Despite many retailers embracing earlier and earlier online holiday shopping before Black Friday, the day after Thanksgiving continued to be a banner occasion for malls and shopping centers.

Tariffs

How Mandy Fields steered E.l.f. Beauty through tariffs and a high-stakes Rhode acquisition in 2025 

December 10, 2025

Having spent seven years at E.l.f. Beauty, CFO Mandy Fields breaks down the day-to-day challenges and opportunities of growing a beauty brand.

How Costco stood against Trump’s agenda on tariffs, DEI this year

December 10, 2025

In a year marked by volatile changes to tariff policy and a quick succession of pullbacks on diversity, equity and inclusion practices, Costco has continuously been held up as an example of a company that has stood firm in its willingness to do what it believes is best for the business.

Other news to know

  • Brands’ AI strategies
  • This year, Guitar Center launched a chatbot to help customers find the right products and an employee training tool that simulates customer interactions.
  • Kroger has launched a weekly AI-generated insights report for brand executives, analysts or category managers to analyze their performance.
  • In partnership with OpenAI, Target has launched a new Target app within ChatGPT, allowing shoppers to ask for ideas, build multi-item baskets, shop for fresh food and check out using their Target account.
  • John Furner’s tenure as the next CEO of Walmart will at least initially be defined by how the company evolves from testing and experimenting with AI to implementing it throughout the company.
Top Stories Dec 16

Asos, amid a turnaround, is branching out from its digital roots with more pop-ups

December 15, 2025

Digital fashion retailer Asos is making physical retail more of a priority as it attempts a continued turnaround.

What it takes to be a top retail leader today at companies like Oura, E.l.f. Beauty and Amazon

December 15, 2025

This month, Modern Retail profiled a handful of top retail execs who guided brands like E.l.f. Beauty, Oura and Amazon through definitive moments this year. Here's what we learned from them about what it takes to be a successful retail leader today.

Modern Retail Podcast: PepsiCo thins portfolio and bets on better-for-you products

December 13, 2025

This week's episode of the Modern Retail Podcast analyzes PepsiCo's new strategy to cut products, and the secondhand sales boom of 2025.

Jason Buechel, the man who’s tasked with energizing Amazon’s grocery business

December 12, 2025

Jason Buechel, a longtime Whole Foods leader with roots in food and technology, is now tasked with unifying Amazon’s sprawling grocery business and solving the company’s decades-long struggle to gain traction in the category.

Tariffs

Cash register with a receipt with lots of dollar signs popping out of it

‘You want to play defense’: Amid economic pressure, brands usher in Black Friday by trimming deals

November 24, 2025

Turmoil from tariffs and pressure on margins are forcing some brands to play it safer this Cyber Week.

Marketplace Briefing: Some Amazon sellers skip Black Friday deals as tariffs and platform fees bite

November 20, 2025

Some Amazon sellers are reducing or skipping their Black Friday and Cyber Monday promotions as tariffs and platform fees squeeze margins.

Why US shoppers are still getting hit with tariff invoices on overseas e-commerce orders

October 27, 2025

Online shoppers are getting blindsided by tariff invoices from shipping carriers and U.S. customs. Logistics experts say the complicated issue of accidental bills could drag on for months.

Podcasts

Technology

Shopping cart filled with Shopify-adorned bags

Marketplace Briefing: Shopify leans deeper into AI with beefed-up merchant assistant and new store-simulation tools

December 11, 2025

Shopify, the e-commerce platform used by smaller DTC brands to retail behemoths like Estée Lauder, is escalating its AI push.

EBay adds new AI agent policy to its website

December 08, 2025

EBay has updated the underlying code of its sprawling e-commerce platform to include new guidelines governing how AI agents and large language models can interact with its site, making it the latest retailer to set such rules.

How retailers can address the Black Friday trust crisis one shopper at a time

November 26, 2025

John Shapiro, Chief Product and Technology Officer, Lightspeed Commerce From November to the start of the new year, this season marks one of the busiest times for retailers around the globe — and one they prepare for months in advance. According to the National Retail Federation, 91% of consumers plan to celebrate the winter holidays, […]

Marketing

A mobile phone with a bunch of push notifications like "Shop our Black Friday sale!" and "Cyber Monday sale extended!"

What an outsized Cyber Week abroad reveals about the European consumer

December 10, 2025

Cyber Week may have been born in the United States, but much of its growth is now happening across the Atlantic.

Brands Briefing: Papier’s sales swell to $50M this year fueled by a desire for analog products

December 09, 2025

Papier is seeing double-digit sales growth from a new wave of consumers opting for analog products.

Doug Sweeny is the marketer behind Oura’s $1B year

December 09, 2025

Oura CMO Doug Sweeny played a key role in architecting the brand’s rise from a niche fitness product to a mainstream wellness player.

Operations

Pink phone screen with a "buy now pay later" mobile banner on a dark navy blue background.

New partnerships, marketing fuel BNPL’s holiday surge

December 12, 2025

BNPL services are being advertised more than ever as shoppers’ holiday buying leans on flexible financing.

How Shea Jensen is turning Urban Outfitters around in North America

December 11, 2025

Shea Jensen, president of Urban Outfitters, has been tasked with turning the brand around and doing a better job of keeping up with the fast-changing interests of Gen Z. So far, numbers show the strategy is working.

The new consumer journey, according to the CMO of Assembly

November 20, 2025

Ask a dozen marketers, and some will say the customer journey has, in turn, collapsed, condensed, lengthened, looped, died and been born anew. What’s not up for debate is that it has fundamentally changed. That’s what Global CMO of Assembly Bria Bryant helped unpack when we met for a morning of shopping and shop talk.  […]