Retail & ecommerce briefing Trends & Statistics

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China’s muted GDP goal deepens retail uncertainty

Article
Mar 05, 2026

Tepid stimulus and fragile consumer confidence signal another tough year for retailers.

Costco’s results show it is built for a K-shaped economy

Article
Mar 05, 2026

Costco widens its lead as 6.7% comps and rising memberships show value still wins in a K-shaped market.

Kroger sharpens its focus on value, while offering tepid guidance

Article
Mar 05, 2026

Price investments and ecommerce growth aim to defend share in a tight market.

OpenAI’s agentic commerce ambitions get a reality check

Article
Mar 05, 2026

The company is shifting tactics as users prefer to purchase on retail sites rather than in chatbots.

Victoria’s Secret sees clear skies ahead

Article
Mar 05, 2026

Beating profit and sales forecasts, it trims distractions to cement sustainable growth.

Brand equity is critical to sports brands’ growth strategies

Article
Mar 04, 2026

All three expect robust growth this year as increased relevance translates into higher sales.

McDonald’s CEO’s viral episode raises questions about executive-as-influencer strategy

Article
Mar 04, 2026

A restrained Big Arch taste test sparks authenticity backlash and opens the opportunity for competitors to pile on.

Target’s ecommerce engine powers 2026 turnaround

Article
Mar 04, 2026

High-margin ads, more third-party sellers, and investments in fulfillment and loyalty are set to drive growth in 2026.

Best Buy pulls multiple levers to drive profitability and growth

Article
Mar 03, 2026

Store revamps and experiential tech anchor a broader push beyond upgrades.

Meta tests AI shopping tool in bid to compete with OpenAI and Google

Meta tests AI shopping tool in bid to compete with OpenAI and Google

Article
Mar 03, 2026

Meta’s test underscores a fight to own high-intent discovery and loyalty.

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Middle East conflict stalls luxury’s ‘brightest performer’

Article
Mar 03, 2026

Middle East unrest disrupts retail and travel, imperiling a crucial sales engine.

Target expects to return to growth in 2026

Target expects to return to growth in 2026

Article
Mar 03, 2026

Beauty, wellness, and grocery investments anchor a push to reverse traffic and sales declines.

How the conflict in Iran may jolt retail in the US and abroad

How the conflict in Iran may jolt retail in the US and abroad

Article
Mar 02, 2026

Higher gas and delivery costs add fresh volatility to an already fragile retail outlook.

Kroger-Publix clash reflects pressurized US grocery landscape

Kroger-Publix clash reflects pressurized US grocery landscape

Article
Mar 02, 2026

Rival expansions force sharper value plays and upgraded store experiences.

Amazon faces growing scrutiny in the UK and California

Amazon faces growing scrutiny in the UK and California

Article
Feb 27, 2026

Legal pressure on Prime and pricing could nudge sellers to diversify.

Cava gains ground as Sweetgreen hits the reset button

Article
Feb 27, 2026

Cava is doubling down on expansion while Sweetgreen rethinks its strategy.

Hospitality operations feel fallout from immigration crackdown

Hospitality operations feel fallout from immigration crackdown

Article
Feb 27, 2026

Enforcement is disrupting staffing and dampening Hispanic consumer spending, forcing brands to adjust messaging and shift distribution strategies.

Nuuly’s rapid growth signals momentum for fashion rental

Article
Feb 27, 2026

Annual revenues jumped 49% as subscribers climbed to 420K, pointing to growing demand for clothing subscription services.

Target expands wellness push with dye-free cereals and broader assortment

Target expands wellness push with dye-free cereals and broader assortment

Article
Feb 27, 2026

Dye-free cereals and other better-for-you brands aim to capture rising healthy spend.

Coach and Urban Outfitters turn to community to win Gen Z

Coach and Urban Outfitters turn to community to win Gen Z

Article
Feb 26, 2026

Community-led campaigns fuel loyalty, customer acquisition, and sales gains.

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