The Latest

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    Kendall Davis/Retail Dive
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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.

  • Target storefront in Alexandria, Virginia
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    Dani James/Retail Dive
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    Target beats drum on value beyond pricing

    The retailer is working to "prioritize value perception" with a balance of merchandising newness and affordability, according to Jefferies analysts.

  • A black "Lululemon" sign features the red and white brand logo and white lettering, hanging in front of a leafy tree.
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    Daphne Howland/Retail Dive
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    Lululemon to enter 6 new markets in 2026

    The athletics retailer is expanding its international presence as it executes on a turnaround plan, which includes finding its next leader.

  • A hair salon.
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    Rachel Murray/Getty Images for ELLE via Getty Images
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    Coty taps Procter & Gamble vet as executive chair, interim CEO

    Markus Strobel’s appointment comes days after the beauty giant sold its remaining stake in hair care brand Wella for $750 million.

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    Justin Sullivan via Getty Images
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    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.

  • A person walks through an aisle within a Home Depot store.
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    Brandon Bell via Getty Images
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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.

  • A group of people stand evenly spaced apart stretching on a gray ground.
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    Courtesy of NikeSkims
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    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.”

  • A red Levi's tab sign against a bright blue sky.
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    Daphne Howland/Retail Dive
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    Column

    The 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.

  • A warm beige makeup bottle with a drawing of a cactus on it
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    Courtesy of The Honest Company
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    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
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    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.

  • A Pacsun store.
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    Courtesy of Pacsun
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    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.”

  • Trumpets decorating the side of a building in a city downtown.
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    "Macy's Chicago" by webriprob is licensed under CC BY 2.0
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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.

  • Stressed hispanic man paying for a lot of christmas gifts
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    Getty Images
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    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.

  • A rack of shoes in a brightly lit store.
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    Courtesy of Lululemon
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    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.

  • A display of Birkenstock shoes on a shelf inside a DSW store.
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    Nate Delesline III/Retail Dive
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    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.

  • The inside of an apparel store, with clothes hanging on a rack underneath a sign that reads "Toad Again."
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    Daphne Howland/Retail Dive
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    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.

  • Pandora storefront in NYC.
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    Kaarin Moore/Retail Dive
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    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.

  • TikTok's Shopping feature
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    Courtesy of TikTok
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    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.

  • A frustrated woman looks at her mobile phone.
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    Getty Images
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    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.

  • People walking by Nordstrom's New York City store at the holidays.
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    Daphne Howland/Retail Dive
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    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.

  • A person with long blond hair looks to the left.
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    Courtesy of Gordon Brothers, photo by Mark Hanson
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    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.

  • A sign posted on a blue-painted clapboard building says "AE" and "Aerie" as clouds drift in a blue sky.
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    Daphne Howland/Retail Dive
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    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.

  • People enter and leave a Costco.
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    Mario Tama via Getty Images
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    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.”

  • A Cloudsteppers store.
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    Courtesy of Clarks
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    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
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    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