Stripe’s slower view of agentic commerce

The processing giant, like some other digital commerce specialists, sees agent-enabled shopping evolving at a measured pace.

Kohl’s launches apparel brand geared toward teens and tweens

The private label, dubbed Sea and Skye, includes basics, fleece and graphic T-shirts, as well as dressier styles.

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.

Claire’s taps Walmart, Macy’s vet as merchandising chief

Jillian Cueff is tasked with ensuring the accessories brand remains relevant to Gen Z and Gen Alpha — and their millennial parents.

Chewy names CFO

Chris Deppe, who has been with the pet company since 2022, was named to the position after an extensive search. 

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.

Home Depot launches real-time delivery tracking for large items

Handheld devices used by drivers enabled the new feature for shipments of bulkier goods like appliances and lumber.

EBay cuts 6% of staff, axes 800 roles

The marketplace giant, which beat expectations in Q4, said it will continue to hire in certain priority areas.

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.

Saks Global says nearly 400 vendors have resumed shipments

The company said it has resolved most objections to its bankruptcy financing, but some suppliers remain wary.

Premium toys drive US toy market rebound

Shoppers have turned away from more affordable options in favor of toys at higher price points, according to Circana.

Walmart app connects suppliers with store-level data

Walmart Data Ventures introduced Scintilla In-Store so field representatives could see real-time data — in part to reduce out-of-stocks. 

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. 

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.

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.

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.

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. 

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.

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.

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.

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.”

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.

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.

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.

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.