In The News

The rise of electronic shelf labels in retail

Published Wednesday, November 12, 2025

Electronic shelf labels (ESLs) are transforming from pilot projects into a retail must-have, with major players like Walmart, Target, and Aldi leading the charge in U.S. adoption. These digital price tags help retailers keep pricing accurate, react instantly to market shifts, and cut waste from millions of paper tags. Despite some lawmakers’ concerns about surge pricing, studies show ESLs actually promote more frequent discounts and transparency. Beyond pricing, ESLs boost efficiency, sustainability, and customer trust — helping stores operate smarter and greener in a competitive, tariff-challenged market. As retail evolves, ESLs aren’t just tech upgrades — they’re the new backbone of modern, customer-first retail operations.

4 retailers that need a win this holiday season

Published Monday, November 10, 2025

As the holiday season kicks into gear, major retailers are racing to get on shoppers’ “nice lists” by perfecting merchandise, tightening inventory, and offering value-driven deals amid ongoing economic pressure. From Saks Global battling vendor tensions and cash flow woes to Lululemon reworking its product strategy to win back lost athleisure market share, Nike balancing its DTC comeback with wholesale relationships, and Mattel gearing up for a crucial toy season, each brand faces unique challenges — and big opportunities. Experts say the key to success this season lies in retail fundamentals: fast shipping, easy returns, and reliable pricing that earn consumer trust during a make-or-break quarter.

Carter’s to close 150 ‘low-margin’ stores, cut staff

Published Friday, November 7, 2025

Carter’s Inc. is taking bold steps to streamline operations and strengthen profitability amid rising tariffs and cost pressures. The children’s apparel giant plans to close 150 stores across North America by 2027 — up from 100 previously planned — and cut 15% of office-based staff by the end of 2025. These moves are expected to generate over $45 million in annual savings beginning in 2026. Despite challenges, Carter’s saw retail and international sales growth in Q3 2025, signaling steady consumer demand, even as profits slipped sharply due to higher costs. CEO Douglas Palladini said the company remains focused on improving pricing, productivity, and long-term resilience in a shifting retail landscape.

Retailers enter a generative AI feedback loop

Published Wednesday, November 5, 2025

As AI reshapes how consumers discover and buy products, retailers are racing to adapt — even using AI to understand AI itself. According to experts from Wharton and Columbia, generative AI has transformed traditional shopping behavior, replacing keyword searches with personalized, conversation-driven recommendations. Retailers like Target are revamping their e-commerce strategies to ensure products surface in AI chatbot queries, while others experiment with “GEO” (Generative Engine Optimization) to boost visibility in tools like ChatGPT and Gemini. The shift is also fueling innovation in digital consumer personas and AI-driven content creation, though challenges around bias and transparency persist. As one expert put it, the retail playbook isn’t just being rewritten — it’s being reprogrammed.

Shoppers get into holiday spirit, find better deals by shopping in stores

Published Monday, November 3, 2025

Despite the rise of e-commerce, in-store shopping remains a cherished holiday tradition for most consumers. According to Quad’s 2025 holiday survey, 74% of shoppers say browsing in stores helps them get into the holiday spirit, and 76% call it a holiday ritual. Shoppers — especially Gen Z — value the joy of discovery, with two-thirds saying their favorite gifts came from in-store finds. The survey also revealed waning enthusiasm for Black Friday, with 84% of respondents preferring meaningful deals spread throughout the season instead of one-day events. For brands, it’s a clear message: the magic of retail still lives in the aisles.

Colliers: Retail vacancy rates ‘historically’ low; highest rent markets…

Published Friday, October 31, 2025

Despite a wave of retail closures and bankruptcies, U.S. retail fundamentals remain strong, according to Colliers’ Q3 2025 Retail Market Statistics report. The national vacancy rate held steady at 4.3%, supported by robust absorption, limited new supply, and solid rent growth. Southern and Western metros like Miami, Dallas, and Phoenix continue to lead the market, driven by income and population growth. With rent averages rising to $25.53 per sq. ft. and construction activity focused on smaller build-to-suit projects, the retail sector is showing remarkable resilience heading into the holiday season.

Gen Z, millennials drive adoption of AI for holiday shopping

Published Wednesday, October 29, 2025

This holiday season, millennials and Gen Z are leading the charge in using AI and chatbots for shopping, with 44% of millennials and 42% of Gen Z planning to rely on these tools for gift ideas, price comparisons, and product recommendations, according to an Epsilon Pulse report. ChatGPT is the preferred AI tool for 93% of Gen Z shoppers. Social media also plays a major role, with TikTok, Instagram, and Facebook serving as key sources of holiday inspiration. While Amazon remains the top shopping destination, discount and department stores are seeing strong seasonal interest as consumers balance convenience, inspiration, and deals.

Southeastern Grocers to rebrand, focus on Florida, sell 40 stores

Published Monday, October 27, 2025

Southeastern Grocers is reintroducing itself as The Winn-Dixie Company in early 2026, positioning as a “brand-new 100-year-old company” rooted in Florida and southern Georgia. The grocer is refocusing on its home market while transitioning ownership of stores in Alabama, Louisiana, and Mississippi. As part of its Florida expansion, Winn-Dixie will acquire and convert three Hitchcock’s Markets and launch new store formats, remodels, and expanded liquor stores. The company also plans to revive fan-favorite products like Lip Lickin’ Chicken and expand online grocery delivery partnerships with DoorDash and Amazon. With around 270 total stores planned under the unified brand, Winn-Dixie aims to celebrate its legacy while modernizing for the next century.

Recent News

Francesca’s files for bankruptcy; closing all stores

After 25 years of operations, Houston-based women's clothing and accessories chain Francesca's filed for Chapter 11 bankruptcy protection in the U.S. Bankruptcy Court for the District of New Jersey, with plans to close all approximately 400 stores across 45 states and liquidate. The filing came after a convergence of factors including a 2023 data breach, failed investments in non-core brands, supply chain disruptions after two major suppliers lost their own funding, and the failure of an anticipated capital infusion in December 2025. The company carries about $30.1 million in secured debt, with between $10 million and $50 million in consolidated assets and approximately 1,000 to 5,000 creditors, including landlords Simon Property Group and Tanger Properties listed among its top 30 unsecured creditors. This marks the second bankruptcy filing in six years for Francesca's, which was previously sold out of bankruptcy in January 2021 to an affiliate of private equity firm TerraMar Capital for $18 million.

What to watch in retail in 2026

Retail industry trends for 2026 include continued AI adoption for product research and customer service, value-seeking consumers driving traffic to discount retailers, and shopping malls experiencing a rebound with renewed investment in mixed-use projects. Mall foot traffic increased in 2025, with indoor malls seeing a 1.8% rise in visits and visit durations up 3.3% compared to the first half of 2024, as traditional retail shopping centers transform into destinations for entertainment and experiences. Industry executives remain optimistic, with 96% expecting revenue growth and 81% anticipating margin expansion in 2026, despite challenges including weakened consumer buying power, high interest rates, and competition from mass merchants and value retailers. Specialty retailers face particular vulnerability in 2026 as high interest rates, shifts toward online shopping, and aggressive competition from mass merchants are predicted to push overleveraged companies into bankruptcy.

Bain & Co.: U.S. retail sales to grow 3.5% in 2026

U.S. retail sales are projected to grow 3.5% year-over-year in 2026 to reach $5.3 trillion, slightly down from estimated 4.0% growth in 2025, according to Bain & Company's 2026 Global Retail Sales Outlook. Volume growth will remain modest with inflation projected between 2.6% and 3.0%, as mounting consumer strain and declining confidence affect spending amid economic uncertainty, rising unemployment, and slowing labor supply growth. Bain's Consumer Health Index found that sentiment among higher-income U.S. households, who account for more than half of retail spending, declined in January 2026. The report notes that shoppers increasingly gravitating toward lower-priced and private label goods could create a "flight to value" that tempers nominal sales growth, though reduced taxes, declining fuel prices, and potential interest rate cuts could bolster consumer sentiment and spending power.