Retail
Retail
+2
Feb 25, 2026
•
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
•
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
•
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
•
6 min read
Retail splits in two: systems scale, culture concentrates
China buys heritage. Amazon abandons experiments. Physical retail chooses sides.
Retail
+2
Jan 19, 2026
•
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.
Retail
+2
Jan 12, 2026
•
4 min read
Retail’s new physical playbook: three signals you can use this week
Fast-growing brands, flagship economics, and why DTC is moving back to streets and malls.
Retail
+1
Dec 23, 2025
•
3 min read
What we track. What we ignore. And why retail growth looks different now
Retail is not slowing down.But it is no longer growing where most people are looking.
Retail
+2
Dec 21, 2025
•
5 min read
Asia Is Not Catching Up. It’s Setting the Pace
For years, global retail narratives were written with a familiar hierarchy in mind. The West innovates. Asia scales. China imitates, then optimizes.That hierarchy no longer holds.
Outlet
+2
Dec 16, 2025
•
4 min read
Retail is expanding again, but only in places that still make strategic sense
Over the past week, three very different signals emerged from Saudi Arabia, South Korea, and Nigeria.
