Financial News
-
Signet Jewelers delivers ‘quality’ quarter, raises full-year outlook
The retailer swung to a profit in Q2, extended its credit agreement and expounded on the relaunch of its core brand websites.
By Kaarin Moore • Sept. 9, 2026 -
Francesca’s Ch. 11 liquidation plan confirmed
The apparel retailer says it resolved several disputes with creditors and it did not receive other qualified bids for its IP aside from Stand Out For Good.
By Dani James • Sept. 9, 2026 -
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 -
Nike, Simon Property Group dropped from S&P 100
The shift, effective Sept. 21, is mostly symbolic, especially for the mall company. But for the apparel brand it’s a fresh reminder of ongoing struggles.
By Daphne Howland • Sept. 8, 2026 -
Bed Bath & Beyond cancels deal to acquire Cabinets To Go owner
The company — now rebranded to Neighborhood Intelligence — says it determined F9 Brands couldn't satisfy closing requirements.
By Dani James • Sept. 8, 2026 -
Lululemon pulls back store plans as sales plummet
Even sales of leggings fell 20% in Q2. Incoming CEO Heidi O’Neill has her work cut out for her.
By Daphne Howland • Sept. 4, 2026 -
Petco loses millions due to loyalty program
When Petco Perks launched in Q2, “customer point redemption volumes far exceeded our initial projections,” CEO Joel Anderson said.
By Bryan Wassel • Sept. 4, 2026 -
Five Below’s ‘maniacal focus’ on the customer pays off
CEO Winnie Park attributed some of its Q2 success to a shift away from traditional media spending channels last year.
By Dani James • Sept. 3, 2026 -
Victoria’s Secret embraces nostalgia, entertainment trends
The lingerie giant has also worked to improve core product like bras, which boosted Q2 sales growth across brands, categories and channels.
By Daphne Howland • Sept. 3, 2026 -
Untuckit acquired by Randa
The deal will provide the DTC apparel brand with capital, global sourcing and “market-leading retail relationships” to support its next phase of growth.
By Tatiana Walk-Morris • Sept. 3, 2026 -
Ollie’s Bargain Outlets will plow $15M into lower prices
The retailer aims to protect its low-price leadership, as Q2 comps fell in a highly competitive environment and tough consumer backdrop.
By Daphne Howland • Sept. 2, 2026 -
J. Peterman appears to have folded
The quirky catalog retailer, made famous by “Seinfeld,” has stopped taking orders and faces allegations of violating Ohio consumer laws.
By Daphne Howland • Sept. 2, 2026 -
Dollar Shave Club acquires body care brand Truly Beauty
Financial terms of the deal were not disclosed, but both brands will retain their distinct identities as Truly Beauty markets to a different customer base.
By Dani James • Sept. 1, 2026 -
Nuuly drives Urban Outfitters’ record second-quarter revenue
The subscription rental service increased its average active subscriber count by more than 30% and posted $179 million in net sales.
By Lara Ewen • Aug. 31, 2026 -
Deep Dive
Inside Bed Bath & Beyond’s ambitions to transcend retail
A rebrand to Neighborhood Intelligence positions it as “bigger than a retail company.” But a slew of recent acquisitions has drawn skepticism.
By Caroline Jansen , Julia Himmel • Aug. 31, 2026 -
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 -
Old Navy chief out as sales falter again
The Gap brand, which lost its luster and was stuck in the doldrums for years, has become the “star of the show” at Gap Inc.
By Daphne Howland • Aug. 27, 2026 -
Bath & Body Works e-commerce returns to growth
The retailer expects to see continued gains in the channel in the back half of the year through 2027.
By Kaarin Moore • Aug. 27, 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 -
Burlington CEO calls using tariff refunds to cut prices ‘the right thing to do’
Michael O’Sullivan expects discounts to be widespread in the second half of the year, so lower prices will help struggling customers and protect market share, he told analysts Thursday.
By Daphne Howland • Aug. 27, 2026 -
Is Sephora becoming a problem for Kohl’s?
Sales at the beauty shop-in-shops fell for the second straight quarter, and the department store expects that to continue for the rest of the year.
By Daphne Howland • Aug. 26, 2026 -
Bath & Body Works CEO: ‘2026 remains an investment year’
Although Q2 net sales declined, they came in better than expected as the company pushes forward with its transformation strategy.
By Kaarin Moore • Aug. 26, 2026 -
Dick’s keeps Foot Locker in the game despite losses, gloomy outlook
The mall chain, which depends on new and retro sneaker styles, is getting hit hard by fewer launches and shifting demand in athletic footwear.
By Daphne Howland • Aug. 25, 2026 -
In off price, Ross is the new boss
Store comps at the off-price retailer soared 10% in Q2, thanks to new and returning customers, in sharp contrast to major rival TJX Cos.
By Daphne Howland • Aug. 21, 2026