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  • An illustration of a person hanging onto a coin in rough seas.
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    Adeline Kon/Retail Dive
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    Tracker

    The 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
  • Exterior of the new Victoria's Secret DC store
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    Dani James/Retail Dive
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    Bras, beauty push up Victoria’s Secret in ‘standout’ Q3

    The lingerie giant, which grabbed back market share in the quarter, raised its outlook for the year.

  • Interior holiday store display of products at Ulta Beauty
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    Dani James/Retail Dive
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    Ulta Beauty: Tariff-driven price increases accelerated in Q3

    Despite higher prices from brands and a “softening” in consumer confidence, the retailer's third quarter net sales jumped nearly 13%.

  • Crowds in front of Mall of America on Black Friday
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    Courtesy of Mall of America
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    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.

  • TikTok's app is seen on an iPhone.
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    Dan Kitwood via Getty Images
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    TikTok Shop tightens Postal Service shipping options for sellers

    USPS shipping labels must be purchased through TikTok Shipping starting in January or face rejection, per the e-commerce platform.

  • A range of colored bottles and boxes from skin care brand Versed for sale at Target.
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    Cara Salpini/Retail Dive
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    Mass market beauty sales growth is outpacing prestige

    The beauty category is a bright spot in an otherwise challenging year for retailers, with one-third of consumers planning to shop the category this holiday.

  • Sydney Sweeney for American Eagle Outfitters.
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    Courtesy of American Eagle Outfitters
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    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. 

  • A bottle of Dom Perignon
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    Permission granted by Quince
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    Quince adds wine to assortment through partnership with Drinks

    The online retailer teamed up with the AI-powered SaaS platform to offer a curated selection of wines as it expands into gourmet food and wine.

    DTC
  • Artificial trees from the National Tree Company.
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    Permission granted by National Tree Company
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    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.?

  • Sleep Number
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    Cindy Ord/Getty Images for Sleep Number via Getty Images
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    Sleep Number names permanent CFO amid choppy turnaround

    The smart mattress retailer said Amy O’Keefe will take the finance reins from interim CFO Bob Ryder, who will leave the company Dec. 12.

  • A mall entrance to a clothing store named "Torrid."
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    Daphne Howland/Retail Dive
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    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.

  • Martha Stewart poses in a denim-wrapped kitchen for American Eagle's 2025 holiday campaign.
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    Courtesy of American Eagle
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    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. 

  • The exterior of an Ashley store.
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    Courtesy of Ashley
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    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.

  • A Dollar General sign and brick storefront on a cloudy day with the company's signature black on yellow logo
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    Permission granted by Dollar General
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    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.

  • 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.

  • Holiday decorations on the outside of a department store.
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    Courtesy of Macy's
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    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.

  • A delivery van, door open, parked on a city street.
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    Daphne Howland/Retail Dive
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    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.

  • Nike headquarters
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    Courtesy of Nike
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    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.

  • Boxes move along a conveyor belt at an Amazon fulfillment center.
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    Justin Sullivan via Getty Images
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    ​​​​​​​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.

  • Khalid at Urban Outfitters LA Holiday Preview
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    Courtesy of Urban Outfitters
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    Deep Dive

    How 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.

  • People enter and leave a Costco.
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    Mario Tama via Getty Images
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    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.

  • The exterior of a newly constructed Dollar Tree store with the company's signature green color scheme with a blue sky
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    Nate Delesline/Retail Dive
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    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.

  • Grocery products.
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    Courtesy of Walmart
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    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.

  • A Walmart storefront showcases its refreshed brand identity, with a new typeface and the spark logo set apart as a standalone asset.
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    Permission granted by Walmart
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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.

  • Exterior of a store.
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    Joe Raedle via Getty Images
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    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.