Unilever Wellbeing is betting on the continued convergence of beauty and wellness as GLP-1 drugs and AI-driven health data impact what consumers are looking for.

Tariffs

Big-Box Briefing: Retailers get direct tariff relief. Their shoppers likely won’t

August 27, 2026

Tariff refunds are great news for the corporate balance sheets of big-box retailers, and less so for consumers tightly squeezing their wallets.

Walmart gets close to $3 billion in tariff refunds

August 20, 2026

Tariff refunds continue to bolster the balance sheets of big retailers while consumers remain constrained by higher fuel prices and other macroeconomic factors.

Other news to know

  • Inside Walmart’s evolution
  • Walmart+, the retailer’s paid membership program, has launched in Canada, marking the first time it has been available outside of the U.S.
  • Walmart announced it would begin delivering Subway items as part of Express Delivery, either on its own or alongside other products such as groceries. 
  • Walmart executives are now training associates to use AI widely throughout the organization.
  • Walmart has announced Upstream Facility Services, a new business through which it will sell its in-house maintenance services to other U.S. companies.
Top Stories Sep 28

Canadian apparel brand Duer launches a print magazine as analog comes back in style

September 28, 2026

Duer, a performance jeans brand based in Canada, is leaning into print amid an analog resurgence. The company is publishing a quarterly magazine called Interval, with the first issue dropping in October.

‘Not hiring’ entry-level talent: Industry acknowledges runaway crisis brought on by introducing AI to the workforce

September 28, 2026

Entry-level talent is challenged by AI in the workforce. What are some of the solutions for that cohort?

The rise of the AI shelf

September 26, 2026

This week's episode of the Modern Retail Podcast digs into how AI product recommendations are reshaping retail shelves. Increasingly, brands are strategizing around how to get their products surfaced in ChatGPT and Gemini results.

Costco’s digital sales hit $33 billion in 2026, growing more than 20%

September 24, 2026

Costco's business is increasingly living beyond the doors of its core warehouses, as digital sales and partnerships with platforms like DoorDash and Uber Eats are helping it attract newer, younger customers.

Marketers bemoan the culture of ‘good enough — go,’ as standards fall amid the AI bubble

September 25, 2026

‘Drowning in measurement,’ marketers mull priorities in an internet where ‘two audiences’ exist. 

Big-Box Briefing: Best Buy puts CTV at the center of its retail media pitch

September 24, 2026

Best Buy is increasingly putting its electronics roots at the heart of its retail media pitch. On Wednesday, Best Buy held its annual showcase event highlighting what’s coming up in its retail media business — including a new part of its advertising business that the company is branding as Best Buy CTV.

Why Instacart is focused on reducing item markups to grow its delivery platform

September 24, 2026

Instacart CEO Chris Rogers says lower online markups, loyalty perks and cheaper delivery options are crucial to driving more online grocery growth in the coming years.

Tariffs

What to know about new proposed tariffs on Canadian goods

July 24, 2026

A fresh round of Trump tariffs on Canadian goods were announced this week that target industries like dairy, alcohol and automobiles.

Nike says it expects $986 million in IEEPA tariff refunds

June 30, 2026

Nike says it’s in a better financial position as it awaits nearly $1 billion in refunds related to IEEPA tariffs.

Marketplace Briefing: Online merchants welcome Trump customs crackdown amid wave of tariff evasion pitches

June 11, 2026

Online merchants are encouraged by a new Trump administration effort to crack down on customs fraud after a surge in tariff evasion schemes rattled sellers over the past year.

Podcasts

Technology

Big-Box Briefing: Target-owned delivery app Shipt makes AI push, mirroring Instacart

September 17, 2026

Shipt, the delivery app owned by Target that powers the retailer’s same-day delivery service, announced an AI assistant last week on the same day as one of its biggest competitors.

Illustration of an online shopping interface with apparel, bags and a large “Buy Now” button, representing global e-commerce checkout experiences.

Walmart adds marketplace data, deeper AI features to Scintilla insights platform

September 16, 2026

Walmart’s first-party data platform for merchants and suppliers, Scintilla, is getting a big upgrade next year, the company announced at Walmart Data Ventures’ Inspire conference this week.

Why seasonal success depends on early media allocation

September 10, 2026

Seasonal demand may be predictable, but consumer behavior isn’t. By investing sooner and responding to evolving consumer signals, marketers can influence consideration, build momentum and capture demand before competition intensifies. Sponsored by Keen Decision Systems.

Marketing

How Sephora used Mikayla Nogueira and POV Beauty to kickstart its TikTok Shop launch

September 24, 2026

On Saturday, Sephora kicked off its TikTok Shop launch with a livestreamed shopping session hosted by Mikayla Nogueira, the mega influencer and co-founder of POV Beauty, offering shoppers access to an exclusive new holiday value set. It hints at what Sephora’s strategy may look like on the platform going forward.

Spot & Tango is making a $3.5M bet on brand marketing after years of spending $0

September 23, 2026

This year, dog food brand Spot & Tango is funneling $3.5 million into top-of-funnel marketing, an effort that spans from out-of-home ads to connected TV to events. It’s a notable shift from last year, when the brand spent effectively $0 on top-of-funnel marketing.

Brands Briefing: Are hotels the new brand showrooms?

September 22, 2026

Brands like Lela Rose, Public Goods and Quilt are betting on hotels in picturesque locales to market their products to new audiences.

Operations

Brands Briefing: Hanna Andersson is joining Amazon, with a 90% unique assortment

September 28, 2026

Children’s clothing company Hanna Andersson is making its official debut on Amazon in October, as it seeks to meet consumers’ desire for convenience.

18 months, 31 prototypes and 1,700 hours of wear testing: How Knix brought its seamless cotton underwear to the market

September 28, 2026

Knix’s latest product launch, a line of underwear called Invisible Cotton, was more technically challenging to develop than its seamless nature suggests. Here’s what it took over 18 months and 31 prototypes to finally bring the product to life.

As online eyewear matures, GlassesUSA’s parent company doubles down on vertical integration

September 09, 2026

Online eyewear has reached a new phase of maturity, as consumers grow more confident purchasing prescription products digitally and as retailers invest in faster fulfillment, improved fit technology and more seamless omnichannel journeys. Sponsored by Optimax Eyewear Group.

Dave’s Killer Bread is building a bigger strategy around seasonal products, starting with pumpkin spice bagels

September 22, 2026

This year, Dave’s Killer Bread is bringing pumpkin spice bagels — which it originally discontinued seven years ago — nationwide as part of a year-round seasonal shelf strategy. Here’s why the company is embracing more LTO products.