Consumer Trends
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Column
The Weekly Closeout: Reebok partners with Hilary Duff and Saks Fifth Avenue launches fall campaign
The pop icon is the athletic retailer’s latest ambassador. Meanwhile, the department store, and sister brand Neiman Marcus, debuted seasonal campaigns.
By Kaarin Moore • Sept. 4, 2026 -
Sephora to pilot TikTok Shop experience
The beauty retailer will debut exclusive monthly drops through the social media's e-commerce feature with content-led videos and a TikTok Live.
By Dani James • Sept. 2, 2026 -
Explore the Trendline➔
Courtesy of Target
TrendlineThe state of holiday shopping and the consumer
Consumers are signaling they want value when it comes to quality, convenience and experiences.
By Retail Dive staff -
Ulta leans into exclusivity amid Target Beauty Studio competition
The specialty retailer reported strong Q2 sales and raised its full-year guidance, though makeup comps were nearly flat compared to last year.
By Dani James • Aug. 28, 2026 -
Column
The Weekly Closeout: Arc’teryx vet heads to Helly Hansen, Avon North America to be acquired
Kontoor Brands tapped C.J. King to lead Helly Hansen’s North American sports division, while Regent’s deal reunites the beauty company with Avon International.
By Retail Dive Staff • Aug. 28, 2026 -
Dollar stores gain as Americans stretch budgets
Dollar General and Dollar Tree both reported second quarter increases in average ticket and traffic amid a tough macroeconomic backdrop.
By Dani James • Aug. 28, 2026 -
Build-A-Bear fires chief growth officer as earnings fall flat
The company's summer trend merchandise didn’t resonate with customers and wholesale progressed slower than expected.
By Dani James • Aug. 27, 2026 -
Consumer confidence wanes on dimming view of jobs, incomes, business
Most consumers expect higher inflation and anticipate that interest rates will rise in the next 12 months, The Conference Board said.
By Jim Tyson • Aug. 27, 2026 -
Podcast
The Backroom: A sit-down with Ron Johnson
The retail veteran shares his journey with Apple, the infamous stint with J.C. Penney and more ahead of the release of his memoir, “Shop Different.”
By Retail Dive Staff • Aug. 27, 2026 -
Target apologizes for offensive Halloween costume
The retailer is facing backlash over a costume critics described as evoking racial stereotypes. The incident comes over a year after the company's DEI changes made headlines.
By Dani James • Aug. 25, 2026 -
Fragrance drives beauty sales as consumers seek ‘emotional and functional value’
Prestige and mass beauty retail sales were up in the U.S. in the first half of the year, underscoring the resilience of the category, according to Circana.
By Lara Ewen • Aug. 24, 2026 -
US toy industry has best first-half performance in 6 years
Older consumers are fueling growth in the industry, according to a new Circana report.
By Tatiana Walk-Morris • Aug. 20, 2026 -
Lowe’s cuts outlook as DIY spending remains pressured
Growth in Pro, home services and online sales helped the home improvement retailer eke out a 0.2% comp increase.
By Caroline Jansen • Aug. 19, 2026 -
Kohl’s navigates choppy back-to-school season with another round of deals
The department store, which is leaning on value to woo back customers, just a few weeks ago priced thousands of school supplies under $25.
By Daphne Howland • Aug. 19, 2026 -
Target finalizes divorce from Ulta, signaling shift in beauty market
The mass retailer’s new Target Beauty Studio experience will help fill the void left by its Ulta partnership ending. Experts say the change might benefit Target long term.
By Dani James • Aug. 18, 2026 -
Back-to-school spending could be ‘moderate at best’
Growth is concentrated in higher-income consumers as many shoppers contemplate discretionary purchases, per new data from Circana.
By Dani James • Aug. 17, 2026 -
Column
The Weekly Closeout: Mud Jeans files for bankruptcy and is the K-shaped economy over?
The circular denim brand was saddled with debt. Meanwhile, many analysts are turning against the letter K in describing the U.S. economy.
By Retail Dive Staff • Aug. 14, 2026 -
Consumers warm up to agentic AI purchases
Shoppers are trusting AI to buy items on their behalf, but they still prefer a human step in the process, a new survey found.
By Tatiana Walk-Morris • Aug. 13, 2026 -
Sponsored by Mars
Winning Halloween: How Gen Z’s spooky summers are driving growth
76% of Gen Z want year-round Halloween candy, fueling America’s longest shopping season.
By Tim LeBel, Chief Halloween Officer, Mars Snacking North America • Aug. 10, 2026 -
Claire’s revamps iconic piercing experience
The retailer is rolling out updated training, store displays, earrings and more as part of broader upgrades to its store service.
By Dani James • Aug. 6, 2026 -
High-income shoppers drive revenue gains at Wayfair
Despite continued housing market uncertainty, the company’s upscale Perigold banner experienced growth, increasing by over 35% in Q2.
By Caroline Jansen • Aug. 4, 2026 -
As the holidays near, two-thirds of shoppers are using AI
Consumers are looking to AI this holiday season to sift through products and search for bargains, according to Attentive.
By Tatiana Walk-Morris • Aug. 4, 2026 -
Amazon customers are embracing Alexa for Shopping
The number of active users for the tech nearly doubled in the second quarter, with interactions up five times year over year, CEO Andy Jassy said.
By Bryan Wassel • Aug. 3, 2026 -
Podcast
The Backroom: How long can the consumer hang on?
Discretionary retail sales have been surprisingly strong so far this year. The team discusses the reasons why and what that might mean for the rest of 2026.
By Retail Dive Staff • July 30, 2026 -
Why Nike is trying to reignite its sportswear business with a hoodie
Studio Fleece, the retailer’s latest line, aims to recreate a series of wardrobe staples for women, Nike’s Jill Gonzalez told Retail Dive.
By Cara Salpini • July 30, 2026 -
Back-to-school shoppers will prioritize essentials over apparel
Clothing buys will be spread out over the school year, while sporting goods are increasingly considered essential, according to two reports.
By Lara Ewen • July 29, 2026