Today's Retail Pulse
Chipotle relaunches Summer of Extras to offset price‑hike sales dip
Chipotle increased menu prices by roughly 2% in early 2025, which coincided with a 1.7% decline in comparable restaurant sales year‑over‑year. To win back price‑sensitive diners, the chain revived its Summer of Extras promotion, offering free entrees through monthly streak challenges and local leaderboards—a program that previously generated about $12 million.
Also developing:
Once Beloved Chicken Chain on Life Support After Closing More than 1,000 Restaurants
Boston Market, once a thriving rotisserie chicken chain with over 1,200 locations in the 1990s, has dwindled to fewer than 20 restaurants by early 2024. The decline accelerated after aggressive cost‑cutting eroded food quality and coincided with grocery retailers offering cheaper rotisserie chickens. Owner Jay Pandya filed for bankruptcy with $10‑$50 million in liabilities, but courts rejected the petitions amid hundreds of lawsuits from vendors and employees. The chain now teeters on the brink of extinction.
What’s Behind Shein’s $1.4B China Bet
Shein announced a 10 billion‑yuan ($1.4 billion) investment to build a smart supply‑chain system in Guangdong, China. The plan includes digital factory tools, a shared innovation center, and tighter integration of design, production, and logistics to keep its two‑to‑three‑week turnaround. By anchoring...
South Coast Plaza Names Tenley Zinke Executive Director of Marketing
South Coast Plaza has appointed Tenley Zinke as executive director of marketing, succeeding Debra Gunn Downing, who retires after 27 years. Zinke brings senior marketing experience from luxury brands such as Kering, LVMH, Tiffany & Co., Net‑a‑Porter, and Ralph Lauren....
Are You Overpaying for a Lab-Grown Diamond? – by Tomi Joseph-Raji, Jeremy McDonald and Asha Tomlinson (CBC News Marketplace –...
Lab‑grown diamonds, touted as a cost‑effective alternative to mined stones, can be up to 90 percent cheaper. A CBC Marketplace investigation bought two one‑carat, D‑color, ideal‑cut, VS1‑clarity diamonds—one from Blue Nile and another from Alibaba—and found a stark price gap despite...
Furniture.com Launches AI-Powered Discovery Platform
Furniture.com unveiled an AI‑powered discovery platform at eTail Palm Springs, shifting its site from a simple marketplace aggregator to a category‑level decision infrastructure. The new system uses conversational search, standardized specifications, and a single‑cart, multi‑retailer checkout to let shoppers compare...
TikTok Shop Outpaces Shopee in Vietnam During Lunar New Year
TikTok Shop eclipsed Shopee in Vietnam’s Lunar New Year shopping season, seizing 52 % of the market as consumers spent a combined $2.6 billion. Metric’s analytics show TikTok’s sales volume grew at nearly twice the pace of Shopee over the six‑week holiday....
Fresh Step’s Valentine’s Day Campaign Bolsters Its Brand Refresh – and Cat Adoptions
Fresh Step partnered with Bumble and Best Friends Animal Society for a Valentine’s Day "Date Cats, Not Humans" campaign, encouraging single users to swipe for adoptable cats. The initiative covered adoption fees and offered free litter throughout February, resulting in...
Half of U.S. Shoppers Worried About Artificial Ingredients in Food, Acosta Group Finds
Acosta Group’s 2025 shopper study reveals that half of U.S. consumers are concerned about artificial ingredients in food, while 58% read product labels regularly and 87% of health‑focused shoppers do so. The research, based on 1,083 respondents, shows 35% consider...
Dillard’s Holds Steady at the Holidays
Dillard’s reported flat Q4 performance, with retail sales slipping 1% to $1.9 billion and net income falling 5% to $203.7 million. Gross margin held steady at 36.1% while online traffic surged 19% year‑over‑year, offsetting flat in‑store visits. The retailer highlighted a modest...
Xometry Begins a Transition to a New CEO
Xometry announced that President Sanjeev Singh Sahni will assume the chief executive role on July 1, succeeding co‑founder Randy Altschuler, who will become executive chair. Sahni, a former Wayfair executive, has overseen global operations, product development, and technology since his...
Most Health-Focused Shoppers Read Labels Before They Buy: Report
Acosta Group’s new U.S. shopper survey shows label reading is becoming a routine part of purchase decisions, with 58 % of all respondents and 87 % of health‑focused shoppers checking ingredient lists before buying. The study highlights a flexible buying approach—two‑thirds of...
Home Depot Beats Q4 Expectations Even as Housing Market Remains Challenged
Home Depot reported fourth‑quarter sales of $38.2 billion, a 3.8% year‑over‑year decline, yet the results beat analyst expectations. Net income slipped 14.2% to $2.6 billion and operating income fell 14.4%, reflecting pressure from a sluggish housing market. Full‑year sales rose 3.2% to...
Lean Teams and Outsourcing Drive Higher Profits
One store owner in @ecomfuel had 35 people on payroll. He made some hard calls. Hired a 3PL. Replaced most full-timers with freelancers. Today he has one employee and eight contractors. His profits have never been higher. And his management stress is...
Personalized Landing Pages Drive Conversions, Flint Automates Them
Your targeting is personalized. Your copy is personalized. But your landing page is not. That’s why you’re not closing the deals you want. If this is you, you need @tryflint. It’s a platform built for marketers to create tailored pages for...
National Retail Solutions (NRS) Named Official POS Provider for Krauszer’s Food Stores as Legendary Chain Targets Nationwide Expansion
National Retail Solutions (NRS) has been chosen as the official point‑of‑sale provider for Krauszer’s Food Stores, a historic New Jersey convenience‑store chain with more than 300 locations. The partnership will roll out NRS’s integrated POS platform across all existing stores and...
Worldview | Asia’s Garment Factories Brace for Renewed Tariff Chaos
Asian garment factories are confronting a new wave of tariff uncertainty as the United States, European Union and regional partners reconsider duties on apparel imports. The potential reinstatement of higher tariffs threatens cost structures for manufacturers in China, while Vietnam,...
Live Shopping Boom Awaits India: Seize Early Opportunities
On a previous #TeawithGaryVee I was asked how someone could take advantage of the opportunity presented by live shopping on platforms like WhatNot, since India is "not in yet" If you have a question for me, drop it here https://t.co/QjOodl7fTy so...
Free Tool to Verify if an Email Exists
My team just built a free tool you can use to see if an email exists or not: https://t.co/wcWB5zjuEp
Why the Smartest Omnichannel Brands Are Thinking in Moments, Not Channels
Retailers can no longer treat omnichannel as a checklist of platforms; they must view it as a storytelling discipline anchored in the customer’s moment. At eTail Palm Springs 2026, leaders from Furniture.com, Lowe’s, Stila, Perfect Corp. and tentree highlighted the...
Own One Idea, Become the Authority Shortcut
Experts don't get known for being good. They get known for the one idea they own. An ownable idea is an authority shortcut.
Video Forum: Justin Honaman, Amazon Web Services, Part 1
In the first installment of a two‑part Video Forum, Justin Honaman, global head of retail, restaurants and consumer goods business development at Amazon Web Services, outlines how cloud‑based AI, data analytics and edge computing are reshaping the marketplace. He references...
ShopRite Creates Wellness Kits for New GLP-1 Users
ShopRite has introduced Wellness Your Way Starter Kits aimed at customers who are filling a GLP‑1 prescription for the first time. The free kits bundle a dietitian‑crafted wellness guide, sample products and coupons for protein‑rich and low‑calorie groceries. The rollout...
Handmade Marketplace Goimagine to Close in March
Handmade marketplace Goimagine announced it will shut down on March 23, 2026, with its website and seller dashboard disabled shortly after. The platform never achieved the traffic needed to compete with dominant players like Etsy, leading to unsustainable scale. Sellers are instructed...
Red Star Brands Unveils UK Launch of Four Loko REMIX
Red Star Brands announced the UK launch of Four Loko REMIX, a new line of high‑ABV ready‑to‑drink cocktails. The range includes two flavours—Peach Pulse and Berry Blitza—each delivering 12% alcohol by volume in a 330 ml recyclable Tetra Pak. The drinks are uncarbonated, caffeine‑free and...
Uber Eats Expands Canadian Grocery Selection with Launch of T&T Supermarket
Uber Eats announced the national rollout of T&T Supermarket on its platform, extending grocery delivery to the chain’s Asian‑focused stores across Canada. The launch initially covers Alberta, British Columbia, and Ontario, with Quebec slated for a later release. Customers can...
Here’s Who Will Win as Agentic Commerce Disrupts Traditional Online Shopping
Agentic commerce, powered by large‑language‑model agents, is reshaping e‑commerce by making AI the primary buyer. Adobe reports a 693.4 percent surge in AI‑driven traffic during the 2025 holiday season, indicating a lasting shift. Retailers must supply structured, trustworthy product data, real‑time...
IKEA to Open a Decathlon in Its Croydon Store
Swedish furniture giant IKEA is piloting a partnership with French sports retailer Decathlon by opening a standalone Decathlon shop inside its Croydon store this spring. The 1,188‑square‑metre unit will feature a dedicated entrance and more than 5,000 items across hiking,...
Retail’s AI Isn’t Failing Because It’s Too Slow. It’s Failing Because It’s Not Listening
Retailers have flooded their tech stacks with AI dashboards and predictive models, but the overload has amplified uncertainty rather than clarity. The core issue isn’t speed; it’s that most AI relies on synthetic personas, which 69% of consumers say erodes...
How Adidas Built A Loyalty Infrastructure That Blends Commerce, Fitness, And Content
Adidas has transformed its adiClub loyalty program into a multi‑dimensional ecosystem that blends commerce, fitness tracking, and user‑generated content. Members earn points not only for purchases but also for workouts, reviews, and outfit photos, with points serving both as tier...
Natural Grocers Salutes Colorado with Three-Day Event
Natural Grocers is hosting its seventh annual Celebrate Colorado celebration from March 3‑5 across all 45 Colorado locations. Shoppers will receive a limited‑edition reusable bag and sticker, and can enter sweepstakes for a $1,195 snowboard, a $1,599 e‑bike, or a $500...
HEMA Turns 100: The Turbulent Journey From Working-Class Department Store to Retail Icon
Hema celebrated its centennial in 2026, marking a hundred‑year evolution from a modest fixed‑price shop to a Dutch retail icon. Founded in 1926 by Arthur Isaac and Leo Meyer, the chain was positioned as an affordable alternative to upscale stores...
Magic Molecule Launches in Whole Foods Market
Magic Molecule, a hypochlorous acid‑based skin‑care brand, announced that its FDA‑cleared Skin Spray is now stocked in all 500+ Whole Foods Market locations, making it the retailer’s first hypochlorous acid product. The spray, priced between $13.99 and $22.99, claims to...
Natural Grocers Celebrates Texas Independence Day with a Special Gift and Savings
Natural Grocers is celebrating Texas Independence Day from March 2‑4 at all 24 Texas locations. {N}power members receive a free limited‑edition Texas‑themed reusable tote bag and a $5‑off coupon on in‑store purchases. The promotion highlights the retailer’s loyalty program and its...
Lululemon Announces 100th Store Opening in EMEA
lululemon announced the opening of its 100th store in the EMEA region, slated for March 13 in Warsaw, Poland, marking the brand’s first location in the country. The milestone follows a decade‑long expansion that now covers 19 EMEA markets and...
Shein to Open Five More Stores in French BHV Department Stores
Chinese fast‑fashion leader Shein will open five new shop‑in‑shop corners inside France's BHV department‑store chain on 25 February, covering Limoges, Angers, Dijon, Grenoble and Reims. The roll‑out was originally slated for November but was postponed by several months while BHV evaluated...
Credo Beauty and True Botanicals Join Programme Focused on Developing Kelp-Derived Beauty Formulas
Credo Beauty, True Botanicals and eight other brands have been selected for Kelp CoLab, a new R&D programme launched by GreenWave and ingredient supplier Macro Oceans. The initiative will help participants formulate products using kelp‑derived ingredients sourced from regenerative ocean...
Coty Launches AI-Driven Fragrance Concept Store in Hong Kong
Coty has opened “My Scent Edit,” an AI‑enhanced fragrance concept store inside Langham Beauty in Hong Kong’s Mong Kok district. The shop‑in‑shop showcases brands such as Calvin Klein, Gucci and Kylie Cosmetics, and offers AI‑driven digital consultations, an AI photo booth, and...
Neutrogena Owner Agrees $4.7 Million Settlement over Skin360 Biometric Data Privacy Claims
Johnson & Johnson’s consumer arm, now Kenvue, agreed to a $4.7 million settlement over claims that its Neutrogena Skin360 app captured and stored users' facial biometric data without proper consent, violating Illinois’ Biometric Information Privacy Act (BIPA). Plaintiffs alleged the app...
Tariffs Are Down, But Uncertainty Is Back
The U.S. Supreme Court ruled that President Trump lacked authority to impose the emergency “Liberation Day” fashion tariffs, reducing the import levy to a baseline 10 percent with a possible rise to 15 percent. While the headline cut offers short‑term...
Portillo's Is Still Learning What Not to Do From Texas
Portillo’s reported a 3.3% decline in fourth‑quarter same‑store sales and a 0.5% drop for the full year, driven largely by weak transaction growth in Texas. The chain announced new CEO Brett Patterson, succeeding interim CEO Mike Miles, who highlighted that...
After Solid Year, First Watch Approaches 2026 with Caution
First Watch posted a solid 2025, achieving 3.6% same‑store sales growth and opening a record 64 restaurants despite a modest traffic dip. The chain projects 2026 same‑store sales growth of 1%‑3% and will temper expansion to 59‑63 new sites while closing...
McDonald's Is Bringing Its Big Arch Burger to the U.S.
McDonald’s will roll out its half‑pound Big Arch burger in the United States on March 3 as a limited‑time offering. The sandwich, already a permanent menu item in the UK and sold in France and Canada, layers two quarter‑pound patties, white cheddar,...
Kylie Cosmetics Crowned Best-Performing US Beauty Brand on Social in January Based on Creator Marketing
Kylie Cosmetics topped the U.S. beauty brand social performance rankings for January, propelled by the launch of its new perfume, Cosmic Intense. On Traackr’s influencer‑marketing platform, the brand surged 47 positions to rank fifth overall and captured 83 % of its...
What Awaits the New CEOs at Walmart and Target? – Placer.ai Blog
Walmart closed Q4 2025 with foot‑traffic up 2.3% YoY and a 4.5% comparable‑sales gain, bolstered by 28% e‑commerce growth, positioning new CEO John Furner for a strong start. Target’s Q4 2025 visits fell 2.0% YoY and comparable sales dropped 2.7%, with weekend...
Costco Broadens Audience While Tightening Membership – Placer.ai Blog
Costco raised membership fees and tightened access rules, yet foot traffic kept rising through late 2025 and early 2026. Same‑store and total visits posted year‑over‑year gains, supporting mid‑single‑digit comparable‑sales growth reported in 2025. The higher cost of commitment appears to...
Dollar Stores, the New Face of the Holiday Season – Placer.ai Blog
Dollar stores experienced a 4.5% year‑over‑year increase in foot traffic during Q4 2025, matching growth rates of off‑price clubs and outpacing traditional holiday categories such as apparel and electronics. Five Below led the surge with strong same‑store visits focused on gifting,...
Continued Improvement in the Home Improvement Space – Placer.ai Blog
Foot‑traffic analysis from Placer.ai shows The Home Depot and Lowe’s each posted roughly 3% year‑over‑year visit growth in November 2025, with a rebound in January 2026 driven by storm‑prep shopping. Both retailers reported sales expansion and higher big‑ticket purchases in Q3 2025, indicating...
Placer.ai Overall Retail, E-Commerce Distribution, Industrial Manufacturing Index, January 2026 – Placer.ai Blog
Placer.ai’s January 2026 index shows both e‑commerce distribution centers and brick‑and‑mortar retailers recorded year‑over‑year foot‑traffic growth, extending holiday‑season momentum. Distribution centers posted a 2.6% increase while retail chains rose 1.8% YoY. In contrast, the Industrial Manufacturing Index slipped, driven by Winter...
ANALYSIS: Dunelm’s New App Marks a Strategic Shift Toward Deeper Omnichannel Engagement
Dunelm launched a new iOS and Android app to deepen its omnichannel strategy, linking physical stores, digital experiences, and customer data. The app extends the AI‑powered search and recommendation engine first introduced on Dunelm.com, creating a unified intelligence layer across...
Fashion Players Issued Warning as Trump’s 10% Global Tariffs Go Live
The United States has activated a 10% tariff on all imported fashion goods, marking the first phase of former President Trump’s global levy program. Industry analysts warn that a further increase to 15% is possible, intensifying cost pressures across the...