Former Nordstrom execs descend on Rent the Runway

The company’s interim CEO, interim CFO and chief commercial officer all have ties to the department store. Meanwhile, the apparel rental company’s revenue grew over 29% in Q1.

By Kaarin Moore • June 4, 2026

Five Below nixes ‘Five Beyond’ store section

The retailer — which reported a 32% sales bump for Q1 thanks to viral squishy toys — moved the higher-priced inventory in line with the rest of the store.

By Dani James • June 4, 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

Destination XL is reevaluating its merger with FullBeauty

A week after rejecting a take-private offer, the company’s board said the merger’s existing terms were not in its stockholders’ best interests.

By Lara Ewen • June 4, 2026

Trump admin appeals aspects of tariff refund order

The Department of Justice said the Court of International Trade lacks the authority to mandate refunds for all finally liquidated entries.

By Phil Neuffer • June 4, 2026

Macy’s revamped half its stores and customers followed

As it improves merchandising and customer experience at 200-plus stores, some analysts now see the department store taking share from weaker rivals.

By Daphne Howland • June 3, 2026

Ulta’s prestige beauty shines despite consumer pressure

The retailer's sales jumped 11% in Q1 with the help of higher-end offerings. Meanwhile, the company is plotting an experiential store in New York City.

By Dani James • June 3, 2026

Victoria’s Secret expects sales to top $7B this year

The lingerie giant’s “promo detox” meant more full-price selling in Q1, and both the namesake and Pink brands took market share.

By Daphne Howland • June 2, 2026

Dollar General sales soar as customers trade down at ‘accelerated’ rate

The discount retailer’s Q1 sales jumped 3.4% as rural shoppers see an outsized impact from increased gas prices.

By Dani James • June 2, 2026

Even with Sydney Sweeney, American Eagle struggles to sell women’s bottoms

While the brand faced softer trends in the category, Aerie’s comparable sales grew 25% in Q1. 

By Dani James • June 1, 2026

J.C. Penney rebound stalls in the holiday quarter

The department store made some strides in its turnaround last year but ended fiscal 2025 with weakness on the top and bottom lines.

By Daphne Howland • June 1, 2026

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

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