What Shein, Walmart, Authentic Brands, and Roberto Cavalli Tell Us About Retail Right Now

This week’s biggest fashion stories all pointed to the same uncomfortable truth: brand equity means less when economic pressure starts rewriting the rules. From Everlane’s sale to Shein to Walmart signaling increased strain on the American consumer, the headlines exposed an industry grappling with a deeper identity crisis, one where authenticity, ownership, and consumer trust are increasingly colliding with financial reality.

Eye on the Corner Office: KnitWell’s Patrick Walsh on the One Thing AI Can’t Replace in Retail

Half of consumers are now using AI to discover products. Half of those are using it to make the actual purchase decision. AlixPartners’ data points to what separates the retailers best positioned to meet that moment: the ability to make human connection scale.

Naveen Tewari on Agentic Commerce, the Future of AI Shopping and Why the Purchase Journey Is About to Change

The founder behind one of the world’s largest mobile advertising platforms has a new bet: that AI will remake the entire purchase journey — and that the brands moving now will have an outsized advantage.