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 Daphne Howland • Nov. 26, 2025

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 Dani James • Nov. 26, 2025

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

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 Dani James • Nov. 25, 2025

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 Cara Salpini • Nov. 25, 2025

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 Daphne Howland • Nov. 25, 2025

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 Dani James • Nov. 24, 2025

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

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 Daphne Howland • Nov. 21, 2025

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 Kaarin Moore • Nov. 21, 2025

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

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 Dani James • Nov. 20, 2025

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 Kaarin Moore • Nov. 20, 2025

Home Depot, Lowe’s cut profit guidance as housing market remains pressured

The home improvement retailers said Q3 results were negatively impacted by a lack of storms and a consumer that remains cautious.

By Caroline Jansen • Nov. 19, 2025

Target adds $1B to store, tech investments as it deepens AI usage

Incoming CEO Michael Fiddelke said he was “frustrated” with the retailer’s performance in Q3, as net sales and comps both declined.

By Dani James • Nov. 19, 2025

Retail roulette: How Trump’s tariffs altered buying

Ever-changing tariff rates have introduced uncertainty and confusion for retail buyers. But could they also present an opportunity for new supply chain strategies?

By Dani James • Nov. 18, 2025

Clarity that pays: How The Foschini Group leveraged IWD to unlock billions in value

How The Foschini Group turned visual merchandising chaos into billions in value—with IWD's help.

By IWD Retail Software • Nov. 17, 2025

The Weekly Closeout: Spirit Christmas opens and Revlon develops first Champion fragrance

The sister brand of Spirit Halloween opened locations across the Northeast and Great Lakes regions, while Champion's scent collection will debut in 2027.

By Retail Dive Staff • Nov. 14, 2025

On says tariff-driven price increases have been ‘very well received’

The athletics brand plans to sell at full price this holiday season and stressed that its affluent customer base is “not price sensitive.”

By Cara Salpini • Nov. 14, 2025

Under Armour breaks with Steph Curry as restructuring program expands

After more than a decade of working together, the NBA star and his Curry Brand will separate from Under Armour.

By Cara Salpini • Nov. 14, 2025

Skims valued at $5B as it plans store expansion

The Kim Kardashian-founded brand raised $225 million in a new funding round and hopes to be a mostly physical business in the near future.

By Dani James • Nov. 13, 2025

Retail basics propel Dillard’s in Q3

The department store’s strength across categories is less about artificial intelligence and more about merchandising, loyalty and well-run stores.

By Daphne Howland • Nov. 13, 2025

Funko reiterates going concern warning as profits drop

The toy company in Q3 said that its cash flow may be insufficient to support its working capital needs within the next year.

By Kaarin Moore • Nov. 12, 2025

Ikea profits take a hit from tariffs, affordability effort

Despite the damage to the bottom line, the home goods giant will continue to tamp down prices for franchisees and customers this year.

By Daphne Howland • Nov. 10, 2025

Holiday sales to top $1 trillion for the first time: NRF

Consumers are expected to spend an average of $890 each, marking the second-highest amount in the survey’s 23-year history.

By Howard Ruben • Nov. 10, 2025