Financial News
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Ulta to launch on TikTok Shop with curated assortment
The beauty retailer's Q4 net sales grew nearly 12%, though industry analysts questioned the retailer's "softer" fiscal 2026 comp guidance.
By Dani James • March 13, 2026 -
Dick’s pulls back on Foot Locker closures amid store pilot success
A new format is performing so well that Dick’s plans to expand it to 250 Foot Locker stores by this fall — and will shutter a “much smaller” list of locations.
By Cara Salpini • March 13, 2026 -
Column
The Weekly Closeout: Amazon notches a win against Perplexity, Reebok reenters soccer
The e-commerce giant got a temporary order blocking access for Perplexity’s AI shopping agents, while the athletics brand signed two professional soccer players.
By Retail Dive Staff • March 13, 2026 -
Sleep Number issues going concern warning, says bankruptcy is possible
The mattress maker’s turnaround has been slow, mired in debt and liquidity issues, but is picking up speed under new leadership.
By Daphne Howland • March 13, 2026 -
Vera Bradley names Coach vet CEO
Ian Bickley, previously executive chairman, has been pushing forward the company’s transformation initiatives.
By Kaarin Moore • March 13, 2026 -
Dollar General to introduce new store format, pilot subscription program
The discount retailer reported Q4 net sales jumped nearly 6% year over year, with average basket size growing due to increased retail unit prices.
By Dani James • March 12, 2026 -
Build-A-Bear CEO to exit
Sharon Price John will retire from the role in June, and Chief Operations and Experience Officer Chris Hurt will step into the top spot.
By Kaarin Moore • March 12, 2026 -
With $500M in fresh funding, Quince’s valuation tops $10B
The DTC brand, best known for its attractively priced cashmere sweaters, said revenue grows by triple digits annually and topped $1 billion last year.
By Daphne Howland • March 11, 2026 -
Could off-price retailers start grabbing market share from each other?
So far, department stores and other mainstream retailers have the most to fear as TJX, Ross and Burlington open hundreds of stores each year.
By Daphne Howland • March 11, 2026 -
Kohl’s rules out major store closures despite disappointing Q4
The struggling department store is simplifying promotions and adding value-priced merchandise to appeal to its lower- to middle-income customer. But is it going far enough?
By Daphne Howland • March 10, 2026 -
Petal & Pup eyes launch with Dillard’s, Von Maur
The fashion brand has a successful partnership with Nordstrom and is ready for additional growth.
By Kaarin Moore • March 10, 2026 -
Deep Dive
In the home sector, ‘the weak will get weaker’ this year
Retailers in the category face a poor housing market, elevated interest rates, low consumer confidence and ever-changing tariff policies.
By Caroline Jansen • March 10, 2026 -
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