Commercial Real Estate
+2
Mar 3, 2026
•
8 min read
IKEA's 38,000 sq ft city-center store. Walmart Connect's $6.4B ad business. A $175B tariff refund. Same week. One pattern.
Retail
Feb 25, 2026
7 min read
$0.5B in-store media. AI inside the scanner. Retail supply at all-time lows. Three layers of the same shift.
Jan 19, 2026
5 min read
Agentic commerce after NRF, a new Ginza flagship, and the store openings worth watching.
