The Grinds: JCPenney banks on babies; Malls house digitally-native brands, coworking offices; Casper plans for 200 stores; VF ditches denim
JCPenney banks on babies, but seizing Toys R Us’ market share continues to ignore the company’s endemic problems. What happened JCPenney is opening 500 baby shops in its department stores, sweeping up market share from the liquidation of Toys R Us…
The Grinds: Walmart is incubating an Everlane-like private label, CVS embraces K-beauty, Equinox turns to employees for brand promotion, Van Leeuwen raises minority investment
Walmart is incubating an Everlane-like private-label brand—should Everlane worry? What happened Walmart’s new brand is allegedly inspired by Everlane—the minimalist “essentials” brand for women’s apparel and accessories—but will aim to reel in…
The Grinds: IKEA downsizes and digitizes, The RealReal raises $115 million, Disney and 21st Century Fox strike merger, A Ma Maniére fuses streetwear with hospitality
IKEA downsizes and digitizes to retain its hold on young clientele. What happened Since 2015, IKEA has opened 24 small format stores—an average of 9,700 square feet, compared to its traditional 82,000 square foot warehouses. Customers aren’t able…
The Grinds: Ipsy unveils members-only beauty ecommerce site, Boutique and vintage vendors turn to Instagram, Retailers invite brands to advertise with package inserts, MoviePass acquires Moviefone
Ipsy, queen of the beauty subscription box, unveils Shopper, a members-only, direct-to-consumer site. What happened Ipsy, a subscription service that began in 2011, sends members Glam Bags, which include a personalized bounty of five full- and/or…
The Grinds: Lady Gaga adds to celebrity beauty boom, Emirates Airline goes luxe, Casper tests out nap store, Walmart opens ecommerce center
Lady Gaga adds Haus Beauty to the celebrity beauty boom. What happened Lady Gaga’s Haus Beauty has raised money from Lightspeed Venture Partners, the same investment firm that backed Jessica Alba’s Honest Company, Stitch Fix and Snap, Inc. The…
The Grinds: Disney and Muji launch immersive experiences, Aday grows “wear-testers” program, Peloton acquires Neurotic Media, WeWork debuts retail market
Disney brings Star Wars to Hollywood Studios and Muji opens more hotels, inviting visitors to live in their brands. What happened A little over a month after debuting Toy Story Land at Hollywood Studios Park, Disney is bringing Star Wars: Galaxy’s…
The Grinds: Nike debuts training pop-up, Rimowa tries out direct-to-consumer, YouTube reacts to IGTV, SoulCycle embraces media
Nike’s training pop-up gives customers the tools to “Just Do It.” What happened Nike Plus members and those with the Nike Training Club app can now visit a training pop-up in Los Angeles until mid-August and workout with professional athletes.…
The Grinds: Goop answers pseudoscience criticism, UPS looks to automation, #MeToo jeans reprise the accessible feminism debate, Disney launches attraction previews
Goop answers pseudoscience criticism by coming clean about its product benefits. What happened After growing a business by amassing a devoted following of customers who believed in product benefits not necessarily backed by science—and receiving…
The Grinds: JCPenney launches Fanatics shop-in-shops, Honest Company raises $200 million, Wish brings the dollar store online, Walmart opens ModCloth stores
JCPenney banks on shop-in-shops, this time with digitally-native sports manufacturer and retailer Fanatics. What happened JCPenney launched Fanatics shop-in-shops in 350 of its locations, and plans to open 300 more by the end of the summer. Each…
The Grinds: Reformation inks wholesale deal with Nordstrom, H&M opens off-price store Afound, J.Crew plans a fall relaunch, Rent the Runway introduces maternity
Reformation expands its brick-and-mortar footprint with a new wholesale deal at Nordstrom. What happened Reformation, which sells eco-conscious clothing online and at its 11 stores, will sell at Nordstrom, both on the department store’s site and at…
The Grinds: JAB expands its food and beverage empire, The NFL and Nike team up with Fanatics, Tiffany & Co. revives its retail, SoulCycle makes U-turn from IPO
JAB expands its food and beverage empire with Pret a Manger while Nestlé sheds U.S. candy brands. What happened JAB Holding Company, which owns food and beverage brands including Peet’s Coffee & Tea, Panera Bread Co., Keurig Green Mountain and…
The Grinds: Comme des Garçons names direct-to-consumer brand, Walmart and eBay personalize shopping, Saks and Barneys strive to stay relevant, Target adds new digital beauty services
Comme des Garçons launches CDG, taking on a new challenge: direct-to-consumer ecommerce. What happened In the lead up to the launch of CDG in July, Comme des Garçons is launching CDG Breaking News this May as a capsule collection teaser. The CDG…
The Grinds: Bulletin opens its third New York store, Aesop expands its retail footprint, Shopify moves offline, Walmart will sell Harry’s razors
Bulletin is opening its third New York store, continuing its quest to champion women in business. Bulletin, which began as an online magazine in 2014 featuring digitally-native women-led brands, will open its third flagship store in the historic…
The Grinds: Instagram launches in-app payments, Sephora opens its second Studio, Online returns are hurting landlords, Birchbox sells a majority stake to one of its investors
Instagram launches in-app payments for select brands, which could substantially increase its share of commerce. What happened For the in-app payments, an extension of Facebook Payments, Instagram allows users to create a profile that includes their…
The Grinds: Instacart may suffer from Walmart-Amazon food wars, Meghan Markle takes influencer marketing offline, Brookfield Ventures invests in tech-driven startups, Kering adapts to a changing luxury industry
In Walmart and Amazon’s food wars, Instacart may be the collateral damage. What happened Walmart continues to rev up its grocery operations at home and abroad. This week, the company announced that it will merge its grocery chain Asda with…
The Grinds: Toy retailers seek gains from Toys R Us’ bankruptcy, Fraud-detecting services vet online shoppers, The Wing ushers in a new era of retail real estate, Beauty buffs and sneakerheads form social channels
Big toy retailers like Hasbro and Mattel and independent toy stores hope to gain market share from Toys R Us’ bankruptcy, but Amazon and its competitors may beat them to it. What happened In the wake of Toys R Us’ bankruptcy, toy manufacturers…
The Grinds: Walmart plans to redesign site, Click-to-buy morphs into click-to-buy-and-make, b8ta expands “retail as a service,” Domino’s delivers to customers en route
Walmart is making its website more sleek, but where does that leave Jet? What happened Walmart, which continues to devote more resources to its ecommerce operation, plans to debut a resigned website that spotlights its higher-end brands and…
The Grinds: Nordstrom opens first standalone men’s store, LVMH launches luxury startup accelerator, Warby Parker must meet investors’ expectations, USV invests in livestream marketplace ShopShops
Nordstrom opens its first standalone men’s store, relying on data to cultivate its foray into New York City. What happened Nordstrom’s first standalone men’s store—and first store in New York—will open this Thursday in Manhattan. The store enters…
The Grinds: Build-A-Bear thrives—Toys R Us dies, Adore Me to open stores near Victoria’s Secret, New York City devises retail vacancy tax for landlords, Goop raises $50 million
Build-A-Bear thrives —Toys R Us dies. To-the-point analysis about one of the four important stories from the week. What happened Build-A-Bear has posted four consecutive years of profitability and remains debt free in an era when…
The Grinds: Ulta Beauty will begin selling Chanel Beauté, Nordstrom family ends buyout effort, ThredUp wants to create a consignment ecosystem, Google launches new advertising program online with its AI assistant
Ulta Beauty will begin selling Chanel Beauté—a coveted and surprising addition to the beauty retailer that mixes high and low. To-the-point analysis about one of the four important stories from the week. What happened Ulta Beauty,…
The Grinds: Best Buy, other retailers crack down on returns, Duty-free airport retail thrives, ASOS stands out with its product descriptions, West Elm sells experiences with local artists
Best Buy and other retailers are cracking down on the number and frequency of returns, but are risking their customer relationships. To-the-point analysis about one of the four important stories from the week. What happened Best…
The Grinds: Target opens small-format stores, BuzzFeed adds new beauty and style vertical, JAB Holding Company conquers coffee, Glossier launches new pop-up
Target is the latest mass retailer to open small-format stores, whose focus on private label could help it provide even more differentiated products. To-the-point analysis about one of the five important stories from the week. …
The Grinds: JCPenney leverages Sephora, Stitch Fix adapts its subscription model, Best Buy closes mobile phone stores, BuzzFeed and Walmart launch a product collaboration, Amazon warehouses embrace chaos
JCPenney continues to leverage Sephora for its turnaround efforts, but the minimal amount of control it has over its biggest growth driver is worrisome. To-the-point analysis about one of the five important stories from the week. What…
The Grinds: Fast-fashion full-price sales fall, Amazon expands Amazon Go, Younique raises Coty’s profitability, Adidas’ Speedfactory innovates the supply chain, ABC Carpet & Home sells top floors as office space
Fast-fashion retailers are seeing falling full-price sales, led by H&M and more recently, Zara. To-the-point analysis about one of the five important stories from the week. What happened Analysts were already concerned with Zara’s…
The Grinds: Harry’s moves beyond shaving, Prime credit card users get cash back at Whole Foods, Instacart and grocery partners compete with Amazon, Kraft Heinz cuts costs, but needs to grow, Amazon Lending partners with Bank of America
Harry's moves beyond shaving as it tries to become a platform and holding company for digitally-native brands. To-the-point analysis about one of the five important stories from the week. What happened Harry’s, a…
The Grinds: Goop expands merchandise, Whole Foods raises rates for sellers, L. L. Bean updates return policy, Secondary sneaker market heats up, Macy’s launches new pop-up
Goop expands and diversifies G. Label merchandise, but questions of scalability loom To-the-point analysis about one of the five important stories from the week. What happened Goop, which launched in 2008 as Gwyneth Paltrow’s…
The Grinds: Fenty Beauty outpaces competition, Alibaba moves offline, H&M curbs expansion, Mall landlords fight over tenants, Apparel sales hit all-time low
Fenty Beauty becomes the fastest-growing celebrity cosmetics line To-the-point analysis about one of the five important stories from the week. What happened Sales for Fenty Beauty, a cosmetics line created by Rihanna, Sephora and…
The Grinds: Outdoor Voices calls out copycats, Amazon raises seller fees, Starbucks mobile ordering grows, Fake products slip past The RealReal, IKEA partners with TaskRabbit
Fans of Outdoor Voices call out brands for copying its products, proving more powerful than non-existent legal protections To-the-point analysis about one of the five important stories from the week. What happened Outdoor Voices…
The Grinds: Amazon Go opens, Richemont buys Yoox Net-a-Porter, Young people prefer online shopping, Bankrupt retailers get rent concessions, Target unveils unique fragrance
Richemont buys Yoox Net-a-Porter, becoming the first major luxury holding company with a serious ecommerce operation To-the-point analysis about one of the five important stories from the week. Why it’s interesting…
The Grinds: Beauty Pie’s pricing strategy, Amazon’s aesthetic, Target’s holiday sales, Amazon’s beauty business, Aural advertising increases
Beauty Pie, the membership-based beauty retailer sees success with its unconventional pricing strategy To-the-point analysis about one of the five important stories from the week. Why it’s interesting Beauty Pie was started…
The Grinds: Nike expands Amazon program, niche brands gain steam, Equinox invests in Rumble, private equity evolves its approach to fashion, Apple stumbles on record product delays
Amazon x Nike, Equinox x Rumble, niche vs mass CPG brands, Apple & product delays, private equity & fashion.