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Michaels has introduced a digital frame builder that uses 3D and augmented reality to help customers design and preview frames. The retailer also partnered with Architectural Digest for a new moulding line and continues to enhance its in-store framing experience.

Walmart reported strong Q2 FY27 results, with e-commerce sales up 24% and now representing over 23% of U.S. mix. CFO John David Rainey highlighted the evolving role of stores as omnichannel fulfillment hubs. Despite headwinds from maximum fair price regulation, the company raised its FY27 net sales guidance to 4-5% growth.

Lululemon confirmed that Chief Communications Officer Bill Chandler will leave on Sept. 4. The departure follows the recent exits of Chief AI and Technology Officer Ranju Das and Chief Strategy Officer Rachel Acheson. Analysts express concern over C-suite turnover as incoming CEO Heidi O'Neill prepares to take the helm on Sept. 8.

TJX 公司第二季度美国核心业务 Marmaxx 同店销售仅增长 1%，远低于预期。管理层归因于商品组合失误，但分析师认为，促销竞争加剧、消费者价格敏感度上升以及竞争对手的强势表现，可能共同导致了这一罕见失手。

According to a new Circana report, U.S. toy dollar sales increased 17% year over year in the first half of 2026, marking the strongest first-half growth in six years. Unit sales rose 12%, and average selling prices climbed 4%. Adult-only households contributed 55% of sales, while purchases for teens (ages 12–17) surged 33%. The report highlights the growing role of toys as hobbies and social experiences, with women driving over half of industry growth in a separate Circana study. Mattel and Hasbro both reported significant revenue gains in their latest quarters.

Amazon will expand its Prime Air drone delivery service to nearly 500 U.S. cities and towns by the end of 2026, a sixfold increase from its current footprint. The company announced new metro launches in Atlanta, Chicago, Cleveland, Boise, and Syracuse, among others. The service delivers millions of items in as fast as 30 minutes, with most deliveries occurring within an hour. Amazon faces competition from Walmart and DoorDash in the fast-delivery race.

Lowe's 周三下调全年业绩指引，预计业绩将处于此前发布指引区间的低端。该公司称，DIY 客户支出回落是调整预期的主要原因。

Kohl's on Wednesday introduced additional back-to-school promotions, including discounts up to 50% and Kohl's Cash opportunities, following last month's 'thousands of products under $25' campaign. While Placer.ai data shows store visit declines narrowed in Q2, Circana and Morgan Stanley warn of a 'moderate at best' season, despite NRF's forecast of record sales.

Symbotic has begun installing its first SymMicro e-commerce fulfillment system in a Walmart store, with operations expected to start in about six months. The deployment is part of a broader agreement for Walmart to purchase up to 400 automated systems.

Authentic Brands Group's Ted by Ted Baker subbrand launched at Macy's on Friday, offering a more casual, accessible menswear line. The move aligns with Macy's strategy to boost fashionability while preserving Bloomingdale's distinct positioning, as both banners show sales recovery.