The Latest

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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.

  • A woman holding credit card reader while a customer is paying bill using contactless payment.
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    miniseries via Getty Images
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    Sponsored by Adyen

    The importance of speed and velocity in payment partnerships

    For the industry-leading brands working with Adyen, including Under Armour, velocity has become a defining aspect of what makes these partnerships so effective.

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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.

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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.

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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.

  • 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. 

  • 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.

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    Courtesy of Outdoor Voices
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    Outdoor Voices brings spring collection to Sam’s Club

    A limited-edition assortment includes boys’ and girls’ products and is priced lower than the apparel brand’s core offering.

  • 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.”

  • 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.

  • Two models wearing jeans with one's arms wrapped around the other
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    Permission granted by Target
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    Target expands Levi’s denim to 150 additional stores

    The mass retailer will sell Levi’s at over 1,000 locations by the end of 2026, feeding into a new merchandising strategy under CEO Michael Fiddelke.

  • Warm Vanilla Sugar body wash resting on a person's knee.
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    Courtesy of Bath & Body Works
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    Bath & Body Works launches on Amazon

    Up to $80 million in gray market sales were already occurring on the platform, CEO Daniel Heaf said. An official U.S. storefront is a way to reignite the brand. 

  • A customer shops inside a Target store.
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    Joe Raedle / Staff via Getty Images
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    Are Target’s store investments enough to turn its experience around?

    Additional labor hours could help the mass merchant overcome some in-store challenges like poor in-stock rates and long checkout lines, experts say.

  • A long aisle contains various vibrant cereal boxes in an industrial commercial space.
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    Alamy
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    Walmart grocery penetration reaches record-breaking 72%

    This significant uptick and the overall momentum of mass retailers and dollar stores are fueled by ongoing financial insecurity among U.S. shoppers, according to a new report. 

  • President Trump holding tariff chart during "Liberation Day" announcement on April 2, 2025 in DC
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    Chip Somodevilla via Getty Images
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    Supreme Court invalidates Trump tariffs based on emergency powers

    In a 6-3 decision, the court rejected President Trump's claim that a 1977 law gave him the authority to impose broad tariffs globally.

  • A person leaning against a blue pickup truck wearing a tan button-up shirt and blue jeans with Tecovas boots.
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    Permission granted by Tecovas
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    6 brands to watch in 2026

    From Mango to Cyklar, legacy and emerging brands alike are leaning on physical retail to win over customers.

  • Yeti tumblers are displayed at an REI store on May 09, 2024 in Berkeley, California.
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    Justin Sullivan via Getty Images
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    Home Depot alum takes Yeti CFO seat

    Retail veteran Scott Bomar joins the Austin, Texas-based company as it looks to accelerate international sales momentum.  

  • A drugstore entrance.
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    Daphne Howland/Retail Dive
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    Walgreens to lay off hundreds of employees

    The drugstore retailer said it was simplifying its organization to speed up decision making in a move impacting at least 600 workers.

  • People walking past a clothing store. A tree in front of the main entrance.
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    Daphne Howland/Retail Dive
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    As 2026 kicks off, these retailers are vulnerable to bankruptcy

    As the industry enters another year marked by tariffs and falling consumer sentiment, retailers including J. Crew and Guitar Center face risks.

  • Fred Segal storefront
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    Courtesy of Fred Segal
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    Aritzia snaps up Fred Segal

    The fashion company acquired the brand and leased the Fred Segal flagship store in Los Angeles, with an eye toward renovation. 

  • Ace Hardware's Retail Support Center in Kansas City.
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    Courtesy of Ace Hardware
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    Ace Hardware revenue hits record $10B for the year

    The revenue growth was fueled by the home improvement retailer’s digital business growing nearly 30%.

  • ChatGPT, Gemini, Microsoft Copilot, Claude and Perplexity app icons are seen on a Google Pixel smartphone.
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    Getty Images
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    Why brands need to optimize their mobile apps and websites for AI

    Brands have built their digital experiences on Google’s search algorithm, but that needs to change as consumer behavior evolves, experts say.

  • The letters spelling out "Nordstrom" in capital letters create shadows on the brick facade of a store.
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    "Nordstrom - Oak Park Mall" by Mike Kalasnik is licensed under CC BY-SA 2.0
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    Nordstrom builds sourcing strategy, spend visibility with AI

    The retailer would benefit from an AI solution for sourcing agility and resiliency, according to Chief Procurement Officer Karoline Dygas.

  • A phone user browses Depop's mobile app.
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    Courtesy of Depop
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    EBay will acquire Depop from Etsy for $1.2B

    The U.K. apparel resale site, whose U.S. sales surged 60% last year, was a drag on Etsy’s margins.

  • A person pushes a gym apparatus with a set of weights on it.
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    Courtesy of Lululemon
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    Column

    The Weekly Closeout: Tree Hut’s Gen Alpha brand — and will Lululemon’s new training line hit?

    The body care company is launching “Splash” to appeal to a younger audience, while the activewear brand is pushing past its latest leggings snafu to debut a new fabric.

  • AllModern store exterior
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    Courtesy of Wayfair
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    Wayfair records first annual revenue gain since the pandemic

    The retailer outpaced the broader sector in the U.S., which faces a sluggish housing market, high interest rates and tariffs on furniture imports.

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