond.

Gus Ternberg covers supply chain and is still tracking Container DSKU 401177-3. Status: in transit.

More on Walmart

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Riffing on: Walmart plans $400M Texas distribution center, Retail Dive