J.Crew vs Macy's

Nuuly Drives Urban Outfitters' Record Q2 2026 Revenue

Urban Outfitters Inc. reported record second-quarter net sales of $1.7 billion, a 10.4% year-over-year increase. The growth was significantly fueled by its clothing rental subscription business, Nuuly, which posted a 28.6% net sales increase to $179 million and added over 113,000 active subscribers. To sustain this momentum, Nuuly is enhancing its digital customer experience by upgrading its recommendation personalization engine—drawing UX inspiration from streaming giants like Netflix—and introducing a custom fit guidance engine. Additionally, Nuuly is expanding its brand assortment with upcoming launches from Nike and J.Crew, and has rolled out a Gen Z-targeted microdrama campaign for Fall 2026 while scaling its fulfillment infrastructure to support up to 1.2 million subscribers.

• Urban Outfitters Inc. achieved record Q2 net sales of $1.7 billion, up 10.4% year over year.
• Nuuly rental subscription net sales grew 28.6% to $179 million, adding 113,000 average active subscribers.
• Nuuly upgraded its personalization engine to offer smarter style and brand recommendations inspired by Netflix and Disney+.

Only 10% of consumers use AI for product discovery

A new report from AlixPartners reveals that only 10% of US consumers currently use AI for product discovery, despite widespread availability of AI tools. Adoption is higher among younger generations, with 14% of Gen Z and millennials starting their product search with AI, and among higher-income households, with nearly 70% of consumers earning $150,000+ considering AI shopping important, vs. 53% for those earning under $45,000. The report predicts a future uptick, particularly for commoditized goods and replenishment basics, while top-end markets remain brand-led. Retailers are advised to invest in structured product data, as AI agents rely on metadata rather than imagery or persuasive copy. Brands risk being sidelined if they fail to optimize for AI-driven discovery. Meanwhile, larger retailers like Target, Best Buy, Macy's, and The Home Depot are launching their own AI assistants to maintain customer relationships.

• Only 10% of consumers begin product discovery with AI, according to AlixPartners' 2026 Consumer Sentiment Index.
• 14% of Gen Z and millennials start product search with AI.
• Nearly 70% of consumers earning $150,000+ consider AI shopping important, vs. 53% for those earning under $45,000.

Macy’s Unwraps the Magic of Holiday Gifting

Macy's, Inc. announced a new press release titled 'Macy’s Unwraps the Magic of Holiday Gifting' dated October 27, 2026, highlighting the company's holiday gifting campaign.

Macy’s Unwraps the Magic of Holiday Gifting

Macy's, Inc. announced a new press release titled 'Macy’s Unwraps the Magic of Holiday Gifting' dated Oct 27, 2026, highlighting the company's holiday gifting campaign.