Everlane The Robin Report Retail Miss of the Week 05. 23.26

Everlane: The Robin Report Retail Miss of the Week, 05. 23. 26

Everlane, which brought a new sense of values and design to the fashion world, is being acquired by Shein, the Chinese-derived direct seller best known for cheap knockoffs and highly disposable merchandise. This follows Allbirds fire sale to a brand aggregator and, just to make matters worse, its announcement that it was transitioning into some sort of an AI company. Really?

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GameStop: The Robin Report Retail Miss of the Week, 05. 9. 2026

Ryan Cohen always has big ideas. Some like Chewy.com, the successful pet products online retailer that he co-founded and eventually sold for $3.35 billion, turn out to be great ideas. And some, like his aborted takeover attempt of the original Bed Bath & Beyond, turn out to be big busts. Now Cohen has his biggest idea ever: GameStop, the gaming retailer he is CEO of, is trying to buy eBay, a company three times the size of his. To do so will take an enormous amount of financing (try $9.4 billion in cash and up to $20 billion in debt), which is often the kiss of death for any retail business. And eBay is no big Hit either this week; it has zigged and zagged its business strategy for decades with varying degrees of success. Same as Cohen, who has also played the meme-stock scam as well as anybody. He always aims high; it’s just that very often his aim is not very good.

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