Target’s AI Move, Coach Growth & the Future of US Retail

Target’s AI Move, Coach Growth & the Future of US Retail

Why is Coach growing while Kate Spade declines under the same parent company?

And what does Target appointing a Chief AI Officer tell us about the next phase of retail technology?

In this USA edition of Five Things Friday, Alex and Jill unpack five developments shaping US retail.

Target brings Chandu Nair across from Lowe’s as Chief AI Officer, prompting a bigger discussion about whether AI should sit under one executive or be embedded throughout the organisation.

Foot Locker and Nike experiment with community-led retail through the Crenshaw Rec concept in Los Angeles.

Tapestry delivers a striking brand comparison: Coach grows 15% while Kate Spade declines 7%, while the group recruits more than 2.5 million new customers during the quarter — around 35% of them Gen Z.

Michaels looks for growth opportunities created by changes at Joann and Party City.

And research based on almost 19 million North American in-store interactions reports customer satisfaction of 93.4%, with Tuesday and Wednesday producing the strongest results.

A 14-minute briefing on AI, brand execution, physical retail, customer acquisition and the changing US retail market.

The Retail Podcast — retail intelligence without the noise.

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Target Beauty Studio: Prestige Beauty Comes to 600+ Stores

Target Beauty Studio: Prestige Beauty Comes to 600+ Stores

Target is bringing 90 prestige, emerging and global beauty brands to more than 600 stores. Alex Rezvan and Jill Dvorak examine what Target Beauty Studio means for Target, Sephora and Ulta Beauty—and w...

4 Syys 11min

Pinduoduo Malaysia, Singapore–Johor Bahru RTS and AI Search

Pinduoduo Malaysia, Singapore–Johor Bahru RTS and AI Search

Pinduoduo's expansion in Malaysia is testing how local retailers compete with ultra-low-price cross-border commerce, while the Singapore–Johor Bahru RTS Link could redraw the retail catchment between ...

2 Syys 13min

Retail Cybersecurity Is a Sector Problem — Scott Price, CEO DFI Retail Group

Retail Cybersecurity Is a Sector Problem — Scott Price, CEO DFI Retail Group

Scott Price, Group Chief Executive of DFI Retail Group, argues that retail cybersecurity is now a sector-wide risk—not a problem any company can solve alone.Recorded at NRF APAC 2026 in Singapore, the...

1 Syys 11min

M&S Moves European Ecommerce Fulfilment to Zalando

M&S Moves European Ecommerce Fulfilment to Zalando

Marks & Spencer is using Zalando's ZEOS platform for European ecommerce fulfilment across 22 continental European markets.Alex Rezvan and Simone Oloman, Co-founder and CEO of NIFT, cover six UK retail...

28 Elo 10min

Walmart Adds Apple Pay, Ross Outpaces TJX on Q2 Comps

Walmart Adds Apple Pay, Ross Outpaces TJX on Q2 Comps

Walmart has started rolling out Apple Pay at select US Walmart and Sam's Club locations, with rollout to all US stores and clubs planned by the end of 2026.Alex Rezvan and Jill Dvorak, Senior Vice Pre...

28 Elo 11min

The International Briefing: 5 Global Retail Stories to Know SHEIN, JD.com, India, Shipping & Fabletics

The International Briefing: 5 Global Retail Stories to Know SHEIN, JD.com, India, Shipping & Fabletics

What should global retail leaders be paying attention to right now?In this edition of The International Briefing, Jill Dvorak, Senior Vice President, Content at NRF, joins Alex Rezvan to unpack five d...

21 Elo 12min

Five Things Friday UK: Harvey Nichols, Poundland, IKEA & Rapid Delivery

Five Things Friday UK: Harvey Nichols, Poundland, IKEA & Rapid Delivery

Five Things Friday UK Edition is your fast briefing on the retail stories worth paying attention to this week.Alex Rezvan and Simone Oloman break down the developments affecting retailers, brands and ...

21 Elo 11min

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