Target The Robin Report Retail Miss of the Week 7.4.26

Target: The Robin Report Retail Miss of the Week, 7.4.26

We like many of the things the new CEO over there at Target, Michael Fiddelke, is doing to try to wake up this sleepy retailer from the self-imposed stupor it’s been in for the past few years. But the company veered backwards this week when it announced a new system of what are essentially a dozen demerits for employees who show up late—or not at all—that leads to getting fired for the worst offenders.

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Why the Estee LauderPuig Talks Broke Down

Why the Estée Lauder/Puig Talks Broke Down

The Estée Lauder/Puig merger was universally perceived by financial markets as not beneficial for both companies. The consensus among analysts for Lauder: Restore some order to your balance sheet, stop the downward sales trajectory of the past several years, and then maybe consider a deal of this magnitude. In other words, get healthy again and then maybe think about becoming the next L’Oréal.

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Saks Global The Robin Report Retail Miss of the Week 6. 6. 26

Saks Global: The Robin Report Retail Miss of the Week, 6.6.26

Honestly, after four misses and counting, we’re really not trying to pick on them. But the decision by the new management to close the Neiman Marcus flagship store in downtown Dallas is just plain dumb. We have no doubt the store doesn’t make much money but is that really the only way to measure the assets for a revered brand?

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LVMH Fall From Grace

LVMH Fall From Grace

Gen Z is forcing LVMH into a strategic pivot it can no longer postpone. The company that once grew by swallowing the luxury industry whole is now trimming its own portfolio and confronting the limits of heritage, scale, and creative refreshes. LVMH’s next moves won’t simply reflect where luxury is going—it will define the direction.

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Which Future Grads Will Run Your Store

Which Future Grads Will Run Your Store?

Most retail talent development programs have not adapted to today’s digital marketplace and are not cultivating the right talent. Whether the industry can reverse this is unclear, which may only give way to more tech optimization and retail becoming less human. Add to that, the technology reshaping the store is moving faster than the talent systems can respond to it. If that gap widens, the store of the future may have fewer people in it, both customers and employees.

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