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

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

The Weekly Closeout: New Balance hits record sales in 2025, Chinese Laundry acquired

The sportswear brand brought in $9.2 billion in annual sales, while the apparel company and its sibling brands were added to Gordon Brothers’ portfolio.

By Retail Dive Staff • Feb. 20, 2026

Ace Hardware revenue hits record $10B for the year

The revenue growth was fueled by the home improvement retailer’s digital business growing nearly 30%.

By Tatiana Walk-Morris • Feb. 20, 2026

Walmart furthers gains with higher-income shoppers

The retailer released a conservative outlook as lower-income households remain stretched, with CEO John Furner saying some spend “paycheck to paycheck."

By Dani James • Feb. 19, 2026

EBay will acquire Depop from Etsy for $1.2B

The U.K. apparel resale site, whose U.S. sales surged 60% last year, was a drag on Etsy’s margins.

By Daphne Howland • Feb. 19, 2026

Wayfair records first annual revenue gain since the pandemic

The retailer outpaced the broader sector in the U.S., which faces a sluggish housing market, high interest rates and tariffs on furniture imports.

By Caroline Jansen • Feb. 19, 2026

Saks Global faces more rent disputes amid bankruptcy

A group of mall landlords says as much as $19 million in unpaid rent piled up in the two weeks after the luxury department store's Chapter 11 filing.

By Daphne Howland • Feb. 18, 2026

Pinterest ‘not satisfied’ with Q4 revenue, points to tariffs

The company said large retailers have been disproportionately impacted by tariffs and thus have been pulling back on ad spend in order to protect margins.

By Tatiana Walk-Morris • Feb. 18, 2026

Pat McGrath Labs secures $30M financing

The fresh capital comes from an existing lender. Meanwhile, founder Patricia McGrath will become chief creative officer as part of a Chapter 11 restructuring deal.

By Dani James • Feb. 17, 2026

6 brands to watch in 2026

From Mango to Cyklar, legacy and emerging brands alike are leaning on physical retail to win over customers.

By Caroline Jansen • Feb. 17, 2026

As 2026 kicks off, these retailers are vulnerable to bankruptcy

As the industry enters another year marked by tariffs and falling consumer sentiment, retailers including J. Crew and Guitar Center face risks.

By Cara Salpini • Feb. 17, 2026

TikTok Shop spurs Crocs, Heydude DTC sales

Overall, Crocs finished 2025 with a Q4 that beat expectations, and executives even expect struggling Heydude to return to growth later this year.

By Daphne Howland • Feb. 13, 2026

The Weekly Closeout: Tree Hut’s Gen Alpha brand — and will Lululemon’s new training line hit?

The body care company is launching “Splash” to appeal to a younger audience, while the activewear brand is pushing past its latest leggings snafu to debut a new fabric.

By Retail Dive Staff • Feb. 13, 2026

Altar’d State owner bids $7M on Francesca’s IP

Stand Out For Good, which operates the faith-based retailer, has emerged as the stalking horse bidder in Francesca's latest Chapter 11 case.

By Dani James • Feb. 11, 2026