The Latest
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Column
The Weekly Closeout: Walmart heads to Nasdaq and October lacks federal sales data
The move signals the mass merchant’s “tech-powered” growth strategy. Meanwhile, it’s now two months without government data on retail sales.
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Sponsored by Kinetic Business
Black Friday vs Small Business Saturday
Black Friday is a consumer-oriented race for the best deals, while Small Business Saturday is a celebration of community. Get to know the nuances of both events.
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Lululemon’s new store format makes its debut in SoHo
The 17,000-square-foot location is “rooted in movement, connection and sensory engagement,” and will serve as a blueprint for new stores.
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Fanatics to close Florida distribution center, lay off nearly 300
The facility is unable to support the scale and technology required for the sporting apparel company’s long-term goals, a spokesperson said.
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Podcast
The Backroom: Tariffs tee up unique holiday season for retail
Retail Dive touches base with Supply Chain Dive to examine how shifts in U.S. tariff rates have affected the industry ahead of its most important quarter.
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Lululemon’s head of the Americas to exit
Twenty-year veteran Celeste Burgoyne’s departure puts yet another wrench in the brand’s turnaround and represents the loss of a “key architect” of the brand’s success.
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Gap recovery outweighs drag from tariffs, Athleta in Q3
Strength at Gap Inc.’s other brands — not least the comeback at its namesake label — helped the apparel retailer defy expectations in the period.
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Retailers push anti-theft legislation before 2025 ends
The Retail Industry Leaders Association, National Retail Federation and several major chains Tuesday urged Congressional leaders of both parties to pass a bill addressing organized retail crime.
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Sephora reorganizes US marketing department
The mass beauty retailer shifted the team’s structure to improve efficiency, impacting 27 roles.
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Bath & Body Works CEO: ‘The brand is not fulfilling its potential’
The retailer’s Q3 results were below expectations. Chief Daniel Heaf says the company needs to go back to what made it great.
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Walmart’s e-commerce growth speaks to CEO Doug McMillon’s legacy
Digital sales jumped 27% globally in Q3 and the U.S. channel is poised to turn a profit this year, demonstrating a core aspect of the exiting chief's omnichannel strategy.
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Saks Global shakeup reaches Bergdorf Goodman
Chief merchant Yumi Shin’s exit has prompted an evaluation of merchandising leadership. Chief Retail Officer Melissa Xides is also exiting.
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Bath & Body Works to launch on Amazon
The retailer will start with a small assortment of its products on the marketplace next year as it works to capture sales lost to the gray market.
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Deep Dive
Will Amazon’s AI-powered one-stop shop for advertising change the game?
At its UnBoxed conference, Amazon showcased new tools it claims provide unprecedented flexibility in buying and intelligence for advertisers.
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Home Depot, Lowe’s cut profit guidance as housing market remains pressured
The home improvement retailers said Q3 results were negatively impacted by a lack of storms and a consumer that remains cautious.
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QVC launches holiday pop-up in New York City
The two-day event, featuring Kathy Hilton as Mrs. Claus, is spread across 10 rooms including the Claus-et, Yuletide Lounge, Kringle Kitchenette and Haute Chocolate Bar.
Updated Nov. 20, 2025 -
Retail roulette: How Trump’s tariffs altered buying
Ever-changing tariff rates have introduced uncertainty and confusion for retail buyers. But could they also present an opportunity for new supply chain strategies?
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Google delivers new AI shopping tools in time for the holidays
The features include price tracking and the ability for AI to call stores to ask if products are in-stock.
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Target adds $1B to store, tech investments as it deepens AI usage
Incoming CEO Michael Fiddelke said he was “frustrated” with the retailer’s performance in Q3, as net sales and comps both declined.
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How Walmart is deploying the Grinch to boost holiday marketing
The Dr. Seuss icon, played by Walton Goggins, appears in new ads and a Times Square takeover showcasing deals on products like the Switch 2.
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Foot Locker backs out of HQ relocation to Florida
After a reevaluation following its sale to Dick’s Sporting Goods, the retailer will no longer move its corporate base to Florida.
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Target to launch ChatGPT app with multi-item baskets, fresh food
The mass retailer is deepening its work with OpenAI as consumers continue to turn to generative chatbots for shopping support.
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Column
The Weekly Closeout: Spirit Christmas opens and Revlon develops first Champion fragrance
The sister brand of Spirit Halloween opened locations across the Northeast and Great Lakes regions, while Champion's scent collection will debut in 2027.
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Levi’s picks Microsoft to deploy ‘super-agent’
The apparel giant said it will launch a "complex agentic framework" in 2026 that will integrate several sub-agents across IT, HR and operations.
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Retrieved from E.l.f. Beauty on November 13, 2025
E.l.f. bets on power of sound for kinder social media algorithms
A campaign timed to World Kindness Day includes audiovisual stories designed to interrupt consumers’ feeds and combat doomscrolling.
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How consumers will get through the holidays
Inflation, tariffs and unemployment are taking a toll on shoppers, affecting how they will spend this year.