Financial News


  • Lourdes Arocho was named Gap Inc.'s head of licensing.
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    Courtesy of Gap Inc.
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    Column

    The Weekly Closeout: Another entertainment exec at Gap Inc., and tariff refunds trickle in

    The apparel conglomerate beefed up its "fashiontainment" roster, while retailers are getting their money back on import levies canceled by the Supreme Court.

    By Retail Dive Staff • May 15, 2026
  • A model wearing Marc Jacobs walks while several people sit and watch in a row.
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    Dimitrios Kambouris via Getty Images
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    Marc Jacobs to be acquired by Toys R Us parent company

    LVMH is selling the fashion label after nearly three decades to brand management firm WHP Global.

    By May 14, 2026
  • Trendline

    The direct-to-consumer landscape in retail

    More mature brands are pursuing exit strategies and expanding their reach, while traditional retailers are increasingly shifting to a DTC model.

    By Retail Dive staff
  • A store's mall entrance.
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    Courtesy of Dillard's
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    Dillard’s is so confident, it opened a new store

    Sales, margins and profits grew in Q1 — impressive results considering that consumers and the department store model itself are under pressure.

    By May 14, 2026
  • Zendaya among a group of models wearing items from her first co-created collection with On
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    Courtesy of On
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    On maintains momentum with record Q1 sales

    The athleticwear brand set a new baseline for gross margin with strong DTC and apparel growth but room for improvement in the Americas.

    By Lara Ewen • May 13, 2026
  • People walking past a mall store.
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    Daphne Howland/Retail Dive
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    Victoria’s Secret unveils allegations against activist investor, loses board director

    Activist investor BBRC is taking "the hard way" to force governance change at the intimates company less than a month before its shareholder meeting.

    By May 12, 2026
  • A red sign with a white logo and the words "under armour" in white capital letters hangs from an iron post.
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    Daphne Howland/Retail Dive
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    Under Armour counts on tariff refunds to help it rebound this year

    The brand’s declines in Q4 and its full fiscal year were due in part to a pullback on distribution and SKUs. But only in part.

    By May 12, 2026
  • The outside of eBay's headquarters, featuring its logo.
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    Justin Sullivan / Staff via Getty Images
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    EBay rejects GameStop’s $56B bid, calling it ‘neither credible nor attractive’

    EBay's chairman of the board described the company as a "strong, resilient business" that's well positioned under its current management. 

    By May 12, 2026
  • A Carter's Babies and Kids storefront with a blue sky
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    The image by Mike Mozart is licensed under CC BY 2.0
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    Carter’s interim CEO: ‘We’re in line for our refund’

    Richard Westenberger said that the company has filed for around $130 million in refunds from the government due to IEEPA-related tariff charges.

    By May 11, 2026
  • Interior of a grocery store.
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    Catherine Douglas Moran/Retail Dive
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    Grocery shoppers are trading down to lower-priced retailers, report finds

    Rather than just seeking cheaper brands, more shoppers are planning to switch retailers entirely, opting for less expensive stores, Alvarez & Marsal found. 

    By Catherine Douglas Moran • May 11, 2026
  • Aerial shot of Mattel's headquarters in California.
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    The image by Jelson25 is licensed under CC BY-SA 3.0
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    Mattel shareholder pushes company to explore sale

    The investment management firm laid out scenerios where the toy company could be acquired by private equity, Hasbro or a media business. 

    By May 8, 2026
  • Beige storefront with red lettering saying Bob's Discount Furniture
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    Courtesy of Bob's Discount Furniture press kit
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    Bob’s Q1 growth defies wider sector trends

    New store openings, strong comps and an expanding foothold with higher-income households helped the retailer navigate industrywide storms.

    By Lara Ewen • May 8, 2026
  • A denim storefront for Lee and Wrangler jeans
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    Courtesy of Kontoor
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    Lee jeans up for sale in surprise Kontoor move

    The company also owns Wrangler, which it says will be a $5 billion brand, and last year bought Norwegian outdoor apparel maker Helly Hansen.

    By May 8, 2026
  • A closeup of a feet wearing a pair of white sneakers and striped socks.
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    Courtesy of Coach
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    As Gen Z embraces Coach, Tapestry raises expectations

    CEO Joanne Crevoiserat described opportunity in footwear for what she ultimately sees as a $10 billion brand. Meanwhile, Kate Spade stumbled in Q3.

    By May 7, 2026
  • Inside an Adore Me store
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    Courtesy of Adore Me
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    Adore Me weighs on Victoria’s Secret operating income

    The company reported a $120 million impairment charge related to the subbrand, with the fair values of certain Adore Me assets deemed “nominal,” per a filing.

    By May 6, 2026
  • Brooks Running
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    Courtesy of Brooks Running
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    Brooks Running boasts global sales growth

    The athletics retailer reported pronounced growth in China and an acceleration in apparel sales. 

    By Tatiana Walk-Morris • May 6, 2026
  • SEC Chair Paul Atkins wearing a "Make IPOs Great Again Hat" on the NYSE floor on Dec. 2, 2025
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    Spencer Platt via Getty Images
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    SEC unveils blueprint for ditching quarterly reporting

    The proposal is part of the “Make IPOs Great Again” push aimed at reducing the “rigidity” of rules governing public companies, SEC Chair Paul Atkins said Tuesday.

    By Maura Webber Sadovi • May 6, 2026
  • People walking past a store.
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    Daphne Howland/Retail Dive
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    REI reports flat sales, narrower losses as store workers call for a boycott

    The REI Union said a boycott of the retailer’s anniversary sale is the only way to be heard, as contract talks ended last week without an agreement.

    By May 5, 2026
  • Monster High characters lined up.
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    Courtesy of Mattel
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    Mattel CEO: ‘Consumers are buying toys’

    Ynon Kreiz said that the toy industry is healthy and the company is continuing to see demand.

    By May 5, 2026
  • A GameStop storefront
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    Daphne Howland/Retail Dive
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    GameStop’s $56B eBay bid aims to create collectibles powerhouse

    The gaming retailer submitted an unsolicited acquisition proposal for the online marketplace and suggested its store fleet could serve as eBay's fulfillment network.

    By May 4, 2026
  • An Estée Lauder shop at Vitosha Boulevard in Sofia, Bulgaria on Oct. 16, 2023.
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    Getty Images
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    Estée Lauder now expects up to 10K role reductions

    The cosmetics company increased its expected role cuts as part of its restructuring effort, with much of the increase in point-of-sale jobs at department stores.

    By May 1, 2026
  • Football player Travis Hunter holding up a Heydud water shoe leaning over a body of water.
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    Courtesy of Heydude
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    Column

    The Weekly Closeout: Heydude sales decline and Lululemon dishes about Chip Wilson

    The Crocs-owned footwear brand's sales fell 12%, while the athletics company spelled out a fraught relationship in proxy documents.

    By Retail Dive Staff • May 1, 2026
  • Wayfair's Wilmette store.
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    Courtesy of Wayfair
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    Wayfair touts market share gains in retail’s toughest category

    The home goods retailer also posted a healthy Q1 sales increase, but its struggles with profitability continued as net loss barely budged.

    By April 30, 2026
  • A delivery van drives down a rural road.
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    Courtesy of Amazon
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    Amazon Prime Day moves to June

    The e-commerce company's sales event happened in July last year. Meanwhile, Q1 earnings showed strong growth in online store net sales.

    By April 30, 2026
  • A blue-lit Adidas storefront at night.
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    Courtesy of Adidas
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    As discounts proliferate, Adidas must ‘defend newness’

    In another big growth quarter, the activewear giant said it pulled back on wholesale to avoid promotions on new product.

    By April 29, 2026
  • Person working on crafts in Etsy campaign spot
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    Courtesy of Etsy
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    Etsy CEO calls on sellers to refresh inventory, provide ‘really great human service’

    Kruti Patel Goyal, a 15-year company veteran who took the top job in January, said the company’s Q1 performance indicates early turnaround success.

    By April 29, 2026