Quote from Kohl’s current CEO, Michael J. Bender: “In 2026, we are committed to further strengthening our foundation by addressing operational opportunities, building on our strengths, and modernizing our processes. We are confident that the work we are investing in now is essential for Kohl’s long-term benefit.” This addresses much of what we have been hearing and expecting from Kohl’s. After a consistent stretch of tough quarters, they have continued doubling down on reduci

T O P   H I G H L I G H T S: Planned incremental investment of over $2 Billion back into the business this year.  $1B in capital for new stores and remodels, $1B to PNL to invest in the store experience, including labor.  High Level Digital:  Same Day Delivery grew +30% over 2025, with Target Circle 360 membership doubling in 2025. Expect to see an expanded focus on personalized rewards starting this Spring, and increased leaning into Deal Days. Bold, purposeful change in the

Key Takeaways: Best Buy nearly doubled its ad partner count year over year, signaling a continued focus on driving profitability despite a challenging macro environment. The company expanded its digital marketplace in 2025, significantly increasing available product assortment and strengthening its online value proposition. The company expanded its digital marketplace in 2025, significantly increasing available product assortment and strengthening its online value proposition

There isn’t just one thing that makes a great rep group. It’s like asking your grandma what makes a good soup. It’s about who’s cooking, the ingredients they use, and how long they let it simmer. It’s the time-worn confidence that comes from making the right decisions, again and again.   Choosing a rep group isn’t all that different from choosing a place to eat. Most of the time, you get what you pay for. The best experiences come from great people, thoughtful service, and th

Key Takeaways: Best Buy delivered enterprise-wide comparable sales growth of 2.7%, marking their strongest quarterly performance in years and driven by gains in computing, gaming and mobile phones. The company raised its full-year FY26 revenue guidance and lifted its adjusted EPS outlook, reflecting confidence heading into the holiday season. Best Buy saw stronger customer experience ratings, and marked the quarter with the launch of its new Best Buy Marketplace, expanding it

Key Takeaways: Kohl’s outperformed expectations for the third straight quarter. CEO Michael Bender highlighted strong discipline, solid cash flow, and progress across its 2025 strategic initiatives. Kohl’s will launch MAC Cosmetics in over 850 Sephora at Kohl’s locations in Spring 2026, expanding its prestige beauty lineup and reinforcing Sephora as a key driver of discovery and newness for customers. Impulse queueing lines continued to drive significant growth, now rolled ou

As Black Friday approaches, retailers are pulling out all the stops, but this year’s playbook looks even more complex. Between early online deals, in-store door busters, and tech-powered personalization, 2025 is shaping up to be another hybrid-heavy holiday season. Here is how retailers are preparing for the largest shopping holiday of the year. The Big Question: More Online or In-Person? Online is still king , but in-store shopping is far from dead. According to recent surve

“We’re laying the foundation for a stronger, faster and more innovative Target. It’s grounded in our purpose of bringing joy to our guests and focused on growth. We know there’s work to do, and we have the best team in retail to do it. With clear priorities guiding us, I’m proud of our progress and confident we’re on the right path.” - Michael Fiddelke, Executive Vice President Incoming CEO and Chief Operating Officer Click here to view the full report

Q4 is quickly approaching, with promotional plans and competitive advantages already solidified by each Retailer. What do we expect to see this holiday season?