The Latest
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Adeline Kon/Retail Dive
TrackerThe running list of major retail bankruptcies
In the back half of 2025, At Home announced a bankruptcy exit plan, Claire’s filed and found a new owner, and American Signature entered Chapter 11 on the back of a “severe” housing market decline.
Updated Nov. 25, 2025 -
shapecharge/Getty
Sponsored by CH RobinsonHow to build resilient and agile retail supply chains for 2026
Build resilient retail supply chains for 2026—adapt, diversify and plan for change.
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Daphne Howland/Retail Dive
Merchandising flubs, tariffs hurt Torrid in Q3
A decision to pause its footwear offer in order to avoid new levies cost the plus-apparel retailer $2.5 million more in lost sales than it expected.
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Courtesy of American Eagle Outfitters
American Eagle’s celebrity-led marketing turns sales growth positive
While collaborations with names like Sydney Sweeney helped boost denim, sister brand Aerie delivered far stronger comps in Q3.
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Courtesy of Mall of America
Winners and losers of Black Friday 2025
Online discounts were flat year over year. However, some retailers won with exclusive giveaways that enticed customers into stores.
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Courtesy of Ashley
Ashley offers AI-powered shopping experience
The partnership with Perplexity and PayPal allows customers to ask for product recommendations, add items to cart and complete payment in a single step.
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Permission granted by Dollar General
Dollar General sales jump as Americans hunt for value
The discount chain's Q3 traffic grew, while average ticket was nearly flat, marking a differing trend from competitor Dollar Tree.
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Shaun Lucas/Retail Dive/Retail Dive, data from Getty Images
September retail sales rise 5.7%, with all categories gaining
The U.S. Commerce Department released numbers delayed by the government shutdown that Wells Fargo economists called “more humbug than merry.”
Updated Nov. 25, 2025 -
The Vitamin Shoppe names inventory planning, digital marketing VPs
With new private equity owners at its helm, the retailer reinstated its former CEO earlier this year and has been building out a leadership team.
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Courtesy of Macy's
Macy’s cautiously optimistic about the holidays
The department store retailer had its strongest Q3 comps in over three years, but said it’s braced for a cautious consumer and the impact of tariffs.
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Permission granted by National Tree Company
Can artificial Christmas tree companies spruce things up for next year?
No one wanted to put tariffs on Christmas, says the National Tree Company CEO. But what happens when your raw materials are made outside the U.S.?
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Daphne Howland/Retail Dive
Amazon tests delivery in half hour or less
In parts of Seattle and Philadelphia, ultra-fast delivery of household essentials and groceries is an extra $14 — or $4 for Prime members.
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Courtesy of Nike
Nike cuts CTO, chief commercial roles in leadership overhaul
As part of the changes, Chief Supply Chain Officer Venky Alagirisamy will become chief operating officer, and Nike’s four regional heads will join the leadership team.
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Courtesy of American Eagle
Why American Eagle tapped Martha Stewart to extend its reach beyond Gen Z
After making headlines with its fall campaign, the retailer is targeting gift givers and recipients alike for the next chapter of its “Give Great Jeans” holiday push.
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Justin Sullivan via Getty Images
Amazon upgrades tools for seller returns
The e-commerce giant introduced another way for sellers to determine "keep it" returns eligibility and launched a dashboard with returns insights.
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Mario Tama via Getty Images
Costco sues Trump administration for tariff refund
The retail giant is calling for funds to be returned as the Supreme Court weighs the legality of certain levies imposed by President Donald Trump.
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Courtesy of Urban Outfitters
Deep DiveHow Gen Z is reshaping holiday marketing — and what brands can do about it
The cohort’s reliance on social media and influencers for product discovery remains, while new levels of comfort with retail media and AI take shape.
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Nate Delesline/Retail Dive
Dollar Tree attracts more high-income consumers as sales grow
The discount retailer attracted even more wealthy shoppers in Q3, though overall store traffic declined for the first time since fiscal year 2022.
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Courtesy of Walmart
Private label’s allure transcends income levels
Consumers with household incomes above $100,000 are becoming more likely to buy store-brand groceries as they look to save, Alvarez & Marsal found.
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Permission granted by Walmart
ColumnThe 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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Joe Raedle via Getty Images
BJ’s CEO: ‘AI is a big part of our future’
The company is using the technology to make coding more efficient, generate to-do lists for team members and spot quality issues in its stores.
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Alamy
Amazon, Visa team on agentic tools
The e-commerce giant is locking arms with the largest U.S. card network to provide software developers with tools and contacts for creating agentic commerce experiences.
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Kendall Davis/Retail Dive
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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Dani James/Retail Dive
BNPL drives over $1B in online spend on Cyber Monday
Overall spending on the digital shopping day topped $14 billion in the U.S., per Adobe Analytics. Shopify also touted record sales despite technical difficulties.
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Permission granted by Supergoop
Supergoop taps Amazon vet as CEO
Melis del Rey was most recently the general manager of Amazon U.S. Health and Beauty and previously served in leadership roles at Procter & Gamble.
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Courtesy of Amazon
Deep DiveWill 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.
