The Weekly Closeout: Consumers lean on BNPL and Walmart gets excited about Anthropologie

Reliance on buy now, pay later services has ticked up during the holidays, and the big-box retailer is bringing Anthropologie to its headquarters. 

By Retail Dive Staff • Dec. 12, 2025

DXL, FullBeauty to merge

The companies see opportunity in an underserved and fragmented market, despite the rising use of GLP-1 drugs.

By Daphne Howland • Dec. 12, 2025

Lululemon founder decries brand ‘erosion’ as CEO prepares to exit

Chip Wilson alleged the board and Calvin McDonald oversaw years of value destruction of the brand, though most analysts praised McDonald’s tenure.

By Cara Salpini • Dec. 12, 2025

Creditors object to Schottenstein bid for bankrupt Value City Furniture owner

The bid for American Signature Inc. contemplates a liquidation and is bad for unsecured creditors, according to objections.

By Dani James • Dec. 11, 2025

New owner taps CEO for Office Depot, OfficeMax

Private equity firm Atlas Holdings on Wednesday completed its $1 billion acquisition of the struggling office supplies and services company.

By Daphne Howland • Dec. 11, 2025

Collectibles now make up nearly a third of GameStop’s sales

The category was the lone bright spot in the gaming retailer's top-line results, as hardware and software both declined.

By Dani James • Dec. 10, 2025

Stitch Fix begins to stem active client losses as attention turns to personalization

Recent launches like Stitch Fix Vision and AI Style Assistant are attracting shoppers who stay with the company longer and spend more, execs say.

By Bryan Wassel • Dec. 10, 2025

Walmart debuts on Nasdaq

The stock market transfer “signals a strategic alignment with the tech-heavy exchange,” according to analysts. 

By Kaarin Moore • Dec. 9, 2025

Off-price retailers neutralize tariff impact

Inventory and pricing strategies helped TJX, Ross and Burlington protect margins in Q3, and they expect even greater success in Q4.

By Daphne Howland • Dec. 8, 2025

Bras, beauty push up Victoria’s Secret in ‘standout’ Q3

The lingerie giant, which grabbed back market share in the quarter, raised its outlook for the year.

By Daphne Howland • Dec. 5, 2025

The Weekly Closeout: Prada closes Versace deal and Somnigroup offers to buy a supplier

Capri Holdings completed a sale of the fashion brand for nearly $1.4 billion, and Somnigroup seeks to acquire Leggett & Platt.

By Retail Dive Staff • Dec. 5, 2025

Ulta Beauty: Tariff-driven price increases accelerated in Q3

Despite higher prices from brands and a “softening” in consumer confidence, the retailer's third quarter net sales jumped nearly 13%.

By Dani James • Dec. 5, 2025

Dollar General sales jump as Americans hunt for value

The discount chain's Q3 traffic grew, while average ticket was nearly flat, marking a differing trend from competitor Dollar Tree.

By Dani James • Dec. 4, 2025

Merchandising flubs, tariffs hurt Torrid in Q3

A decision to pause its footwear offer in order to avoid new levies cost the plus-apparel retailer $2.5 million more in lost sales than it expected.

By Daphne Howland • Dec. 4, 2025

American Eagle’s celebrity-led marketing turns sales growth positive

While collaborations with names like Sydney Sweeney helped boost denim, sister brand Aerie delivered far stronger comps in Q3. 

By Peter Adams • Dec. 4, 2025

Dollar Tree attracts more high-income consumers as sales grow

The discount retailer attracted even more wealthy shoppers in Q3, though overall store traffic declined for the first time since fiscal year 2022.

By Dani James • Dec. 3, 2025

Costco sues Trump administration for tariff refund

The retail giant is calling for funds to be returned as the Supreme Court weighs the legality of certain levies imposed by President Donald Trump.

By Antone Gonsalves • Dec. 3, 2025

Macy’s cautiously optimistic about the holidays

The department store retailer had its strongest Q3 comps in over three years, but said it’s braced for a cautious consumer and the impact of tariffs.

By Daphne Howland • Dec. 3, 2025

BNPL drives over $1B in online spend on Cyber Monday

Overall spending on the digital shopping day topped $14 billion in the U.S., per Adobe Analytics. Shopify also touted record sales despite technical difficulties.

By Dani James • Dec. 2, 2025

E-commerce growth surpasses stores on Black Friday, with sales up over 10%

Top-selling sectors over the holiday weekend included apparel and athletics, according to early data.

By Dani James • Dec. 1, 2025

Yankee Candle owner resorts to layoffs, store closures

To accelerate its turnaround, Newell Brands will lay off 900 people worldwide and close 20 Yankee Candle stores.

By Daphne Howland • Dec. 1, 2025

Urban Outfitters expects highly promotional holiday

Traffic, sales and profits surged in Q3, but now customers are waiting on discounts. “They know that the promotions are coming,” CEO Dick Hayne said.

By Daphne Howland • Nov. 26, 2025

Best Buy raises full-year guidance as consumers remain ‘resilient’

The retailer saw Q3 revenue and comparable sales grow despite macroeconomic pressures. Meanwhile, it's advancing agentic AI integration.

By Dani James • Nov. 26, 2025

Lowe’s advances inventory optimization efforts

The retailer is on pace to cut 15% of its SKUs by the end of 2025 while upgrading demand planning, allocation and replenishment.

By Kelly Stroh • Nov. 26, 2025

Bed Bath & Beyond to acquire The Brand House Collective, close 40 stores

The merger agreement is expected to be finalized in early 2026 and the combined company will eliminate $20 million in costs. 

By Dani James • Nov. 25, 2025