This Week in Retail #91

High Stakes of Staying Relevant

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…..