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FEBRUARY 23, 2026 |
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In this edition: |
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TOP STORY |
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It's mid-February, which is actually when the full picture of the season comes into focus. |
“Returns are in, brands are sharing how the holidays really performed on investor calls, and before we know it, we're going to start planning for the next cycle,” said our analyst Suzy Davidkhanian on a recent episode of “ Reimagining Retail.” |
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As retailers wrap up their analysis of the 2025 holiday season and begin planning for 2026, here’s how consumer behaviors are evolving across channels and what this means for future holiday strategies. |
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IN THE NEWS |
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Brands lean on BNPL to calm sticker shock. Consumer use of BNPL is rising, driven by two different groups of shoppers: Those without access to traditional credit and middle class shoppers using installment payments for big ticket purchases. |
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Reddit tests new AI-powered shopping search feature. A subset of US users will now see interactive product carousels in search results, complete with pricing, images, and direct links to buy. |
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Aritzia brings back iconic LA retailer Fred Segal. The reincarnated store will combine a curated product assortment with immersive experiences, with the aim of creating a “dynamic lifestyle hub.” |
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ANALYSIS |
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Gap wants to prove memorable content that doubles as advertising can keep people talking about its clothes. |
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The fashion company, which also owns Old Navy, Banana Republic, and Athleta, is taking a bigger swing at entertainment with its latest hire. Former Paramount executive Pam Kaufman is stepping in as chief entertainment officer, a new role for the brand, according to a Gap statement released last week. |
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QUIZ |
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What is the most expensive grocery story chain in the US? |
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A) Shaw’s B) Whole Foods Market C) Albertsons D) Walmart |
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