The Latest
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Ulta targets wellness growth as consumers spend on beauty
The retailer’s latest performance demonstrates consumer resilience in the category, though analysts poked at the company’s operating margin expectations.
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Deep Dive
De minimis’ end: How shippers are adapting for peak season and beyond
Experts foresee hurdles in both pricing and logistics for importers that have relied on the duty exemption for sub-$800 goods.
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Gap Inc. bets big on beauty, accessories
At the Goldman Sachs Global Retailing Conference Thursday, Gap Inc. CEO Richard Dickson called these high-margin “sleeper categories” that its customers want.
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American Eagle’s celebrity marketing drew outcry — and new customers
The brand defended its controversial ads with Sydney Sweeney, claiming the campaign contributed to “unprecedented” customer acquisition.
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Mattel restructures its brand leadership team
The reset includes adding two new roles: chief global brand officer and global head of dolls.
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Home Depot closes on GMS acquisition
The $5.5 billion deal to acquire GMS, which specializes in drywall, ceilings and steel framing, bolsters Home Depot’s pro offerings.
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How to keep the ‘off’ in ‘off price’ in the tariff era
In order to make good on their value promise, TJX, Ross and Burlington are being hyper-vigilant about pricing across the industry.
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Best Buy, Uber Eats partner on same-day delivery, scheduled drop-offs
Shoppers can use the Uber Eats app to have electronics delivered from over 800 of the retailer’s locations.
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Macy’s posts first sales growth in years, but tariffs cast a shadow
More staff and better visual merchandising in stores drove the namesake banner’s improvements, CEO Tony Spring said Wednesday.
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Target scales back on in-store fulfillment strategy
The retailer will take recent learnings about which stores are "built to fulfill" and apply it to up to 40 more locations by the year's end.
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Dollar Tree tariff mitigation efforts yield results sooner than expected
The discount retailer reported Q2 net sales and comp growth as consumers continue to seek out value across income brackets.
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How DSW’s new brand platform showcases the fun of in-person shopping
Created with Crispin, “Let Us Surprise You” celebrates the in-store experience, as the shoe retailer does 70% of its business in person.
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Best Buy revenue grows despite ‘tariff situation’
The electronics retailer reported improved comps, though the impact of a changing trade environment continues to loom over earnings performance.
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Crocs appoints Nike alum as CFO
Patraic Reagan is stepping into the role following last week’s resignation of Susan Healy.
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Can Dillard’s save the mall?
The Southern department store’s investment in a Texas shopping center is a savvy business move that could spur the evolution of an aging retail model.
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Williams-Sonoma to launch AI-powered ‘culinary companion’
Meanwhile, the company has scaled its AI customer service assistant across its portfolio.
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Depop eyes larger US presence with ads touting style ‘Depopelgangers’
The online fashion reseller’s “Where Taste Recognizes Taste” campaign spotlights the emotional connection tied to secondhand shopping.
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Worldpay rewires for bot shoppers
The processor aims to prepare its merchant clients for the opportunities and risks of AI-driven agentic shopping.
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Consumers want AI guardrails, but few business leaders have policies in place
More than one-quarter of customer experience leaders say their organization is ready to deploy agentic AI, despite having no governance policy in place, Genesys found.
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Staples to bring optical centers to stores through Now Optics partnership
Through the tie-up, Stanton Optical will offer eye exams, prescription lenses and more in five of the office retailer’s locations.
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Claire’s scales back store closures to 300 following $140M buyout offer
The bankrupt mall chain had moved to shutter 700 locations and was mulling the liquidation of its entire 1,500-store fleet in North America.
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Sycamore Partners closes Walgreens acquisition, splits retailer into 5 companies
Mike Motz has been named the CEO of Walgreens. He was formerly the chief executive of Staples U.S. Retail, a Sycamore portfolio company.
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Podcast
The Backroom: Bankruptcy court is in session
Debtwire’s global head of legal, Sarah Foss, and Retail Dive Senior Reporter Daphne Howland discuss retailer bankruptcies – in 2025 and beyond.
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Nike to lay off less than 1% of corporate team
The cuts come after CEO Elliott Hill unveiled a strategy a few months ago to realign the company’s teams around key sports.
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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.