The Indicator | September 18, 2026

Children’s clothing brand Carter’s is rebranding to connect with a new generation of parents and revive sales following recent sluggish performance. The update includes a new logo and marketing campaign aimed at tapping into modern parents’ values. (CNBC)

Gap Inc. announced Tuesday that Old Navy has consolidated its activewear assortment into a new subbrand, Old Navy Sport. The line delivers “performance and value” through “refreshed seasonal styles, updated colors and modern silhouettes.” According to Circana, Old Navy ranks fifth in the U.S. activewear market. (Retail Dive)

Pinterest revealed a range of ad tools and experiences for brands including Visual Search Ads that allows brands to prominently advertise their products in search results and in Pin close-ups. Advertisers can also now pick which products to prioritize during key moments, like a seasonal launch. (Modern Retail)

Dedcool is launching a NYC OOH campaign during Fashion Week featuring a $1M Mott Street pop-up, a partnership with The Elk, subway ads, wheatpastings, and Sephora events. (Glossy)

Toys R Us announced a major expansion in the U.S., with 120 new stand-alone stores opening this holiday season, the company said in a press release. Some stores will feature Creator Studios, a dedicated space where influencers and toy brands can create content. Select stores will also feature candy shops and cafes. (Retail Dive)

The global apparel supply chain is facing significant disruptions due to the Iran war, leading to rising energy, freight, and raw material costs. Prices for both synthetic materials like polyester and natural fibers like cotton have surged simultaneously, limiting brands’ ability to substitute materials. In response, manufacturers are absorbing extra costs amid thin margins, while some brands have already raised prices or are considering changes to product quality and design to offset expenses. These cost pressures are expected to hit consumer retail prices in the coming seasons, with potential price increases of 10% to 20% in basic apparel categories. (BoF)