Tariffs cast a shadow over Gap Inc.’s progress

With renewed cultural relevance at Gap and Q2 strength at its biggest brands, the retailer “should remain in growth territory” this year, according to GlobalData.

Ulta raises full-year sales outlook amid category resilience

The beauty retailer saw Q2 net sales increase 9.3% with growth across both mass and prestige beauty.

Dollar General revenue grows, but tariffs begin impacting prices

The retailer, which noted shrink improvements helped Q2 gross profit, reported growth with consumers across income brackets.

Dick’s sales growth continues apace in Q2

The retailer raised its full-year guidance ahead of its planned merger with Foot Locker, which reported a 2.4% sales decline in the quarter.

3 ways tariffs are impacting retailers

From pulling forward inventory to enacting cost increases, here are ways retailers are taking a hit from levies going into the second half of the year.

‘We are firmly in growth mode’: Victoria’s Secret CEO

The company beat Q2 expectations despite hits from tariffs and a major data breach.

American Eagle’s Travis Kelce collab extends celebrity-led marketing streak

The retailer is linking with the NFL star and freshly minted fiancé to Taylor Swift on a Tru Kolors capsule collection after weathering a media firestorm.

Walmart, Target tout AI plans

The two retail giants are capitalizing on sustained investment in their technology foundations even as they face economic headwinds.

Kohl’s pins recovery hopes on private label

Despite top- and bottom-line declines, the department store beat its own expectations in Q2 and said various initiatives are bearing fruit.

Walmart ties marketplace to stores, debuts AI seller tools

The retailer is piloting brick-and-mortar access to online sellers and reducing some fees for top selling products ahead of the holidays.

Foot Locker shareholders approve Dick’s Sporting Goods acquisition

Dick’s Sporting Goods said Tuesday the deal has received all regulatory approvals and should close Sept. 8.

Updated Aug. 26, 2025

Macy’s partners with Amazon for retail ads ahead of holiday season

The retailer will pilot Amazon Retail Ads Service, which allows the tech giant to serve as a third-party provider of ad-serving capabilities.

Consumer confidence dips on anxiety about jobs, income

The average 12-month expectation for inflation jumped to 6.2% this month from 5.7% in July, the Conference Board found in a consumer survey.

Walmart’s booming ad business provides ‘flexibility’ amid tariff impact

Continued momentum for retail media offerings like Connect is helping drive profits and will remain “obviously key,” executives said.

Mass beauty outpaces prestige in the first half of 2025

Fragrance was the fastest-growing category in the mass channel, with dollar sales up 17%.

Retailers double down on AI despite reliability concerns

Over half of retailers expect most customer interactions will be handled by AI within five years, according to a Monday.com survey.

The Weekly Closeout: Bed Bath & Beyond battles California and Guess to go private

Executive Chairman Marcus Lemonis said the home retailer won’t open stores in the state, while the fashion company cut a deal with Authentic Brands Group. 

Lululemon names AI exec to improve product innovation, speed

The brand's CIO is departing the company while Ranju Das takes on a newly formed chief AI and technology officer position. 

David’s Bridal launches AI to help couples manage wedding tasks

Pearl Planner features a built-in chat assistant, adaptable task boards and dynamic timelines to help users centralize planning with real-time updates.

Trump says furniture tariffs coming in next 50 days

The president said his administration is conducting an investigation into the sector just days after applying steel and aluminum levies on various household appliances.

Can Target’s new CEO hit the bullseye?

The retailer’s board believes a company veteran can promote much needed change. Now, Michael Fiddelke has to prove himself to others.

Dillard’s buys a shopping mall

The department store teamed up with mixed-use developer Trademark Property Co. to acquire the 646,000-square-foot Longview Mall in Texas.

Home Depot focuses on faster deliveries to boost satisfaction

Dedicated associates and machine learning-driven efficiency improvements helped the retailer achieve its fastest ever delivery speeds during the second quarter, executives said.

Target and Ulta’s ‘conscious uncoupling’

A shop-in-shop deal ends as both companies get back to retail basics. Analysts weigh in on the move while Bank of America downgraded Target.

Urban Outfitters taps Levi’s for its next On Rotation experience

The space aims to infuse “the energy of a vintage flea market” by featuring both new denim styles as well as vintage pieces like its paper bag jeans.