Subscription fatigue: why shoppers cancel retail subscriptions
Retail subscriptions churn for predictable reasons. This breaks down the cancellation drivers and what actually keeps people subscribed.
Consumer Trends
Consumer behavior, generational shopping trends, sustainability, luxury, and value shopping insights.
Shrinkflation and how shoppers really react when they notice
Shrinkflation is a pricing decision with a reputation cost. Here is what happens to trust and switching once shoppers spot the smaller pack.
Luxury pricing power: how far price increases can still go
Luxury has raised prices faster than inflation for years. This looks at where pricing power still holds and where volume is already leaving.
Repair programs in retail: which ones actually pay for themselves
Repair sounds virtuous and often is, but the economics vary hugely by category. This is how to model a repair program before launching it.
How Gen Alpha shops and what retailers should prepare for
Gen Alpha is arriving with different discovery habits and no card of its own. Here is what is observable today and what it implies for retail.
US Consumer Sentiment Rebounds to a Five-Month High as Gas Prices Ease
US consumer sentiment snapped back in July, and the rebound was bigger than almost anyone expected. The University of Michigan said Friday its preliminary sentiment …
Burberry sales rise 5% as all divisions grow: shares still slip
Burberry reported 5% comparable sales growth in its fiscal first quarter, with every product division rising for the first time in three years. The Americas led at 12% and China rebounded 9%, but the shares still fell around 5%.
Why the 2026 US holiday peak will flatten away from Black Friday: 3 calendar signals
The signals point to a de-anchored 2026 US holiday season: a June Prime Day, Walmart’s matching June event and a value consumer are flattening the peak. Expect Black Friday week to lose share of the November to December total, checkable by January 2027.
Why Amazon, Walmart and Target will converge on early October 2026: 3 holiday signals
Signals point to Amazon, Walmart and Target running overlapping holiday-kickoff events in the first two weeks of October 2026, with Amazon likely to confirm a fall event before Labor Day. The pattern suggests October becomes the true start of the US holiday season.
Why 2026 brings the earliest US holiday season on record: 3 calendar signals
Signals point to the earliest US holiday ramp on record: Amazon’s fall Prime event likely opens around October 6 to 8 and likely runs longer than two days. The case rests on the June calendar reshuffle and a cautious consumer, confirmable by mid-October 2026.