Can a Store Reinvention Bring Shoppers Back?

Author

Noah Zelvis
March 08, 2026

Retail turnarounds rarely happen overnight.

But this household name is making its boldest store overhaul in more than a decade to bring shoppers back through the doors.

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Pharmaceuticals

Lilly Is Going Straight to Employers to Sell Its Weight Loss Drugs

Eli Lilly (NYSE: LLY) just launched a new platform, Employer Connect, that helps companies offer coverage for obesity drugs to their workers at a discounted monthly price. Roughly half of the people with commercial insurance still cannot access these treatments because their employers do not cover them.

Lilly is trying to change that by going directly to the companies that pay the bills. This is Lilly removing the middlemen and building its own distribution lane for the biggest drug category in pharma.

The Access Problem Is the Growth Problem

Zepbound and Mounjaro list at over $1,000 per month. Most employers hesitate to cover that cost. Lilly's new platform offers a flat discounted rate with no hidden rebates, giving employers clear pricing and the flexibility to design benefits that fit their budget.

You think about what has been holding back obesity drug adoption, and it was never demand. It was always cost and coverage. Lilly just attacked both at once.

A Marketplace, Not Just a Drug

Employers can choose from over 15 third-party administrators on the platform to manage enrollment, claims, telehealth, nutrition support, and more. Lilly is not just selling a drug. It is building an ecosystem around it.

If your view of Lilly stops at the pharmacy counter, this platform changes the picture entirely. Lilly is becoming the infrastructure layer between employers, patients, and treatment.

LLY currently trades at $978 and pays a dividend of $6.92 per share, a yield of 0.71%.

Semiconductors

Custom Chips Are the Future, and Broadcom Owns That Lane

Broadcom Inc (NASDAQ: AVGO) just projected that its AI chip revenue will exceed $100 billion by 2027. That is not a long-term aspiration. The company says it already has clear visibility into that number based on current demand and committed orders from the world's biggest technology companies.

The Custom Chip Advantage

NVIDIA dominates AI with general-purpose chips that work across many applications. Broadcom takes a different approach. It designs custom chips for individual customers such as Google, Meta, and Microsoft. Each chip is tailored to that company's exact AI workloads.

You think of the AI chip race as a one-company show, and Broadcom is proving there is a massive parallel market that most people have overlooked entirely.

From Invisible to Unavoidable

Broadcom has operated behind the scenes for years, powering infrastructure that most consumers never think about. The $100 billion projection changes that positioning entirely.

You now have a company publicly claiming it will reach a revenue milestone in AI chips that only one other company on earth could match. That is not quite confidence anymore. That is a direct challenge for attention at the top of the industry.

AVGO currently trades at $336 and pays a dividend of $2.60 per share, a yield of 0.77%.

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Telecommunications

AT&T Says If the Internet Goes Down, You Get Paid Automatically

AT&T Inc (NYSE: T) just expanded its AT&T Guarantee to cover nearly 50 million additional households across the country. The program now backs wireless, fiber, and home internet delivered through AT&T Internet Air, its 5G-powered service for areas where fiber is not available.

No other carrier in the U.S. offers anything like this. AT&T is the only one willing to put a financial penalty on its own outages.

Confidence as a Competitive Weapon

Most internet providers avoid making guarantees because outages are expensive to compensate for. AT&T is leaning into that risk deliberately. The message is clear. The network is reliable enough to back with real money, and if it falls short, the company pays.

You think about how many times an internet provider has let you down without consequence. AT&T is trying to be the one that actually holds itself accountable.

This Is a Retention Play Disguised as a Promise

AT&T is not just selling internet. It is selling peace of mind and locking customers into an ecosystem where the value of staying keeps growing. You can call it marketing or call it strategy. Either way, AT&T just made it significantly harder for 50 million households to justify looking elsewhere.

T currently trades at $28 and pays a dividend of $1.11 per share, a yield of 3.88%

Dividend Stocks Worth Watching

The Walt Disney Company (NYSE: DIS) is expanding its global cruise ambitions with the launch of its largest ship yet, signaling a major push into Southeast Asia.

The new vessel will sail from Singapore and marks the company's first dedicated cruise presence in the region. Designed to accommodate thousands of guests and tailored to local tastes, the ship reflects Disney's strategy to reach new audiences beyond its traditional US departure ports while tapping into Asia's rapidly growing cruise market.

By positioning a flagship ship in Singapore, the company is effectively turning the vessel itself into a floating brand ambassador, bringing its storytelling, entertainment, and merchandise ecosystem directly to a new generation of travelers. DIS pays a 75-cent dividend, yielding 1.45%. 

General Motors Company (NYSE: GM) and its Cadillac brand are officially part of Formula 1, with the Cadillac team making its debut in the first race of the season in Melbourne. 

Unlike other recent entrants that acquired existing teams, Cadillac is building its operation entirely from scratch. In just over a year since receiving approval, the project has grown from an empty planning room into a full-scale racing organization with hundreds of staff, multiple facilities, and experienced leadership drawn from across the Formula One paddock.

For GM and Cadillac, the move is about more than motorsport. The effort reflects a long-term strategy to elevate the brand’s global prestige and technology credentials. The team will initially run Ferrari engines while GM develops its own power unit, signaling an ambition not just to participate in Formula One but eventually compete for championships. GM pays an 18-cent dividend, yielding 0.95%. 

Target Corporation (NYSE: TGT) is launching a sweeping overhaul of its stores to revive sales and bring shoppers back.

The retailer previewed a broad merchandising reset at an investor event, with major changes planned across groceries, beauty, apparel, and home decor. The strategy includes expanding fresh food offerings, introducing a new in-store Beauty Studio concept, leaning into pop culture and sports merchandise, and rebuilding its once-signature home category with more distinctive design and displays.

Management says the goal is to restore Target’s reputation for stylish, unique products while making stores a stronger traffic driver. TGT pays a $1.14 dividend, yielding 3.82%.

Dividend Increases

BWLP has supersized its dividend to $5.43, an increase of 1,257%. Its new yield is 117.8%. 

VINP has increased its dividend to 17 cents, up 13.33%. Its new yield is 5.72%.  

HWC has raised its dividend to 50 cents, an increase of 11.11%. Its new yield is 2.91%.

CSGS has lifted its dividend to 34 cents, a rise of 6.25%. Its new yield is 1.71%.

Dividend Decreases

MRCC has reduced its dividend to 9 cents, a cut of 50.00%. Its new yield is 8.0%.

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*Results may not represent all stock picks and may reflect partially closed positions. Investing involves risk, and past performance does not guarantee future results. This is not financial advice.

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Upcoming Dividend Payers

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Everything Else

That’s all for today’s edition of the Dividend Brief.

Thanks for reading, and if you have any feedback or dividend stocks you want me to take a look at, just reply to this email!

—Noah Zelvis
DividendBrief.com