We wrap up the second batch of Steve's provocative annual retail predictions with a focus on (mostly) educated guesses for the department store sector, what's next for Target, whether a new retail apocalypse is on the horizon, the outlook for deal making, and the impact of GLP-1 drugs like Ozempic. All this plus a few bonus wildcard prognostications.
We wrap up the second batch of Steve's provocative annual retail predictions with a focus on (mostly) educated guesses for the department store sector, what's next for Target, whether a new retail apocalypse is on the horizon, the outlook for deal making, and the impact of GLP-1 drugs like Ozempic. All this plus a few bonus wildcard prognostications.
But first, we start with a look at the latest retail news including what the wild and wooly first week of the Trump administration and what it might portend for the retail industry. Then we discussion what to make of a prediction that store closings will more than double this year, what's driving the continued strong growth of private label, and whether we're about to see a meaningful uptick in retail management layoffs. Then we conclude unpacking a fascinating partnership between Walmart and Rebag and speculating what sort of merch partnerships might work for the pod.
Our Interview with Fashionphile CEO Sarah Davis.
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