Moody’s downgrades retail’s outlook on ‘bleak’ prospects amid trade war

Apparel and footwear are especially vulnerable and off-price less so, though the impact of tariffs is industrywide, Moody’s Ratings analysts said Monday.

By Daphne Howland • April 15, 2025

‘Our stores have become an orphan channel’: The Children’s Place

The company acknowledged that its stores have been neglected, but it is ready for a “spree” of openings and a new concept location.

By Kaarin Moore • April 15, 2025

Lowe’s to acquire Artisan Design Group for $1.3B

The deal expands the retailer’s pro offerings and is expected to increase its total addressable market by around $50 billion. 

By Tatiana Walk-Morris • April 15, 2025

As beauty continues to grow, TikTok Shop and Amazon will gain share

That comes at the expense of drugstores, department stores, mass merchandisers and even specialty beauty retailers, per TD Cowen.

By Tatiana Walk-Morris • April 15, 2025

Lovesac taps Crocs veteran as first chief brand and marketing officer

As chief marketing officer at the footwear brand, Heidi Cooley had a digital and social-first approach to driving growth.

By Howard Ruben • April 14, 2025

The Weekly Closeout: JD Sports now ‘bigger than Foot Locker’ and is Rite Aid mulling another bankruptcy?

JD Sports said it has more market share in North America than its rival retailer, while the drugstore is reportedly contemplating refiling. 

By Retail Dive Staff • April 11, 2025

At brick-and-mortar powerhouse Walmart, e-commerce turns profitable

The retail giant isn’t immune to tariff fallout but is maintaining its outlook, in part because it sees market share opportunity, executives said Wednesday.

By Daphne Howland • April 10, 2025

Trump pauses most reciprocal tariffs, hikes China’s further

The U.S. will now charge a 125% duty on imports from China, while most other countries will be subject to a 10% rate for 90 days.

By Philip Neuffer • Updated April 14, 2025

Any Levi’s tariff-related price bumps will be ‘surgical,’ but impact of trade policy still unclear

Chief Financial and Growth Officer Harmit Singh this week said the last time the company faced a similarly murky challenge was during the pandemic.

By Daphne Howland • April 9, 2025

China raises tariffs on US to 84%, matching Trump’s increase

The retaliatory duties, taking effect Thursday, were originally set at 34% before the White House raised its own rates further.

By Max Garland • April 9, 2025

Trump threatens 50% tariff on China if retaliatory duties stay

In response, China’s Ministry of Commerce said it has no intention of backing down and vowed to install countermeasures if Trump’s threat holds.

By Max Garland • Updated April 8, 2025

RH releases clarification on demand, tariff exposure following CEO’s impromptu alarm

As shares plummeted after the president’s trade announcement Wednesday, CEO Gary Friedman let loose an expletive during an earnings call.

By Daphne Howland • April 7, 2025

Guess to close underperforming stores in North America

The company’s Rag & Bone acquisition is driving revenue increases, but profits plunged in the holiday quarter.

By Daphne Howland • April 4, 2025

The Weekly Closeout: Hudson’s Bay hunts for a buyer and tariffs hit apparel hard

The department store is soliciting offers for part or all of its business. Meanwhile, one analyst said new tariffs put “all 2025 guidance at risk.”

By Retail Dive Staff • April 4, 2025

Fashion industry reacts to sweeping tariff changes

Experts say the new policies are likely to raise prices and weaken consumer confidence, and are unlikely to bring U.S. manufacturing back.

By Lara Ewen • April 4, 2025

NRF expects ‘slower trajectory for consumer spending’ in 2025 as tariffs fuel uncertainty, inflation fears

Retail sales could grow 3.7% at best — or well under 3% — as many consumers reach the limits of their spending power, the trade group said.

By Daphne Howland • April 3, 2025

Lululemon leans on newness to lure reluctant US customers

This year the brand plans to expand its footprint by opening stores and enlarging existing locations, and will add new markets abroad.

By Daphne Howland • March 28, 2025

The Weekly Closeout: GameStop pays for CEO’s security, layoffs at Mattel

The gaming retailer paid nearly $270,000 last year for Ryan Cohen’s executive security, while the toy company laid off 120 workers at its headquarters.

By Retail Dive Staff • March 28, 2025

‘Please, no hot sauce’: Shark Tank’s Kevin O’Leary on today’s retail startups

In addition to the category he never wants to see again, O’Leary also highlighted a marketing channel he thinks all brands should be contemplating.

By Cara Salpini • March 27, 2025

Chewy subscriptions drive sales, market share gains

The online pet retailer finished its fiscal year with increases in sales, profits, active customers and market share.

By Daphne Howland • March 27, 2025

Levi’s CEO: ‘If the wallet’s tighter, then we have to work harder’

Pickier shoppers just means higher execution is needed from the denim brand, Michelle Gass said. But a little help from Beyoncé never hurts.

By Cara Salpini • March 27, 2025

GameStop to close ‘significant number’ of stores, invest in bitcoin

The closures are on top of the company shuttering nearly 600 U.S. locations last year.

By Kaarin Moore • March 27, 2025

Dollar Tree sells Family Dollar for $1B

A sale to private equity comes 10 years after Dollar Tree acquired its rival for $8.5 billion, a decade when the business has mostly dragged down results.

By Daphne Howland • March 26, 2025

Coty sells stake in Kim Kardashian beauty brand Skkn to Skims

Skims will unite its beauty and lifestyle ventures under one brand in a “pivotal” expansion for the shapewear brand. 

By Tatiana Walk-Morris • March 25, 2025

BuyBuy Baby to relaunch online in May

The announcement comes nearly two months after Beyond acquired the baby retailer, reuniting it with its former owner Bed Bath & Beyond.

By Caroline Jansen • March 25, 2025