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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 -
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.
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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%.
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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.
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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.
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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.
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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.
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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.
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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.?
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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.
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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.
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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.
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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.
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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.
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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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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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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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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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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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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.
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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.
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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.
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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.
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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.
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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.
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