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TikTok Shop rolls back fulfillment for US merchants.

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In today’s edition:

—Vidhi Choudhary, Alex Vuocolo, Jaimee Kidd

SUPPLY CHAIN

TikTok Shop

Sopa Images/Getty Images

TikTok Shop started the year with a plan to phase out seller fulfilled shipping, only to hit the brakes after a few weeks, giving sellers control over their own fulfillment.

The company had notified sellers in January that it would end seller-fulfilled shipping by Feb. 25 and wanted brands to fulfill orders through TikTok’s network of logistics partners and vendors. However, on Feb. 17, the company told merchants that seller shipping “remains unchanged” and that it was business as usual.

One seller told Retail Brew that the back and forth was potentially because the platform was likely to lose a lot of business because of the shipping changes it proposed. Another expert pointed out that the platform realized that shipping changes don’t happen in isolation, and that such a transition would be far more complex than it anticipated.

Keep reading here.—VC

Presented By The Crew

STORES

A Target store exterior.

Target

While Target turned in another lackluster quarter in Q4 of 2025, with comparable sales sinking 2.5% YoY, there’s hope on the horizon for the struggling mass retailer. The company is now forecasting a return to growth in 2026, as investments in stores and technology begin to pay off. It is forecasting net sales for the year to grow around 2% from 2025, and for every quarter of the year to deliver positive sales.

Behind this more optimistic projection is a $5 billion capex plan for the year, which is up more than a billion dollars from last year. Most of this investment will go into improving stores, including plans to open 30 new stores and remodel 130. In addition, $1 billion will support its food and beverage business, which is more than double what it’s invested in recent years, according to Target CFO Jim Lee.

Keep reading here.—AV

MARKETING

A portrait of Sean McCaffrey, President and CEO of GSTV, a data-driven video network

Sean McCaffrey

Sean McCaffrey is the President and CEO of GSTV, the data-driven video network reaching 116 million consumers monthly across tens of thousands of convenience partners and fuel retailers nationwide. He is set to speak at Retail Brew’s upcoming event, The Future of Retail Marketing: Content, Data and the Power of Community, on March 19th on the evolution of the media landscape. Ahead of the event, we caught up with him to hear how he and his team at GSTV are thinking about consumer behavioral insights and leveraging data and technology to scale GSTV’s platform.

Retail is moving at the speed of culture. What’s one shift you think marketers are still underestimating in 2026?

My view on this is we’re underestimating the fluidity and opportunity between physical and digital consumer behavior in marketing. In other words, marketers and their associated media spend still obsess a little too much on things like digital metrics, social metrics, viewership, etc. We forget that as consumers, we bought it, we watched it, we listened to it, we viewed it—that’s a very fluid experience through the digital and physical world.

So you see it in a lot of the excitement around in store media that there’s an opportunity to move beyond app and paid search when it comes to commerce media. People are realizing screens in the store, screens near the store, that sort of thing. That’s what we’re hearing from brands for the most part that those that are accelerating there faster are seeing the benefit of it.

Let’s connect storytelling to measurable outcomes. Where are you seeing the strongest link between content and conversion right now?

For GSTV, we program a show each day that is both content and commercial messaging driven by the same consumer context. It’s a moment in time where you’re shopping more that day. Fuel day, for example, is a surrogate for exponentially more spending and big box grocery. You’re listening to music or audiobooks or podcasting while you’re driving. You’re thinking about your budget, the cost of things, and how far your dollar is going to go. So contextually, we see the brands and advertisers that lean into and use our context—financial services, those with music and culture strategies, those with food strategies—and link that with content and consumer messaging make a lot more impact.

Keep reading here.—JK

Together With Shoptalk

SWAPPING SKUS

Today’s top retail reads.

Trickle down: The potential impacts of war in the Middle East on the US economy. (the New York Times)

Let’s face it: Facial recognition may change the way consumers in the UK shop at supermarkets. (Financial Times)

Take two: Inside Paul Smith’s big revamp. (WWD)

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