The Latest
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Daphne Howland/Retail Dive
As 2026 kicks off, these retailers are vulnerable to bankruptcy
As the industry enters another year marked by tariffs and falling consumer sentiment, retailers including J. Crew and Guitar Center face risks.
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Courtesy of Pat McGrath Labs
Pat McGrath Labs secures $30M financing
The fresh capital comes from an existing lender. Meanwhile, founder Patricia McGrath will become chief creative officer as part of a Chapter 11 restructuring deal.
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Justin Sullivan via Getty Images
Levi’s warehouse network transition hits snag
The clothing maker said a shift away from an owned distribution center to a third-party run facility has taken longer than expected.
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Courtesy of Chubbies
Chubbies launches women’s swimwear brand
The stand-alone brand, dubbed Cheekies, launches with bikinis, one-piece suits and cover ups priced between $45 and $110.
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Courtesy of Lululemon
ColumnThe Weekly Closeout: Tree Hut’s Gen Alpha brand — and will Lululemon’s new training line hit?
The body care company is launching “Splash” to appeal to a younger audience, while the activewear brand is pushing past its latest leggings snafu to debut a new fabric.
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Mario Tama via Getty Images
US companies, consumers bear nearly 90% of tariff costs: New York Fed
Recent studies challenge President Donald Trump’s assertion that foreign exporters will end up paying the highest import taxes since the 1930s.
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Courtesy of Ernesta
DTC rug brand Ernesta opens Dallas showroom
The 1,256-square-foot space, which features an area for one-on-one consultations, marks the brand’s sixth store.
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Getty Images
What December retail sales say about consumers in 2026
Shoppers are likely to keep spending, but even luxury consumers are wary.
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TikTok Shop spurs Crocs, Heydude DTC sales
Overall, Crocs finished 2025 with a Q4 that beat expectations, and executives even expect struggling Heydude to return to growth later this year.
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Courtesy of Wayfair
Wayfair, Affirm expand partnership to UK and Canada
Shoppers will receive a real-time approval decision when they select the payment company’s BNPL service at checkout.
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Kaarin Moore/Retail Dive
A look inside Skims’ first Chicago flagship
The brand is expanding its brick-and-mortar presence after landing a $225 million funding round at the end of last year.
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Rachel Murray/Getty Images for ELLE via Getty Images
Ex-Lululemon chief Calvin McDonald to return to beauty as Wella CEO
The 145-year-old hair care company touted the growth and market share gains that McDonald oversaw at the activewear brand and Sephora.
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Courtesy of Walmart
Estée Lauder sues Walmart over alleged counterfeits
The cosmetics giant says the big-box retailer is permitting the sale of fakes on its marketplace that target brands including La Mer and Tom Ford.
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Permission granted by Victoria’s Secret & Co.
The latest evolution at Victoria’s Secret is an expanded T-shirt bra line
According to Victoria’s Secret Brand President Anne Stephenson, the retailer has updated craftsmanship and is leaning into products that are both comfortable and sexy.
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Getty Images
Target to test contextual ads in ChatGPT, including through Roundel
Bringing Roundel brands to ChatGPT suggests retail media networks could be a bridge for larger AI chatbot advertising adoption.
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Skip Bolen/WireImage for Saks Fifth Avenue via Getty Images
Saks Global to shutter 9 full-line stores
Saks Fifth Avenue is taking the brunt of the plans, with eight stores on the list. The company told a bankruptcy court further closures may be necessary.
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Shaun Lucas/Retail Dive/Retail Dive, data from Getty Images
December retail sales rise over 4% amid careful consumer spending
Department stores didn’t get much of a lift from the season as tariff-related price hikes sent shoppers out early and toward discounters.
Updated Feb. 10, 2026 -
Caroline Jansen/Retail Dive
Altar’d State owner bids $7M on Francesca’s IP
Stand Out For Good, which operates the faith-based retailer, has emerged as the stalking horse bidder in Francesca's latest Chapter 11 case.
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Courtesy of Nordstrom, photo credit Brian Bills
Nordstrom enlists luxury brands for 125th anniversary celebration
The department store is celebrating the whole year, with activations from the likes of Chanel and Christian Louboutin, limited-edition products and an even bigger Anniversary Sale.
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Getty Images
How AI commerce threatens eBay, Amazon
Agentic robots that shop and pay without human involvement could render marketplaces obsolete – and major retailers are responding.
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Courtesy of Target
Target names COO, chief merchant
CEO Michael Fiddelke announced his successor to lead operations and is transitioning the retailer to a single chief merchandising officer structure.
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Michael M. Santiago via Getty Images
American Eagle offers creators rewards to keep content flowing
The AE Creator Community is anchored on a rewards system that incentivizes creators to participate in regular challenges around content sharing.
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Michael M. Santiago / Staff via Getty Images
Walmart’s decade of change with Doug McMillon
The longtime CEO has passed the baton to John Furner, but McMillon’s technology and e-commerce legacy is lasting.
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Getty Images
Fewer consumers are shopping online on a daily basis
The number of consumers who turn to e-commerce daily has declined 12 percentage points from last year, with in-store shoppers on the rise.
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Courtesy of Toys R Us Canada
Toys R Us Canada files for creditor protection
The company is evaluating strategic alternatives and reducing its retail footprint as part of a restructuring process.
