Hey Friends,
Today’s newsletter is a study in ripple effects. UPS is matching FedEx’s dimensional-weight pricing change, tightening cost pressures across the supply chain. In grocery, Kroger’s former CEO faces legal questions tied to a high-profile festival lawsuit, while Apple doubles down on U.S. manufacturing with a record $100 billion expansion. Earnings paint a split picture—Ralph Lauren shines, Peloton slims down, and Saks Global faces supplier frustration. And in the aisles, brands from Bath & Body Works to Anthropologie are making bold plays to capture new audiences in a competitive market.
We also take a deeper look into Zebra’s 17th Annual Shopper Study.
Let’s get into it…..
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