Good morning, Retail readers! Welcome to Tuesday's edition.
🚨Activist investor Macellum Advisors is now pushing Kohl's to give it a board seat and to make a statement saying it is considering strategic alternatives. (Reuters)
Situational awareness: Today's newsletter features Goldman's view on the consumer-retail landscape, deal-related analysis of Peloton and Grove Collaborative, legal league tables and Birkenstocks. At the top and bottom.