A founder gets called "outdated" by the brand he built. Off-price wins as premium stumbles. And India's FMCG giants quietly let q-commerce rewrite their entire distribution playbook.

Bindu leads with the Lululemon proxy battle and what it signals for brand identity post-founder. Hans covers the Shein-Everlane acquisition and what ABG's Lee deal says about where brand value lives today. Bindu unpacks the Estée Lauder-Puig split and why it leaves two major beauty players navigating the market alone. Then Bindu unpacks why q-commerce doubling for FMCG giants is the India distribution story of the year. And Hans explains why Etsy inside ChatGPT and Starbucks scrapping its AI tool tell two very different stories about where retail tech actually lands.

Read this week's full edition of Retail Detail here: https://world-one.beehiiv.com/p/edition-53-lululemon-vs-chip-wilson-off-price-wins-as-brand-portfolios-shift-plus-the-top-retail-sto

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Week in Retail is brought to you by World One Consulting — a strategy and advisory firm helping retail and consumer brands navigate what's next. Find us at worldoneconsulting.com.

Additional Reading:

• • Lululemon proxy war with Chip Wilson goes public | CNBC
• TJX raises FY guidance as consumers flock to off-price retail | WSJ
• Shein acquires quiet-luxury brand Everlane for $100 million | IndexBox
• Kontoor Brands to sell Lee to Authentic Brands Group | MyFox8
• Estée Lauder Cos. and Puig end merger talks | WWD
• Q-comm sales for FMCG giants double this year | Economic Times Retail
• Amazon India to add 100 premium beauty brands | Storyboard18
• Etsy launches its app within ChatGPT | TechCrunch
• Starbucks scraps AI inventory tool across North America | Reuters
• Olive Young K-beauty first US store in Pasadena | WWD