This Week in Retail #103

The Gran Vía

Hey Friends,

As October winds down, retail continues to evolve across both digital and physical channels. This week saw Toys “R” Us ramp up its comeback with more flagships and pop-up shops, L’Oréal make a $4 billion beauty power move with Kering, and Wayfair push a critical promotional event to jumpstart Q4. Meanwhile, Ross Stores continued its brick-and-mortar expansion amid solid sales results, Amazon Web Services reminded the industry how dependent it has become on the cloud, and the NRF Foundation revealed its 2026 list of leaders shaping the future of retail. Leadership transitions, stock moves, and strategic repositioning defined a week that blended stability with bold transformation.

Let’s get into it…….