Reformation charts path to double store fleet in 5 years

The DTC brand’s second quarter net revenue jumped 24%, marking a solid start to its debut as a publicly traded company.

By Dani James • Sept. 11, 2026

Nordstrom alum takes the CEO reins at Rent the Runway

Paige Thomas, who starts Monday, is one of a cohort hailing from the department store, including interim CEO Teri Bariquit.

By Daphne Howland • Sept. 11, 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 maps out a turnaround plan

The company’s sales declines continued in the second quarter, but interim CEO Lionel Conacher told analysts “a resumption in sales growth is imminent.”

By Lara Ewen • Sept. 11, 2026

The Weekly Closeout: Chewy’s sales jump and a retail exec turns politician

The pet retailer scored more than 7% net sales growth in the most recent quarter. Meanwhile, former Hudson’s Bay CEO Helena Foulkes could soon be Rhode Island’s governor.

By Retail Dive Staff • Sept. 11, 2026

Macy’s plows tariff refunds into its rebound

The department store has been backing away from promotions, so refunds will mostly go toward long-term growth plans rather than price cuts.

By Daphne Howland • Sept. 10, 2026

Saks who? Bloomingdale’s hits sales volume record

As Saks Fifth Avenue and Neiman Marcus work on their post-bankruptcy turnarounds, Macy’s Inc.’s upscale department store is taking market share.

By Daphne Howland • Sept. 10, 2026

American Eagle falls flat with women, again

Q2 earnings showed strength in the namesake brand's men’s offerings, but sales remained soft with women — and Aerie carried overall growth.

By Dani James • Sept. 10, 2026

E-commerce to outpace overall holiday sales growth as shoppers lean on AI

The channel is expected to grow up to 8.4%, aided in part by consumers’ embrace of digital tools such as artificial intelligence, per Deloitte.

By Lara Ewen • Sept. 10, 2026

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

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

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

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