Financial News

  • Exterior of the new Victoria's Secret DC store
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    Dani James/Retail Dive
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    Bras, beauty push up Victoria’s Secret in ‘standout’ Q3

    The lingerie giant, which grabbed back market share in the quarter, raised its outlook for the year.

    By • Dec. 5, 2025
  • A shopper in a black tank top and white pants enters a Versace store in Chicago, Illinois.
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    Getty Images
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    Column

    The Weekly Closeout: Prada closes Versace deal and Somnigroup offers to buy a supplier

    Capri Holdings completed a sale of the fashion brand for nearly $1.4 billion, and Somnigroup seeks to acquire Leggett & Platt.

    By Retail Dive Staff • Dec. 5, 2025
  • Interior holiday store display of products at Ulta Beauty
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    Dani James/Retail Dive
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    Ulta Beauty: Tariff-driven price increases accelerated in Q3

    Despite higher prices from brands and a “softening” in consumer confidence, the retailer's third quarter net sales jumped nearly 13%.

    By • Dec. 5, 2025
  • A Dollar General sign and brick storefront on a cloudy day with the company's signature black on yellow logo
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    Permission granted by Dollar General
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    Dollar General sales jump as Americans hunt for value

    The discount chain's Q3 traffic grew, while average ticket was nearly flat, marking a differing trend from competitor Dollar Tree.

    By • Dec. 4, 2025
  • A mall entrance to a clothing store named "Torrid."
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    Daphne Howland/Retail Dive
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    Merchandising flubs, tariffs hurt Torrid in Q3

    A decision to pause its footwear offer in order to avoid new levies cost the plus-apparel retailer $2.5 million more in lost sales than it expected.

    By • Dec. 4, 2025
  • Sydney Sweeney for American Eagle Outfitters.
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    Courtesy of American Eagle Outfitters
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    American Eagle’s celebrity-led marketing turns sales growth positive

    While collaborations with names like Sydney Sweeney helped boost denim, sister brand Aerie delivered far stronger comps in Q3. 

    By Peter Adams • Dec. 4, 2025
  • The exterior of a newly constructed Dollar Tree store with the company's signature green color scheme with a blue sky
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    Nate Delesline/Retail Dive
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    Dollar Tree attracts more high-income consumers as sales grow

    The discount retailer attracted even more wealthy shoppers in Q3, though overall store traffic declined for the first time since fiscal year 2022.

    By • Dec. 3, 2025
  • People enter and leave a Costco.
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    Mario Tama via Getty Images
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    Costco sues Trump administration for tariff refund

    The retail giant is calling for funds to be returned as the Supreme Court weighs the legality of certain levies imposed by President Donald Trump.

    By Antone Gonsalves • Dec. 3, 2025
  • Holiday decorations on the outside of a department store.
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    Courtesy of Macy's
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    Macy’s cautiously optimistic about the holidays

    The department store retailer had its strongest Q3 comps in over three years, but said it’s braced for a cautious consumer and the impact of tariffs.

    By • Dec. 3, 2025
  • White exterior of Anthropologie storefront in Washington, D.C., with sale signs
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    Dani James/Retail Dive
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    BNPL drives over $1B in online spend on Cyber Monday

    Overall spending on the digital shopping day topped $14 billion in the U.S., per Adobe Analytics. Shopify also touted record sales despite technical difficulties.

    By • Dec. 2, 2025
  • Interior J. Crew storefront with mannequins modelling red winter clothing next to holiday gifts
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    Dani James/Retail Dive
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    E-commerce growth surpasses stores on Black Friday, with sales up over 10%

    Top-selling sectors over the holiday weekend included apparel and athletics, according to early data.

    By • Dec. 1, 2025
  • A row of candles against a snowy winter background.
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    Courtesy of Newell Brands
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    Yankee Candle owner resorts to layoffs, store closures

    To accelerate its turnaround, Newell Brands will lay off 900 people worldwide and close 20 Yankee Candle stores.

    By • Dec. 1, 2025
  • A Free People clothing store in New York City.
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    Daphne Howland/Retail Dive
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    Urban Outfitters expects highly promotional holiday

    Traffic, sales and profits surged in Q3, but now customers are waiting on discounts. “They know that the promotions are coming,” CEO Dick Hayne said.

    By • Nov. 26, 2025
  • Front view of a Best Buy store in Milpitas, California, on Feb. 20, 2024.
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    Getty Images
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    Best Buy raises full-year guidance as consumers remain ‘resilient’

    The retailer saw Q3 revenue and comparable sales grow despite macroeconomic pressures. Meanwhile, it's advancing agentic AI integration.

    By • Nov. 26, 2025
  • Lowe's storefront
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    Courtesy of Lowe's
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    Lowe’s advances inventory optimization efforts

    The retailer is on pace to cut 15% of its SKUs by the end of 2025 while upgrading demand planning, allocation and replenishment.

    By Kelly Stroh • Nov. 26, 2025
  • A new BuyBuy Baby storefront in Iselin, New Jersey
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    Permission granted by BuyBuy Baby
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    Bed Bath & Beyond to acquire The Brand House Collective, close 40 stores

    The merger agreement is expected to be finalized in early 2026 and the combined company will eliminate $20 million in costs. 

    By • Nov. 25, 2025
  • A storefront with the words "Kids Foot Locker" on the front.
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    Permission granted by Foot Locker
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    Dick’s turnaround at Foot Locker includes store closures, inventory reset

    Dick’s is already testing improvements at 11 Foot Locker stores and named a new head of international for the business.

    By • Nov. 25, 2025
  • Dark clouds over a store entrance. A brick-red exterior wall with a "Kohl's" sign.
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    Daphne Howland/Retail Dive
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    Kohl’s makes progress in Q3 despite sales, profit declines

    Loyal customers are returning more often as turnaround initiatives take hold, though some analysts say bolder change is needed.

    By • Nov. 25, 2025
  • A Value City Furniture exterior storefront and parking lot
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    "Value City furniture store, 37001 Warren Road, Westland, Michigan." by Dwight Burdette is licensed under CC BY 3.0
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    Value City Furniture owner files for bankruptcy citing housing crisis

    American Signature Inc. plans to close 33 stores in Chapter 11 and expects to enter into a stalking horse purchase agreement with current equity holders.

    By • Nov. 24, 2025
  • Woman sits on couch typing on laptop.
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    Getty Images
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    Almost all Gen Zers plan to shop Black Friday week

    While average spending is down, participation in the event is up across generations, an encouraging sign for the blockbuster holiday.

    By Tatiana Walk-Morris • Nov. 24, 2025
  • People and a dog going into a clothing store.
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    Daphne Howland/Retail Dive
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    Gap recovery outweighs drag from tariffs, Athleta in Q3

    Strength at Gap Inc.’s other brands — not least the comeback at its namesake label — helped the apparel retailer defy expectations in the period.

    By • Nov. 21, 2025
  • Products within Bath & Body Works' new Gingham+ store design.
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    Courtesy of Bath & Body Works
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    Bath & Body Works CEO: ‘The brand is not fulfilling its potential’

    The retailer’s Q3 results were below expectations. Chief Daniel Heaf says the company needs to go back to what made it great.

    By • Nov. 21, 2025
  • A Walmart storefront showcases its refreshed brand identity, with a new typeface and the spark logo set apart as a standalone asset.
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    Permission granted by Walmart
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    Column

    The Weekly Closeout: Walmart heads to Nasdaq and October lacks federal sales data

    The move signals the mass merchant’s “tech-powered” growth strategy. Meanwhile, it’s now two months without government data on retail sales.

    By Retail Dive Staff • Nov. 21, 2025
  • Exterior of Walmart store with a sign that reads "grocery" and two cars parked in front.
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    Sam Silverstein/Retail Dive
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    Walmart’s e-commerce growth speaks to CEO Doug McMillon’s legacy

    Digital sales jumped 27% globally in Q3 and the U.S. channel is poised to turn a profit this year, demonstrating a core aspect of the exiting chief's omnichannel strategy.

    By • Nov. 20, 2025
  • Bath & Body Works' reformulated hand soap collection, whose bottles are made with at least 50% recycled plastic.
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    Courtesy of Bath & Body Works
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    Bath & Body Works to launch on Amazon

    The retailer will start with a small assortment of its products on the marketplace next year as it works to capture sales lost to the gray market.

    By • Nov. 20, 2025