BRAND: Poser predicted Nike’s revenues will grow 7.3 percent, while EPS will reach 56 cents. But he and Lyon both agree that after several quarters of double-digit futures growth last year, the company’s gains in that area will continue to taper. Futures orders — a calculation of merchandise the company has committed to delivering to retailers during the next six months — are a unique measure for Nike and have long been regarded as a key indicator of its growth.

AMAZON: Sorrell thinks Amazon is a huge threat to Google when it comes to search. If you're a sneaker brand, the most valuable place to advertise is when someone is actively searching to buy a pair of sneakers. On Google the person might just be researching, but with Amazon the consumer is most likely in the market to make a purchase right away.

RETAIL: One of the projects was dubbed the “Store of the Future” and consisted of a team building out a prototype for a small-format Target store that would be part showroom and part warehouse, with robots picking items behind the scenes to have ready for customers as they checked out, sources say. The store was also expected to more closely integrate Target’s e-commerce offerings and include space for more experiential activities like classes and meet-ups.

ECOMMERCE: Wal-Mart subsidiary Jet.com last week announced its acquisition of ModCloth, an online retailer of vintage women's apparel. No financial terms were disclosed, but it didn't feel like a success for either ModCloth or the venture capitalists who had invested over $70 million into the business since its founding 15 years earlier. 

DATA: Artificial intelligence in fashion is stuck in the same catch-22 as technology like virtual and augmented reality. They’re all consistently on the cusp of disrupting the industry, but as a majority of cautious retailers wait in the wings to watch as others test it out, no real progress is being made. The edge AI has over VR is that it can actually make an impact on how companies operate internally.

ECOMMERCE: GMV is often confused with revenue, though it is anything but that. For beginners, GMV is the total value of goods sold through a marketplace. The metric is used to value online consumer businesses in their early years when they aren’t making any substantial revenue or profit. Revenue is the (small) commission they earn on the sale of that item.

MEDIA: To hear this from Systrom is a tad startling, given that Instagram became synonymous with photo sharing within months of its debut. But as the app closed in on serving a half-billion users worldwide, its designers came to believe that its purposefully stripped-down experience, originally built with artful photos in mind, was too limiting and formal. What had once been a creative constraint had become a straitjacket.

MEDIA: And so targeting becomes no less important just because brand dollars shift to mobile. There's no reason that mobile app install ads will stop generating revenue simply because brands spend heavily on mobile; mobile isn't a trend, it's a secular technological and consumer behavioral shift, and increased advertising spend is across the board. But with its data set and targeting capabilities, Facebook can benefit from brand spend in the same way it has benefited from mobile app install spend.

DATA: The data is collected via Foursquare’s existing database of locations (which powers over 100k apps including Snapchat) as well as anonymized in-store visit data collected from users of Swarm and Foursquare who have opted in to always-on location sharing. Foursquare then normalizes this data to make sure it accurately represents the U.S population as a whole.