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SEPTEMBER 8, 2025 |
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True or false? A majority of consumers plan to use AI for holiday shopping this year. |
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TOP STORY |
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Target's appointment of internal veteran Michael Fiddelke as its next CEO has sparked debate among investors and analysts about whether an insider can turn around the struggling retailer after nearly three years of disappointing performance. |
"You'd think that in order to create something of a counter-narrative to the fact that sales have been so bad, bringing in a fresh new face might be sort of a temporary insurgence into re-energizing the company a little bit," said our analyst Blake Droesch on a recent episode of " Behind the Numbers." |
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IN THE NEWS |
Trading card boom benefits Target, Walmart, eBay. Trading cards are on track to become a billion-dollar business for Target this year. Read online |
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Other headlines: |
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Lululemon warns de minimis removal will hit profits hard. The removal of de minimis will account for nearly 80% of the retailer’s estimated $240 million tariff hit this year. Read online
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CVS bets on health system tie-ups to give retail healthcare new life. CVS is expanding primary care services at its MinuteClinics via partnerships with health systems, per Modern Healthcare. Read online
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Say bonjour to Amex’s newest airport lounge in Montréal. American Express debuted a co-branded airport lounge at YUL Montréal-Trudeau in partnership with Aspire Executive Lounges, per a press release. Read online | | | |
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ANALYSIS |
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While consumers are always looking for more efficient ways to shop and engage with brands, they aren't always ready to trade that efficiency for relinquished control. Marketers seeking to enhance engagement with AI have an evolving tightrope to walk. |
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83% of companies said they are now actively integrating AI into their customer experience programs, per SupportNinja’s 2025 report.
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That said, preference for human connection is the top reason US consumers prefer to deal with real people than AI search, per a December Pearl survey. |
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