Articles on
Finance
Don’t Count Shein Out, Yet
Ross O'Brien
September 7, 2026
The business world thinks Shein’s recent Hong Kong IPO —which valued the Chinese ecommerce fashion giant at only a quarter of its 2022 high—is a ...
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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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