Saks Global rescues its holiday with $350M in new financing

Without the infusion, the luxury department store company would struggle to pay vendors ahead of the critical season, analysts say.

By Daphne Howland • June 2, 2025

What went wrong at Target?

The mass merchant is looking to turn around falling sales and declining customer sentiment. But first, it needs to diagnose its own problems.

By Dani James • June 2, 2025

Ulta sees signs of improvement in Q1, but stays cautious

While beauty is generally recession-proof, executives said the category is not “immune to consumer pressure” and customers could pull back.

By Cara Salpini • May 30, 2025

Gap Inc. braces for as much as $300M in tariff-related costs

As import levies threaten the apparel retailer’s momentum, including a potential $150 million hit to margins, executives said pricing won’t change.

By Daphne Howland • May 30, 2025

The Weekly Closeout: Foot Locker sales fall and GameStop makes a bitcoin play

In the lead-up to its acquisition by rival Dick’s, the athletics retailer said it saw soft traffic trends. Meanwhile, the gaming retailer’s stock fell on its latest move.

By Retail Dive Staff • May 30, 2025

US court blocks Trump’s sweeping tariffs

The Court of International Trade said the president overstepped his authority, halting various duties. After an appeal, the ruling has been paused.

By Edwin Lopez • Updated May 29, 2025

Best Buy lowers guidance due to tariffs as Q1 revenue drops

The retailer enacted tariff-related price adjustments this month and made progress in minimizing the percentage of its product costs from China.

By Dani James • May 29, 2025

E.l.f. Beauty to acquire Hailey Bieber’s Rhode for $1B

Citing a “very high bar for M&A,” CEO Tarang Amin said the retailer only makes acquisitions when it’s a clear win-win, as with its 2023 purchase of Naturium.

By Cara Salpini • May 29, 2025

The Backroom: Breaking down Dick’s Sporting Goods’ deal to acquire Foot Locker

The team discusses the implications of the surprise acquisition, how Dick’s is defending it and why the stakes could be different for each retailer.

By Retail Dive Staff • May 29, 2025

Without a permanent chief, Kohl’s leans on old turnaround plans

Some of ex-CEO Tom Kingsbury’s ideas are bearing fruit. But declines in Q1 are the latest in a “very long line of poor results,” GlobalData analysts said.

By Daphne Howland • May 29, 2025

Consumer pessimism eases amid cooling in US-China tariff war

The share of consumers expecting a recession over the next 12 months fell in May, the Conference Board said.

By Jim Tyson • May 28, 2025

Macy’s sees opportunity to take share as tariffs roil pricing

The department store posted better-than-expected Q1 results, but its momentum is challenged by uncertainty in both supply and demand.

By Daphne Howland • May 28, 2025

Dick’s plans to ‘execute the heck’ out of Foot Locker acquisition

With Q1 sales up more than 5%, executives fielded tough questions on Foot Locker, but insisted the deal makes sense long term.

By Cara Salpini • May 28, 2025

Williams-Sonoma acquires Dormify IP

The home retailer aims to leverage its logistical and design capabilities to grow the Dormify brand.

By Dani James • May 28, 2025

Vans revenue tumbles more than 20% during transformation plans

VF said that excluding the skatewear brand’s results, the company would have seen revenue grow.

By Laurel Deppen • May 27, 2025

Fix retail shrink at the source: How smarter returns management can instantly improve cash flow

Retail returns hit $685B in 2024, with $103B lost to fraud. Learn how smarter returns management can stop profit leak and boost cash flow instantly.

May 27, 2025

Urban Outfitters reports record Q1 net income

The retailer sees minimal tariff impacts at current rates, but uncertainty in U.S. policy could affect fall inventory timelines. 

By Dani James • May 22, 2025

Lowe’s reaffirms full-year guidance despite Q1 sales dip

The home improvement retailer saw comparable sales slide during Q1, partially due to unfavorable weather in the first half of the quarter.

By Caroline Jansen • May 21, 2025

Target’s Q1 earnings disappoint amid battle with tariffs, consumer backlash

The mass retailer lowered its guidance for the full year, announced the departure of multiple executives and launched a new strategic office in an effort to combat sales declines.

By Dani James • May 21, 2025

Victoria’s Secret adopts poison pill to halt hostile takeover

The maneuver is in response to the “substantial accumulation” of shares by investment firm BBRC International, which just launched its own lingerie brand.

By Kaarin Moore • May 21, 2025

Birkenstock eyes global price increase to mitigate tariffs

A single-digit price increase is expected, but the company may capture market share in the meantime.

By Howard Ruben • May 20, 2025

Andie acquires Richer Poorer

In its first acquisition, the DTC swimwear brand snapped up the California-based casual apparel company previously owned by Francesca’s.

By Howard Ruben • May 20, 2025

Levi’s to sell Dockers to Authentic Brands Group for $311M

The jeans company is selling off the khakis brand to focus on its core labels. 

By Kaarin Moore • May 20, 2025

Home Depot doesn’t plan to raise prices despite tariffs

The announcement came as the home improvement retailer posted a 9.4% sales gain in Q1 and reaffirmed its full-year guidance.

By Caroline Jansen • May 20, 2025

US signals reciprocal tariffs will return for some countries

The White House will alert countries of their specific rates in the next two to three weeks, President Donald Trump said Friday.

By Philip Neuffer • May 20, 2025