The Latest
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Kendall Davis/Retail Dive
Podcast
The Backroom: Contemplating retail in 2026 with Doug Stephens
The retail strategy adviser talks about trust in the age of emerging AI and the industry’s potential to shape our society.
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Justin Sullivan via Getty Images
Instacart to pay $60M in settlement of FTC lawsuit
The agency alleged that the company misled consumers over delivery promotion fees, made it hard to initiate refunds and did not fully disclose Instacart+ membership trial terms.
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Daphne Howland/Retail Dive
ColumnThe Weekly Closeout: Levi’s adds Target vet to board, plus more Black Friday ‘standouts’
Jeffrey Jones, a former chief marketer at Target, will join the apparel maker in January. Meanwhile, analysts called out On and Hoka as big winners from the sale season.
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Courtesy of NikeSkims
As it enters the ‘middle innings’ of a turnaround, Nike’s path is far from smooth
Performance in North America buoyed the brand in Q2, but one analyst called its position in China “particularly dire.”
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Courtesy of The Honest Company
The Honest Company to halt DTC sales, shutter mobile app
The change is part of the company’s turnaround plan, which also includes exiting apparel and closing brick-and-mortar and online stores in Canada.
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Kaarin Moore/Retail Dive
Run retail run
Over 54,000 runners recently participated in the Chicago Marathon, with some 1.7 million spectators lining the streets. They came to race — and to shop.
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Courtesy of Pacsun
Pacsun opens first US stores in nearly 20 years as foot traffic picks up
The apparel retailer, which is also expanding abroad for the first time next year, sees its physical locations as “cultural touchpoints.”
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To see where Macy’s is going, head to Chicago
Merchandising and customer service at the State Street flagship are the best they’ve been in 15 years, Evercore ISI analysts report.
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Getty Images
Combating the consumer ‘joy deficit’ this season
Prices are high, shoppers are stressed out and anxiety-inducing marketing doesn’t help. Here’s what retailers can do instead.
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Courtesy of Lululemon
Activist investor wants Ralph Lauren veteran to lead Lululemon
Elliott Investment Management has taken a more than $1 billion stake in the athleisure brand and is pushing for Jane Nielsen to succeed Calvin McDonald.
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Nate Delesline III/Retail Dive
Birkenstock revenue jumps, but tariff headwind remains
The footwear brand's Q4 revenue increased 15% year over year. Meanwhile, it expects tariff and currency translation headwinds to impact fiscal 2026 growth.
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Daphne Howland/Retail Dive
Are secondhand sales beefing up this little retail segment?
Wells Fargo economists suspect that sales of used items helped push sales at “miscellaneous retailers” up more than 8% in the last 10 months.
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Kaarin Moore/Retail Dive
Pandora’s next CEO to take the reins early
Chief Marketing Officer Berta de Pablos-Barbier, who was originally set to start the chief executive position in March, will now take on the role Jan. 1.
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Courtesy of TikTok
TikTok Shop is driving social commerce growth
The platform’s sales are forecast to surpass $20 billion next year, and reach over $30 billion in 2028, according to Emarketer.
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Getty Images
Is surveillance pricing ripping off loyal customers?
If customers thought “that loyalty data were being consumed for that purpose, they would opt out of loyalty,” said Brierley loyalty consultant Don Smith.
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Daphne Howland/Retail Dive
NRF expects ‘record’ number of Super Saturday shoppers
Of those who plan to shop, nearly half will do so both online and in stores, with department stores and discount retailers among the top destinations.
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Courtesy of Gordon Brothers, photo by Mark Hanson
Gordon Brothers snaps up Rachel Zoe brand
The firm, which has invested in several brands including Laura Ashley and Nicole Miller, prioritizes growth via licensing and product development.
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Daphne Howland/Retail Dive
Apparel sales on the rebound despite tariffs, consumer anxiety
Several clothing retailers beat expectations in Q3, possibly fueled by consumers’ ongoing shift away from their pandemic-era wardrobes.
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Mario Tama via Getty Images
Scan-and-go, extended hours help Costco enhance its store experience
The company is working to strengthen its fundamentals with its membership card scanners, CEO Ron Vachris said. “This isn’t about technology for technology’s sake.”
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Courtesy of Clarks
Clarks unveils first Cloudsteppers store in US
Cloudsteppers, known for its flip-flops for women, is expanding to become lifestyle-focused with more store openings on the way.
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Shaun Lucas/Retail Dive/Retail Dive, data from Getty Images
October retail sales surge more than 6%
But some economists question whether U.S. consumers can keep up the pace throughout the holiday season.
Updated Dec. 16, 2025 -
Courtesy of iRobot
Inflation, tariffs help send iRobot into bankruptcy
The Roomba-maker’s largest Chinese manufacturer has agreed to acquire the company via a Chapter 11 restructuring.
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Store comps grow at Kirkland’s operator ahead of Bed Bath & Beyond merger
The Brand House Collective, which saw net sales fall 9.6% in Q3, converted three locations to Bed Bath & Beyond stores in the quarter.
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Adeline Kon/Retail Dive
TrackerThe running list of major retail deals
We’ve tracked more than 40 deals so far this year, including Bed Bath & Beyond’s acquisition of The Brand House Collective and DXL’s merger with FullBeauty.
Updated Nov. 26, 2025 -
Kena Betancur via Getty Images
Consumer spending growth could slow in 2026
Consumers will continue to drive the U.S. economy next year, but a softening labor market may dampen growth, according to Moody’s Ratings.
