Wayfair Q2 results: 💰 Net sales: +7.5% 🇺🇸 US revenue: +8.7% 🛍️ Customers: +3.3% 📉 Net income: -106.7 Multiple cogs engaged this quarter, all of which have given the Wayfair engine some welcome… | Ne...

Wayfair Q2 results: 💰 Net sales: +7.5% 🇺🇸 US revenue: +8.7% 🛍️ Customers: +3.3% 📉 Net income: -106.7 Multiple cogs engaged this quarter, all of which have given the Wayfair engine some welcome momen...

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Over the past few years, Best Buy has been on the back foot. It’s a shame as it responded brilliantly to the pandemic and, in many ways, is still a solid retailer. But, nevertheless, it has lost… | Ne...

Over the past few years, Best Buy has been on the back foot. It’s a shame as it responded brilliantly to the pandemic and, in many ways, is still a solid retailer. But, nevertheless, it has lost marke...

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People don’t want to shop in supermarkets anymore. No, people don’t want to shop in the supermarket that you haven’t bothered updating since the early 1990s and that’s so boring it’s like watching… |...

People don’t want to shop in supermarkets anymore. No, people don’t want to shop in the supermarket that you haven’t bothered updating since the early 1990s and that’s so boring it’s like watching pa...

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Many stores, especially older ones, have awkward little spaces. Those places where pillars get in the way, where level changes necessitate stairs and ramps, or where nooks and crannies break the… | Ne...

Many stores, especially older ones, have awkward little spaces. Those places where pillars get in the way, where level changes necessitate stairs and ramps, or where nooks and crannies break the flow....

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Sprouts Q2 results: 💰 Total sales: +4.7% 🛒 Comp sales: -1.0% 📈 Gross profit: +4.4% 📉 Net income: +3.4% As Sprouts is lapping some tough prior year numbers (+17.3% total sales growth and +10.2%… | Ne...

Sprouts Q2 results: 💰 Total sales: +4.7% 🛒 Comp sales: -1.0% 📈 Gross profit: +4.4% 📉 Net income: +3.4% As Sprouts is lapping some tough prior year numbers (+17.3% total sales growth and +10.2% comp ...

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Not all dishevelment on the shop floor is equal.   Sometimes mess is caused by carelessness, a lack of resources, or poor management. That’s worrying, especially if it’s pervasive, because it… | Neil ...

Not all dishevelment on the shop floor is equal.   Sometimes mess is caused by carelessness, a lack of resources, or poor management. That’s worrying, especially if it’s pervasive, because it suggests...

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Costco is giving out free samples ... of water. Now, on the surface, that sounds - and indeed looks - somewhat odd. After all, when associated with Costco, the word "sample" conjures up min...

Costco is giving out free samples ... of water. Now, on the surface, that sounds - and indeed looks - somewhat odd. After all, when associated with Costco, the word "sample" conjures up mini pizzas, ...

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All brands need to evolve. Very few can remain static, especially as the forces of supply and demand changes around them. Small shifts are relatively safe to make, if only because they don’t garner… ...

All brands need to evolve. Very few can remain static, especially as the forces of supply and demand changes around them. Small shifts are relatively safe to make, if only because they don’t garner t...

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Back in 2022, Shein was riding high. It was growing quickly and attracted funding that placed its value at around $100 billion. There was some froth in that number, but it reflected a view that it… | ...

Back in 2022, Shein was riding high. It was growing quickly and attracted funding that placed its value at around $100 billion. There was some froth in that number, but it reflected a view that it was...

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Many mainstream supermarkets in the US haven’t evolved that much. Their stores, propositions and general way of doing business remain largely the same as 10 or 20 years ago. We discussed this… | Neil ...

Many mainstream supermarkets in the US haven’t evolved that much. Their stores, propositions and general way of doing business remain largely the same as 10 or 20 years ago. We discussed this recently...

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ICYMI ... here are all the main retail posts and discussions we have made on LinkedIn this week: 🎯 If it is to get back on track, Target needs to nail grocery. There are plans to make the offer… | Ne...

ICYMI ... here are all the main retail posts and discussions we have made on LinkedIn this week: 🎯 If it is to get back on track, Target needs to nail grocery. There are plans to make the offer more ...

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There are some retailers that I put into a category of ‘we’re doing what we’ve always done’. They’re firms that have sat back and failed to evolve. As a result, they now feel sub-par.   That kind of… ...

There are some retailers that I put into a category of ‘we’re doing what we’ve always done’. They’re firms that have sat back and failed to evolve. As a result, they now feel sub-par.   That kind of c...

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If it is to get back on track, Target needs to nail grocery. Aside from the fact that it accounts for a huge slice of revenue*, it is also one of the biggest drivers of trips. If grocery works well… |...

If it is to get back on track, Target needs to nail grocery. Aside from the fact that it accounts for a huge slice of revenue*, it is also one of the biggest drivers of trips. If grocery works well, t...

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Swatch Group has finally returned to sales growth, with the watch firm reporting an 8.5% year-over-year increase in half-year net sales. While the partnership with Audemars Piguet was launched in a… ...

Swatch Group has finally returned to sales growth, with the watch firm reporting an 8.5% year-over-year increase in half-year net sales. While the partnership with Audemars Piguet was launched in a c...

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Segmenting offers and breaking up the shop floor is an important way of creating retail spaces that are both easy and interesting to shop. Often this is done by lifestyle or end use. But it can… | N...

Segmenting offers and breaking up the shop floor is an important way of creating retail spaces that are both easy and interesting to shop. Often this is done by lifestyle or end use. But it can also...

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The 2026 World Cup provided many memorable moments. Most were on-the-pitch but, for me, it was just as interesting to see the off-the-pitch participation from retailers. With the tournament hosted… |...

The 2026 World Cup provided many memorable moments. Most were on-the-pitch but, for me, it was just as interesting to see the off-the-pitch participation from retailers. With the tournament hosted ac...

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There are some narratives in retail that take hold and become established wisdom, even if they’re not strictly true. One of these is that all retail sales growth is being driven by higher-income… | N...

There are some narratives in retail that take hold and become established wisdom, even if they’re not strictly true. One of these is that all retail sales growth is being driven by higher-income cons...

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It was great to spend the past few days at Target HQ and speak to leaders across the organization, to walk stores, and to address the Officer team in conversation with Michael Fiddelke. My main… | Ne...

It was great to spend the past few days at Target HQ and speak to leaders across the organization, to walk stores, and to address the Officer team in conversation with Michael Fiddelke. My main takea...

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In retail, big strategies matter. They give a business a sense of direction and tie various initiatives together. But small details matter just as much, especially when they’re customer facing:… | N...

In retail, big strategies matter. They give a business a sense of direction and tie various initiatives together. But small details matter just as much, especially when they’re customer facing: they...

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Shopping missions differ. Sometimes consumers have a specific purchase in mind – a dress for an event. Sometimes they have a vague intent to buy – I’m in the mood for a new outfit, so I’ll see… | Nei...

Shopping missions differ. Sometimes consumers have a specific purchase in mind – a dress for an event. Sometimes they have a vague intent to buy – I’m in the mood for a new outfit, so I’ll see what’s...

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Shein's long and winding path to a public offering seems like it might be nearing its end, as it now has approval to list in Hong Kong. Hong Kong was not the first choice but was effectively forc...

Shein's long and winding path to a public offering seems like it might be nearing its end, as it now has approval to list in Hong Kong. Hong Kong was not the first choice but was effectively forced o...

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Excluding the impact of acquisitions, the fastest growing mainstream retailer in the US in Q1 wasn’t American. That accolade belongs to the Canadian-based Aritzia, which chalked up an impressive… | Ne...

Excluding the impact of acquisitions, the fastest growing mainstream retailer in the US in Q1 wasn’t American. That accolade belongs to the Canadian-based Aritzia, which chalked up an impressive 54.5%...

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The new Fruit Fusion bodycare and fragrance lines from Bath & Body Works. With Hilary Duff serving as brand ambassador and creative partner. This looks very fresh in store. It immediately catches...

The new Fruit Fusion bodycare and fragrance lines from Bath & Body Works. With Hilary Duff serving as brand ambassador and creative partner. This looks very fresh in store. It immediately catches the...

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Late last month, Michaels unveiled a remodeled store that showcases its latest thinking in terms of format and layout. It was great to visit yesterday and see it in the flesh. The model is a serious…...

Late last month, Michaels unveiled a remodeled store that showcases its latest thinking in terms of format and layout. It was great to visit yesterday and see it in the flesh. The model is a serious ...

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Over recent years, the electronics market has been in the doldrums. There is no single factor behind this. It’s a combination of constrained consumers, more expensive financing, a lack of major… | Nei...

Over recent years, the electronics market has been in the doldrums. There is no single factor behind this. It’s a combination of constrained consumers, more expensive financing, a lack of major techno...

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Official sponsors of the World Cup get many benefits - especially exposure. But something that doesn’t require sponsorship is brands capturing hearts and minds. Levi’s capitalizing on the covering… ...

Official sponsors of the World Cup get many benefits - especially exposure. But something that doesn’t require sponsorship is brands capturing hearts and minds. Levi’s capitalizing on the covering o...

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Consumers are still spending - and they spent generously over the first half of this year. However, underlying behaviors still err on the side of caution. High numbers are looking for bargains and… |...

Consumers are still spending - and they spent generously over the first half of this year. However, underlying behaviors still err on the side of caution. High numbers are looking for bargains and sh...

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Nike Q4 results: 💰 Total revenue: -1.1% 🇺🇸 North America revenue: +2.7% 🇨🇳 Greater China revenue: -12.1% 👟 Direct revenue: -7% 📈 Net income: +406.6% Nike might be a little healthier than it… | Neil...

Nike Q4 results: 💰 Total revenue: -1.1% 🇺🇸 North America revenue: +2.7% 🇨🇳 Greater China revenue: -12.1% 👟 Direct revenue: -7% 📈 Net income: +406.6% Nike might be a little healthier than it once wa...

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Kroger has struggled to generate meaningful growth for a long while. Repairing broken and neglected operational foundations is the key to fixing this. But that takes time. The acquisition of Giant… ...

Kroger has struggled to generate meaningful growth for a long while. Repairing broken and neglected operational foundations is the key to fixing this. But that takes time. The acquisition of Giant E...

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On has been one of the recent success stories in the sneaker space. The brand has generated considerable heat among both those buying for sports and those buying for casual wearing. This success has…...

On has been one of the recent success stories in the sneaker space. The brand has generated considerable heat among both those buying for sports and those buying for casual wearing. This success has ...

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