Shein’s UK revenues soar while the wait for IPO drags on: The fast-fashion retailer’s success has come at the expense of companies like Boohoo and Asos.

Walmart’s adaptive retail strategy is heavy on genAI, AR: The retailer is relying on the technologies to deliver personalized experiences, engage Gen Z, and improve customer service.

Chinese consumer spending dipped below pre-pandemic levels during Golden Week holiday: While there were some positive signs—including higher daily spending—sentiment remains subdued, which could bode ill for Singles Day.

Logistics startup Auger raised $100 million: Former Amazon and Flexport exec Dave Clark is launching the company, which will use AI to help clients make key supply- chain decisions.

PepsiCo takes steps to evolve its portfolio toward health and wellness: The company sees an opportunity to appeal to younger consumers who prefer eating small portions throughout the day.

Walmart rolls out series of initiatives to attract customers to its stores and boost ecommerce business: The retailer is opening a cashierless Sam’s Club store, adding pet care centers, and automating more distribution centers.

Democratic lawmakers demand CPG companies stop engaging in shrinkflation: While the practice helped boost companies’ bottom lines, it carries a significant cost.

Instacart expands Caper Cart ad opportunities to capitalize on in-store retail media demand: The company joins Ahold Delhaize in beefing up its offerings to give CPG advertisers more ways to reach shoppers.

Luxury ecommerce is a tough place to play: That’s why Cartier owner Richemont is selling Yoox Net-A-Porter to Mytheresa—one of the few platforms that has found sustained success.

Temu, Pinduoduo anger Chinese sellers as push for lower prices and generous returns policies eat away at profits: That could complicate the former’s efforts to win over US merchants

Amazon still hasn’t figured out the right formula for physical retail: The retail giant closes three of its Amazon Go convenience stores, leaving it with just 17 nationwide.

Google and Amazon enhance visual search capabilities to speed up the path to purchase: As more shoppers rely on the tool, both companies see an opportunity to make the shopping experience faster, simpler, and more relevant.

McDonald’s targets Gen Zers with limited-time Chicken Big Mac offering: The QSR is supporting the launch with a campaign that highlights dupe culture, livestreaming, and other generational touchstones.

We expect Cyber Five retail ecommerce sales to grow 5.6% this year: A strong US economy bodes well for that crucial stretch, as well as the broader holiday season.

Dockers’ poor sales weighed heavily on Levi’s Q3 performance: The retailer is looking to offload the brand in order to focus on booming demand for its core denim products, as well as its Beyond Yoga business.

Consumers plan to return to malls this holiday season, shop more in-person: Mall visits are expected to rise 18%, which is good news for department stores—although Amazon, Walmart, and Target remain top destinations.

Conagra’s Q1 miss reflects the challenging environment for CPGs: The company’s sales and volumes declined as shoppers’ shift to private labels looks set to last.

Q3 US auto sales fell around 2% YoY: Sticker shock is restraining demand and causing some consumers to opt for lower-priced vehicles.

Kohl’s sees a big opportunity to build connections with expectant parents: The Babies R Us at Kohl’s registry will enable it to collect data about a valuable customer segment.

Nike pulls FY guidance amid sales slump: Incoming CEO Elliott Hill has the difficult task of reinvigorating the brand and ramping up innovation to win back market share.