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The Consumer: Anxious, Financially Stretched, and Driving Retail Growth
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?
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 China Tariff Punishment Failed
The latest sourcing choice for U.S. importers? Surprise! It’s China. The Trump tariffs were supposed to punish China by driving American companies to shift their ...
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Nike: The Robin Report Retail Miss of the Week, 8. 22. 26
Hey, don't get us wrong, we're all in favor of retailers testing new store concepts and experimenting with different formats. But how long is it ...
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An Economist’s Warning on Shifts Impacting Holiday 2026
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 ...
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Retail Media: Retail Hype
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 ...
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Comments Drive Gen Z’s Purchases
Gen Z is turning to the comment sections for trusted product recommendations. A recommendation from a regular person is more authentic than an ad from ...
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Opportunity Knocks: Luxury-Branded Cruises
Luxury brands are recognizing the strategic importance of cruises by investing in experiences that combine “being” with “having” in a distinctive retail environment. Cartier, IWC ...
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