Kroger halted Red Bull orders in August after the brand sought price increases while offering better deals to rivals. Red Bull displays have been removed from Kroger locations, with talks stalled. The aggressive move follows CEO Greg Foran's February arrival, the former Walmart U.S. head leading Kroger's turnaround.

Foran aims to shift Kroger from high-low pricing with promotions to Walmart-style everyday low prices. This strategy risks alienating loyal shoppers drawn to short-term deals and challenges Kroger's historical category-by-category bargaining approach. Retailers rarely cut suppliers entirely, but this signals both sides have 'dug in their heels,' Sarah Nassauer says.

Meanwhile, Robinhood pitched new AI trading agents in Houston, part of an industry push to integrate AI into investor research and trading. OpenAI launched Dots, background AI agents that complete tasks autonomously.