Consumer spending over Thanksgiving Weekend may have exceeded expectations, but shoppers may be stretching their wallets too thin, analysts say.

With consumers expected to buy less this holiday season, categories poised to outperform the industry include off-price and personal care. But brands can still appeal to shoppers by conveying a sense of value, whether through discounts or a point of differentiation.

More than a handful of brands confirmed reports of chronic late payments that sparked some vendors to halt shipments to the US department store. Owner Hudson’s Bay Company said it raised $340 million to help fund its retail operations.

Croissant is a start-up that melds retail with resale, showing shoppers the secondhand market value of products they want to buy, as well as offering them a simple way to resell those items for immediate cash.

The ultra-fast fashion giant’s latest acquisition of Missguided and a partnership with Forever 21 will grant it access to new customers and distribution channels.

Urban Outfitters has spent over $100 million building Nuuly, a competitor to Rent the Runway that stocks more casual clothing. Four years in, the service is growing fast, and its owner says it will soon be profitable.

New contentious shareholders are seldom welcomed by their target companies, but analysts say the owner of Vans and Supreme should take heed of its latest activist investors, which are pushing the group to cut costs, sell off assets and pay down debt.

The big-box retailer is revamping its apparel offering in a bid to become a style destination, a goal it’s tried — and failed — to hit multiple times before. But between a squeezed consumer and the rise of Gen-Z, this time is different, the company says.