Articles on
Finance
Surviving the Latest Trade War … With Canada
Warren Shoulberg
August 27, 2026
And just like that, we seem to be at war with our closest neighbor, best ally, and first or second-biggest trading partner (depending on how ...
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The Consumer: Anxious, Financially Stretched, and Driving Retail Growth
Pam Danziger
August 26, 2026
Although a convergence of economic and geopolitical pressures is souring consumers’ outlook and pulling sentiment down, when looking at their actual spending—especially heading into the ...
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Will Going Public Change Reformation?
Jaisel Cherry
August 25, 2026
So many DTC companies have struggled after going public; Reformation’s IPO comes at a time when its customer base has significantly diminished, and the brand ...
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The New DMZ
Ross O'Brien
August 10, 2026
The boom and bust of Korea's AI-fuelled financial markets could be foreshadowing a wider global meltdown. The way its digital natives are dealing with their ...
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Cracker Barrel: The Robin Report Retail Miss of the Week, 7.25.26
Warren Shoulberg
July 25, 2026
Cracker Barrel is becoming a TRR ongoing miss. Just when you thought its earnings release showing positive numbers was a good thing, a few paragraphs ...
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Kroger’s Consolidation Polycrisis
Phil Lempert
July 7, 2026
Another grocery chain, another acquisition. Now that Kroger has bought Giant Eagle, is it a smart consolidation, or a company desperately spending money it doesn't ...
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TJX, Burlington, and Ross Blow Out Retail
Warren Shoulberg
June 24, 2026
Revenues for the Big Three off-price retailers exploded by $2.5 billion in their first quarters. Why?
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Is Using Cash Cringe to Gen Z?
YPulse
June 17, 2026
Recent headlines say Gen Z believes cash is no longer “cool” to use and that they’re all about digital payments. But many Gen Z still ...
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