The Latest

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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.

  • A person in a yellow safety vest walks between tall shelves stacked with boxes in a large warehouse. A forklift operates in the background, conveying efficiency and organization.
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    cofotoisme via Getty Images
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    Sponsored by GXO

    Testing now, winning later: Why early-year experiments set the tone for peak

    With consistent communication and shared planning, agility becomes operational rather than theoretical.

  • 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.

  • 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.

  • 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.

  • 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. 

  • 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.

  • 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.

  • 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.

  • 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.

  • 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 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.

  • 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.

  • 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.”

  • 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 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 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 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 row of colorful exercise dresses on hangers.
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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.

  • 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.