The Latest
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Deep Dive
6 retail trends to watch in 2026
From pricing dynamics to the shifting state of malls, here are the trends we’ve got our eye on in 2026.
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In the age of AI, REI is turning to its human employees to win
The retailer’s “green vest” associates serve as a key differentiator — both in stores and online — in an increasingly AI-driven world, according to CEO Mary Beth Laughton.
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"Beautiful December Sky Over the Mid-Century Modern Macy's at Grossmont Center, La Mesa CA" by Joe Wolf is licensed under CC BY-ND 2.0
Macy’s targets another 14 stores for closure
The department store’s downsizing plan is key to its turnaround and will ultimately entail shuttering about 150 locations.
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L.L. Bean names company veteran next CEO
Greg Elder has been with the outdoor retailer for almost 20 years, most recently as chief retail officer overseeing stores, wholesale and other operations.
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UPS’ Happy Returns pilots AI tool to halt decoy returns fraud
The company's Return Vision software compares returned products with images from the retailer, a capability being used by Everlane and others.
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Bob’s Discount Furniture files for IPO
The furniture chain aims to use the proceeds of its IPO to pay down debt and plans to more than double its store footprint by 2035.
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S&P Global Ratings downgrades Saks Global on missed interest payment
The luxury giant is unlikely to make good within the grace period or achieve promised savings from last year’s $2.7 billion merger, the analysts said.
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Kendra Scott taps Athleta vet as CEO
Chris Blakeslee, who previously served as chief executive at the Gap-owned activewear brand, also held positions at Alo Yoga and Bella+Canvas.
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Amazon to roll out updated Dash Carts to more Whole Foods stores
The latest version of the smart carts, which includes a real-time savings tracker, will expand to more than 25 of the specialty grocer’s locations this year.
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Column
The Weekly Closeout: Nike sells Rtfkt, Hanky Panky gets acquired
The athletics giant shut down the virtual sneaker company about a year ago, while the intimate apparel brand found a new home.
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Walmart adds tech veteran to board as it preps for AI era
Shishir Mehrotra, who co-founded an AI platform and also has experience at YouTube, joins the board ahead of John Furner’s move to CEO.
Updated Jan. 8, 2026 -
Hanna Andersson names Toys R Us vet chief digital officer
Kacey Sharrett, who was most recently the head of DTC at GoPro, will oversee the children’s apparel brand’s digital ecosystem and customer experience.
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Target grows wellness assortment, again
Following a similar play last year, the mass retailer is expanding the product category by 30% with a focus on offering "thousands" of items for under $10.
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What shaped retail’s holiday season in 2025
It was a year of AI-generated gift recommendations, tariff upheaval and increased financial stress on shoppers.
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GameStop floats CEO pay entirely tied to performance
Ryan Cohen would have to reach sky-high goals to receive the lucrative compensation, a setup resembling Elon Musk’s at Tesla.
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US e-commerce spend reached nearly $258B over the holidays
Adobe Analytics data found consumer spending grew 6.8% compared to 2024, with buy now, pay later usage reaching a new high.
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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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E.l.f. Beauty launches virtual makeup experience on Roblox
The cosmetics company seeks to attract Gen Alpha and Gen Z shoppers in the gaming universe with avatars that reflect their aesthetic.
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The image by Jörg Zägel is licensed under CC BY-SA 3.0
Could Nike sell Converse?
Revenue declines and a 44% drop in demand creation may indicate it’s time to divest the brand, according to BNP Paribas.
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A look at retail’s year of AI news
Retail may be lagging behind other industries in the adoption of artificial intelligence, but 2025 was still transformative. Here’s a recap of retail’s biggest AI-related news this year.
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Claire’s plans tech upgrades despite financial setbacks
The retailer will take steps to elevate customer in-store experiences by improving its technology foundation.
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Amazon expands rural delivery with Oklahoma last-mile station
The 30,000-square-foot facility in Weatherford is slated to break ground early this year, and the city said it will improve delivery speeds in the area.
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How Home Depot sped up its supply chain — and what comes next
The home improvement retailer has built an expansive network of distribution centers for faster deliveries. It's now looking to maximize the potential of those assets.
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December sales drop over 2% at small retail businesses despite traffic bump
Even at the holidays shoppers prioritized essentials, and inflation-adjusted discretionary sales at smaller stores fell 1.8% year on year, per Fiserv.
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Selena Gomez’s Rare Beauty to launch at Ulta
The beauty brand will be available online and at the retailer's stores starting in February, with exclusive offerings and a donation campaign.