The Robin Report

The Robin Report offers valuable insights and perspectives on important subjects within the retail apparel and consumer product sectors. It provides thought-provoking and impartial analysis on various aspects of retail, brands, and consumer goods, while addressing broader industry challenges, trends, and consumer habits. You can find all of this content exclusively at TheRobinReport.com. Furthermore, The RR also hosts executive briefings and organizes industry events.

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Brian Cornell: The Sequel?

1 week ago | therobinreport.com | Warren Shoulberg

First things first: Brian Cornell has been an incredible CEO at Target for most of his time leading the retail chain since he joined in 2014. People forget how lost Target was a decade ago and what Cornell did to rebuild the company and turn it into perhaps the best retailer in America for much of his stint. But that was then…and this is now.
Gen Z's Nostalgic Trend Has No Chill for Fakes

1 week ago | therobinreport.com | Mark Faithfull

Gen Z is many things, and topping the list right now is sentimental purchasing power. The trend reflects a longing for simpler, slower times when things seemed safer and more secure. Gen Z demands authenticity and uniqueness and although they may be deeply immersed in the digital world, wearing vintage outfits, listening to old-school music and even resurrecting classic technology tap into their self-expression.
Printemps New York High Concept: Will It Work?

1 week ago | therobinreport.com | Marie Driscoll

Now that the launch dust has settled, we’re taking a look at Printemps New York and its entrance into the U.S. with a luxe retail concept built around hospitality, aspiration and imagination. Retailers and vendors alike have invoked Chicken Little’s mantra, “The sky is falling” for the last dozen or so years as technology’s disruption has rendered retail models flawed, archaic and irrelevant. Online has captured a growing wallet share and store traffic has declined.
Family-Owned Boscov’s, Von Maur Are Sleeper Success Stories

2 weeks ago | therobinreport.com | Warren Shoulberg

This file is licensed under the Creative Commons Attribution-Share Alike 4.0 International license. “It’s not exactly a big fat secret that department stores are becoming an endangered species. Once king of the retail world, their market share has been reduced to at best 2 percent according to recent estimates.
Joann’s Bankruptcy: A Failure of Imagination

3 weeks ago | therobinreport.com | Sanford Stein

Joann Fabrics and Crafts has fueled the imaginations of its loyal customers for eight decades. Regrettably, now that it has become just another moribund brand it’s sad to think that Joann’s leadership simply lacked the insight and imagination to reshape the brand to compete and prosper in the “new world” of unified commerce. But that’s what happened, along with bankruptcy.
U.S. China Tariffs: All Fluctuated Up - The Robin Report

3 weeks ago | therobinreport.com | Warren Shoulberg

The latest news that China and the U.S. have agreed to a 90-day ceasefire — albeit with tariff rates still substantially higher than before all of this started — has thrown the retail industry into yet another stage of panic as they scramble to see if they can get merchandise into stores (and consumer hands) for the holiday season. And if they can do it at tariff-impacted prices that may still be unacceptable to an increasingly shell-shocked shopper.
Westfield’s Last of Its Kind

3 weeks ago | therobinreport.com | Mark Faithfull

Written off, consigned to the dustbin of time amid the clamor for all things new and digital, and a property asset class that almost no real estate investor wanted to touch, there’s just something about shopping centers that consumers won’t let go of. For URW, and mall developers as a whole, the age of ground-up development is probably all but over in Europe. Instead, the big deals over the past 12 months have seen IKEA’s property arm snap up centers in Brighton, Paris and Munich.
Understanding Generational Shopping Habits

4 weeks ago | therobinreport.com | Phil Lempert

If you don’t understand what your customers want, how can you serve them and stay competitive? We are living in an era with four generations in the workforce and as consumer forces in the marketplace. Make that five generational shopping habits if you add in the Alphas who are also shopping in retail stores. Retailers must remain informed about, agile and responsive to changing consumer preferences.
LVMH Spends Its Way to Be Top of Mind

1 month ago | therobinreport.com | Marie Driscoll

What do you do when you’re in a slump? You double down on creativity and imagination to overcome the odds with optics. Say, for example, you’ve temporarily closed one of your signature headquarters stores in New York. Or you are in the throes of building a massive new headquarters in Paris. If you are LVMH, you go all in on “notice-me” temporary building wraps that keep the vibrancy, heritage and covetousness of your products top of mind in the cultural conversation.
Short-Term Retail Fixes for Tariffs

1 month ago | therobinreport.com | Warren Shoulberg

You really can’t argue with Joe Feldman, an analyst at Telsey Advisory Group: “We are spending a lot of time on something that continues to change and is rapidly changing. It’s not even worth trying.” Ever-changing, ever-chaotic, ever-devastating, the Trump Tariff Tsunami represents the biggest challenge American businesses have had to deal with certainly since the pandemic but probably stretching back even further to at least the 2008-2009 Great Recession … and maybe longer.