Financial News

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    Daphne Howland/Retail Dive
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    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.
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    Courtesy of Victoria's Secret & Co.
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    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
  • The direct-to-consumer landscape in retail Explore the Trendline➔
    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
  • An Untuckit storefront
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    Courtesy of Untuckit
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    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.
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    The image by JJBers is licensed under CC BY 2.0
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    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
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    Ben Unglesbee/Retail Dive
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    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
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    Permission granted by Dollar Shave Club
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    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.
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    Courtesy of Nuuly
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    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
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    Courtesy of Bed Bath & Beyond
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    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
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    Dani James/Retail Dive
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    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.
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    Courtesy of Kontoor Brands
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    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.
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    Alamy
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    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
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    Daphne Howland/Retail Dive
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    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
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    Courtesy of Bath & Body Works
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    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.
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    Daphne Howland/Retail Dive
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    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
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    Courtesy of Burlington
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    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
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    Courtesy of Kohl's
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    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.
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    Courtesy of Bath & Body Works
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    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.
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    Daphne Howland/Retail Dive
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    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.
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    Daphne Howland/Retail Dive
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    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
  • A Roots storefront inside a mall, with cork and wood detailing.
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    "Roots store in Yorkdale Mall" by Roots Corp. is licensed under CC BY-SA 4.0
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    Roots to be acquired by Roberto Cavalli parent company

    The outdoor retailer will go private in a deal led by Marquee Brands that is designed to ensure it “remains anchored in Canadian culture.”

    By • Aug. 21, 2026
  • The Pokemon Balloon at Macy's Thanksgiving Day Parade.
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    Courtesy of Pokemon
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    Column

    The Weekly Closeout: Target’s home turnaround and Macy’s 100th parade countdown

    Long lead times in the category mean a rebound will take time. Meanwhile, the department store is setting its sights on its centennial Thanksgiving Day Parade.

    By Retail Dive Staff • Aug. 21, 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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    Walmart’s stores have ‘evolved’ as e-commerce grows

    CFO John David Rainey said brick and mortar is vital as retail becomes more omnichannel. Meanwhile, Walmart's Q2 U.S. comps were softened by drug pricing regulation.

    By • Aug. 20, 2026
  • A storefront is seen at an angle, with "T.J. Maxx" in bright red letters, against a blue sky streaked with light clouds.
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    Daphne Howland/Retail Dive
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    TJX blames merchandising missteps for rare miss in the US, but is that the whole story?

    Some analysts believe the off-price retailer is also suffering the consequences of stiffer competition and consumers’ resistance to price increases.

    By • Aug. 20, 2026
  • A white truck is parked in front of a Lowe's store on a clear, bright day.
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    Daphne Howland/Retail Dive
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    Lowe’s cuts outlook as DIY spending remains pressured

    Growth in Pro, home services and online sales helped the home improvement retailer eke out a 0.2% comp increase.

    By • Aug. 19, 2026
  • A Target storefront exterior
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    Dani James/Retail Dive
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    Target scores major sales growth in beauty, hardlines merchandise

    The mass retailer saw lower sales increases in apparel and home, where executives said more improvement is needed.

    By • Aug. 19, 2026