Dashboard | Feb 2026
February 2, 2026
A snapshot of key market movements across materials prices, supply chains, retail performance and consumer sentiment
Category
Black Friday and Cyber Monday were blowout days for TikTok Shop.
In app purchases saw a 165% increase in shoppers year-over-year. Fueled by both familiar and new creators within TikTok’s extensive community, there were over 4 billion #tiktokshopblackfriday views and 3.5 billion #tiktokshopcybermonday across the platform to help inspire shoppers, according to TikTok’s data.
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Markets
A snapshot of key market movements across materials prices, supply chains, retail performance and consumer sentiment
Regional demand gaps, rising competition, and value-led behavior are reshaping the global market for premium activewear
How Target is embedding generative AI across stores, merchandising, and operations to improve execution at scale.
As experimentation fades, AI is being wired into the core systems that govern inventory, pricing, and fulfillment.
Top-line growth is forecast to slow due to fragile demand, but there could be some margin tailwinds.
Disciplined product curation, premium stores, and accessible pricing are driving outsized growth and margin expansion.
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