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2026 PredictionsThe Age of Autonomy & Sovereignty: the collapse of consumer trust meets the retailer on AI autopilot.
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Retail & Commerce MediaRetail media turns commerce into content. Every retailer now operates as a measurable media property.Marketplaces & ChannelsMarketplaces demand deliberate channel diversification. Every retailer now manages a portfolio of commerce channels.Social CommerceSocial commerce is cultural infrastructure, where discovery, identity, and purchase converge at the speed of culture.AI & Agentic CommerceAI is the new front door to commerce. Brands must serve humans and agents, or risk the Agentic Ghetto.Brand & Loyalty
Creator EconomyCreators are now structural to commerce. They supply the audience, the channel, the CMO, and often the brand.Retention & LoyaltyCustomer loyalty is arbitrage, not affection. As performance marketing decays, retention becomes the whole game.Culture & Experience
Physical Retail & ExperiencePhysical retail is a sensory medium, measured by Return on Experience rather than sales per square foot.Luxury CommerceLuxury commerce is not a price tier. It manufactures desire, status, scarcity, and meaning.Commerce Policy & GeopoliticsCommerce policy is technology policy. Tariffs, antitrust, and data rights shape the infrastructure of global trade.Rather browse by format?
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The dispatch decoding the cultural forces shaping commerce, brands, and consumer behavior.
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Numbered essays on brands, cultural meaning, and the business systems behind them.
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Retail store teardowns scored against the Senses Matrix and reported from the field.
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Field reports on London retail, luxury commerce, culture, and the future of the store.
Latest Research
1,000 Consumers Told Us How They Use AI to ShopHoliday shopping data with Cimulate: how consumers actually shop with AI. Includes the companion film, Your Store is a Chatbot Now.
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Step by StepOperator playbooks. One problem at a time for people who ship.DecodedThematic explainers that decode one big shift in commerce per season.Infinite ShelfHuman-centric brand building, and retail culture with Ingrid Milman Cordy.
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FORESIGHT AND TRENDS2026 Predictions: The Age of Autonomy & SovereigntyListen to Ep. 435 →
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