The Latest
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Adeline Kon/Retail Dive
TrackerThe 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 -
iStock / Pakin Jarerndee
Sponsored by Mirakl3 practical steps for keeping pace in the agentic commerce race
AI agents are reshaping how we shop. Three steps retailers must take now to win the agentic future.
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Daphne Howland/Retail Dive
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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Courtesy of Nike
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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Courtesy of Mall of America
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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Justin Sullivan via Getty Images
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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Mario Tama via Getty Images
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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Shaun Lucas/Retail Dive/Retail Dive, data from Getty Images
September retail sales rise 5.7%, with all categories gaining
The U.S. Commerce Department released numbers delayed by the government shutdown that Wells Fargo economists called “more humbug than merry.”
Updated Nov. 25, 2025 -
Nate Delesline/Retail Dive
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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Courtesy of Walmart
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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Permission granted by National Tree Company
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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Joe Raedle via Getty Images
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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Alamy
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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Courtesy of American Eagle
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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Dani James/Retail Dive
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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Permission granted by Supergoop
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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Courtesy of Urban Outfitters
Deep DiveHow 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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Courtesy of Newell Brands
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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Getty Images
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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Permission granted by Walmart
ColumnThe 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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Kaarin Vembar/Retail Dive
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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Dani James/Retail Dive
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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Kendall Davis/Retail Dive
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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Getty Images
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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Courtesy of The North Face
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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Courtesy of Amazon
Deep DiveWill 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.
