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Retail Brew // Morning Brew // Update
ThredUp’s Resale Report.

Hello, it’s Thursday, and consumer confidence may finally be showing signs of life. Per the US Department of Commerce, spending ticked up in February after three consecutive months of decline, with retail sales rising across nearly every category, most notably at department stores, personal care shops, and clothing retailers. A reminder that even in an uncertain economy, there's nothing quite like a little retail therapy.

In today’s edition:

—Andrew Adam Newman, Jeena Sharma, Vidhi Choudhary

SUPPLY CHAIN

ThredUp clothing box.

ThredUp

As the resale industry has boomed in recent years, resale companies, including Treet and Archive, have assured brands that resale does not “cannibalize” sales of new products. But there are no such assurances in ThredUp’s 14th annual Resale Report, which paints a picture of resale enjoying new merchandise’s liver with fava beans and a nice Chianti.

The secondhand clothing market in the US is “taking a measurable share from new retail,” the report states. Resale grew to $30 billion in 2025, a 13% YoY increase and nearly four times faster than the new apparel market, which grew 3.6%, per ThredUp.

Today, 34% of consumers’ clothing budget goes toward secondhand purchases. Before buying new, 46% of consumers browse resale; among Gen Z, it’s 58% and among millennials, it’s 55%.

“We’re learning from the data that it does appear to demonstrate cannibalization is happening,” Alon Rotem, chief strategy officer at ThredUp, told Retail Brew.

But Rotem said this should not strike fear in brands, but rather encourage them to launch their own resale programs, resale’s version of “if you’re not at the table, you’re on the menu,” though Rotem didn’t put it so starkly.

“This is happening with you or without you,” is what Rotem said is his message to brands on the fence about resale.

Keep reading here.—AAN

Presented By Bloomreach

STORES

John Galliano at Christian Dior

Derek Hudson/Getty Images

Perhaps nothing is more inviting to a younger consumer raised on social media these days than access paired with value.

And what better way to exemplify the union of the two than Zara’s new partnership with John Galliano?

Before the famed—and once exiled—former Maison Margiela designer cemented his two-year marriage with the fast fashion retailer, speculation was rife that he might actually be headed back home to LVMH, or perhaps for a stint at the Costume Institute.

Fitting…but not exactly promising in a world of luxury where budgets are tight but aspirations for high-end products remain intact.

Keep reading here.—JS

E-COMMERCE

spring time gardening

Jevtic/Getty Images

If one theme rang true on Shopify in March, it was that of a spring reset, as people bought products ranging from lawn prep items to backyard essentials and new wardrobe staples, according to data shared first with Retail Brew.

Orders for items used in garden maintenance like outdoor misting systems went up by a crazy 302%. Shopify shoppers also shelled out money to buy sprinklers (up 273%), rain barrels (up 262%), weed trimmers (up 222%) and hedge trimmers (up 188%) just in time for spring.

Meanwhile, Easter spending is projected to hit $24.9 billion this year, per the latest NRF survey. “While economic uncertainty remains on the minds of many, consumers are still focused on holiday celebrations like Easter,” NRF Chief Economist and Executive Director of Research Mark Mathews wrote in a blog post.

Keep reading here.—VC

Together With Aptos

SWAPPING SKUS

Today’s top retail reads.

Coming up: As Nike charges on with turnaround efforts, the war in the Middle East presents incoming challenges. (Reuters)

New king: Inside California’s rise to becoming the world’s dominant pistachio producer. (the New York Times)

Band together: Why Estée Lauder and Puig are eyeing a stock-based deal. (Bloomberg)

Your AI teammates are ready: Innovation Fest 2026 is coming. Bloomreach unveils AI agents that think, act, and collaborate, powered by Loomi AI. Extend personalization wherever your customers are.*

*A message from our sponsor.

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