E-Commerce — Retailers double down on private-label redesigns and shop-in-shop partnerships as store-brand competition intensifies

E-Commerce · 2026-05-04

TODAY'S SIGNAL — Three developments from Modern Retail converge on a single thesis: physical retail is aggressively repositioning to capture value that used to flow to national brands and e-commerce pure-plays. Target, Walmart, and Aldi are simultaneously redesigning private-label packaging — not just refreshing logos but investing in premium perception that directly competes with DTC brands for…