Ulta Beauty's Amiee Bayer-Thomas on Why Stores Are Queen, Plus Wayfair's Big-Box Bet and Shein's Hong Kong Pivot

Recorded live at the CommerceNext Growth Show in New York, Ulta Beauty Chief Retail Officer Amiee Bayer-Thomas explains why stores are queen, how 47 million loyalty members shop, and what a Gen Alpha study reveals about AI natives. Plus: a new tariff regime, strong June retail sales, grocery's unit decline, Albertsons' 20% stock drop, Wayfair's store expansion, Shein's Hong Kong IPO, and why flat population growth turns retail into a share fight.