NextCommerce
Analysis
On’s 2029 Targets Test Whether Premium Can Scale
On’s 2029 plan extends the brand beyond running while setting demanding sales and margin targets.
NextNow / Contributor
Julie Wohlberg
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NextCommerce
Analysis
Ron Johnson’s AI Shopping View Keeps Stores in the Mix
The former Apple retail chief sees AI as a research aid, while Google and OpenAI expand digital product discovery and checkout.
NextCommerce
Analysis
Hershey’s Premium Push Tests Life Beyond Holiday Candy
New bars and a larger Cadbury campaign put Hershey’s “accessible premium” strategy in front of shoppers.
NextCommerce
Analysis
India’s iPhone 18 Launch Tests Instant Retail at Scale
Blinkit and rivals put new Pro models into rapid-delivery channels on launch day, but limited stock and uncertain repeat demand temper the retail claim.
NextCommerce
Analysis
Sephora’s TikTok Shop Pilot Rewrites the Beauty Launch
The Drop Shop opens with monthly exclusives and live reveals, turning social discovery into a test of how much retail control a prestige brand can delegate to a platform.
NextCommerce
Analysis
Google’s CC Turns Family Logistics Into an AI Test
Google’s family-focused CC agent moves Gemini beyond answers and into calendars, forms, meal plans and the everyday logistics that shape consumer trust.
NextCommerce
Analysis
Pinterest Turns Visual Search Into a Commerce Funnel
Pinterest is linking AI room planning, visual discovery and paid placement as it competes to influence purchase decisions before shoppers reach a product page.
NextTech
Analysis
Crusoe’s $3.9 Billion Round Prices the AI Power Bottleneck
A $30.9 billion valuation tests whether controlling power, construction and compute can become a durable advantage in the AI infrastructure race.
NextCommerce
Analysis
Noise Turns Creator Marketing Into a Performance Channel
A $5.5 million seed round backs a platform that pays everyday creators by views and lets brands convert organic posts into paid social advertising.
NextCommerce
Analysis
Coach and Kate Spade Bring Checkout Into Google AI
Tapestry’s U.S. launch removes the website redirect from selected purchases, turning Google’s AI surfaces into both discovery channel and transaction layer.