As it enters the ‘middle innings’ of a turnaround, Nike’s path is far from smooth

Performance in North America buoyed the brand in Q2, but one analyst called its position in China “particularly dire.”

By Cara Salpini • Dec. 19, 2025

The Weekly Closeout: Levi’s adds Target vet to board, plus more Black Friday ‘standouts’

Jeffrey Jones, a former chief marketer at Target, will join the apparel maker in January. Meanwhile, analysts called out On and Hoka as big winners from the sale season.

By Retail Dive Staff • Dec. 19, 2025

Birkenstock revenue jumps, but tariff headwind remains

The footwear brand's Q4 revenue increased 15% year over year. Meanwhile, it expects tariff and currency translation headwinds to impact fiscal 2026 growth.

By Dani James • Dec. 18, 2025

Gordon Brothers snaps up Rachel Zoe brand

The firm, which has invested in several brands including Laura Ashley and Nicole Miller, prioritizes growth via licensing and product development.

By Daphne Howland • Dec. 17, 2025

Are secondhand sales beefing up this little retail segment?

Wells Fargo economists suspect that sales of used items helped push sales at “miscellaneous retailers” up more than 8% in the last 10 months.

By Daphne Howland • Dec. 17, 2025

Store comps grow at Kirkland’s operator ahead of Bed Bath & Beyond merger

The Brand House Collective, which saw net sales fall 9.6% in Q3, converted three locations to Bed Bath & Beyond stores in the quarter.

By Dani James • Dec. 16, 2025

Apparel sales on the rebound despite tariffs, consumer anxiety

Several clothing retailers beat expectations in Q3, possibly fueled by consumers’ ongoing shift away from their pandemic-era wardrobes.

By Daphne Howland • Dec. 16, 2025

Consumer spending growth could slow in 2026

Consumers will continue to drive the U.S. economy next year, but a softening labor market may dampen growth, according to Moody’s Ratings.

By Dani James • Dec. 15, 2025

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