Retail & ecommerce briefing Trends & Statistics

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Birkenstock and Crocs look abroad as US growth gets tougher

Article
Feb 12, 2026

Tariff strain and US volatility are pushing both companies to focus on international markets.

Google tests a new way to turn engagement into sales for brands

Article
Feb 12, 2026

Retailers can now pay to surface products alongside AI recommendations in high-intent moments.

Nostalgia and meal deals drive McDonald’s and Burger King’s Q4 momentum

Nostalgia and meal deals drive McDonald’s and Burger King’s Q4 momentum

Article
Feb 12, 2026

Value menus and nostalgia-fueled promotions drove 2025 gains, even as food costs surged.

Estée Lauder sues Walmart over alleged counterfeits on its marketplace

Article
Feb 11, 2026

Estée Lauder sued the retailer over counterfeits, alleging lax oversight.

Heineken to cut 6,000 jobs as beer demand slows

Article
Feb 11, 2026

The Dutch brewer's planned job cuts and AI-driven efficiency push highlight structural demand shifts in mature beer markets.

Kraft Heinz pauses breakup to focus on profitability

Article
Feb 11, 2026

The company will spend $600 million on marketing, innovation, and value initiatives as it prioritizes growth over market returns.

What Target’s ChatGPT ads test says about the retailer’s path forward

What Target’s ChatGPT ads test says about the retailer’s path forward

Article
Feb 11, 2026

Roundel joins OpenAI’s pilot to capture high-intent AI shopping moments.

A solid 2025 for retail ends with warning signs for 2026

Article
Feb 10, 2026

2025 beat expectations, but December softness hints at mounting household strain.

Coca-Cola’s incoming CEO bets on local relevance to reignite demand

Coca-Cola’s incoming CEO bets on local relevance to reignite demand

Article
Feb 10, 2026

Henrique Braun wants faster, market-level launches to unlock new beverage growth.

Hasbro and Mattel highlight the growing gap in toy execution

Article
Feb 10, 2026

Hasbro shows the upside of franchise fit and timing as industry growth slows.

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Target revamps executive team as store execution takes priority

Target revamps executive team as store execution takes priority

Article
Feb 10, 2026

CEO Michael Fiddelke is moving swiftly to spark growth after 12 quarters of sluggish sales.

Execution, not demand, is holding American Airlines back

Article
Feb 09, 2026

Unions’ no-confidence vote underscores frustration as margins lag far behind Delta and United.

JD targets UK expansion as China sales weaken

Article
Feb 09, 2026

Joybuy, the Chinese ecommerce retailer’s UK site, is scheduled to launch in March.

Kroger’s new CEO has a brand problem to fix, not just an operations one

Kroger’s new CEO has a brand problem to fix, not just an operations one

Article
Feb 09, 2026

Winning back shoppers will require sharper value, better stores, and stronger loyalty.

Beauty spending set to slow in Q1

Article
Feb 06, 2026

Two recent forecasts expect tepid growth in Q1, though we expect sales to accelerate on affluent demand.

Labor market cracks point to choppier retail sales ahead

Article
Feb 06, 2026

Job fears hit lower-income consumers hardest, making retail demand more uneven.

Lowe’s targets Gen Alpha to build long-term loyalty

Lowe’s targets Gen Alpha to build long-term loyalty

Article
Feb 06, 2026

The retailer is looking to make early inroads with younger consumers.

Nike’s challenges highlight limits of brand power in a fragmented market

Nike’s challenges highlight limits of brand power in a fragmented market

Article
Feb 06, 2026

Legal scrutiny, rising rivals, and fading China relevance are testing its turnaround.

Amazon’s $700 billion revenue milestone comes as AI spending reshapes its business

Article
Feb 05, 2026

The company expects capital expenditures to run to $200 billion in 2026 as it looks to keep pace with competitors and demand.

Despite macroeconomic headwinds, Ralph Lauren, Tapestry boost guidance

Article
Feb 05, 2026

Ralph Lauren and Coach proved brand building can fuel growth even as demand stays selective.

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