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

Consumer sentiment slumps to 3-year low on shutdown, economy fears

The decline in consumer sentiment this month spanned all population categories, including age, income and political affiliation, the University of Michigan found.

By Jim Tyson • Nov. 10, 2025

Allbirds leans on new product launches to stoke turnaround

The footwear brand’s legacy styles are fading as marketing focuses on performance and design innovations, contributing to a revenue miss in Q3.

By Daphne Howland • Nov. 7, 2025

The Weekly Closeout: Nike vet joins Reebok and could AI boost the mall?

Daniel Schachne, who also has a history with Jordan, will oversee the brand’s growth strategy. Meanwhile, David Simon sees at least one potential benefit from the AI shift.

By Retail Dive Staff • Nov. 7, 2025

Under Armour CFO to exit next year

Dave Bergman has spent 21 years with the retailer, nine of them as its financial chief, and will be replaced by Samsonite executive Reza Taleghani.

By Cara Salpini • Nov. 6, 2025

Brooks Running launched 5 footwear styles in Q3, driving revenue up 17%

The period marked the running brand’s ninth consecutive quarter of growth as all regions and channels notched double-digit gains.

By Howard Ruben • Nov. 5, 2025

ThredUp’s next big growth opportunity is peer-to-peer selling

CEO James Reinhart believes he has the answers to the model’s oft-repeated challenges, including low-quality items, unverified sellers and difficult returns.

By Cara Salpini • Nov. 4, 2025

Courteney Cox’s Homecourt secures $8M

The 3-year-old home and personal fragrance company will use the capital to grow its team, build infrastructure and increase brand awareness.

By Howard Ruben • Nov. 4, 2025

Collectibles drive toy sales up 7% through September

The results indicate a return to growth after two years of stagnation, though Q4 performance will rely on how shoppers react to tariffs, a Circana report found.

By Tatiana Walk-Morris • Nov. 4, 2025

4 retailers that need a win this holiday season

From nailing their merchandise offerings to ensuring inventory levels remain healthy, these retailers are striving to land on consumers’ nice lists.

By Caroline Jansen • Nov. 4, 2025

AI will accelerate the end of brick and mortar’s reign: Amazon CEO

The domination of e-commerce is inevitable and will only come faster thanks to the emerging technology, even if physical stores represent opportunity for now, Andy Jassy told analysts Thursday.

By Daphne Howland • Oct. 31, 2025

The Weekly Closeout: Lululemon links up with the NFL, Parade shuts down

The activewear brand is launching an apparel collection tied to the league’s teams, while the intimates brand abruptly ceased operations after six years.

By Retail Dive Staff • Oct. 31, 2025

Puma layoffs grow to 1,400 amid broad-based Q3 declines

The athletic brand’s reset — announced earlier this year and still in its early stages — touches wholesale, DTC and all regions.

By Daphne Howland • Oct. 30, 2025

Adidas CEO praises local strategy as sales reach record high

Efforts in China and the U.S. are gaining attention as the activewear brand leans into local trends and sports. 

By Cara Salpini • Oct. 30, 2025

Etsy CEO to step down after nearly 9 years at the helm

Former Depop chief Kruti Patel Goyal will replace Josh Silverman on Jan. 1, an announcement that came with Q3 results that beat expectations.

By Daphne Howland • Oct. 29, 2025

Wayfair CEO says tariffs have yet to impact shopper behavior

Aside from a "short-lived" pull forward of certain purchases, the home retailer said it hasn't seen substantial changes to customers’ habits.

By Caroline Jansen • Oct. 28, 2025

Carter’s to lay off 300, close more stores as tariffs decimate profits

The children’s apparel retailer, already chasing profitability before new import duties, will close 150 locations in North America over the next three years.

By Daphne Howland • Oct. 28, 2025

At Home exits bankruptcy with nearly $2B in debt eliminated, most stores open

The furniture retailer is now owned by a group of lenders, which is providing $500 million in new financing to support a turnaround.

By Daphne Howland • Oct. 27, 2025

‘A cultural shift’: Dollar Tree’s CEO on tech, AI adoption

The discount retailer during its investor day discussed how AI has helped hiring efforts, all while some analysts questioned its pricing strategy.

By Dani James • Oct. 23, 2025

After disappointing Q3, Mattel needs a good holiday more than ever

To mitigate tariffs, retailers are pushing the importation and warehousing of goods onto the toy maker, and their orders are more frequent but smaller.

By Daphne Howland • Oct. 22, 2025

Harry’s owner acquires baby care brand Coterie

The deal adds to Mammoth Brand’s growing portfolio of brands, which also includes Flamingo, Lume and Mando.

By Howard Ruben • Oct. 21, 2025

L’Oréal signs $4B beauty deal with Kering

A new strategic partnership will see Creed join the L’Oréal Luxe portfolio, along with 50-year beauty licenses for Gucci, Balenciaga and Bottega Veneta.

By Dani James • Oct. 20, 2025

J.C. Penney slows declines in Q2, swings to profit

The struggling department store said it was able to mitigate higher distribution costs and tariffs through better markdown management.

By Daphne Howland • Oct. 20, 2025

Saks Global Q2 revenue slumps, loss widens amid inventory woes

Some vendors are still owed money, and a number have stopped shipping to the luxury retailer, a scenario analysts have warned about for months.

By Daphne Howland • Oct. 17, 2025