The Latest
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Deep Dive
Retail’s latest tariff challenge? Setting prices.
New levies are shaping up to be a holiday tax on consumers already touchy about spending. Careful analysis and clear communication are key.
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Sponsored by Wunderkind
Why smarter reporting will define marketing success
Are you measuring what matters? The 2025 Survey reveals why data alone isn’t driving real impact.
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Amazon and Walmart keep chasing faster deliveries to woo shoppers
The retailers are leaning on their in-house fulfillment capabilities, growing their same-day reach in rural areas and using drones to beat the competition.
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Consumer expectations plunge at fastest pace since 1990 recession
“Some measures of expectations on both the business and consumer fronts look outright recessionary,” Goldman Sachs Chief Economist Jan Hatzius said.
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Column
The Weekly Closeout: Coty to cut 700 jobs, Adidas sports double-digit growth
The cutbacks are part of the beauty conglomerate’s strategic transformation, while preliminary Q1 results show momentum from the sports retailer.
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Carter’s pulls guidance as profits plummet, tariffs loom
The children’s clothing company's new CEO is navigating a turnaround amid falling sales and rising uncertainty.
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Podcast
The Backroom: Talking tariffs with Supply Chain Dive
Trade policy is ever-evolving, and hitting the retail industry especially hard. Phil Neuffer, senior editor at our sister publication, talks about covering the issue and where things stand today.
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Dollar Tree appoints longtime Walgreens exec as chief supply chain officer
Adding to the value retailer’s growing list of changes, Roxanne Weng will take on the role as Mike Kindy retires.
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Function of Beauty expands to Walmart
The personalized beauty brand will offer 17 core hair care products in a large portion of the big-box retailer’s stores and online.
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Inside Walmart’s aggressive c-store growth plans
After quietly developing its gas station footprint over the past decade, the big-box retailer has a refined strategy and is looking to expand quickly.
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Tractor Supply breaks ground on Idaho distribution center
Slated to open in late 2026 or early 2027, the site will serve about 200 stores in the Pacific Northwest.
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Hudson’s Bay gives up on final 7 stores, including Canada’s last Saks 5th Avenue location
The liquidation is the end of a retailer whose roots date to the 1600s, and leaves a big gap for many brands and their Canadian customers.
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Walmart is all-in on generative AI, agentic tools
The company is “throwing the doors wide open” and wants associates to use the technology every day, executives said.
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Hasbro Q1 revenue increases 17%
The toy company, which is undergoing a turnaround effort, continued to advocate for tariff exceptions in its sector.
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Shein, Temu to raise prices due to tariff impact
The fast-fashion companies didn’t specify the extent of the cost increases, but posted identical notices on their websites.
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Column
The Weekly Closeout: Small businesses sue over tariffs, Under Armour adds PE exec to board
A group of small businesses banded together to challenge the Trump administration’s authority to levy tariffs, while the athletics retailer added a board director from Sycamore Partners.
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Walmart, Target, Home Depot tout productive meeting with Trump as tariffs threaten the holidays
New import duties are poised to raise prices in time for peak shopping periods, starting with back to school and Halloween.
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Etsy to sell music gear marketplace Reverb
The company is divesting from Reverb in order to focus more on its core marketplace and Depop.
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Deep Dive
The complicated calculation of ending de minimis
While closing the duty loophole for low-value goods from China and Hong Kong may offer some benefits, the U.S. fashion industry could face challenges.
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Target debuts exclusive home collection with Parachute
The lower-priced line, part of a larger merchandising revamp for Target, comes as the DTC brand has shuttered stores and pulled back on its offerings.
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Etsy adds more tools to improve seller experience
The marketplace recently revamped its buyer journey and is now turning its attention to sellers.
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Could tariffs sink Nordstrom’s go-private deal?
The risk is small, but not zero, and could grow if the fallout from new trade policies worsens, according to William Blair analysts.
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Nordstrom to cut Rack, Last Chance from loyalty points program
Instead, customers shopping at Nordstrom Rack can receive a 5% discount on eligible purchases with a Nordstrom credit card.
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Most consumers will pay 25% more for their favorite brands
Positive customer experiences, consistent product quality and long-term brand familiarity drive greater loyalty, a UserTesting study found.
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Supergoop founder steps away from company
After two decades, Holly Thaggard has moved away from the day-to-day operations of the sunscreen brand.
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Virtual try-on for bags reaches new heights: the shoulder
Wanna by Perfect Corp. used data on various body types, angles and lighting to create a hyperrealistic try-on experience for shoulder bags.