Retail Industry News — September 2026

Issues this month.

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September 2026

Week 36

  • Friday, September 4, 2026Hims & Hers stock falls 51% amid acquisition speculation · Owner raises $240 million for AI-native restaurant platform · Instacart buys Arpalus to power smart cart inventory tracking · Hims & Hers to close $1.15B Eucalyptus acquisition mid-2026 · AI and AR reshape retail personalization and immersive shopping experiences · AR retail market projected to exceed $10 billion by 2029
  • Thursday, September 3, 2026Simbe hires VP to lead enterprise AI store deployments · Wonder raises $650M at $9B valuation, targets 2027 IPO · U.S. retail clinics market projected to reach $6.29B by 2033 · Retailers rebuild tech stacks to unify retail media channels · Restaurant tech startups raise $8.8 billion in 2026 · AR and 3D media drive higher conversion and lower returns
  • Wednesday, September 2, 2026In-store retail media ad spend forecast to grow 33.1% in 2026 · ShopMy raises $70M at $1.5B valuation for curated commerce · Digital platforms cut eyewear costs but in-person exams retain consumer trust
  • Tuesday, September 1, 2026Prepared meal brands target GLP-1 users with transparency