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 Sept. 9, 2026
  • A mall store going out of business.
    Image attribution tooltip
    Daphne Howland/Retail Dive
    Image attribution tooltip

    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 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
  • The Nike "swoosh" on the side of a building, with another building seen behind it.
    Image attribution tooltip
    Daphne Howland/Retail Dive
    Image attribution tooltip

    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 Sept. 8, 2026
  • Two people walk by a Bed Bath & Beyond store on a cloudy day.
    Image attribution tooltip
    Daphne Howland/Retail Dive
    Image attribution tooltip

    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 Sept. 8, 2026
  • A person with white wired headphones and a white bag stands outside a clothing store.
    Image attribution tooltip
    Daphne Howland/Retail Dive
    Image attribution tooltip

    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 Sept. 4, 2026
  • The facade of a Petco store.
    Image attribution tooltip
    Bruce Bennett / Staff via Getty Images
    Image attribution tooltip

    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
  • A person walks toward a store entrance.
    Image attribution tooltip
    Daphne Howland/Retail Dive
    Image attribution tooltip

    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 Sept. 3, 2026
  • A row of people with their arms akimbo look away from the camera.
    Image attribution tooltip
    Courtesy of Victoria's Secret & Co.
    Image attribution tooltip

    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 Sept. 3, 2026
  • An Untuckit storefront
    Image attribution tooltip
    Courtesy of Untuckit
    Image attribution tooltip

    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
  • External shot of an Ollie's.
    Image attribution tooltip
    The image by JJBers is licensed under CC BY 2.0
    Image attribution tooltip

    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 Sept. 2, 2026
  • J Peterman
    Image attribution tooltip
    Ben Unglesbee/Retail Dive
    Image attribution tooltip

    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 Sept. 2, 2026
  • Blue razors and body products in a lineup
    Image attribution tooltip
    Permission granted by Dollar Shave Club
    Image attribution tooltip

    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 Sept. 1, 2026
  • A rental brand's fulfillment center with a racks of clothes.
    Image attribution tooltip
    Courtesy of Nuuly
    Image attribution tooltip

    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
  • The exterior of Bed Bath & Beyond's co-branded concept with The Container Store
    Image attribution tooltip
    Courtesy of Bed Bath & Beyond
    Image attribution tooltip
    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 , Aug. 31, 2026
  • An orange and white Ulta Beauty storefront with a tree in front
    Image attribution tooltip
    Dani James/Retail Dive
    Image attribution tooltip

    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 Aug. 28, 2026
  • A person wearing a Helly Hansen-branded wind breaker over looks a sea.
    Image attribution tooltip
    Courtesy of Kontoor Brands
    Image attribution tooltip
    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
  • A single-story retail store with beige siding and a large yellow sign reading “Dollar General” above the entrance. Two parked cars and several electric scooters are visible in front of the building. A tall street sign with the same branding stands near the road.
    Image attribution tooltip
    Alamy
    Image attribution tooltip

    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 Aug. 28, 2026
  • A dark blue flag that reads "Old Navy" in white block letters hands vertically on a building in New York City, shown in the righ of a photo. Another building is on the left, with blue sky in the middl
    Image attribution tooltip
    Daphne Howland/Retail Dive
    Image attribution tooltip

    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 Aug. 27, 2026
  • Bath & Body Works store refresh
    Image attribution tooltip
    Courtesy of Bath & Body Works
    Image attribution tooltip

    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 Aug. 27, 2026
  • A mall toy store.
    Image attribution tooltip
    Daphne Howland/Retail Dive
    Image attribution tooltip

    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
  • The exterior of a refreshed Burlington store
    Image attribution tooltip
    Courtesy of Burlington
    Image attribution tooltip

    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 Aug. 27, 2026
  • A Sephora shop inside of Kohl's in Milwaukee
    Image attribution tooltip
    Courtesy of Kohl's
    Image attribution tooltip

    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 Aug. 26, 2026
  • A selection of Bath & Body Works dryer sheets.
    Image attribution tooltip
    Courtesy of Bath & Body Works
    Image attribution tooltip

    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 Aug. 26, 2026
  • A Foot Locker location in an enclosed mall.
    Image attribution tooltip
    Daphne Howland/Retail Dive
    Image attribution tooltip

    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 Aug. 25, 2026
  • A "coming soon" banner.
    Image attribution tooltip
    Daphne Howland/Retail Dive
    Image attribution tooltip

    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 Aug. 21, 2026