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Retail Daily
AUGUST 25, 2026
In this edition:
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EMARKETER SUMMIT
Last chance for discounted tickets
Join us September 15 at City Winery NYC for The Future of Digital. Hear new EMARKETER research, a deep dive on AI visibility, and exclusive insights from analysts Stephanie Paterik, Sky Canaves, Nate Elliott, Blake Droesch, and more. Register before prices go up. Qualified registrants can apply to attend free.
TOP STORY
Mike and Ike’s new esports initiative gives lessons for retailers on Gen Z spending
Mike and Ike's new campaign, “We Got’chew,” celebrates the brand’s longstanding commitment to esports while also giving a playbook for connecting with younger consumers.
Three quarters (76.3%) of esports fans have made purchases in the last year directly related to esports, according to a May Niko Partners survey.
The opportunity to drive sales among younger Gen Z consumers is one reason why the global esports market is projected to reach $5.1 billion, according to Statista’s estimate reported in EMARKETER.
IN THE NEWS
Retailers may be stuck with a broader cost shock than any one tariff battle. The US-Canada trade relationship is in trouble, making it tougher for retailers to plan in an already uncertain environment.
Temu and Shein are running into the limits of price-led growth. Regulation, tariffs, and rising customer-acquisition costs are putting growing pressure on the economics of low-cost, cross-border Chinese ecommerce platforms like Shein and Temu.
Walmart doubles down on fashion as store sales slow. Walmart is introducing a private apparel label, Scenario, as it looks to strengthen its appeal to cost-conscious yet fashion-forward shoppers, per The Wall Street Journal.
ANALYSIS
Marketing's AI agents are only as good as the data they're built on
"AI can be extremely powerful, but it can also be problematic if you start with that technology," Nick Craig, head of go-to-market at Rokt mParticle, said on a recent episode of "Behind the Numbers." "Start with the use cases, start with the value, then let AI take hold as the enabler to reach it."
Downstream AI tools, from creative generation to campaign orchestration, are becoming commoditized and crowded as marketing platforms rush to add AI capabilities. The real competitive advantage lies not in having AI, but in the quality and comprehensiveness of the customer data that trains these AI agents.
QUIZ
Which generation is more likely to support companies that utilize personalized pricing, the practice of charging different users different prices for the same product based on their third-party personal data?
A) Baby Boomers B) Gen X C) Millennials D) Gen Z