Financial News
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Retrieved from Costco.
Costco to flow tariff refunds, ‘if and when’ received, back to customers
CEO Ron Vachris said Thursday that the warehouse club retailer is committed to returning any potential refunds to its customers through “lower prices and better values.”
By Maura Webber Sadovi • March 6, 2026 -
Column
The Weekly Closeout: Levi’s closes Dockers sale and Chip Wilson escalates Lululemon battle
The jeans maker has officially handed over its khaki label to Authentic Brands Group. Meanwhile, Lululemon’s founder strikes again.
By Retail Dive Staff • March 6, 2026 -
Gap revival crystallizes as sales jump 8% in Q4
The brand also notched its eighth straight comp rise. Tariffs eroded Gap Inc.’s margins and profits, though, and Athleta sales tanked again.
By Daphne Howland • March 6, 2026 -
All Eddie Bauer stores to close after failure to find a buyer
The entity running the brand’s locations, which licenses the intellectual property from Authentic Brands Group, filed for bankruptcy last month.
By Daphne Howland • March 6, 2026 -
Adidas extends CEO’s contract amid record revenues
Bjørn Gulden has made “tremendous operational and financial progress," according to the board. The retailer’s 2025 revenue reached 24.8 billion euros.
By Cara Salpini • March 5, 2026 -
Victoria’s Secret & Co. ends Adore Me subscription offering
The intimates company also initiated a strategic review of the personal styling service DailyLook, which it acquired through the Adore Me transaction.
By Dani James • March 5, 2026 -
"Roots store in Yorkdale Mall" by Roots Corp. is licensed under CC BY-SA 4.0
Roots begins strategic review, including possible sale
The Canadian outdoor apparel company is considering a range of alternatives as it continues to execute its current business plan.
By Tatiana Walk-Morris • March 5, 2026 -
Is Abercrombie & Fitch Co.’s comeback hitting a plateau?
The apparel retailer is monitoring disruptions from tariffs and conflict in the Middle East as it contemplates growth opportunities.
By Daphne Howland • March 4, 2026 -
Bath & Body Works wants to transform from a specialty retailer to a ‘premier global brand’
Sales were down in Q4 and are forecast to be down in 2026. But, the company has a transformation plan to meet customers where they are.
By Kaarin Moore • March 4, 2026 -
‘Target is not an everything store’: CEO
The retailer unveiled its multiyear turnaround plan, which includes an additional $1 billion operational investment and revamps of some private labels.
By Dani James • March 4, 2026 -
Is On’s muted guidance the sign of a ‘dwindling’ brand?
One analyst thinks so, though others brushed it off as the activewear brand scored 30% net sales growth in 2025 and record high Q4 margins.
By Cara Salpini • March 3, 2026 -
Memory shortage looms over Best Buy’s prospects
Data centers are hoarding computing memory, which is poised to push up prices on consumer electronics at a time of already soft demand.
By Daphne Howland • March 3, 2026 -
Target’s earnings lag in the holiday quarter
The retailer's net sales declined again, with drops across multiple merchandise categories. However, Target expects gains during fiscal 2026 and tapped a chief brand officer.
By Dani James • Updated March 3, 2026 -
Column
The Weekly Closeout: Walmart agrees to $100M FTC settlement and Puma posts double-digit declines
The government agency alleges that the big-box retailer deceived delivery drivers regarding their pay, while the athletic brand’s net sales fell 27% in Q4.
By Retail Dive Staff • Feb. 27, 2026 -
Warby Parker posts first annual net income
The eyewear brand is expanding its footprint, releasing new collections and preparing for the upcoming launch of its AI glasses with Google and Samsung.
By Caroline Jansen • Feb. 26, 2026 -
Podcast
The Backroom: Walmart and Target are not the same
The team discusses how different the companies are, despite ushering in new executive leadership at the same time.
By Retail Dive Staff • Feb. 26, 2026 -
Lowe’s cuts jobs, issues cautious guidance amid sector pressures
Despite better-than-expected revenue, CEO Marvin Ellison said “consumers are reluctant to make significant investments in their homes” right now.
By Caroline Jansen • Feb. 25, 2026 -
Dillard’s holds steady at the holidays
The department store is gaining share from new customers, which could make up for some weaknesses, according to data from Placer.ai.
By Daphne Howland • Feb. 24, 2026 -
Home Depot beats Q4 expectations even as housing market remains challenged
While larger discretionary projects remain under pressure, the retailer comped positively in eight of its 16 merchandising departments.
By Caroline Jansen • Feb. 24, 2026 -
Bed Bath & Beyond Inc. eyes a return to growth this year
While revenue declined 25% last year, the home retailer sees sales growing in 2026 as it invests in home services beyond retail.
By Dani James • Feb. 24, 2026 -
Kohl’s turnaround could take a while
In an update to its turnaround, the department store provided few details but emphasized it’s taking a “multiyear approach.”
By Daphne Howland • Feb. 23, 2026 -
Home Depot alum takes Yeti CFO seat
Retail veteran Scott Bomar joins the Austin, Texas-based company as it looks to accelerate international sales momentum.
By Grace Noto • Feb. 23, 2026 -
Walmart grocery penetration reaches record-breaking 72%
This significant uptick and the overall momentum of mass retailers and dollar stores are fueled by ongoing financial insecurity among U.S. shoppers, according to a new report.
By Peyton Bigora • Feb. 23, 2026 -
Supreme Court invalidates Trump tariffs based on emergency powers
In a 6-3 decision, the court rejected President Trump's claim that a 1977 law gave him the authority to impose broad tariffs globally.
By Antone Gonsalves • Feb. 20, 2026 -
Aritzia snaps up Fred Segal
The fashion company acquired the brand and leased the Fred Segal flagship store in Los Angeles, with an eye toward renovation.
By Kaarin Moore • Feb. 20, 2026