Retail & ecommerce briefing Trends & Statistics

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Dollar General’s cautious 2026 outlook tempers strong Q4 performance

Article
Mar 12, 2026

The company gained share across income levels in 2025, but a weaker sales outlook points to pressure among its core customer base.

McDonald’s and other QSRs double down on value

McDonald’s and other QSRs double down on value

Article
Mar 12, 2026

The chain sharpens its sub-$4 offers as chains race to win price-sensitive diners.

Amazon makes it easier for brands to drive sales without selling on its marketplace

Amazon makes it easier for brands to drive sales without selling on its marketplace

Article
Mar 11, 2026

Amazon widens its purchase funnel: Structured feeds for Shop Direct aim to cement its role as shopping’s starting point.

As athleisure growth slows, brands look to new paths for expansion

As athleisure growth slows, brands look to new paths for expansion

Article
Mar 11, 2026

As growth cools, Fabletics pivots to denim, testing lifestyle expansion beyond leggings.

Campbell’s expects weakness to persist in 2026

Campbell’s expects weakness to persist in 2026

Article
Mar 11, 2026

he company expects its lowest profits since 2009 as weak demand and poor execution hurt performance.

Grubhub joins the drone race

Article
Mar 11, 2026

The delivery platform’s limited pilot aims to test consumer appetite and cost efficiencies.

Target slashes prices on apparel, home goods, and essentials amid turnaround effort

Article
Mar 11, 2026

The move comes amid a turnaround push, but discounts alone may not be enough to win back shoppers.

The rising cost of gas and many everyday goods eats into discretionary spending

The rising cost of gas and many everyday goods eats into discretionary spending

Article
Mar 11, 2026

Grocery and fuel spikes threaten to swallow tax-refund tailwinds.

Kohl’s Q4 sales are nearly 27% below 2017 levels

Article
Mar 10, 2026

The department store’s sales slide and holiday stumbles persist as it leans into value messaging.

Lego sales outpace the broader toy market

Article
Mar 10, 2026

Effective IP expansion and local manufacturing drive outsize gains.

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Rising GLP-1 use reshapes food spending

Rising GLP-1 use reshapes food spending

Article
Mar 10, 2026

Consumers are prioritizing healthy eating, but still leaving room for indulgence.

War in the Middle East threatens apparel supply chains

Article
Mar 10, 2026

Rising input costs and transit chaos are straining apparel companies’ margins and disrupting shipments.

A sportswear brand bets on technology to deepen ties with runners

Article
Mar 09, 2026

Asics bets on race tech: Buying registration platforms aims to lock in runners, the strategy hasn’t paid off in the past.

Can Quince outgrow its copycat roots?

Article
Mar 09, 2026

The company’s copycat strategy is resonating with shoppers, but long-term growth is more uncertain.

Iran war increases stagflation risk for mid-market retailers and restaurants

Iran war increases stagflation risk for mid-market retailers and restaurants

Article
Mar 09, 2026

Gas at $3.48 and weakening jobs numbers threaten fragile demand.

Saks Global relies on Neiman Marcus to escape bankruptcy

Saks Global relies on Neiman Marcus to escape bankruptcy

Article
Mar 09, 2026

The retailer will close 12 Saks and three Neiman Marcus stores as it targets luxury shoppers.

Holiday sales will underperform full-year results for a second straight year

Holiday sales will underperform full-year results for a second straight year

Article
Mar 06, 2026

Inflation and tariffs temper seasonal sales, shifting momentum to ecommerce.

Off-price retailers go full steam ahead into 2026

Off-price retailers go full steam ahead into 2026

Article
Mar 06, 2026

TJX, Ross Stores, and Burlington are bullish about their 2026 prospects as they gain share with shoppers.

Premium toys fueled the industry’s turnaround

Article
Mar 06, 2026

Toy growth turns K-shaped.

Walmart, Amazon say AI boosts ecommerce sales

Walmart, Amazon say AI boosts ecommerce sales

Article
Mar 06, 2026

Chatbot use is increasing basket sizes and conversion rates.

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