Financial News


  • A Carter's Babies and Kids storefront with a blue sky
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    The image by Mike Mozart is licensed under CC BY 2.0
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    Carter’s interim CEO: ‘We’re in line for our refund’

    Richard Westenberger said that the company has filed for around $130 million in refunds from the government due to IEEPA-related tariff charges.

    By May 11, 2026
  • Interior of a grocery store.
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    Catherine Douglas Moran/Retail Dive
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    Grocery shoppers are trading down to lower-priced retailers, report finds

    Rather than just seeking cheaper brands, more shoppers are planning to switch retailers entirely, opting for less expensive stores, Alvarez & Marsal found. 

    By Catherine Douglas Moran • May 11, 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
  • Aerial shot of Mattel's headquarters in California.
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    The image by Jelson25 is licensed under CC BY-SA 3.0
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    Mattel shareholder pushes company to explore sale

    The investment management firm laid out scenerios where the toy company could be acquired by private equity, Hasbro or a media business. 

    By May 8, 2026
  • Beige storefront with red lettering saying Bob's Discount Furniture
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    Courtesy of Bob's Discount Furniture press kit
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    Bob’s Q1 growth defies wider sector trends

    New store openings, strong comps and an expanding foothold with higher-income households helped the retailer navigate industrywide storms.

    By Lara Ewen • May 8, 2026
  • A denim storefront for Lee and Wrangler jeans
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    Courtesy of Kontoor
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    Lee jeans up for sale in surprise Kontoor move

    The company also owns Wrangler, which it says will be a $5 billion brand, and last year bought Norwegian outdoor apparel maker Helly Hansen.

    By May 8, 2026
  • A closeup of a feet wearing a pair of white sneakers and striped socks.
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    Courtesy of Coach
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    As Gen Z embraces Coach, Tapestry raises expectations

    CEO Joanne Crevoiserat described opportunity in footwear for what she ultimately sees as a $10 billion brand. Meanwhile, Kate Spade stumbled in Q3.

    By May 7, 2026
  • Inside an Adore Me store
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    Courtesy of Adore Me
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    Adore Me weighs on Victoria’s Secret operating income

    The company reported a $120 million impairment charge related to the subbrand, with the fair values of certain Adore Me assets deemed “nominal,” per a filing.

    By May 6, 2026
  • Brooks Running
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    Courtesy of Brooks Running
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    Brooks Running boasts global sales growth

    The athletics retailer reported pronounced growth in China and an acceleration in apparel sales. 

    By Tatiana Walk-Morris • May 6, 2026
  • SEC Chair Paul Atkins wearing a "Make IPOs Great Again Hat" on the NYSE floor on Dec. 2, 2025
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    Spencer Platt via Getty Images
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    SEC unveils blueprint for ditching quarterly reporting

    The proposal is part of the “Make IPOs Great Again” push aimed at reducing the “rigidity” of rules governing public companies, SEC Chair Paul Atkins said Tuesday.

    By Maura Webber Sadovi • May 6, 2026
  • People walking past a store.
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    Daphne Howland/Retail Dive
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    REI reports flat sales, narrower losses as store workers call for a boycott

    The REI Union said a boycott of the retailer’s anniversary sale is the only way to be heard, as contract talks ended last week without an agreement.

    By May 5, 2026
  • Monster High characters lined up.
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    Courtesy of Mattel
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    Mattel CEO: ‘Consumers are buying toys’

    Ynon Kreiz said that the toy industry is healthy and the company is continuing to see demand.

    By May 5, 2026
  • A GameStop storefront
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    Daphne Howland/Retail Dive
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    GameStop’s $56B eBay bid aims to create collectibles powerhouse

    The gaming retailer submitted an unsolicited acquisition proposal for the online marketplace and suggested its store fleet could serve as eBay's fulfillment network.

    By May 4, 2026
  • An Estée Lauder shop at Vitosha Boulevard in Sofia, Bulgaria on Oct. 16, 2023.
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    Getty Images
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    Estée Lauder now expects up to 10K role reductions

    The cosmetics company increased its expected role cuts as part of its restructuring effort, with much of the increase in point-of-sale jobs at department stores.

    By May 1, 2026
  • Football player Travis Hunter holding up a Heydud water shoe leaning over a body of water.
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    Courtesy of Heydude
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    Column

    The Weekly Closeout: Heydude sales decline and Lululemon dishes about Chip Wilson

    The Crocs-owned footwear brand's sales fell 12%, while the athletics company spelled out a fraught relationship in proxy documents.

    By Retail Dive Staff • May 1, 2026
  • Wayfair's Wilmette store.
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    Courtesy of Wayfair
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    Wayfair touts market share gains in retail’s toughest category

    The home goods retailer also posted a healthy Q1 sales increase, but its struggles with profitability continued as net loss barely budged.

    By April 30, 2026
  • A delivery van drives down a rural road.
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    Courtesy of Amazon
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    Amazon Prime Day moves to June

    The e-commerce company's sales event happened in July last year. Meanwhile, Q1 earnings showed strong growth in online store net sales.

    By April 30, 2026
  • A blue-lit Adidas storefront at night.
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    Courtesy of Adidas
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    As discounts proliferate, Adidas must ‘defend newness’

    In another big growth quarter, the activewear giant said it pulled back on wholesale to avoid promotions on new product.

    By April 29, 2026
  • Person working on crafts in Etsy campaign spot
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    Courtesy of Etsy
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    Etsy CEO calls on sellers to refresh inventory, provide ‘really great human service’

    Kruti Patel Goyal, a 15-year company veteran who took the top job in January, said the company’s Q1 performance indicates early turnaround success.

    By April 29, 2026
  • Two people walk by a Bed Bath & Beyond store on a cloudy day.
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    Daphne Howland/Retail Dive
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    Bed Bath & Beyond CEO: AI will lead to ‘significant reduction in headcount’

    Areas impacted at the retailer could include supply chain, IT, accounting, marketing and merchandising, Marcus Lemonis told analysts Monday.

    By April 28, 2026
  • 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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    3 takeaways from Walmart’s 2026 annual report

    The retailer's 2026 fiscal year boasted e-commerce growth, Supercenter openings and big AI initiatives. “We are at a pivotal moment,” CEO John Furner said.

    By April 27, 2026
  • A massive lit-up sign with the tilted blue "Hasbro" logo and cartoon images looms over a dark room.
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    "Hasbro booth" by Gage Skidmore is licensed under CC BY-SA 2.0
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    Hasbro expects March cyberattack to impact second-quarter revenue

    The toy maker is reviewing files and working to fully bring certain systems back online. The company will incur some costs related to the investigation.

    By David Jones • April 27, 2026
  • Retail rendering of a pop up store in partnership with Google
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    Courtesy of Pat McGrath Labs
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    Column

    The Weekly Closeout: Pat McGrath Labs exits bankruptcy, GameStop bets on ‘retro’

    The cosmetics company forged a deal with GDA Luma, while the gaming retailer is expanding its assortment of older products nationwide.

    By Retail Dive Staff • April 24, 2026
  • Bright blue skies and big white puffy clouds behind a Men's Wearhouse store.
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    Daphne Howland/Retail Dive
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    Men’s Wearhouse owner aims to rejoin the stock market

    Tailored Brands struggled even after its 2020 bankruptcy as the menswear specialist grappled with the pandemic and changing consumer habits.

    By April 22, 2026
  • Exterior of a Primark store in downtown Chicago.
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    Kaarin Moore/Retail Dive
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    Primark to be spun off into stand-alone company

    Parent company Associated British Foods plans to separate the fashion retailer from its food business before the end of 2027.

    By April 21, 2026
  • The checkout counter at a Backcountry outdoor gear and apparel store
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    Permission granted by Backcountry
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    Backcountry acquires Coalatree as it debuts brand incubator

    The retailer, which bought cycling company Velotech in September, is looking for more partnerships with up-and-coming brands.

    By Tatiana Walk-Morris • April 17, 2026