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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 Wednesday, September 2, 2026 · 09:00 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.

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ISABELLA'S ISLAY Event & Experiential Sep 2, 5:02 AM EDT

First sample sale sold out 6 hours early, drew four-block line

Quince held its first-ever sample sale and sold out with a two-and-a-half hour wait time and four-block line, per Modern Retail.

ReadingThe steal: a sample sale is not inventory liquidation — it's a live demand test and a press event in one move. Run it at a high-traffic location, cap the inventory beforehand, and film the line. The wait time and sell-through speed tell you which products to scale in full production. The footage becomes content. No paid media required; the event itself is the ad.
MY STASH TAKEMost brands treat sample sales like a markdown bin. Quince ran it like a pop-up launch. A four-block line is not just retail theater — it's a documented signal that you've nailed product-market fit in a specific category, and it costs almost nothing to film and share. If you've got inventory you want to test or move, a one-day event in a real neighborhood beats drip-feeding discounts for months.
WatchWatch for Quince to announce a recurring sample sale schedule or a pop-up roadmap based on this sell-through data.
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eventretailscarcitydtc
HENRI IV Brand-Story Play Sep 2, 5:02 AM EDT
Hershey (Katseye campaign)
Marketing Dive ↗

Indulgence positioning lands with Gen Z through character-driven storytelling

Hershey's Katseye campaign targets Gen Z's desire for indulgence through character-focused narrative, per Marketing Dive.

ReadingThe steal: Gen Z doesn't want to be sold 'guilt-free' anything — they want to be sold the right to feel good about wanting something. Build a character or persona that embodies unapologetic desire, center the storytelling around that character's voice and choices, and the product becomes secondary to the identity the buyer wants to claim. It's permission marketing dressed as entertainment.
MY STASH TAKEThe instinct is to make chocolate seem 'better for you' or 'less bad.' Hershey flipped it: they made wanting it feel smart and current. If you sell anything that sits in the indulgence category — candy, spirits, energy drinks, skincare — the play is to build a voice or a character that makes the buyer feel seen for wanting it, not lectured.
WatchWatch for Hershey to expand the Katseye character into a broader narrative universe across social and retail.
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brandstorygen-zcharacter
MACALLAN 1926 Community Play Sep 2, 5:02 AM EDT
The UPS Store
Marketing Dive ↗

Launches first brand character to support franchisee marketing

The UPS Store enlisted its first brand character to support franchisees with marketing materials and local campaign activation, per Marketing Dive.

ReadingThe steal: if you run a franchise or multi-location system, a single brand character becomes a marketing multiplier for every operator. It's a pre-made asset that every location can use in local Facebook ads, window displays, and in-store promotions without needing in-house creative. One character design = unlimited local activation without brand dilution.
MY STASH TAKEFranchise networks usually struggle with inconsistent local marketing. Handing every franchisee a character and a playbook for using it removes friction. The character does the heavy lifting of recognition and recall, and each location just plugs it in. This scales brand presence without scaling creative cost.
WatchWatch for The UPS Store to launch a digital asset library or co-op marketing fund tied to the character.
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franchisecommunitybrandlocal
LOUIS XIII Bundling Play Sep 2, 5:02 AM EDT
Dollar Shave Club
Retail Dive ↗

Acquires Truly Beauty, retains dual brand identity to reach new customer base

Dollar Shave Club acquired body care brand Truly Beauty while keeping both brands distinct to serve different customer segments, per Retail Dive.

ReadingThe steal: when you acquire a complementary brand, the instinct is to merge it under your banner for 'efficiency.' Instead, keep it separate if it has its own customer base and positioning. You now own two product lines with two distinct audiences, each buying both brands at different rates. Run separate email lists, separate TikTok accounts, separate positioning — the parent company owns the infrastructure, but the brands own their buyers.
MY STASH TAKEConsolidation makes accounting cleaner but it kills the brand identity that made the acquisition valuable in the first place. DSC understood that Truly Beauty customers chose that brand for a reason. By keeping the names and positioning separate, DSC gets to own a new category without rebranding its way into irrelevance.
WatchWatch for Dollar Shave Club to cross-promote Truly Beauty to existing DSC customers through bundled offers or co-op packaging.
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acquisitionportfoliobundlingpositioning
PAPPY 23 Influencer & Seeding Sep 2, 5:02 AM EDT
Ace Hardware
Modern Retail ↗

Retail media network adds influencer and weather-triggered ad features

Ace Hardware's RedVest Media announced influencer, DoorDash, and weather-based targeting features one year into launch, per Modern Retail.

ReadingThe steal: if you sell physical products through a retail channel or run an ad network, weather-triggered targeting is the highest-intent signal available because it predicts immediate need. A snow forecast triggers snow-removal ads. A heat wave triggers cooling equipment. The buyer is not yet searching; the weather does the search for them. Bundle that with influencer-created content and you've shifted from 'ad space' to 'predictive media.'
MY STASH TAKEMost retail media networks are just remnant inventory with a login. Ace is building a real advertising platform by adding layers of intent: weather data, influencer trust, and same-day delivery. If you run a retail business with adjacent categories, weather targeting is the fastest way to move slow-moving seasonal stock.
WatchWatch for Ace to publish case studies on weather-triggered campaign performance or to expand weather targeting to regional or store-level variations.
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retailmediatargetinginfluencer
JOHNNIE BLUE Social Proof Play Sep 2, 5:02 AM EDT
Multiple brands (per Modern Retail research)
Modern Retail ↗

YouTube outranks all ad-supported streaming platforms for fourth consecutive year in Q1 2026

In Q1 2026, YouTube held the largest share of advertising spend among ad-supported streaming services for the fourth year running, per Modern Retail research.

ReadingThe steal: if you're considering CTV advertising as a physical product brand, YouTube is not optional — it's the default allocation for a reason. Rather than testing new platforms first, allocate 70% of CTV budget to YouTube, use the remaining 30% to test one emerging platform, measure the ROAS gap, and adjust. YouTube's fourth consecutive win is not a fad; it's an incumbent defending its position because the ROI works.
MY STASH TAKEThe temptation is always to chase the new platform where your competitors aren't yet. YouTube is boring because it works. If you're selling a physical product and running video ads, YouTube's dominance means the audience is there and proven. Start there, prove the ROAS, then experiment on the margins.
WatchWatch for Modern Retail to publish the full Q1 2026 CTV spending breakdown by platform and brand category.
Read full analysis → Original ↗
cTVvideoyoutubespend
WELL POUR Retail & Shelf Play Sep 2, 5:02 AM EDT
Fjällräven
Modern Retail ↗

Expands beyond Kånken backpacks with retail concept stores across North America

Fjällräven is opening new retail locations in North America, including a concept store with sister brands, to solidify its position in outerwear, per Modern Retail.

ReadingThe steal: if one product dominates your brand identity, opening a physical retail space forces you to explain what else you sell and why it matters. Use the store to tell a category story, not a single-product story. Co-locate with complementary brands (owned or partners) to give buyers reasons to spend time in the space. The product that built your reputation gets display, but the category gets the narrative.
MY STASH TAKEBeing known for one thing is a privilege and a trap. Fjällräven's move into physical retail is a statement that the brand has depth. If you've built a name on one breakout product, a store lets you show range without diluting the core. The hard part is making the new categories feel inevitable, not like you're chasing trends.
WatchWatch for Fjällräven to publish data on cross-category purchase behavior in the new stores or to announce expanded product lines tied to the retail expansion.
Read full analysis → Original ↗
retailexpansioncategoryphysical
TUMIYETIPATAGONIATITLEISTCALLAWAYVINEYARD VINESCUTTER & BUCKCOLUMBIANIKEUNDER ARMOURNORTH FACECARHARTTSTANLEYHYDRO FLASKS'WELLMOLESKINELEATHERMANBOSEJBLAPPLE TUMIYETIPATAGONIATITLEISTCALLAWAYVINEYARD VINESCUTTER & BUCKCOLUMBIANIKEUNDER ARMOURNORTH FACECARHARTTSTANLEYHYDRO FLASKS'WELLMOLESKINELEATHERMANBOSEJBLAPPLE
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