Retail Strategies & Supplier Insights

Valentine’s is one of those holidays that looks small on the calendar… until you feel it in the PO volume. For 2026, the National Retail Federation (NRF) expects Valentine’s spending to hit a record $29.1 billion, with shoppers budgeting $199.78 on average.

Late January is when many supplier teams have the same quiet moment. You look at Q4 shipments and sales. You feel good about demand. Then you look at the bank balance… and it doesn’t match the story. That gap isn’t bad selling. It’s netting. It’s the reality that in retail, revenue can be real and still not be cash—at least not yet.

Discover how to build a Retail Compliance Operating System to control compliance issues. Learn Retail Compliance strategies for 2026 success.

In the first quarter (Q1), promotions are enforced by systems, not people. Here’s how suppliers stop short pays, billback chaos, and trade spend leakage before it repeats all year. Trade spend is one of the biggest checks you write all year. And in Q1 (first quarter), it has a bad habit of turning into a second job—because the retailer’s system starts “auditing” your promotions for you. Not with a person. With rules.

Google announced the Universal Commerce Protocol (UCP) —an open standard designed to enable AI “agents” to communicate with retailers and commerce platforms throughout the purchase journey. And it didn’t show up alone. Google highlighted partnerships with  Walmart, Shopify, and Target  (among others), with the goal of letting customers complete purchases in  Google Search and Gemini  without hopping between apps and retailer sites. If you supply retail, here’s the simple take

Trade spend is supposed to buy growth. In Q1, it often buys you something else: confusion, short pays, and weeks of “Can you resend the backup?” If you’ve ever looked at a deduction and thought, “We already funded that promotion… why are we paying again?”—welcome to the club. Why this matters more than ever in 2026 Retail is entering 2026 with shoppers still seeking value. Retailers are leaning into deals, private label, and “dupes,” and they’re getting more aggressive about

Discover how the blocked Kroger merger impacts the grocery landscape, with Walmart emerging as a key player. Explore the Kroger merger dynamics.

You can have a strong sales year and still feel broke. That usually means one thing: money is leaking out after the sale—through deductions, chargebacks, and short pays.

If 2026 had a supply chain slogan, it would be: “Nice single-source you’ve got there. Hope nothing happens.” Most suppliers don’t dual-source because it’s fun. They do it because retail punishments for inconsistency are real: out-of-stocks, missed promotions, and sometimes lost shelf space.

2026 looks like a year of modest top-line growth, more challenging profit math, and more “systems-driven” retail. Translation: retailers will still want growth, but they’ll increasingly demand it through automation, tighter compliance, and pay-to-play visibility.

If you’re a retail supplier, 2025 probably felt like you were fighting margin with both hands tied behind your back. Not because demand disappeared. Not because your product suddenly got worse.

Nearly 203 million consumers shopped during the five-day Thanksgiving–Cyber Monday weekend—a record. More orders, more shipments, more exceptions. And that means more chargebacks. If November and December are when sales spike, January is when the chargebacks show up in your inbox. The trick is not just to pay them and move on, but to treat them like a free consulting report from your retailers.

From the outside, Black Friday is all about doorbusters. From your side of the table, it’s about something way less glamorous: data integrity.

If retail felt slow this year, you’re not imagining things. Big banners plan category resets months ahead; most categories are refreshed at least annually.

Product photography isn’t decoration. It’s conversion, returns, and compliance—rolled into pixels.

Private label (store brands) isn’t “coming.” It’s here—growing, confident, and better funded than ever. In 2024, U.S. store brands set record shares and surpassed $270B in sales; 2025 projections push even higher.

SNAP is moving. Not just the dollar amounts—but timing, eligibility, and how shoppers use those dollars. If you sell food and beverages, you’ll feel it. Some of it will be a breeze at your back. Some of it? A headwind.

You’ve got a fantastic product—the DTC store hums. Reviews are glowing. Now you want a spot on a national shelf. Good—know the bar keeps rising. Retailers are fielding more pitches while private label grabs a record share, making differentiation and execution non-negotiable. (In the first half of 2024, store brands hit 20.4% dollar share  and 22.9% unit share  in the U.S.) And competition for buyer attention is real. Walmart’s 2025 Open Call alone welcomed 500+ entrepreneurs

Walmart’s Next Play: Trends Suppliers Must Ride Walmart isn’t just remodeling stores—it’s rebuilding the operating system of U.S. retail. From a “store of the future” blueprint in Texas to AI-powered shopping and exit tech, the world’s largest retailer is wiring digital into every aisle, endcap, and app screen. If you sell to Walmart (or want to), here’s what’s changing—and how to line up your game plan now. What Walmart is building (and why it matters) A flagship “store of t

If Congress misses the October 1 funding deadline, parts of the U.S. government will shut down. Essential services will keep running, but...