TRD Issue 95 - Briefing: Why Even Microsoft Can't Win Everything
Microsoft exits retail media, Japan kills convenience store cafés, TikTok Shop's billion-dollar problem and FinTech battle in PH.
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TRD Issue 94 - Briefing: Meta Sees, FedEx Ships, DoorDash Calls, The Platform Transformation Race
Meta adds image capabilities to Llama AI as FedEx and DoorDash launch full commerce platforms. Walmart tests 3D printing while retailers battle discount fatigue.
TRD Issue 93 - Briefing: Meta AI Hits 500M Users as Amazon Expands Off-Platform
Meta AI reaches 500M users as Amazon's off-platform shipping surges 70%, likely driven by TikTok Shop. Retail boundaries blur while tech giants bet on AI assistants and smart wearables.
TRD Issue 92 - Briefing: How AEON and Walmart Are Outlasting Disruptors
Legacy retailers reinvent while challengers stumble: AEON turns 50, Temu falters, Slack goes AI.
TRD Issue 91 - Briefing: How a Single AI Image Changed Everything for One Lucky Startup
From supermarket shelves to viral Adidas deals, plus Walmart's StockX partnership bringing street style to the masses.
TRD Issue 90 - Briefing: Meta AI Surges to 400M Users, Walmart's Bold Amazon Challenge
Meta AI reaches 400M users, Walmart expands the marketplace with Premium Beauty, and Temu faces headwinds. Plus, retail media networks are under fire for strong-arm tactics.
TRD Issue 89 - Briefing: Meta's AI Strategy, Walmart's Unique Position, and E-commerce's New Reality
Meta's Llama faces cloud adoption challenges as e-commerce software startups pivot business models. Meanwhile, TikTok's "super-app" ambitions threaten specialized platforms.
TRD Issue 88 - Briefing: Google’s AI Integration, Walmart’s AI Magic, and Japan’s Chain Convenience Stores
Discover Walmart's generative AI leap, Android’s integration strategy, and Japan’s evolving convenience store landscape with 7-Eleven and Lawson.
TRD Issue 87 - Briefing: Gen AI disrupts Amazon, Target’s grocery boom, and new influencer playbook
Amazon's AI sparks seller backlash, Target's grocery hits $24B, influencer marketing evolves, and social platforms Pinterest, Reddit woo marketers.
TRD Issue 86 - Briefing: The AI Race, Supreme’s Brand Crisis, and the Next Big Retail Trend
AI is transforming retail, Supreme is losing its edge, and Vietnamese coffee is trending. Here’s what’s shaping the week ahead.
TRD Issue 85 - Briefing: Surveillance Pricing, Social Commerce, and Luxury's Slowdown
FTC investigates AI pricing practices, LVMH signals luxury slowdown, Temu merchants protest fines, and social platforms seek new revenue streams with publishers.
TRD Issue 84 - Briefing: Meta, Google, and Amazon Lead Major Market Moves in AI and Digital Health
Meta releases its largest open AI model while Google keeps cookies alive. Amazon expands its digital health presence as tech giants make strategic moves in AI and privacy.
TRD Issue 83 - Briefing: AI Agents, EssilorLuxottica-Supreme Deal & The RMN Gold Rush
Inside AI agents' murky definition, EssilorLuxottica's streetwear gambit, the truth about consumer spending, and why every company suddenly wants to be an ad network.
TRD Issue 82 - Briefing: Retail's Premium Push + AI's Limitations
In an inflationary market, leaders like P&G and Unilever bet on premium pricing. Plus: Why today's AI has its limitations.