Consumer Trends


  • A mall toy store.
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    Daphne Howland/Retail Dive
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    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 Aug. 27, 2026
  • Seniors with shopping carts walk down a grocery aisle.
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    Mario Tama via Getty Images
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    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
  • Trendline

    How artificial intelligence is shaping retail

    More retailers are leaning on AI as a tool, tapping into the tech to improve customer service and support supply chain functions.

    By Retail Dive staff
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    Kendall Davis/Retail Dive
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    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
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    Dani James/Retail Dive
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    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 Aug. 25, 2026
  • Woman applying perfume on wrist indoors.
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    Getty Images
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    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
  • Lego's personalization studio
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    Courtesy of Lego Group
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    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
  • A white truck is parked in front of a Lowe's store on a clear, bright day.
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    Daphne Howland/Retail Dive
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    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 Aug. 19, 2026
  • A brown-brick facade with a white "Kohl's" sign decorates a cream-colored building and main entrance of a store, with small trees in the foreground.
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    Courtesy of Kohl's
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    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 Aug. 19, 2026
  • Empty white and orange retail shelves with the Ulta logo above
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    Dani James/Retail Dive
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    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 Aug. 18, 2026
  • A person holds a shopping basket full of items.
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    Courtesy of Target
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    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 Aug. 17, 2026
  • Inside a Mud Jeans store.
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    Courtesy of Mud Jeans
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    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
  • Person laying back on a couch with a computer and a credit card shopping.
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    Getty Images
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    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
  • Halloween pumpkin bucket overflowing with assorted M&M’s, Snickers, Skittles, Twix, and other candy beside a purple trick-or-treat bowl.
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    Permission granted by Mars
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    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 piercing experience.
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    Courtesy of Claire's
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    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 Aug. 6, 2026
  • A Perigold room with a staircase in the background.
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    Courtesy of Perigold
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    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 Aug. 4, 2026
  • A person wearing jeans and a sweater holds a credit card over a laptop, with a blurry holiday tree in the background.
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    Getty Images
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    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
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    Ethan Miller/Getty Images via Getty Images
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    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
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    Kendall Davis/Retail Dive
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    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
  • A group of people in grey sweatpants and hoodies pose inside a hair salon.
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    Courtesy of Nike
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    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 July 30, 2026
  • Two women browse a clothing rack in a bright boutique, selecting a plush beige coat.
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    Tatsiana Volkava/Moment via Getty Images
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    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
  • Children shopping for school glue supplies at Walmart.
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    Courtesy of Walmart
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    Stressed parents turn to BNPL for back-to-school shopping

    Nearly half of consumers expect to use buy now, pay later this year, an Omnisend survey found.

    By July 27, 2026
  • A model wears brightly colored Sundry clothing.
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    Retrieved from Digital Brands Group on January 03, 2024
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    Column

    The Weekly Closeout: Digital Brands Group enacts reverse stock split, gas prices up again

    The company will implement a 1-for-40 split to comply with Nasdaq rules, and this week's $100-per-barrel price on oil poses a risk to household budgets.

    By Retail Dive Staff • July 24, 2026
  • American Eagle back-to-school campaign 2026
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    Courtesy of American Eagle
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    From Yamal to the mall: How American Eagle is going back to school

    Chief Marketing Officer Craig Brommers details the retailer’s extensive marketing for the crucial season, which kicks off days after global ambassador Lamine Yamal and his team won World Cup gold.

    By Chris Kelly • July 22, 2026
  • A person wears a striped dress.
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    Courtesy of GapStudio, photo by Maya Iman
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    Deep Dive

    Gap makes a fine mesh out of its ‘Happy Stripe’ remake

    A polyester take on a vintage sweater design got plenty of backlash on social media, but the stumble won’t likely stall the brand’s comeback.

    By July 20, 2026
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    Permission granted by Rokt
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    Sponsored by Rokt

    AI is creating e-commerce’s next optimization challenge: The intent gap

    AI is changing how shoppers arrive. Is your checkout keeping up?

    July 20, 2026