Consumer Trends
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Walmart furthers gains with higher-income shoppers
The retailer released a conservative outlook as lower-income households remain stretched, with CEO John Furner saying some spend “paycheck to paycheck."
By Dani James • Feb. 19, 2026 -
Why brands need to optimize their mobile apps and websites for AI
Brands have built their digital experiences on Google’s search algorithm, but that needs to change as consumer behavior evolves, experts say.
By Michael Brady • Feb. 18, 2026 -
Trendline
Digital innovation and technology trends in retail
Generative AI and TikTok Shop have replaced the metaverse and NFTs as the hot topics of the day — here’s a look at how brands are using them.
By Retail Dive staff -
Sponsored by Nift
Outcomes are table stakes. How brands deliver them is the advantage.
How performance is expanding beyond transactions in commerce media
By Saket Mehta, CRO at Nift • Feb. 17, 2026 -
Sponsored by Simon-Kucher
[Podcast] Decoded: The New Consumer
This podcast uncovers how AI, influencers, and shifting consumer habits are reshaping the future of retail.
By Retail Dive's studioID • Feb. 17, 2026 -
Column
The 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.
By Retail Dive Staff • Feb. 13, 2026 -
What December retail sales say about consumers in 2026
Shoppers are likely to keep spending, but even luxury consumers are wary.
By Daphne Howland • Feb. 12, 2026 -
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.
By Tatiana Walk-Morris • Feb. 11, 2026 -
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.
By Dani James • Feb. 11, 2026 -
What to watch in retail in 2026
From the trajectory of the department store segment to the rise of generative AI, here’s what Retail Dive is keeping an eye on this year.
By Retail Dive Staff • Jan. 30, 2026 -
Column
The Weekly Closeout: Valentine’s Day spending to top $29B, Merit to raise prices
Consumers are budgeting roughly $200 on gifts for the holiday, per NRF, while the beauty brand is increasing prices on select products.
By Retail Dive Staff • Jan. 30, 2026 -
Private label sales set another record in 2025
Shoppers spent just under $283 billion on store-brand products last year, up 3.3% compared with 2024, the Private Label Manufacturers Association reported.
By Sam Silverstein • Jan. 26, 2026 -
Retail’s risky AI commerce bet
As retailers race to meet consumers on external AI platforms, they risk losing data and direct interaction with shoppers. Experts say disruption has only just begun.
By Dani James • Jan. 26, 2026 -
Column
The Weekly Closeout: Reebok teams with Karol G and will January storms ice out retail sales?
The activewear brand signed a multiyear deal with the Colombian artist, while analysts speculate upcoming weather could slow spending.
By Retail Dive Staff • Jan. 23, 2026 -
Cautious consumers shunned big-ticket items last year
Higher tax refunds could lift discretionary spending in 2026, but the labor market is the biggest factor, according to Bank of America Institute research.
By Daphne Howland • Jan. 21, 2026 -
Sponsored by DHL
Overcoming the barriers to omnichannel by recognising that one size doesn’t fit all
Omnichannel success lies in tailoring strategies to customer needs, not relying on a one-size-fits-all approach
By Andreas Bicking, Global Head of E-commerce and Returns, DHL Supply Chain • Jan. 20, 2026 -
Sephora to dedicate curated spaces to K-beauty rival Olive Young
The effort is part of the Korean beauty retailer’s global expansion, which includes opening its first U.S. stores later this year.
By Daphne Howland • Jan. 20, 2026 -
Sponsored by Talon.One
Top loyalty trends for 2026: Driving profit, not just participation
How brands are rethinking loyalty to drive real growth, not just member sign-ups.
Jan. 20, 2026 -
Walmart: This year, AI tinkering ‘becomes transformation’
A year from now, customers will look back and realize just how much has changed about the shopping experience, Walmart’s Daniel Danker predicts.
By Cara Salpini • Jan. 15, 2026 -
What 10 retail executives have to say about AI
Executives from Dick’s Sporting Goods to Macy’s offered insights as the industry grapples with integrating the new tech into their operations.
By Dani James , Caroline Jansen • Jan. 15, 2026 -
‘You have to be willing to challenge everything’: VF Corp leaders discuss turnaround progress
Executives from Vans, The North Face and Timberland laid out their plans for evolution while maintaining each brand’s heritage.
By Caroline Jansen • Jan. 14, 2026 -
Five Below CEO Winnie Park reflects on one year at the helm
The Forever 21 veteran redefined the retailer’s target customer, simplified its pricing structure and is eyeing more changes to product assortment.
By Cara Salpini • Jan. 13, 2026 -
Deep Dive
6 retail trends to watch in 2026
From pricing dynamics to the shifting state of malls, here are the trends we’ve got our eye on in 2026.
By Retail Dive Staff • Jan. 8, 2026 -
US e-commerce spend reached nearly $258B over the holidays
Adobe Analytics data found consumer spending grew 6.8% compared to 2024, with buy now, pay later usage reaching a new high.
By Dani James • Jan. 7, 2026 -
Visa, Mastercard track roughly 4% US holiday retail sales growth
The 2025 holiday season saw consumers shopping across channels to land the best deals and maximize convenience, according to new reports.
By Tatiana Walk-Morris • Jan. 6, 2026 -
What shaped retail’s holiday season in 2025
It was a year of AI-generated gift recommendations, tariff upheaval and increased financial stress on shoppers.
By Retail Dive Staff • Jan. 6, 2026