The Latest
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Dollar Tree traffic declines, again
CEO Mike Creedon attributed the traffic declines to the retailer's restickering efforts, which the executive said are largely complete.
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Sponsored by GXO
Why returns are rewriting the rules of inventory agility
As businesses increasingly tailor service levels for their highest-value customers, return strategies will follow.
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Vuori debuts women’s denim collection
At launch, the offering includes a pair of jeans and a denim jacket. It comes shortly after rival Fabletics expanded into denim.
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Ernesta secures $20M to fuel store expansion
The DTC rug brand plans to use the fresh capital to expand its brick-and-mortar footprint and improve its technology platform.
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Urban Outfitters taps Vans as latest On Rotation partner
The collaboration celebrates the skateboarding brand’s 60th “Off the Wall” anniversary and features sneakers, apparel and accessories.
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Column
The Weekly Closeout: Amazon notches a win against Perplexity, Reebok reenters soccer
The e-commerce giant got a temporary order blocking access for Perplexity’s AI shopping agents, while the athletics brand signed two professional soccer players.
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Peloton names interim CFO
Chief Accounting Officer Saqib Baig will step into the role following the departure of Liz Coddington.
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Dick’s pulls back on Foot Locker closures amid store pilot success
A new format is performing so well that Dick’s plans to expand it to 250 Foot Locker stores by this fall — and will shutter a “much smaller” list of locations.
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CBP is working on 4-step tariff refund process
The agency detailed progress it’s made developing a dedicated system to process refunds for International Emergency Economic Powers Act tariffs.
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Sleep Number issues going concern warning, says bankruptcy is possible
The mattress maker’s turnaround has been slow, mired in debt and liquidity issues, but is picking up speed under new leadership.
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Urban Outfitters Inc. builds out second phase of automation in Missouri facility
The distribution center, which supports its Nuuly rental brand, will accelerate its digital business and create gains in delivery and logistics.
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Could off-price retailers start grabbing market share from each other?
So far, department stores and other mainstream retailers have the most to fear as TJX, Ross and Burlington open hundreds of stores each year.
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REI cuts compensation as labor talks break down
The retailer declared an “impasse” in the bargaining process, which allows it to unilaterally make changes. The REI Union says the move was illegal.
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Ulta to launch on TikTok Shop with curated assortment
The beauty retailer's Q4 net sales grew nearly 12%, though industry analysts questioned the retailer's "softer" fiscal 2026 comp guidance.
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How Lowe’s tailors its AI-backed Mylow to different customers
The home improvement retailer gets about a million questions a month between Mylow and Mylow Companion, with customer inquiries ranging in terms of expertise and needs.
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Vera Bradley names Coach vet CEO
Ian Bickley, previously executive chairman, has been pushing forward the company’s transformation initiatives.
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Jacob Blanck. Retrieved from Wikimedia Commons.
Costco sued by customer seeking tariff refunds
The proposed class action suit seeks to recoup IEEPA tariff costs an Illinois customer alleges the retailer passed on to him and other consumers through higher prices.
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Deep Dive
In the home sector, ‘the weak will get weaker’ this year
Retailers in the category face a poor housing market, elevated interest rates, low consumer confidence and ever-changing tariff policies.
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Dollar General to introduce new store format, pilot subscription program
The discount retailer reported Q4 net sales jumped nearly 6% year over year, with average basket size growing due to increased retail unit prices.
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Build-A-Bear CEO to exit
Sharon Price John will retire from the role in June, and Chief Operations and Experience Officer Chris Hurt will step into the top spot.
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De minimis: Case aiming to revive exemption can proceed, court rules
The lawsuit, which challenged the Trump administration’s elimination of the trade tool, was paused until the Supreme Court ruled on the president’s tariff authority.
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Ross opens 17 stores, pushing forward with brick-and-mortar expansion
The store openings, which span its namesake banner and DD’s Discounts, are part of the off-price retailer’s efforts to open 110 new locations this year.
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Yellow Rose by Kendra Scott expands beyond Texas with new flagship
The Western brand, which launched in 2023, is opening its first store outside the state with a location featuring a cocktail bar and hat customization in Nashville, Tennessee.
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What’s essential for AI shopping assistant success
The biggest risk isn’t falling behind on deployment — it’s deploying before the organization is ready, experts say.
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Target reduces prices on 3K products to draw in busy families
The seasonal price drops include a selection of baby products, as the retailer aims to attract a demographic it lost sight of.
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With $500M in fresh funding, Quince’s valuation tops $10B
The DTC brand, best known for its attractively priced cashmere sweaters, said revenue grows by triple digits annually and topped $1 billion last year.