By Sonal Gandhi
Chief Content Officer at The Lead
Physical retail bounce back is in the news this week – retail vacancies are at a 10-year low, online-only holdouts like Revolve open their first store and Ace Hardware is investing $1 billion in experiential retail. Not surprising, location analytics provider, Placer.ai, has raised a new round of funding at a $1.5B valuation.
● Retail vacancy rates have slipped to a 10-year low in the US and rents continue to rise globally. Slow rate of new construction and retail developments coupled with increase in demand from restaurants and other service businesses had led to the tight market of retail space for retailers. (Business of Fashion)
● Facing declining sales and tumbling shares, Revolve is opening its first permanent store in Aspen after a successful pop-up, signaling a shift from its influencer-driven online model to meet growing consumer demand for in-person shopping. (Business of Fashion)
● Ace Hardware is preparing to launch a new experiential store model and plans to invest over $1 billion to add the concept to its new and existing stores over the next five years. Key changes include adding store-in-store brand showrooms; new product assortments; a flagship store model featuring an outdoor space with a live goods display; and enhanced customer service. (Retail Dive)
● Trend forecaster WGSN launched an AI-based platform for fashion buyers to help them understand product direction, key trends and how deeply to invest in specific styles. It aims to unite pre-planning, development and in-season insight to ensure accuracy and efficiency in both planning and production. (WWD)
● Cosmetics giant Unilever has built over 500 AI capabilities across its global business and recently launched several diagnostic and personalization tools. One example, Unilever-owned Dove offers a virtual AI-powered Scalp and Hair Therapist on its website that provides diagnostic scalp and hair-care recommendations to consumers who take a 12-step scalp and hair assessment. (Glossy)
● Scores of chain drug stores that once anchored shopping hubs across New York City remain shuttered even as much of the city’s storefront real estate has bounced back. Many could stay that way for years to come, because of ironclad leases, the difficulty of finding new tenants for the sprawling spaces and seismic shifts in the drugstore business. (NY Times)
Financial Moves Powered by MMG Advisors
VP of Marketing – New York, NY
Social Media Manager, Beauty – New York, NY
Project Manager Director – Packaging – New York, NY
Designer | Beauty – New York, NY
Graphic Designer | Sports – Fort Lauderdale, FL
Freelance Digital Asset Manager – San Francisco, CA | Remote
Career Moves Powered by JBC
PRESENTED BY —
The Indicator | October 17th, 2025 By Sonal Gandhi Chief Content Officer at The Lead OpenAI’s shopping platform ambitions are on display again this week, with a newly announced partnership with Walmart following the one with Shopify last week. Meanwhile, QVC is experiencing significant growth on TikTok and
The Indicator | October 10th, 2025 By Sonal GandhiChief Content Officer at The Lead In this week’s highlights, Pacsun partnered with Modelo Especial to launch their joint Día de los Muertos collection, Gap launched a creator affiliate and advocacy platform and Stitch Fix introduced a new feature allowing
The Indicator | October 3rd, 2025 By Sonal Gandhi Chief Content Officer at The Lead Most talked about news this week was the Shopify integration with ChatGPT to enable checkout from within the generative AI platform. The Manhattan borough of NYC is attracting new brands like IKEA and
