Publications
Dive into a collection of past posts and rediscover timeless content.
Retail
+2
Feb 25, 2026
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7 min read
EuroShop 2026: the store is now a computer. And space is running out.
$0.5B in-store media. AI inside the scanner. Retail supply at all-time lows. Three layers of the same shift.
Retail
+1
Feb 16, 2026
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6 min read
Wayfair just opened a store the size of a Walmart. On purpose.
Lululemon lost 62% of its stock. Wayfair customers arrived by bus. Malls are turning into housing. Same pattern.
Retail
+1
Feb 9, 2026
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6 min read
Skims, Primark, Ulta, Pacsun - all picked Dubai. Not London. Not Tokyo.
Five US brands opened their first international stores in one city in 90 days. Here's what's behind it.
Retail
+1
Feb 2, 2026
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6 min read
Retail splits in two: systems scale, culture concentrates
China buys heritage. Amazon abandons experiments. Physical retail chooses sides.
Mall
+2
Jan 26, 2026
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4 min read
Retail isn't expanding everywhere. It's concentrating where context holds
Primark enters Asia. Westfield San Francisco steps back. Same market logic, different outcomes.
Retail
+2
Jan 19, 2026
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5 min read
AI shopping is becoming the front door, flagships keep raising the bar
Agentic commerce after NRF, a new Ginza flagship, and the store openings worth watching.
