E.l.f. Beauty does an about-face on price hikes

Following a “pronounced decline” in unit volume, CEO Tarang Amin said the company was testing adjustments to its tariff-driven strategy. 

By Lara Ewen • May 22, 2026

It’s official: Shein will acquire Everlane

The deal promises to salvage the sustainability-oriented DTC brand’s finances, but its tie-up with the Chinese fast-fashion giant comes at a cost.

By Daphne Howland • May 22, 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

The Weekly Closeout: John Varvatos quietly exits Under Armour and Victoria’s Secret’s ticker gets sexier

The designer left the athletics brand last fall. Meanwhile, the lingerie company will sport a new ticker symbol, VSXY, on the NYSE. 

By Retail Dive Staff • May 22, 2026

Hasbro finds a star revenue player in Magic: The Gathering

The toy company reported $1 billion in net revenue in Q1. Revenue for the Wizards of the Coast division, which oversees Magic, was up 26%. 

By Kaarin Moore • May 22, 2026

Amer Sports CFO: No visibility on tariff refunds

Andrew Page told Retail Dive that the company, which runs Arc’teryx and Salomon, will see little impact from the refunds anyway. Revenue at the business was up 32% in Q1.

By Cara Salpini • May 21, 2026

Roberto Cavalli to be acquired by Destination Maternity parent company

Marquee Brands will own a majority interest in the fashion house in a deal that is expected to close in Q2 of this year.

By Kaarin Moore • May 21, 2026

Walmart warns of price increases due to fuel costs

The retailer expects somewhat higher retail price inflation in Q2 if the fuel shocks from the war in Iran persist. However, Walmart maintained its full-year guidance.

By Dani James • May 21, 2026

Lee jeans sold to brand management firm for up to $1B

The denim label is the latest IP to be scooped up by Authentic Brands Group, which is aiming for $100 billion in annual retail sales.

By Daphne Howland • May 21, 2026

Vans ekes out sliver of growth in the US

The brand’s revenue tumbled globally for the quarter and year, but the sign of recovery at home is “the real story” for VF Corp., analysts said.

By Daphne Howland • May 20, 2026

Lowe’s efforts to win over pros could save it from the home sector’s challenges

The retailer — which saw sales increase 10% in Q1 — is turning to the customer segment as DIY demand remains down.

By Caroline Jansen • May 20, 2026

Target hits bullseye with ‘impressive’ earnings

The retailer’s Q1 performance beat expectations and boosted confidence in its turnaround efforts — but it’s still early innings for the multiyear strategy.

By Dani James • May 20, 2026

Ikea franchisor to cut 850 jobs

Inter Ikea Group said the reduction in workforce is necessary as it focuses on increasing sales growth, reducing prices and boosting traffic across channels.

By Caroline Jansen • May 19, 2026

The Weekly Closeout: Another entertainment exec at Gap Inc., and tariff refunds trickle in

The apparel conglomerate beefed up its "fashiontainment" roster, while retailers are getting their money back on import levies canceled by the Supreme Court.

By Retail Dive Staff • May 15, 2026

Marc Jacobs to be acquired by Toys R Us parent company

LVMH is selling the fashion label after nearly three decades to brand management firm WHP Global.

By Kaarin Moore • May 14, 2026

Dillard’s is so confident, it opened a new store

Sales, margins and profits grew in Q1 — impressive results considering that consumers and the department store model itself are under pressure.

By Daphne Howland • May 14, 2026

On maintains momentum with record Q1 sales

The athleticwear brand set a new baseline for gross margin with strong DTC and apparel growth but room for improvement in the Americas.

By Lara Ewen • May 13, 2026

Victoria’s Secret unveils allegations against activist investor, loses board director

Activist investor BBRC is taking "the hard way" to force governance change at the intimates company less than a month before its shareholder meeting.

By Dani James • May 12, 2026

Under Armour counts on tariff refunds to help it rebound this year

The brand’s declines in Q4 and its full fiscal year were due in part to a pullback on distribution and SKUs. But only in part.

By Daphne Howland • May 12, 2026

EBay rejects GameStop’s $56B bid, calling it ‘neither credible nor attractive’

EBay's chairman of the board described the company as a "strong, resilient business" that's well positioned under its current management. 

By Dani James • May 12, 2026

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 Kaarin Moore • May 11, 2026

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

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 Kaarin Moore • May 8, 2026

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

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 Daphne Howland • May 8, 2026

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 Daphne Howland • May 7, 2026