Thursday, October 29, 2026 Vol. I — No. 8 Price: One Attention Span
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Bentonville WeatherToday: Mostly Handmade, Scattered Mystery Flavors, Chance Of Fees Below The Fold, High 58

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  • Etsy Active Buyers (M) 88 ▲ +1%
  • Handmade Mug Self-Esteem 71.4 ▲ +8.8
  • Fees Visible Above The Button 0 ▼ -3.95
  • WD-40 Days On Hand 95 ▼ -4
  • Mahjong Sets In Stock 3 ▼ -97%
  • Marathon Tote Bags Per Runner 7 ▲ +5
  • Container DSKU 401177-3 Days In Transit 932 ▲ +1

The Daily SKU, Thursday, October 29, 2026 Edition (No. 8)

You are reading a previous edition: Thursday, October 29, 2026 (No. 8). Go to today’s paper › · All previous editions

AI & Agents

Etsy Says Humans Matter More; Mug Wants It In Writing

Etsy grew active buyers for the first time in two years and is leaning into AI. Handmade goods have been advised to keep their receipts.

Source: Retail Dive

Illustration of a lumpy handmade mug with a pink heart seal on a knitted scarf, while a robot arm offers a perfectly smooth identical mug across the workbench. The smooth mug has been politely asked to wait outside.
At a fictional workbench in Hudson, New York, a hand-thrown mug and a machine-made mug meet for the first time. Neither blinked; only one has a thumbprint. Illustration: The Daily SKU

BROOKLYN, N.Y.—Etsy said Wednesday that artificial intelligence will fundamentally change how people discover and shop, and that it is leaning into that change, while also arguing that human creativity and craftsmanship will matter even more as AI makes products easier to copy. The nation's handmade goods received the statement without comment, except for several that asked whether "even more" could be quantified, and by when.

According to Retail Dive, Etsy's third-quarter gross merchandise sales rose 8.8% to $2.6 billion, revenue rose nearly 11% to $692.5 million, and active buyers grew 1% to about 88 million, the first increase in two years. Last week the company banned AI-generated functional guides such as patterns and recipes, and now requires every listing to include at least one real product image.

"I was thrown on a wheel by a woman named Deb who cried twice during my glaze," said a fictional 12-ounce stoneware mug listed in Asheville, North Carolina. "I would like the word 'paradox' removed from any sentence about me until I have spoken to a lawyer, or at least to Deb."

I was thrown on a wheel by a woman named Deb who cried twice during my glaze…

How Handmade Items Feel About The AI EraShare of fictional handmade listings, by prevailing mood this quarter
0%10%20%30%40%Cautiously flattered34%Demanding acertificate ofauthenticity27%Reorganizing theirthumbprints18%Asking what a promptis13%Unbothered, it is aquilt8%
How Handmade Items Feel About The AI Era
Cautiously flattered34%
Demanding a certificate of authenticity27%
Reorganizing their thumbprints18%
Asking what a prompt is13%
Unbothered, it is a quilt8%

Source: The Daily SKU AI & Agents Desk; 640 fictional listings, one kiln, zero generated recipes

The mug's concern is shared widely. A fictional survey of 640 handmade listings by this newspaper found that 27% now want a certificate of authenticity, 18% are reorganizing their thumbprints so they read better on camera, and one quilt said it did not understand the question but appreciated being asked.

AI shopping agents, for their part, raised no objections. This reporter has now typed the word "agentic" three times this week. It is Thursday. A fictional AI shopping assistant, asked to find "something that feels uniquely right" for a nephew, returned 41 crocheted frogs and an apology. (I asked it twice. It returned 41 different frogs and the same apology.)

Etsy's new rules have already changed behavior on the platform, according to no one official. A fictional seller in Portland, Oregon, said she photographed her hand-poured candle 63 times to make sure it was unmistakably real. "The flame came out a little blurry," she said. "That is how you know."

Continued on page A6, which was knitted by hand and is slightly uneven on purpose

In Brief

Cost-Plus ChopMore! Opens; Exclamation Point Requests Raise

KANSAS CITY, Mo.—Cosentino's Food Stores opened ChopMore!, a no-frills store at a former Price Chopper location that prices groceries at cost plus a 10% charge for overhead, according to Grocery Dive. The punctuation, reached on the facade, said it will decide whether to expand after evaluating the store's performance, like everybody else.

Source: Grocery Dive

Uber Eats Adds 300 Key Food Stores, Five Names

NEW YORK—Uber Eats said it added Key Food Stores to its grocery delivery marketplace, giving customers access to more than 300 stores across the Northeast and Florida, according to Grocery Dive. The partnership continues Uber Eats' push into regional grocers. The courier's seller account, unlike mine, has never been suspended.

Source: Grocery Dive

Danone Clarifies Bottle Claims; Cap And Label Unconsulted

PARIS—Danone agreed to revise recycling claims on its plastic water bottles after a greenwashing complaint by the European Consumer Organization, specifying that 100% recycled plastic claims apply to the bottle body and not the cap and label, according to Food Dive. The label said it was relieved to finally be read all the way to the bottom.

Source: Food Dive

Opinion

Columnist · a shopping cart

WD-40 Saved $7 Million. I Asked For One Drop.

I would like to congratulate WD-40 on its supply chain. According to Supply Chain Dive, the company delivered $7 million in cost savings last fiscal year and brought its inventory down to 95 days on hand. That is remarkable discipline. It is the kind of discipline I see every day in a produce manager, and never once in a customer returning a cart.

Source: Supply Chain Dive

Continue reading: WD-40 Saved $7 Million. I Asked For One Drop.

Guest Columnist · a coupon

Grocer Sells At Cost Plus 10%. I Expire Sunday.

I am a manufacturer's coupon for 75 cents off two. I expire Sunday. I have expired every Sunday for as long as I can remember, and every Wednesday I come back in the circular, freshly printed, ready to save someone a little money on a second jar of salsa. It is a good life. It is a short life. I have made my peace with both.

Source: Grocery Dive

Continue reading: Grocer Sells At Cost Plus 10%. I Expire Sunday.

Chart of the Day

The Mystery Flavor, InvestigatedHow fictional shoppers guessed this fall's mystery snacks, and what they would do with a prize. Figures are invented; the crumbs are real. Fine print: one respondent guessed "the flavor of Container DSKU 401177-3," and we have forwarded the entry to our Supply Chain Desk.

Top Guesses

0%10%20%30%40%Cookie that has beento the fair31%Something orange,emotionally24%Pumpkin, as aprecaution19%Breakfast cereal milk15%Refused to guess, justate it11%
The Mystery Flavor, Investigated: Top Guesses
Cookie that has been to the fair31%
Something orange, emotionally24%
Pumpkin, as a precaution19%
Breakfast cereal milk15%
Refused to guess, just ate it11%

If I Win The Prize

0%10%20%30%40%Buy more of themystery snack36%Pay off the pickupfees22%Buy a mahjong set, ifany exist18%Frame the receipt14%Fund a seller appeal10%
The Mystery Flavor, Investigated: If I Win The Prize
Buy more of the mystery snack36%
Pay off the pickup fees22%
Buy a mahjong set, if any exist18%
Frame the receipt14%
Fund a seller appeal10%

Source: The Daily SKU CPG Desk; 1,250 fictional tasters, one blindfold, a jury that kept asking for seconds

More Headlines

Retail Media

NYC Marathon Turns 50; Runners Must Visit Eleven Pop-Ups

What A Runner Collects On Race WeekendAverage items per fictional marathoner, Oct. 30 to Nov. 2
08152330Tote bags7Samples of somethingelectrolyte6QR codes scanned onpurpose4Foam rollers, branded2Actual miles run26
What A Runner Collects On Race Weekend
Tote bags7
Samples of something electrolyte6
QR codes scanned on purpose4
Foam rollers, branded2
Actual miles run26

Source: The Daily SKU Retail Media Desk; 90 fictional runners, one very full tote

Celsius, Maybelline, Vuori and Saatva are all showing up for race weekend. The course has been issued a lanyard.

Source: Modern Retail

Continue reading: NYC Marathon Turns 50; Runners Must Visit Eleven Pop-Ups

Brands

Atkins Courts Ex-GLP-1 Users; Protein Bar Rehearses Welcome

What The Protein Bar Plans To SayDraft remarks, by share of rehearsal time (fictional)
0%10%20%30%40%Welcome back, noquestions asked37%I have fiber now24%Have you met mywhipped cousin19%I never left the shelf14%Please do not compareme to a cookie6%
What The Protein Bar Plans To Say
Welcome back, no questions asked37%
I have fiber now24%
Have you met my whipped cousin19%
I never left the shelf14%
Please do not compare me to a cookie6%

Source: The Daily SKU Brands Desk; one protein bar, one mirror, many takes

Simply Good Foods is pitching the brand to people who stopped the medication. The bar has been practicing in a mirror.

Source: Food Dive

Continue reading: Atkins Courts Ex-GLP-1 Users; Protein Bar Rehearses Welcome

By the Numbers

Etsy Q3 gross merchandise sales$2.6B
Oh My Mahjong sales in 2025, up from $1M in 2023$40M
WD-40 supply chain cost reductions, FY2026$7M
Drop in Atkins sales in fiscal 202621%
Stop & Shop pickup fee at the center of a lawsuit$4.0

Figures are from today's reporting. Sparklines are The Daily SKU's best guess at the mood.

Overheard in the Break Room

“I bought a mystery flavor and a mystery fee in the same week. Only one of them came with a prize.”

Shopper, online pickup lane, Quincy, Mass.

“Nobody in this building has ever seen a 90-day target. We have heard of it. It is like a lighthouse.”

Inventory planner, 3PL break room, Memphis

“My grandmother taught me mahjong in a weekend. The listing variations took me a month.”

Marketplace seller, 2:51 a.m., Arizona

Standing Features

Corrections

  • A story yesterday said a cereal box had been folding his own bag since 1987. He has been folding it since 1988. The first year, he says, was mostly crumbs.
  • An earlier edition described the Daily SKU kitchen scale as "the Judge." Its full title is "the Honorable Judge." We regret the familiarity.
  • Due to an editing error, a chart yesterday listed a shopping cart's mood as "fine." It was "fine, thank you for asking," which Wendell Wheelwright says is a completely different thing.

The Classifieds

FOR SALE: Mahjong Set, Complete

143 tiles. We have looked everywhere for the 144th. It is probably under the couch. Price firm, because nobody else has any.

LOST: One Drop Of Oil

Last seen at a distribution center outside Memphis. Answers to "cost reduction." Reward: a shopping cart's eternal gratitude. Contact the corral by the cart return.

WANTED: Return Address For A Mug

Hand-thrown, 12 oz, purchased by an AI agent named Gerald at 11:48 p.m. Tracking number 1Z-GERALD-0000012. Owner did not order it and would like to keep it. Seeking only to thank the potter.

In the Next Edition

Read Oct 30, 2026 Edition ›

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