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Column
The Weekly Closeout: Coty to cut 700 jobs, Adidas sports double-digit growth
The cutbacks are part of the beauty conglomerate’s strategic transformation, while preliminary Q1 results show momentum from the sports retailer.
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Amazon and Saks Fifth Avenue launch luxury e-commerce storefront
The partnership will feature an assortment of high-end men’s and women’s brands, including Balmain, Stella McCartney and Fear of God.
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Consumers waffle over using social, generative AI to shop
Customers may not be comfortable with advanced shopping tech and allowing AI to analyze their personal data, according to a KPMG report.
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Podcast
The Backroom: Talking tariffs with Supply Chain Dive
Trade policy is ever-evolving, and hitting the retail industry especially hard. Phil Neuffer, senior editor at our sister publication, talks about covering the issue and where things stand today.
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Adidas: If tariffs stay, ‘of course there will be price increases’
CEO Bjørn Gulden stressed that they have not been implemented yet, though, and the retailer will follow the lead of others in the market.
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Walmart drives toward instant payments
The mega retailer is eager to use more real-time payments as it speeds up digital services for cost-conscious customers.
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Retrieved from YouTube on April 28, 2025
Sephora stakes its claim in skin care with multichannel campaign
“Skin Obsessed” riffs on the realities of complex self-care routines and the search for reliable products.
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Amazon teases July Prime Day
The announcement comes amid a report that sellers are backing out of the sales event due to tariff costs.
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Inside Walmart’s aggressive c-store growth plans
After quietly developing its gas station footprint over the past decade, the big-box retailer has a refined strategy and is looking to expand quickly.
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Another U-turn at Beyond: brick and mortar for BuyBuy Baby
The company, which continues to shake up its portfolio and branding strategies, is also opening Overstock stores.
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Lowe’s expands in-store pilot of kitchen visualization tech
After initial tests last year, the home improvement retailer is bringing its Style Studio tech to stores in California and Texas for three months.
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Walmart is all-in on generative AI, agentic tools
The company is “throwing the doors wide open” and wants associates to use the technology every day, executives said.
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Skechers announces record sales but pulls guidance
The footwear giant saw both wholesale and DTC sales rise but cautioned that current trade policies have created macroeconomic uncertainty.
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Peloton chief marketer departs as fitness brand shakes up marketing group
Moving forward, the company is divvying up marketing duties between a marketing chief and a chief communications officer.
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Online retailers in the US spent an average of $400k on AI last year
Despite aiming that investment at customer experience, 30% of executives told Storyblok that the tech only slightly improved the shopper’s experience.
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Amazon and Walmart keep chasing faster deliveries to woo shoppers
The retailers are leaning on their in-house fulfillment capabilities, growing their same-day reach in rural areas and using drones to beat the competition.
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Consumer expectations plunge at fastest pace since 1990 recession
“Some measures of expectations on both the business and consumer fronts look outright recessionary,” Goldman Sachs Chief Economist Jan Hatzius said.
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Carter’s pulls guidance as profits plummet, tariffs loom
The children’s clothing company's new CEO is navigating a turnaround amid falling sales and rising uncertainty.
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Column
The Weekly Closeout: Small businesses sue over tariffs, Under Armour adds PE exec to board
A group of small businesses banded together to challenge the Trump administration’s authority to levy tariffs, while the athletics retailer added a board director from Sycamore Partners.
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Dollar Tree appoints longtime Walgreens exec as chief supply chain officer
Adding to the value retailer’s growing list of changes, Roxanne Weng will take on the role as Mike Kindy retires.
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Function of Beauty expands to Walmart
The personalized beauty brand will offer 17 core hair care products in a large portion of the big-box retailer’s stores and online.
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Tractor Supply breaks ground on Idaho distribution center
Slated to open in late 2026 or early 2027, the site will serve about 200 stores in the Pacific Northwest.
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Hudson’s Bay gives up on final 7 stores, including Canada’s last Saks 5th Avenue location
The liquidation is the end of a retailer whose roots date to the 1600s, and leaves a big gap for many brands and their Canadian customers.
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Hasbro Q1 revenue increases 17%
The toy company, which is undergoing a turnaround effort, continued to advocate for tariff exceptions in its sector.
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Deep Dive
The complicated calculation of ending de minimis
While closing the duty loophole for low-value goods from China and Hong Kong may offer some benefits, the U.S. fashion industry could face challenges.