NRF - what you won't hear on the floor

Welcome to the V spot, your home for the ecomm nearly news. It is hashtag#NRF season. All you SaaS bros and gals will be bar hopping in New York, following the Whatsapp drinking free beer and cocktails, not knowing the sponsor is - tis the season I guess :) Spare a thought for the exhibitors on the basement floor, bring them a coffee, go flash a smile, but don’t get too close, they are not used to human contact, and most likely they set up yesterday. Let’s do the news:

First Up: S&P downgrades hashtag#Saks - About f*ckin time.

Next - Target is growing their wellness assortment in a category expansion plan of thousands of new products. All under $10 too. Wow, nothing says clean health and wellness supplements like supplements under $10. I hope they get into GLP 1 and male pattern baldness too.

Next - UK news and River Island has confirmed its latest raft fo store closures. Thank God.

More UK news now. Athleisure brand Tala reported a 2.5M loss against a 20M revenue haul. A determined brand, they plan on persisting on the path they were on. Meanwhile, Primark are this week launching their biggest ever activewear collection with prices starting at £4.50. I am sure though their styles and patterns will be far more unique and innovative.

As it is NRF week, I have already covered what I might be challenged with but in my exclusive preview, here are some of the key things you might not here this week:

Did you see that keynote?

We are a unique SaaS company - we are AI atheists. It’s why we are different.

Sure, I’d love to see your demo.

Who doesn’t love 67 - my kids said it would be a great pitch… hey guy ….

Our customer data is completely secure, we never track anything.

Returns are good, we actually like them.

We finally fixed marketing attribution, for real this time.

Inventory forecasting is totally predictable now.

We just want humans to shop for the joy of it, not because of incentives.

Thanks to our awesome sponsors Omnisend - I just sent them Poitin. Not sure they know what to expect. A special thanks to Tadas Čiuberkis🕺for starting this and wishing him well at FunnelFox - Kind, fun and an interested person.

This episode is dedicated to the laughter of my good friend Hendrik Laubscher and all of the hashtag#tre hashtag#topretailexperts class of 2026 - hashtag#sorrynotsorry See y ou in NYC