Retail Brew // Morning Brew // Update
Pivots retailers have made to survive.

Let’s start the week by noting that today is National American Beer Day. We would forgive you for doing the patriotic thing: Start celebrating early.

In today’s edition:

—Vidhi Choudhary, Jeena Sharma, Alex Vuocolo

SUPPLY CHAIN

A stack of shipping boxes with money falling over them

Illustration: Amelia Kinsinger, Photos: Adobe Stock

Strategic pivots have been a defining theme for retailers this year because of the trade complexities and economic uncertainty surrounding the retail landscape. But they’re also one of those topics that resurfaces every few years.

Retailers aren’t just tweaking strategies anymore; they’re fundamentally reinventing how they operate, where they compete, and what they sell. From fitness ring maker Oura expanding into new sales channels, to Build-A-Bear flipping the script on its omnichannel strategy, to Dibs Beauty taking an old-school approach to gathering customer data, here’s how brands at Retail Brew’s IRL event in July have been navigating change in 2025.

Branching out: Healthcare ring company Oura had virtually no retail presence two years ago, but in 2025, it has expanded to 20 countries and now works with more than 40 retailers globally, according to Jeremiah Linder, Oura’s VP of global retail.

“It’s required a lot of infrastructure building within our organization,” Linder said. “When I joined [the company] two and a half years ago, I was the first person to start this retail journey for the business. Things like demand planning functions weren’t really framed up in a really structured way. Systems around that really weren’t set up to support a retail infrastructure.”

Unpacking SKUs: As tariff costs remain unpredictable to calculate, spice maker Burlap & Barrel split its product lineup into what its co-CEO and co-founder, Ori Zohar, described as “must never run out of stock” essentials with higher inventory levels, and created seasonal limited releases around those SKUs designed to create urgency and excitement—basically, “get it now [and] if you can’t get it, it’s going to be out of season,” Zohar said.

Keep reading here.—VC

Presented By Impact.com

MARKETING

Candy on a store shelf

Drew Angerer/Getty Images

Don’t look now, but high prices might be sucking the sweetness out of Halloween. According to a survey by Shopkick and Trax, while excitement for the holiday is as high as ever, rising costs have shaken shoppers’ candy budgets.

In fact, 86% of consumers noticed seeing candy prices increase, while 79% said they had scaled back on how much they spent overall because of it.

Of the 6,000+ shoppers surveyed, 83% said they’re capping their candy spending at $100, while 69% plan to keep it closer to $20—a notable dip from past years’ averages of $30–$50.

With shoppers hunting for discounts—41% of consumers were planning ahead and doing “early bird candy hunts”—brands may need to rethink their Halloween playbook.

Keep reading here.—JS

STORES

People shop for Halloween items at a home improvement retailer store

Frederic J. Brown/Getty Images

While the holiday shopping season seems to start earlier and earlier every year, Best Buy is making it official. The electronics chain announced last week that it is kicking off its holiday shopping season Friday, on Halloween, with spooky-themed deals.

Here’s what else is going on retail this week:

In earnings: The Q3 earnings season is getting underway this week with a double whammy from big tech. Both Apple and Amazon are reporting on Thursday, and both should have plenty to say about how they’re faring going into the crucial fourth quarter and what they’re expecting for the rest of the year. There are some positive indicators for Apple, with iPhone sales coming in higher than expected. And Amazon is fresh off a leak revealing that the company is planning to replace 600,000 US workers with robots, as well as a major Amazon Web Services outage that disrupted internet use globally.

Keep reading here.—AV

Together With National Retail Federation

SWAPPING SKUS

Today’s top retail reads.

Oh, SNAP: The US Department of Agriculture reported that no SNAP benefits will be issued on November 1 due to the government shutdown. (Inc.)

Call a doctor: Keurig Dr Pepper is turning to private equity to help it fund its $18 billion acquisition of JDE Peet’s. (Yahoo Finance)

Chocolate fudged: Candy brands are leaning into non-chocolate confections to address rising cocoa prices. (NPR)

Shoppers