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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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Amazon, Visa team on agentic tools
The e-commerce giant is locking arms with the largest U.S. card network to provide software developers with tools and contacts for creating agentic commerce experiences.
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Podcast
The Backroom: Tariffs tee up unique holiday season for retail
Retail Dive touches base with Supply Chain Dive to examine how shifts in U.S. tariff rates have affected the industry ahead of its most important quarter.
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BNPL drives over $1B in online spend on Cyber Monday
Overall spending on the digital shopping day topped $14 billion in the U.S., per Adobe Analytics. Shopify also touted record sales despite technical difficulties.
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Supergoop taps Amazon vet as CEO
Melis del Rey was most recently the general manager of Amazon U.S. Health and Beauty and previously served in leadership roles at Procter & Gamble.
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Deep Dive
Will Amazon’s AI-powered one-stop shop for advertising change the game?
At its UnBoxed conference, Amazon showcased new tools it claims provide unprecedented flexibility in buying and intelligence for advertisers.
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Yankee Candle owner resorts to layoffs, store closures
To accelerate its turnaround, Newell Brands will lay off 900 people worldwide and close 20 Yankee Candle stores.
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Retailers turn to AI for marketing, merchandising
AI investments are widespread across retail, but using the tech doesn’t automatically translate to business impacts, per a report from Berkeley Research Group.
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Belk debuts smaller-format Market stores
The concept is launching this month with two locations, with additional openings slated for 2026.
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E-commerce growth surpasses stores on Black Friday, with sales up over 10%
Top-selling sectors over the holiday weekend included apparel and athletics, according to early data.
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ChatGPT launches shopping research feature
OpenAI aims to streamline the comparison shopping process as it transforms ChatGPT into an e-commerce destination.
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The North Face unveils Manhattan flagship store
The Fifth Avenue location is the brand’s largest globally and is designed to be an immersive experience centered on outdoor exploration.
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Pacsun, Camping World and Lush launch on-demand delivery with Uber
In the midst of the busy holiday shopping season, customers can now use the Uber, Uber Eats and Postmates apps to order from the retailers.
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Best Buy raises full-year guidance as consumers remain ‘resilient’
The retailer saw Q3 revenue and comparable sales grow despite macroeconomic pressures. Meanwhile, it's advancing agentic AI integration.
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Urban Outfitters expects highly promotional holiday
Traffic, sales and profits surged in Q3, but now customers are waiting on discounts. “They know that the promotions are coming,” CEO Dick Hayne said.
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Bed Bath & Beyond to acquire The Brand House Collective, close 40 stores
The merger agreement is expected to be finalized in early 2026 and the combined company will eliminate $20 million in costs.
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"Destination XL Group - DXL (51788714899).jpg" by Ajay Suresh is licensed under CC BY 2.0
DXL brings fit tech to app, stores
The scanning technology measures hundreds of data points so Big + Tall customers can find their size across brands.
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Dick’s turnaround at Foot Locker includes store closures, inventory reset
Dick’s is already testing improvements at 11 Foot Locker stores and named a new head of international for the business.
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Kohl’s makes progress in Q3 despite sales, profit declines
Loyal customers are returning more often as turnaround initiatives take hold, though some analysts say bolder change is needed.
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Lowe’s advances inventory optimization efforts
The retailer is on pace to cut 15% of its SKUs by the end of 2025 while upgrading demand planning, allocation and replenishment.
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Lululemon names general manager of North America as Celeste Burgoyne exits
Carla Anderson will now lead North America and report to André Maestrini, who oversees all regions as chief commercial officer.
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Carol’s Daughter relaunches e-commerce site
The move comes nearly nine months after L'Oréal said it would sell the brand, placing it back under the leadership of founder Lisa Price.
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