On Tap

ontap.daily (June 4th 2026)


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In today's episode, John unpacks one of the most compelling data points in recent retail earnings: Costco's revelation that personalised product recommendation carousels drove nearly $500 million in digital sales in a single quarter, converting at three times the standard rate. He connects this to a broader pattern emerging from Q1 results, where retailers investing in customer experience and product curation are thriving, while those that haven't are retreating.

  • Costco's personalisation engine generates $500M in quarterly digital sales with 3x conversion lift

  • Macy's reports strong Q1 after investing in merchandising improvements across 200 stores; Bloomingdale's posts its seventh straight quarter of comp gains

  • Ulta Beauty's 11% sales growth powered by prestige beauty, proving consumers will pay up for the right experience

  • Neiman Marcus's historic downtown Dallas flagship closing for good as Saks Global's bankruptcy proceeds

  • Shopify outage disrupts storefronts, checkouts, and admin access - a wake-up call on platform concentration risk

  • Google Search Console rolls out AI performance reports and opt-out controls for AI responses

  • The PPC role evolves from keyword manager to AI system optimiser

  • Hyvä releases ElasticSuite 1.2.8 with Magento 2.4.9 compatibility

For expert eCommerce guidance and to learn how On Tap can help your business, visit www.ontapgroup.com.

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