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Briefing

TRD Issue 83 - Briefing: AI Agents, EssilorLuxottica-Supreme Deal & The RMN Gold Rush

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

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.

TRD Issue 81 - Briefing: Amazon Goes Temu, FamilyMart Expands in Retail Media

TRD Issue 81 - Briefing: Amazon Goes Temu, FamilyMart Expands in Retail Media

When giants pivot, markets shake. Amazon's copying Temu, Nike's reversing course, Oracle's cutting losses, and FamilyMart in Japan expanding retail media.

TRD Issue 80 - Briefing: Premium beauty brands embrace Amazon, China's EC goes global, SEA tightens EC rules

TRD Issue 80 - Briefing: Premium beauty brands embrace Amazon, China's EC goes global, SEA tightens EC rules

From Amazon's beauty surge to retail media's evolution: how luxury brands embrace e-commerce, Meta's AI challenges, and Asia's changing retail landscape reshape digital commerce.

TRD Issue 79 - Briefing: Financial Firms Join Ad Race, Amazon Sellers Adapt, as APAC Embraces Seamless Retail

TRD Issue 79 - Briefing: Financial Firms Join Ad Race, Amazon Sellers Adapt, as APAC Embraces Seamless Retail

From fintech's ad ambitions to Amazon's fee shake-up: How retailers and platforms find new revenue streams as APAC retail evolves toward seamless commerce.

TRD Issue 78 - Briefing: Gen Z's Thrift, Temu's Rise, and Apple's Boring AI Edge

TRD Issue 78 - Briefing: Gen Z's Thrift, Temu's Rise, and Apple's Boring AI Edge

Gen Z flocks to off-price retailers, Temu challenges Amazon, Apple's practical AI gains traction. ByteDance cuts jobs, and Watsons expands stores in Asia's evolving retail landscape.

TRD Issue 76 - Briefing: Elon’s xAI, Retail Price Wars, Recovery Signs, and Digital Disruptions

TRD Issue 76 - Briefing: Elon’s xAI, Retail Price Wars, Recovery Signs, and Digital Disruptions

Retailers slash prices as foot traffic rebounds. Amazon leads online, but Walmart gains ground. DTC brands pivot strategies. Adani eyes e-commerce expansion in India.