Financial News
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Column
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 -
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 -
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 -
The image by Jelson25 is licensed under CC BY-SA 3.0
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 -
Adore Me weighs on Victoria’s Secret operating income
The company reported a $120 million impairment charge related to the subbrand, with the fair values of certain Adore Me assets deemed “nominal,” per a filing.
By Dani James • May 6, 2026 -
Brooks Running boasts global sales growth
The athletics retailer reported pronounced growth in China and an acceleration in apparel sales.
By Tatiana Walk-Morris • May 6, 2026 -
SEC unveils blueprint for ditching quarterly reporting
The proposal is part of the “Make IPOs Great Again” push aimed at reducing the “rigidity” of rules governing public companies, SEC Chair Paul Atkins said Tuesday.
By Maura Webber Sadovi • May 6, 2026 -
REI reports flat sales, narrower losses as store workers call for a boycott
The REI Union said a boycott of the retailer’s anniversary sale is the only way to be heard, as contract talks ended last week without an agreement.
By Daphne Howland • May 5, 2026 -
Mattel CEO: ‘Consumers are buying toys’
Ynon Kreiz said that the toy industry is healthy and the company is continuing to see demand.
By Kaarin Moore • May 5, 2026 -
GameStop’s $56B eBay bid aims to create collectibles powerhouse
The gaming retailer submitted an unsolicited acquisition proposal for the online marketplace and suggested its store fleet could serve as eBay's fulfillment network.
By Dani James • May 4, 2026 -
Estée Lauder now expects up to 10K role reductions
The cosmetics company increased its expected role cuts as part of its restructuring effort, with much of the increase in point-of-sale jobs at department stores.
By Dani James • May 1, 2026 -
Column
The Weekly Closeout: Heydude sales decline and Lululemon dishes about Chip Wilson
The Crocs-owned footwear brand's sales fell 12%, while the athletics company spelled out a fraught relationship in proxy documents.
By Retail Dive Staff • May 1, 2026 -
Wayfair touts market share gains in retail’s toughest category
The home goods retailer also posted a healthy Q1 sales increase, but its struggles with profitability continued as net loss barely budged.
By Daphne Howland • April 30, 2026 -
Amazon Prime Day moves to June
The e-commerce company's sales event happened in July last year. Meanwhile, Q1 earnings showed strong growth in online store net sales.
By Dani James • April 30, 2026 -
As discounts proliferate, Adidas must ‘defend newness’
In another big growth quarter, the activewear giant said it pulled back on wholesale to avoid promotions on new product.
By Cara Salpini • April 29, 2026 -
Etsy CEO calls on sellers to refresh inventory, provide ‘really great human service’
Kruti Patel Goyal, a 15-year company veteran who took the top job in January, said the company’s Q1 performance indicates early turnaround success.
By Daphne Howland • April 29, 2026