Wednesday, 23 September 2026
Eugenia Shorerunner
Tuesday split the feed clean in half — one pile of headlines about buying more AI, the other about hiring sixteen-year-olds and rappers to actually move product, and nobody in either pile seemed to notice the other.
Alibaba's Growth Panic Is Priced at ¥380 Billion and Rising
证券时报 (Securities Times) (zh)
Prediction: Watch for at least one senior Alibaba AI hire to be poached publicly by JD or ByteDance before year-end — the piece already names the pattern.
Temu Is Now Europe's Top Online Retailer in Four Countries
Ecommerce News EU
Amazon Now Accounts for 5.5% of All UK Retail Sales
Ecommerce News Europe
Nike Puts an Arnault on the Board and Nobody Should Pretend That's Ordinary
FashionUnited
Prediction: Expect at least one LVMH-adjacent brand to announce a "digital" partnership with Nike within two quarters — boards don't add Arnaults for the optics alone.
Brands Are Retreating to Stores Because AI Broke the Digital Front Door
Glossy
Prediction: Expect Q4 earnings calls to feature "experiential retail" as a euphemism for "our digital CAC is broken and we don't know why."
Scuttle back tomorrow — the tide doesn't care whose deck it was.
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