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Ranked by the pour ISABELLA'S ISLAY HENRI IV MACALLAN 1926 LOUIS XIII PAPPY 23 JOHNNIE BLUE WELL POUR
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Issued Thursday, August 27, 2026 · 21:00 UTC Edition Every 3h · 6 papers From the chopped neck Latest Issue Archive Corporate AccountsArt Forgotten
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From the desk Why Banks Are Losing the Room The Mathematics of Missing Each Other Biggest Brands in Media: They Spend Earlier
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Pinned · Editor's pick

Why Banks Are Losing the Room

The fee story and the rate story are well covered. The vendor estate banks and their suppliers gorged on in the eighties and nineties is still running, largely unexamined, and it is the part that will not survive scrutiny.

The vendor estate banks and suppliers built in the eighties and nineties is still running on original agreements: accountability that cannot be outsourced, regulators conceding banks cannot leave, oversight by questionnaire rather than custody record, and permissions over shareholder data written before the data existed.

Read the full analysis →
ISABELLA'S ISLAY Distribution Play Aug 27, 5:02 PM EDT
Bath & Body Works
Glossy ↗

Amazon sales tripled in Q2 2026, offsetting flat store performance

Bath & Body Works reported Amazon sales had tripled, per Glossy, despite overall net sales down 2.3% to $1.5 billion in Q2 2026.

ReadingThe steal: a mature brand with strong repeat buyers and low SKU complexity (soap, lotion, spray) does not need owned channels to scale—it needs to be where the buyer is already shopping. Plug into Amazon, Walmart Marketplace, or Target+ and let platform search and recommendations do the work. No paid ads, no new customer acquisition, just supply to demand already priced and ready. Test one seasonal fragrance (pumpkin, holiday) on Amazon, measure the return rate, then roll the full line. Repeat every quarter.
WatchWatch for Bath & Body Works testing Amazon Fresh or Prime Pantry for smaller sizes and trial packs.
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distributionmarketplaceecommerceseasonality
HENRI IV Distribution Play Aug 27, 5:02 PM EDT
Hollister
Glossy ↗

Target partnership brought new customers and drove Q2 growth beyond apparel

Hollister's first significant U.S. wholesale and category expansion through Target performed above expectations and reached new customers, per Glossy.

ReadingThe steal: wholesale partnerships work best when the new category sits adjacent to the brand's core, not as a desperate line extension. Hollister moved into home and accessories through Target because those categories live in the same shopping trip—the buyer is already there for clothing and stays for bedding or desk goods. Pick a wholesale partner whose customer profile matches your brand's adjacency, not one that simply has square footage. Test one category (home goods, accessories, beauty) in a single banner, measure attach rate to apparel, then expand. Do not ask for endcaps or floor space—let the category perform on shelf.
WatchWatch for Hollister rolling home goods into other banners or testing into beauty and wellness categories.
Read full analysis → Original ↗
wholesaledistributioncategory-expansionretail
MACALLAN 1926 Brand-Story Play Aug 27, 5:02 PM EDT
Starbucks
Marketing Dive ↗

Martha Stewart's social ads reframe 'basic' as a strength, not a weakness

Starbucks partnered with Martha Stewart to answer whether the Pumpkin Spice Latte is 'basic' in new social content, per Marketing Dive.

ReadingThe steal: when your bestseller gets mocked (or called 'basic'), do not argue—reposition by aligning with someone whose taste is beyond question. Have that person endorse the product not as underrated but as unapologetically good. Starbucks could have run defensive ads about flavor or quality; instead, it used a cultural icon to say 'yes, and.' Run one social series with a known figure saying 'this thing everyone buys is actually the move,' film it conversational and low-stakes, then measure sentiment shift. The copy should sound like the endorser is answering a friend, not selling.
WatchWatch for Starbucks extending this into broader seasonal campaigns using unexpected celebrity taste-makers.
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celebritypositioningsocialseasonal
LOUIS XIII Community Play Aug 27, 5:02 PM EDT
Dr Pepper
Marketing Dive ↗

Fansville campaign stays relevant and drives measurable outcomes year after year

Dr Pepper's Fansville campaign has remained a driver of outcomes through continuous content and story development, per Marketing Dive.

ReadingThe steal: a campaign that lasts more than one quarter needs to be a story, not a message. Fansville works because it has characters, conflict, and a reason to check back. Build your campaign with a hook that demands a next episode—a cliffhanger, a character the audience cares about, a mystery. Run one two-minute episode per month; measure return viewers and sentiment, not impressions. Cost sits in production and distribution, not media buy. The product appears as a natural part of the world, not an interruption.
WatchWatch for Dr Pepper expanding Fansville into podcasts, short-form clips, or gaming partnerships.
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entertainmentretentionbranded-contentsocial
PAPPY 23 Brand-Story Play Aug 27, 5:02 PM EDT
Gap Inc.
PRNewswire ↗

Comparable sales down 1%, but Old Navy gets new leadership push

Gap Inc. reported Q2 net sales down 2%, comparable sales down 1%, but announced Michael Francis as new President and CEO of Old Navy, per PRNewswire.

ReadingThe steal: when a subsidiary underperforms, leadership change signals urgency to customers and investors before any product change lands. A new face brings new permission to shift positioning, pricing, or distribution. Announce the hire first, let sentiment settle, then roll out the strategy over 90 days. Do not hide the transition—use it as an inflection point in your brand story. Old Navy now has license to experiment because 'new leadership' is the cover story.
WatchWatch for Old Navy announcing new product lines, pricing, or distribution strategy within the next quarter under Francis.
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retailleadershipturnaroundpositioning
JOHNNIE BLUE Event & Experiential Aug 27, 5:02 PM EDT
Fashion brands (Pilates, wellness partnerships)
Glossy ↗

Fashion brands host pilates classes and sell juices—crossing into wellness

Over recent months, fashion brands have launched IRL marketing campaigns leaning into wellness: pilates classes and healthy juice, per Glossy.

ReadingThe steal: if your core product is lifestyle-adjacent (fashion, beauty, wellness), add a free or low-cost experiential touchpoint that keeps the customer in your space longer than a transaction. A pilates class, a juice bar, or a skincare workshop does not need to be profitable—it just needs to extend the visit and build habit. Pick one experience that aligns with your audience's identity (not random), staff it with a known instructor or partner, then run it monthly at one location. Measure repeat store visits and attach rate, not class revenue.
WatchWatch for fashion and beauty brands adding subscription models around these classes (unlimited monthly membership tied to store access).
Read full analysis → Original ↗
experientialretaillifestyleretention
WELL POUR Brand-Story Play Aug 27, 5:02 PM EDT
Build-A-Bear
Retail Dive ↗

Build-A-Bear fires chief growth officer as earnings and sales miss

Build-A-Bear dismissed its chief growth officer as earnings fell flat and sales missed expectations, per Retail Dive.

ReadingThe steal: watch this space. When a retailer with strong brand equity and repeat customers (families, children) fires a growth officer, it often means the previous strategy (discounting, overexpansion, or customer acquisition at margin cost) failed. The next move is usually either disciplined margin focus or format innovation. Build-A-Bear will likely announce store closures, price increases, or new revenue streams (licensing, digital) within the next 90 days. Set a calendar alert for their next earnings call.
WatchWatch for Build-A-Bear announcing store closures, pricing changes, or new licensing partnerships in the next quarter.
Read full analysis → Original ↗
retailleadershipperformancewatch
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