Coverage of retailing as a business: store estates and closures, online fulfillment costs, assortment decisions, own-brand ranges, and the real depth of a promotion. Figures come from company filings and price tracking. Read by category managers, suppliers negotiating terms, and analysts covering the sector.
Coverage of retailing as a business: store estates and closures, online fulfillment costs, assortment decisions, own-brand ranges, and the real depth of a promotion. Figures come from company filings and price tracking. Read by category managers, suppliers negotiating terms, and analysts covering the sector.
"Shrink" bundles theft with clerk error and damaged goods, which is why the industry's $100-billion crime headline deserves a careful read before it becomes policy.
Henrik Larsen · January 31, 2026
The Census Bureau's ratio of stock to sales is the sector's simplest stress gauge — and its post-pandemic swings showed how costly the wrong inventory level is on both sides.
Henrik Larsen · January 8, 2026