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 back-to-school and college season—they seem to put those concerns aside if you’re looking for a correlation between sentiment and spending.
The Consumer: Anxious, Financially Stretched, and Driving Retail Growth Read More »
Join Shelley and Dan Altman, author of the High Yield Economics newsletter, as they unpack why the K-shaped economy is persisting, and why diversified supply chains and revenue streams are a survival strategy for retail leaders.
An Economist’s Warning on Shifts Impacting Holiday 2026 Read More »
Retail media is a money grab dressed up as innovation. The industry likes to talk about enhancing the shopper journey, but what gets these programs funded is squeezing incremental trade dollars out of CPG brands already stretched thin by tariffs, climate changes that affect supplies, a war in Iran that is increasing transportation and farming costs, and a retailer’s own margin pressure. No shopper ever asked for more screens in a store.
Retail Media: Retail Hype Read More »
A lot of companies think that loud and messy and customizable and, honestly, an unserious aesthetic proves a human actually made it. Packaging with the low-fi, Nickelodeon slime-esque aesthetic of hyper goo maximalism is the perfect in-group signifier to make next gen impulse purchases move.
Decoding Hyper Goo Maximalism Read More »
I’ve spent four decades walking supermarket aisles and restaurant floors trying to spot the next place where food and commerce would collide. I’ll admit this one surprised me. Cannabis retailers in San Francisco are about to become the new competition for restaurants and supermarkets
Cannabis Dispensaries Taking Dinner Reservations Read More »
With the entire home furnishings category, especially furniture, in the doldrums, retailers in the sector are looking at new categories, including services, as the way to save themselves. But will it work?
Home Retailers: Search for Life Beyond Furniture Read More »
Join Shelley and Ben Seidl, CEO and Co-Founder of Autolane, as they discuss the potential crisis brewing at malls and stores for managing these fleets of cars. Major retail landlords, including Simon Property Group, Federal Realty, and Jamestown, are already installing driverless parking infrastructure across properties in Austin, Atlanta, Phoenix, San Jose, and beyond.
Autonomous Delivery in the Driveway Read More »
H&M’s pivot toward ongoing partnerships with niche designers and independent collectives marks a fundamental shift in its retail strategy: it’s sustained cultural relevance over short-term noise. While legacy luxury houses often struggle with agility and genuine relatability, independent creators hold the cultural trust that big brands crave.
H&M’s Subculture Collabs Read More »
The thing about slow burns is that they are usually unnoticeable until it’s too late. Think of a forest fire. In context of retail, we are veering toward a commodity culture, a marketplace of imitation marketing and product development, and an increasingly transactional mentality.
The Slow Burn in Retail Read More »
Join Shelley and David Katz, EVP and Chief Marketing Officer at Randa Apparel and Accessories, as they challenge why reading the headlines is not the same as understanding what those headlines mean and why they matter. David’s gray swan model reveals how key trends are bellwethers for significant shifts.
Signals Retailers Are Missing Read More »
