The Latest
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Deep Dive
Saks Global is stuck
The fourth quarter is pivotal for almost any retailer, but especially one that has a lot to prove to vendors, investors and customers. Some observers see a 2026 bankruptcy as inevitable.
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Sponsored by Scale Computingᵀᴹ
How hybrid infrastructure keeps retail running without disruptions
Hybrid infrastructure helps retailers prevent outages and power seamless shopping experiences.
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Mango taps AI for sourcing quality, compliance
Using Inspectorio’s software, the retailer can digitize and standardize lab-testing analytics to drive supply chain improvements.
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Saks Global sues to block Bergdorf chief merchant’s move to Nordstrom
The luxury company alleges that Yumi Shin violated her noncompete agreement, stole proprietary information and must give back nearly $50,000 in payouts.
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Off-price retailers neutralize tariff impact
Inventory and pricing strategies helped TJX, Ross and Burlington protect margins in Q3, and they expect even greater success in Q4.
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Bed Bath & Beyond veteran returns as chief of stores
Glen Cary takes on the role at a company that may be similar in name, but is vastly different than the Bed Bath & Beyond he worked at for over a decade.
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Column
The Weekly Closeout: Prada closes Versace deal and Somnigroup offers to buy a supplier
Capri Holdings completed a sale of the fashion brand for nearly $1.4 billion, and Somnigroup seeks to acquire Leggett & Platt.
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Retail job cuts up nearly 140% from last year
In the first 11 months of the year, the industry has recorded nearly 92,000 job cuts, with over 3,200 in November alone, according to Challenger, Gray and Christmas.
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Bras, beauty push up Victoria’s Secret in ‘standout’ Q3
The lingerie giant, which grabbed back market share in the quarter, raised its outlook for the year.
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Deep Dive
Digital wallet use outpaces regulators
Consumers are increasingly turning to these mobile tools for convenience and new features, and regulators are trying to catch up.
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Ulta Beauty: Tariff-driven price increases accelerated in Q3
Despite higher prices from brands and a “softening” in consumer confidence, the retailer's third quarter net sales jumped nearly 13%.
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TikTok Shop tightens Postal Service shipping options for sellers
USPS shipping labels must be purchased through TikTok Shipping starting in January or face rejection, per the e-commerce platform.
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Tracker
The running list of major retail bankruptcies
In the back half of 2025, At Home announced a bankruptcy exit plan, Claire’s filed and found a new owner, and American Signature entered Chapter 11 on the back of a “severe” housing market decline.
Updated Nov. 25, 2025 -
Mass market beauty sales growth is outpacing prestige
The beauty category is a bright spot in an otherwise challenging year for retailers, with one-third of consumers planning to shop the category this holiday.
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American Eagle’s celebrity-led marketing turns sales growth positive
While collaborations with names like Sydney Sweeney helped boost denim, sister brand Aerie delivered far stronger comps in Q3.
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Quince adds wine to assortment through partnership with Drinks
The online retailer teamed up with the AI-powered SaaS platform to offer a curated selection of wines as it expands into gourmet food and wine.
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Sleep Number names permanent CFO amid choppy turnaround
The smart mattress retailer said Amy O’Keefe will take the finance reins from interim CFO Bob Ryder, who will leave the company Dec. 12.
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Winners and losers of Black Friday 2025
Online discounts were flat year over year. However, some retailers won with exclusive giveaways that enticed customers into stores.
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Merchandising flubs, tariffs hurt Torrid in Q3
A decision to pause its footwear offer in order to avoid new levies cost the plus-apparel retailer $2.5 million more in lost sales than it expected.
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Ashley offers AI-powered shopping experience
The partnership with Perplexity and PayPal allows customers to ask for product recommendations, add items to cart and complete payment in a single step.
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September retail sales rise 5.7%, with all categories gaining
The U.S. Commerce Department released numbers delayed by the government shutdown that Wells Fargo economists called “more humbug than merry.”
Updated Nov. 25, 2025 -
Dollar General sales jump as Americans hunt for value
The discount chain's Q3 traffic grew, while average ticket was nearly flat, marking a differing trend from competitor Dollar Tree.
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The Vitamin Shoppe names inventory planning, digital marketing VPs
With new private equity owners at its helm, the retailer reinstated its former CEO earlier this year and has been building out a leadership team.
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Can artificial Christmas tree companies spruce things up for next year?
No one wanted to put tariffs on Christmas, says the National Tree Company CEO. But what happens when your raw materials are made outside the U.S.?
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Macy’s cautiously optimistic about the holidays
The department store retailer had its strongest Q3 comps in over three years, but said it’s braced for a cautious consumer and the impact of tariffs.
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Amazon tests delivery in half hour or less
In parts of Seattle and Philadelphia, ultra-fast delivery of household essentials and groceries is an extra $14 — or $4 for Prime members.