The Latest
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EBay restructures leadership, brings in new CFO
A former PayPal exec is stepping into the role. Meanwhile, the company is bringing together its product and marketing teams and consolidating engineering.
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Column
The Weekly Closeout: NRF chief defends tariffs, Big Lots accelerates store openings
Matt Shay, CEO of the trade group, called duties “an extraordinarily important tool” for President Trump. Meanwhile, the discount retailer is opening 132 stores this month alone.
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Retail job cuts up nearly 80% in April
Retail announced over 64,000 job cuts so far this year, the second most of any industry, according to a report from Challenger, Gray & Christmas.
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Amazon to invest $4B toward rural delivery expansion by 2026
The e-commerce giant “has a massive advantage over UPS and FedEx” to make the initiative successful, one expert said.
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Walmart opens 1M-square-foot Sam’s Club distribution center in Florida
The Jacksonville site will serve 25 Sam’s Club locations and also store imported goods destined for other facilities.
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Amazon could gain share under tariffs, as it did during the pandemic, CEO says
The e-commerce giant is “pretty maniacally focused” on keeping prices low, CEO Andy Jassy told analysts Thursday.
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What a White House-Amazon kerfuffle says about tariffs, prices and talking to customers
Amazon says it decided against telling shoppers how new duties affect prices, a plan the White House slammed as “hostile and political.” But is it a good idea? Yes and no.
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Wayfair’s customer base continues to shrink as revenue remains flat in Q1
Executives remained optimistic about the online retailer’s ability to weather tariff pressures, touting its marketplace structure.
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Walmart opens first new Supercenter in 4 years
The retailer’s location in Texas, which is its first “Store of the Future” in the U.S., is focused on innovation and caters offerings to regional customers.
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How grocery continues to drive Walmart’s top line
The category brought in $276 billion in net sales in fiscal 2025, up nearly 12% from the same period two years ago, the retailer said in its annual report.
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Target refreshes Boots & Barkley pet brand
Featuring new products and packaging, the private label is also value-priced, with two-thirds of the items selling for less than $10.
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Kohl’s CEO fired over conflicts of interest
Ashley Buchanan, who only took the post in January, was terminated for cause following an investigation into vendor transactions, the department store said.
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‘We’re not just a hot cup company’: What’s next for Stanley
Can the water bottle brand live past its virality? Global President Matt Navarro says it already has.
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Etsy is leveraging AI to boost personalization
In its latest earnings call, the marketplace said personalized homepages yielded nearly double the engagement compared to those without personalization.
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Burlington snags 45 of Joann’s store leases out of bankruptcy
The off-price retailer is taking advantage of the craft company’s closure as new shopping center growth diminishes.
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Deep Dive
Retail’s latest tariff challenge? Setting prices.
New levies are shaping up to be a holiday tax on consumers already touchy about spending. Careful analysis and clear communication are key.
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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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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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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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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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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.