The Latest

  • Exterior of an Allbirds store in Washington, D.C.'s Georgetown neighborhood
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    Caroline Jansen/Retail Dive
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    Retail brands want their tariff money back

    Allbirds, On and more have filed lawsuits after the latest turn in the tariff landscape, though the industry is slowly becoming “desensitized” to trade volatility.

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    Adobe Stock/Gorodenkoff

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    Sponsored by LS Retail

    4 ways to prepare your retail operations for the era of agentic commerce

    Four ways retailers can prepare their operations for the shift to agentic, AI-driven commerce.

  • A person takes a photo of an item of clothing.
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    Courtesy of Depop
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    EBay cuts 6% of staff, axes 800 roles

    The marketplace giant, which beat expectations in Q4, said it will continue to hire in certain priority areas.

  • People walking past a department store.
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    Daphne Howland/Retail Dive
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    Saks Global says nearly 400 vendors have resumed shipments

    The company said it has resolved most objections to its bankruptcy financing, but some suppliers remain wary.

  • Person hands two blue bags to person at the front door of a residence.
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    Courtesy of Walmart
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    Column

    The Weekly Closeout: Walmart agrees to $100M FTC settlement and Puma posts double-digit declines

    The government agency alleges that the big-box retailer deceived delivery drivers regarding their pay, while the athletic brand’s net sales fell 27% in Q4.

  • The Pokemon Balloon at Macy's Thanksgiving Day Parade.
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    Courtesy of Pokemon
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    Premium toys drive US toy market rebound

    Shoppers have turned away from more affordable options in favor of toys at higher price points, according to Circana.

  • A person holding a mobile phone where the screen is Scintilla.
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    Courtesy of Walmart
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    Walmart app connects suppliers with store-level data

    Walmart Data Ventures introduced Scintilla In-Store so field representatives can see real-time data — in part to reduce out-of-stocks. 

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    Kendall Davis/Retail Dive
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    Podcast

    The Backroom: Walmart and Target are not the same

    The team discusses how different the companies are, despite ushering in new executive leadership at the same time.

  • Shoe Carnival CEO Mark Worden
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    Courtesy of Shoe Carnival
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    Shoe Carnival CEO exits

    Mark Worden has also resigned from the company’s board. Meanwhile, former CEO Cliff Sifford will step into the top role on an interim basis. 

  • People walking past a Warby Parker store.
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    Daphne Howland/Retail Dive
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    Warby Parker posts first annual net income

    The eyewear brand is expanding its footprint, releasing new collections and preparing for the upcoming launch of its AI glasses with Google and Samsung.

  • People and a dog going into a clothing store.
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    Daphne Howland/Retail Dive
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    Will Gap’s new loyalty program meet the moment?

    Special perks are not enough anymore, especially for a brand attempting to regain a place in the cultural conversation.

  • Walmart storefront.
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    Kaarin Vembar/Retail Dive
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    Walmart sees speed and convenience boosting trust in its AI agent

    Half of the retailer’s app users have interacted with Sparky, Walmart's David Guggina said. The average order value for users of the AI agent is higher, too.

  • Klarna payments.
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    Courtesy of Klarna
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    Article, Klarna partner to let shoppers pay over time

    The DTC furniture company is offering online shoppers in the U.S. and Canada BNPL options for big-ticket purchases. 

  • People walking down the street.
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    Daphne Howland/Retail Dive
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    The fractured, fragile US consumer

    There are various reasons why spending in the U.S. remains strong despite low consumer confidence, and it’s not just about having higher incomes.

  • Storefront of lowe's
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    Courtesy of Lowe's
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    Lowe’s cuts jobs, issues cautious guidance amid sector pressures

    Despite better-than-expected revenue, CEO Marvin Ellison said “consumers are reluctant to make significant investments in their homes” right now.

  • A machine that processes cases at a Walmart facility.
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    Courtesy of Walmart
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    Walmart: Supply chain spending set to ‘peak’ next 2 years, CEO says

    The retail giant is continuing to automate regional distribution centers across the U.S. and starting to deploy technological improvements internationally.

  • cross border payments global trade Tensec
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    Justin Sullivan via Getty Images
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    New tariffs, same uncertainty for retailers

    The Supreme Court’s IEEPA ruling could benefit the retail industry through refunds, but the timing is unclear and new Section 122 levies could dampen those gains.

  • Two side-by-side shots of Chappell Roan, one in natural makeup and one in stage makeup.
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    Courtesy of MAC Cosmetics
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    MAC Cosmetics to enter Sephora US

    As part of a broader strategy from parent company Estée Lauder to expand distribution channels, the beauty brand is moving into Sephora’s stand-alone locations as well as Sephora at Kohl’s stores.

  • Two people walk by a Bed Bath & Beyond store on a cloudy day.
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    Daphne Howland/Retail Dive
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    Bed Bath & Beyond Inc. eyes a return to growth this year

    While revenue declined 25% last year, the home retailer sees sales growing in 2026 as it invests in home services beyond retail.

  • Dark clouds over a store entrance. A brick-red exterior wall with a "Kohl's" sign.
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    Daphne Howland/Retail Dive
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    Kohl’s turnaround could take a while

    In an update to its turnaround, the department store provided few details but emphasized it’s taking a “multiyear approach.”

  • Outside storefront image of The Home Depot
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    Courtesy of The Home Depot
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    Home Depot beats Q4 expectations even as housing market remains challenged

    While larger discretionary projects remain under pressure, the retailer comped positively in eight of its 16 merchandising departments.

  • Five bottles of perfume in various colors
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    Courtesy of Scents Unearth'd
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    Fragrance brand Scents Unearth’d launches exclusively at Target

    The brand’s five scents highlight cultures and ingredients from around the world and are available on Target’s website and in stores nationwide.

  • A worker bring boxes of flowers into the Avianca Cargo Warehouse before they are inspected by U.S. Customs and Border Protection Agriculture Specialists.
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    Joe Raedle via Getty Images
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    De minimis still shelved after Supreme Court’s tariff ruling

    President Donald Trump reaffirmed the trade tool's suspension and adjusted postal duty rates to match a new global tariff in an executive order Friday.

  • A store's mall entrance, with a plant in the foreground.
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    Courtesy of Dillard's
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    Dillard’s holds steady at the holidays

    The department store is gaining share from new customers, which could make up for some weaknesses, according to data from Placer.ai.

  • A customer browses an e-commerce site on their phone.
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    Getty Images
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    US e-commerce sales to reach $1.8 trillion by 2030

    Though shoppers are projected to spend more online, over 70% of retail sales will still come from stores, according to a Forrester report. 

  • Two pairs of New Balance sneakers displayed on a grated surface.
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    Courtesy of https://newbalance.newsmarket.com/media?page=4
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    Column

    The Weekly Closeout: New Balance hits record sales in 2025, Chinese Laundry acquired

    The sportswear brand brought in $9.2 billion in annual sales, while the apparel company and its sibling brands were added to Gordon Brothers’ portfolio.