This Week in Retail #98

Boardroom exits, brand sales, and a growing split between value and luxury reshape the retail landscape.

Hey Friends,

We are entering fall with a mix of bold leadership moves, high-stakes acquisitions, and early plays for holiday spending. From Foot Locker’s sweeping executive shake-up under Dick’s Sporting Goods, to Amazon’s push to capture consumers ahead of Black Friday with Prime Big Deal Days, the pace of change is accelerating. Meanwhile, strategic deals, like VF Corporation’s sale of Dickies and Bed Bath & Beyond’s Kirkland’s Home acquisition, show how retailers are reshaping portfolios to stay competitive. At the same time, economic headwinds and shifting consumer behavior continue to pressure both ends of the market, driving innovation and sharpening the divide between value and luxury.

Let’s get into it…..