Retail & ecommerce briefing Trends & Statistics

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Estée Lauder, e.l.f. Beauty boost FY outlooks despite diverging paths

Article
Feb 05, 2026

E.l.f.’s Rhode acquisition is driving outsize growth as Estée fights to stay relevant.

Volatile precious metal prices push Pandora to sell platinum-plated jewelry

Article
Feb 05, 2026

The jeweler aims to protect margins and reduce reliance on a single volatile metal.

Companies court high-end spenders as inflation bites

Article
Feb 04, 2026

Brands court affluent consumers with upgrades while discounting to retain price-sensitive buyers, hedging for the next rebound.

Taco Bell’s growth streak continues as Chipotle’s slump drags on

Article
Feb 04, 2026

While Chipotle struggles to get customers through the door, Taco Bell is gaining share.

Uber’s Q4 growth reinforces food delivery as a consumer habit

Article
Feb 04, 2026

Revenues jumped 30% YoY as consumers’ takeaway habits solidified.

Lunar New Year celebrations test Chinese consumers’ appetite to spend

Article
Feb 03, 2026

China consumer confidence shows few signs of improvement heading into the holiday period.

Pepsi lowers prices to counter private labels and shopper backlash

Pepsi lowers prices to counter private labels and shopper backlash

Article
Feb 03, 2026

The move aims to increase purchase frequency and shelf space at top retailers.

Target bets on bigger stores to drive omnichannel growth

Target bets on bigger stores to drive omnichannel growth

Article
Feb 03, 2026

New openings aim to improve convenience and support faster omnichannel fulfillment.

Why store closures don’t signal a brick-and-mortar collapse

Why store closures don’t signal a brick-and-mortar collapse

Article
Feb 03, 2026

Closures continue, but stronger concepts are replacing weaker ones as foot traffic holds.

Brands bet on wellness to offset consumer pullback

Brands bet on wellness to offset consumer pullback

Article
Feb 02, 2026

Brands from PepsiCo to Ulta are leaning on wellness framing to nudge cautious consumers to spend.

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Food inflation pushes Super Bowl spending to new high

Article
Feb 02, 2026

Costlier snacks and meals spotlight consumers’ growing price sensitivity.

Saks’ failed Amazon experiment shows challenges of luxury ecommerce

Article
Feb 02, 2026

The ecommerce partnership failed due to limited buy-in from Saks’ brand partners.

Sephora, Ulta face new challenger as Sukoshi plots US store openings

Sephora, Ulta face new challenger as Sukoshi plots US store openings

Article
Feb 02, 2026

The Canadian retailer aims to entice shoppers with brands from across the continent.

Costco partners with Instacart on same-day delivery in Europe

Article
Jan 30, 2026

The deal could be mutually beneficial as both look to grow their ecommerce influence.

Grubhub drops restaurant delivery fees to attract users, drive up order sizes

Grubhub drops restaurant delivery fees to attract users, drive up order sizes

Article
Jan 30, 2026

Removing delivery and service fees targets cart abandonment and larger orders.

Valentine’s Day spending to hit record $29.1 billion as affluent shoppers spend freely

Article
Jan 30, 2026

Shoppers will spend $29.1 billion—nearly $200 per person—on loved ones, friends, and pets.

Why off-price thrives while Saks Off 5th winds down

Why off-price thrives while Saks Off 5th winds down

Article
Jan 30, 2026

Saks Off 5th’s struggles show that clear value and disciplined assortments fuel off-price growth more than brand pedigree.

Retailers brace for tariff-driven price hikes in 2026

Retailers brace for tariff-driven price hikes in 2026

Article
Jan 29, 2026

Brands like Levi’s and VF face rising costs—and are starting to pass them on.

Retailers pressured to take a stand on ICE as economic blackout plans spread

Retailers pressured to take a stand on ICE as economic blackout plans spread

Article
Jan 29, 2026

With workers and consumers demanding action, staying quiet may be the riskiest move retailers can make.

Southwest Airlines’ transformation may drive both a short-term profit boost and long-term cost

Southwest Airlines’ transformation may drive both a short-term profit boost and long-term cost

Article
Jan 29, 2026

Assigned seating and other fees may boost earnings, but blur what set the airline apart.

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