Bath & Body Works CEO to step down

Andrew Meslow is leaving for health reasons after fifteen years with the brand, which grew sales by 22% last year. 

By Ben Unglesbee • Feb. 24, 2022

The Backroom: Kohl's vs. Wall Street

Activist investors have pressured the retailer to divest assets and potentially even sell itself. Retail Dive reporters discuss the implications of such moves.

By Retail Dive Staff • Feb. 24, 2022

Explore the 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

Home Depot, Lowe's sales lap pandemic highs

While overall demand wanes, the biggest retailers in the sector posted strong gains as consumers invested in their homes around the holidays.

By Caroline Jansen • Feb. 23, 2022

TJX cruises past pre-pandemic sales levels

The retailer took a hit from freight and other costs, but may benefit from inflation-wary consumers seeking refuge in off-price.

By Ben Unglesbee • Feb. 23, 2022

Macy's rejects e-commerce spinoff as it looks to build on digital growth

The retailer's CEO cited risks to its customers and brands from breaking out its digital business as a stand-alone company.

By Ben Unglesbee • Feb. 22, 2022

The Weekly Closeout: Ulta adds former Sam’s Club COO to board and retailers shift mask policies

The beauty retailer refreshed its board with two new directors, while major retailers like Walmart and Amazon removed mask mandates for vaccinated employees.

By Retail Dive Staff • Feb. 18, 2022

Dollar Tree's executive chairman to retire

Bob Sasser joined the discounter more than two decades ago. His departure could smooth tensions with an activist investor. 

By Ben Unglesbee • Feb. 18, 2022

Blueland raises $20M as it pushes into personal care

The DTC cleaning brand plans to use the funds to expand into new categories and grow its retail presence.

By Caroline Jansen • Feb. 18, 2022

Walmart shrugs off disruption as US comps grow 5.6%

Despite a slowdown in e-commerce and over $400 million in supply chain costs in Q4, the retailer grew its sales and made a pile from non-retail income. 

By Ben Unglesbee • Feb. 17, 2022

Hasbro investor calls for gaming spinoff and board shakeup

Alta Fox Capital is not playing around, saying Thursday that its five nominees have deep knowledge of the toy maker's Wizards of the Coast universe.

By Daphne Howland • Feb. 17, 2022

Crocs revenue hits record $2.3B in 2021

With the clog maker poised to close on its acquisition of the Heydude footwear brand, it's now eyeing $6 billion in revenue by 2026. 

By Ben Unglesbee • Feb. 16, 2022

Selling out: What retail leaders need to know before striking a deal with private equity

As Kohl's and others field bids, it's worth noting that more than 40% of past buyouts and acquisitions have gone bankrupt.

By Ben Unglesbee • Feb. 15, 2022

'Our turnaround is now complete': Mattel takes victory lap after year of turbulence and growth

The toy maker grew sales, took market share and overcame supply chain disruptions in 2021, and is eyeing more growth ahead. 

By Ben Unglesbee • Feb. 14, 2022

What the Amazon union do-over in Alabama means for the future of retail

U.S. consumers, especially younger ones, harbor new expectations about the workplace that businesses may not be able to ignore.

By Daphne Howland • Feb. 14, 2022

Urban Outfitters taps Club Monaco vet to lead namesake brand

The company's fourth quarter momentum petered out in January as shipping costs weighed on margins and traffic to stores fell off.

By Daphne Howland • Feb. 11, 2022

Supply chain challenges a 'speed bump' to Under Armour's growth

Turnaround efforts are bearing fruit, but freight expenses are eating into margins.

By Cara Salpini • Feb. 11, 2022

Tapestry CEO: 'We are a different company' than 18 months ago

Revenue increased 18% compared to pre-pandemic levels, primarily driven by the Kate Spade and Coach brands. 

By Kaarin Moore • Feb. 10, 2022

Activists suggest Kohl's met with Amazon

Macellum Advisors, slamming the retailer's handling of takeover interest, has also nominated 10 candidates to its board.

By Daphne Howland • Feb. 10, 2022

The hidden financial risks in retail supply chains

Debt and operational weaknesses in the system could flow upstream as the industry seeks its footing, according to RapidRatings' James Gellert.

By Ben Unglesbee • Feb. 10, 2022

Calvin Klein parent PVH hires new CFO as it hones focus on its top brands

The apparel specialist is bringing in Zac Coughlin, a former finance and operations exec at LVMH Group. 

By Ben Unglesbee • Feb. 9, 2022

Peloton slashes 20% of its corporate workforce and switches CEOs as losses mount

The cycle maker is undergoing painful restructuring cuts with growth slowing and acquisition rumors circling around it.  

By Ben Unglesbee • Feb. 8, 2022

Nike, Amazon reportedly considering Peloton acquisition

The potential bids come shortly after Blackwells Capital urged the company to consider a sale and called for CEO John Foley to be fired.

By Cara Salpini • Feb. 7, 2022

Hasbro comes through a challenging year with revenue up

Price hikes and strong consumer demand more than compensated for supply chain disruptions and freight costs. 

By Ben Unglesbee • Feb. 7, 2022

Solo Brands CFO to depart

Sam Simmons saw the company through its initial public offering last year, one of many IPOs among DTC brands.

By Daphne Howland • Feb. 7, 2022

What retail has in store for 2022

A month into the new year, here are some of the top forces impacting retail, the trends we're watching and predictions for what is to come. 

By Retail Dive Staff • Feb. 7, 2022