Fashion misses at Old Navy spell trouble for Gap Inc.

Internal flubs, not customer malaise, were the cause and have been addressed, Gap Inc. CEO Richard Dickson said Thursday. But is competition from off price a growing problem for the value brand?

By Daphne Howland • May 29, 2026

Consumer sentiment falls to new low; cost of living ‘first-order’ worry

A sustained rise in long-run inflation expectations would likely increase the odds that the Federal Reserve will raise interest rates.

By Jim Tyson • May 29, 2026

Explore the Trendline➔

The direct-to-consumer landscape in retail

More mature brands are pursuing exit strategies and expanding their reach, while traditional retailers are increasingly shifting to a DTC model.

By Retail Dive staff

The Weekly Closeout: Burlington plots store openings, Mattel expands Brick Shop

The off-price retailer plans to open over 100 new locations this year, while the toy company debuted new brick sets featuring Lamborghini and Chevrolet.

By Retail Dive Staff • May 29, 2026

Dollar Tree CEO: ‘Our model is built for environments like this’

Customers are shopping the discount retailer with a focus on affordability, convenience and trip efficiency to stretch their budgets.

By Kaarin Moore • May 29, 2026

Destination XL rejects $46M go-private offer

The 82 cents-per-share offer does not reflect the company’s value and is “highly conditional and opportunistic,” Board Chairman Lionel Conacher said.

By Lara Ewen • May 29, 2026

Capri Holdings’ ‘biggest issue’ is footwear

Michael Kors is going through a strategic repositioning of the category, as that brand and Jimmy Choo prioritize more casual styles.

By Lara Ewen • May 28, 2026

Sephora a surprise drag on Kohl’s in Q1

The department store posted some improvement in the period but margin gains were meager, and sales are expected to be flat at best this year.

By Daphne Howland • May 28, 2026

CBP raises accepted tariff refunds to $85B

As of Friday, about $20.6 billion in certified refunds with interest have been completed through Customs and Border Protection’s dedicated portal.

By Antone Gonsalves • May 28, 2026

Best Buy incoming CEO: ‘We’re not just a retailer anymore’

Jason Bonfig, who takes on the top post in November, plans to grow the business by investing in advertising, customer experience and new store formats.

By Cara Salpini • May 28, 2026

Why Everlane and Shein are actually a good match

The direct-to-consumer apparel brand resorted to fast fashion — and broke its promises — well before its deal with the Chinese low-price leader.

By Daphne Howland • May 28, 2026

Bath & Body Works CEO: ‘We are in the early stages’ of transformation

The retailer reported that Q1 net sales dipped 3% year over year. Meanwhile, CFO Eva Boratto will step down from her role in June.

By Kaarin Moore • May 27, 2026

Another strong quarter for Dick’s quells some Foot Locker fears

The Foot Locker business posted its first positive comps since late 2024 and the company raised guidance for both banners.

By Cara Salpini • May 27, 2026

Target, Walmart vie for beauty customers

The retailers are investing in ways to court beauty consumers away from specialty retailers, trying new staffing models and remixing the merchandising assortment.

By Dani James • May 27, 2026

Shoe Carnival ditches rebanner strategy

The company sees renewed merit in running its namesake and Shoe Station brands as independent components of its portfolio.

By Kaarin Moore • May 26, 2026

Walmart ties expected tariff refunds to price strategy amid cost pressures

CFO John David Rainey said potential recoveries would be directed toward lowering prices as fuel costs pressure consumers.

By Alexei Alexis • May 26, 2026

E.l.f. Beauty does an about-face on price hikes

Following a “pronounced decline” in unit volume, CEO Tarang Amin said the company was testing adjustments to its tariff-driven strategy. 

By Lara Ewen • May 22, 2026

It’s official: Shein will acquire Everlane

The deal promises to salvage the sustainability-oriented DTC brand’s finances, but its tie-up with the Chinese fast-fashion giant comes at a cost.

By Daphne Howland • May 22, 2026

The Weekly Closeout: John Varvatos quietly exits Under Armour and Victoria’s Secret’s ticker gets sexier

The designer left the athletics brand last fall. Meanwhile, the lingerie company will sport a new ticker symbol, VSXY, on the NYSE. 

By Retail Dive Staff • May 22, 2026

Hasbro finds a star revenue player in Magic: The Gathering

The toy company reported $1 billion in net revenue in Q1. Revenue for the Wizards of the Coast division, which oversees Magic, was up 26%. 

By Kaarin Moore • May 22, 2026

Amer Sports CFO: No visibility on tariff refunds

Andrew Page told Retail Dive that the company, which runs Arc’teryx and Salomon, will see little impact from the refunds anyway. Revenue at the business was up 32% in Q1.

By Cara Salpini • May 21, 2026

Roberto Cavalli to be acquired by Destination Maternity parent company

Marquee Brands will own a majority interest in the fashion house in a deal that is expected to close in Q2 of this year.

By Kaarin Moore • May 21, 2026

Walmart warns of price increases due to fuel costs

The retailer expects somewhat higher retail price inflation in Q2 if the fuel shocks from the war in Iran persist. However, Walmart maintained its full-year guidance.

By Dani James • May 21, 2026

Lee jeans sold to brand management firm for up to $1B

The denim label is the latest IP to be scooped up by Authentic Brands Group, which is aiming for $100 billion in annual retail sales.

By Daphne Howland • May 21, 2026

Vans ekes out sliver of growth in the US

The brand’s revenue tumbled globally for the quarter and year, but the sign of recovery at home is “the real story” for VF Corp., analysts said.

By Daphne Howland • May 20, 2026

Lowe’s efforts to win over pros could save it from the home sector’s challenges

The retailer — which saw sales increase 10% in Q1 — is turning to the customer segment as DIY demand remains down.

By Caroline Jansen • May 20, 2026