Articles on
Finance
Kroger’s Consolidation Polycrisis
Phil Lempert
July 7, 2026
Another grocery chain, another acquisition. Now that Kroger has bought Giant Eagle, is it a smart consolidation, or a company desperately spending money it doesn't ...
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TJX, Burlington, and Ross Blow Out Retail
Warren Shoulberg
June 24, 2026
Revenues for the Big Three off-price retailers exploded by $2.5 billion in their first quarters. Why?
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Is Using Cash Cringe to Gen Z?
YPulse
June 17, 2026
Recent headlines say Gen Z believes cash is no longer “cool” to use and that they’re all about digital payments. But many Gen Z still ...
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Dynamic Pricing: Retail’s Poison Pill
Matt Hasan
June 15, 2026
The current retailer enthusiasm surrounding dynamic pricing (think Amazon, airfares, and supermarkets) assumes the consumer behaves as a rational negotiator who will calmly accept a ...
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GameStop: The Robin Report Retail Miss of the Week, 05. 9. 2026
Warren Shoulberg
May 9, 2026
Ryan Cohen always has big ideas. Some like Chewy.com, the successful pet products online retailer that he co-founded and eventually sold for $3.35 billion, turn ...
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Three Things QVC Needs to Do Post-Bankruptcy
Warren Shoulberg
April 27, 2026
Once the red-hot darlings of the retail business, TV shopping networks faded from relevance in the marketplace and became reruns and retreads. Is it too ...
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Amazon: The Robin Report Retail Miss of the Week, 4. 25. 26
Warren Shoulberg
April 25, 2026
Amazon has this hate-hate relationship with its customers; many hate it first for its behemoth size and then for its pricing which is often much ...
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Retailers: Pay Better Attention to the K!
Pam Danziger
March 31, 2026
Consumers are not moving in lockstep according to where they sit in the K. High-income consumers can be more financially fragile than they appear, while ...
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