Prime Day lifted the broader e-commerce tide, Saks emerged from bankruptcy under a new name, and the gap between retail's momentum stories and its strugglers remained as wide as ever. Online retail...
Retail Roundup | May 2026 | Solid Ground, Shifting Ranks
A broadly solid earnings season gave retailers a moment to breathe – but leadership shuffles, legal battles, and a billion-dollar denim deal kept the industry anything but quiet. With an uncertain outlook...
Retail Roundup | April 2026 | Restructuring, Resilience, and the Retail AI Experiment
From a data firm's surprise apparel drop to a San Francisco store run by AI, April offered a retail landscape caught between bold experimentation and stubborn structural pressure. Data analysis firm Palantir...
Retail Roundup | March 2026 | A Sector in Transition: Tariffs, Turnarounds, and the Tiered Mall
The passing of David Simon, the executive who defined the modern American mall, anchors a month of uneven earnings, stubborn tariff uncertainty, and a retail landscape still sorting its leaders from the...
Retail Roundup | February 2026 | Live Commerce Rises as Legacy Retail Reorganizes
February highlighted the widening divide across retail. Live-commerce platforms are accelerating a new entertainment-driven model of selling, while department stores continue restructuring and market leaders double down on operational discipline. The retail...
Retail Roundup | January 2026 | AI Acceleration Meets Structural Reckoning
January made it clear that retail’s future is arriving faster than many expected. As AI-powered commerce moves from experimentation to monetization, retailers are simultaneously confronting leadership upheaval, cost pressures, and store-level resets...
Retail Roundup | December 2025 | Uneven Demand, Brand Resets, and Holiday Crosscurrents
December underscored the uneven terrain retail is navigating as the year winds down. From balance-sheet pressure in luxury to cautious consumer spending and selective bright spots in loyalty and fundamentals, the industry...
Retail Roundup | November 2025 | Balancing Innovation and Fundamentals
November brought strong earnings, leadership shakeups, and a clearer view of how major U.S. retailers are positioning for 2025. With Walmart and Kohl’s raising outlooks, Target doubling down on modernization, and AI...
Retail Roundup | October 2025 | Restructuring, Resilience, and Reinvention
October brought sweeping layoffs and structural resets across retail’s biggest players as companies recalibrated for profitability in a cooling economy. Yet amid the cost-cutting, green shoots emerged, from JC Penney’s earnings lift...
Retail Roundup | September 2025 | Renewed Optimism, Bold Moves, and Shifting Legacies
August closed on a stronger note than expected for U.S. retailers, with monthly sales outperforming forecasts and offering a degree of reassurance after a turbulent summer. Yet beneath the headline growth, the...



