Weekly Industry Brief: 9.4.2018

It’s that time: back to school, back to work, back to reality. And for my retail friends, this basically means the holidays are here, so….Happy Holidays!

Here is a recap of industry news from the last week.  Sources are in the hyperlinked text after the headline.  Next week I’ll be back to Monday posting!

Brands and Retailers

  • Ulta shares hit 52-week high after announcing Kylie Cosmetics will be in stores by the holidays.  CNBC
  • Hard lessons breathe new life into retail stores.  The New York Times
  • Amazon strikes $1T market cap, four weeks after Apple did the same.  TechCrunch
  • Urban Outfitters gains as it launches a new vision for Anthropologie.  Forbes 
  • How haircare and skincare brands won Amazon Prime Day.  Glossy
  • Sales soar 27% at American Eagle’s Aerie.  The Wall Street Journal
  • Campbell Soup to sell international business and fresh unit.  The Wall Street Journal
  • Kroger expands Instacart home delivery to half its stores nationwide.  USA Today
  • The revamped Tiffany flagship will have more sales and VIP space.  Bloomberg
  • Inside J.Crew’s new CEO’s plans to revive struggling chain.  Fashionista
  • FAO Schwartz to return with store based on experience.  The Wall Street Journal
  • Walmart will have 30% more toys in stores this holiday.  CNBC
  • Target is already thinking of expanding Heyday, it’s first-ever consumer electronics brand.  Forbes

Marketing and Social Media

  • Can Instagram save offline shopping?  The Economist
  • Instagram is driving jewelry sales.  Retail Dive
  • Celine unveils a new logo.  Vogue
  • Tricky ads from a vitamin company that talks up openness.  The New York Times
  • Assessing the fallout – good and bad – from Nike’s Kaepernick ad.  AdAge
  • What happens when Facebook mistakenly blocks local news stories.  Wired
  • Inside Twitter’s long, slow struggle to police bad actors.  The Wall Street Journal
  • Sources say Instagram is building a standalone app for shopping.  The Verge
  • Kylie Jenner joins Adidas as latest brand ambassador.  Forbes
  • Can a festival help Zalando build a memorial brand? The Business of Fashion
  • New video ad gives brands a way to promote deals on Amazon.  AdAge 
  • Snapchat’s latest ecommerce play sells out again, this time with Adidas.  AdWeek

Startup + Emerging Tech + Acquisitions

  • Apple buys Denver startup building waveguide lenses for AR glasses.  TechCrunch
  • Dyson moves ahead on $2.6B electric car plan.  Bloomberg
  • Kroger to open innovation center at  University of Cincinnati.  Market Watch
  • The rise of giant consumer startups that said no to investor money.  Recode
  • Narvar raises $30M in new funding.  The Wall Street Journal
  • New Balance turns to AI.  Fast Company
  • How apparel store are innovating.  AdWeek


  • Inside Alibaba’s new kind of superstar: robots, apps and overhead conveyor belts.  CNBC
  • Tommy Hilfiger’s pivot to Asia.  The Business of Fashion
  • The booming male KOL market on Little Red Book.  Jing Daily
  • Alipay: Alibaba’s $150B moat.  Seeking Alpha
  • Amazon launches a Hindi language version of its site and app.  Fast Company

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