The Latest
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Walmart, Costco poised to win amid unfavorable retail environment
Moody’s is maintaining a negative outlook for the industry in 2026 as high prices and dwindling consumer demand pressure retailers.
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dusanpetkovic via Getty Images
Sponsored by ServiceNowThe AI gap in retail operations is real. Here’s how to start closing it.
The race to AI-driven operations in retail is on.
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Courtesy of Adore Me
Adore Me weighs on Victoria’s Secret operating income
The company reported a $120 million impairment charge related to the subbrand, with the fair values of certain Adore Me assets deemed “nominal,” per a filing.
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Dani James/Retail Dive
Victoria’s Secret & Co. faces off with activist investor, again
BBRC wants shareholders to vote against reelecting two directors on the retailer’s board — a move that comes a few weeks before Victoria’s Secret’s poison pill expires.
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Spencer Platt via Getty Images
SEC unveils blueprint for ditching quarterly reporting
The proposal is part of the “Make IPOs Great Again” push aimed at reducing the “rigidity” of rules governing public companies, SEC Chair Paul Atkins said Tuesday.
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Brandon Bell via Getty Images
Target’s digital chief breaks down the retailer’s creator overhaul
Sarah Travis details two new offerings designed for the social commerce boom and addresses frustration with the winddown of a prior affiliate program.
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Courtesy of Brooks Running
Brooks Running boasts global sales growth
The athletics retailer reported pronounced growth in China and an acceleration in apparel sales.
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Daphne Howland/Retail Dive
REI reports flat sales, narrower losses as store workers call for a boycott
The REI Union said a boycott of the retailer’s anniversary sale is the only way to be heard, as contract talks ended last week without an agreement.
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Scott Olson via Getty Images
Dollar General bridges onsite, offsite retail media with new solution
Brands will be able to activate and optimize offsite and onsite inventory within The Trade Desk for the first time through an integration supported by Kevel.
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Courtesy of Gap Inc.
Gap co-founder Doris Fisher dies at 94
Fisher and her husband Donald founded the company in 1969. The first Gap store opened in San Francisco and only sold men’s jeans and music.
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Courtesy of Mattel
Mattel CEO: ‘Consumers are buying toys’
Ynon Kreiz said that the toy industry is healthy and the company is continuing to see demand.
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Daphne Howland/Retail Dive
Saks Global expects to exit bankruptcy in June with $1.2B in debt
The luxury retail conglomerate said it would be profitable in three years and that, starting next fiscal year, revenue growth would average 7% annually.
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Getty Images
US agentic commerce revenue forecast to reach $1 trillion by 2030
But even as the technology grows in popularity, the physical shopping experience will remain important, per a new report.
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Courtesy of Carter's
Q&ACarter’s chief marketer on pairing heritage with progress
The first creative under Global Chief Marketing Officer Sarah Crockett captures a universal truth of youth sports: parents around the world will eventually shout, “Wrong goal!”
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Daphne Howland/Retail Dive
GameStop’s $56B eBay bid aims to create collectibles powerhouse
The gaming retailer submitted an unsolicited acquisition proposal for the online marketplace and suggested its store fleet could serve as eBay's fulfillment network.
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Provided by Amazon
Amazon opens logistics network to all businesses
Amazon Supply Chain Services covers freight, distribution, fulfillment and parcel delivery, including for non-Amazon sellers, with Lands' End among its users.
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Carl Court via Getty Images
Puma names new CFO, touts turnaround progress
The activewear brand will lean on a Hugo Boss alum to help steer its ongoing turnaround efforts as it seeks to rightsize inventory and reduce costs.
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Courtesy of Heydude
ColumnThe Weekly Closeout: Heydude sales decline and Lululemon dishes about Chip Wilson
The Crocs-owned footwear brand's sales fell 12%, while the athletics company spelled out a fraught relationship in proxy documents.
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Kaarin Moore/Retail Dive
Saks Global slashes 16% of its corporate workforce
The latest round of downsizing comes amid the luxury retailer’s bankruptcy and leaves it to focus resources “toward critical capabilities that will drive profitable, sustainable growth,” a spokesperson said Thursday.
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Courtesy of Target
Target launches new kind of supply chain facility
The Houston Receive Center gives the retailer more inventory-holding capacity before sending products to downstream locations.
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Kendall Davis/Retail Dive
Podcast
The Backroom: Redefining Pacsun
Brieane Olson talks about her book, “Co-created,” and her work as a merchant and now CEO in redefining the retailer for a new generation.
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Drew Angerer via Getty Images
Gap targets improved traceability operations, data collection
The retailer aims to enhance coordination with suppliers using an AI layer from supply chain software company Inspectorio.
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Getty Images
Estée Lauder now expects up to 10K role reductions
The cosmetics company increased its expected role cuts as part of its restructuring effort, with much of the increase in point-of-sale jobs at department stores.
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Courtesy of Academy Sports and Outdoors
Why Academy Sports & Outdoors is going against the grain with store openings
Executives touted the retailer’s “outside-in” strategy for new locations, which prioritizes markets that are further away from big cities — and big competitors.
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Carter’s brings on Build-A-Bear vet as CEO
The appointment of Sharon Price John as chief executive comes only a year after the company named someone else to the top spot.
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Daphne Howland/Retail Dive
J. Jill names Coach vet as chief marketing officer
Kimberly Wallengren, who also worked at American Eagle and Adidas, will focus on brand positioning, expanding customer reach and growing consumer engagement.
