Stripe’s slower view of agentic commerce

The processing giant, like some other digital commerce specialists, sees agent-enabled shopping evolving at a measured pace.

By Justin Bachman • March 3, 2026

Claire’s taps Walmart, Macy’s vet as merchandising chief

Jillian Cueff is tasked with ensuring the accessories brand remains relevant to Gen Z and Gen Alpha — and their millennial parents.

By Dani James • March 2, 2026

Explore the Trendline➔

Top 5 stories from Retail Dive

From Target’s path forward under a new CEO to the retailers most vulnerable to bankruptcy, here’s a look at the stories shaping the industry.

By Retail Dive staff

Kohl’s launches apparel brand geared toward teens and tweens

The private label, dubbed Sea and Skye, includes basics, fleece and graphic T-shirts, as well as dressier styles.

By Howard Ruben • March 2, 2026

Home Depot launches real-time delivery tracking for large items

Handheld devices used by drivers enabled the new feature for shipments of bulkier goods like appliances and lumber.

By Max Garland • March 2, 2026

Retail brands want their tariff money back

Allbirds, On and more have filed lawsuits after the latest turn in the tariff landscape, though the industry is slowly becoming “desensitized” to trade volatility.

By Dani James • Feb. 27, 2026

Walmart app connects suppliers with store-level data

Walmart Data Ventures introduced Scintilla In-Store so field representatives could see real-time data — in part to reduce out-of-stocks. 

By Tatiana Walk-Morris • Feb. 27, 2026

EBay cuts 6% of staff, axes 800 roles

The marketplace giant, which beat expectations in Q4, said it will continue to hire in certain priority areas.

By Daphne Howland • Feb. 27, 2026

The Weekly Closeout: Walmart agrees to $100M FTC settlement and Puma posts double-digit declines

The government agency alleges that the big-box retailer deceived delivery drivers regarding their pay, while the athletic brand’s net sales fell 27% in Q4.

By Retail Dive Staff • Feb. 27, 2026

Chewy names CFO

Chris Deppe, who has been with the pet company since 2022, was named to the position after an extensive search. 

By Howard Ruben • Feb. 27, 2026

Walmart sees speed and convenience boosting trust in its AI agent

Half of the retailer’s app users have interacted with Sparky, Walmart's David Guggina said. The average order value for users of the AI agent is higher, too.

By Bryan Wassel • Feb. 26, 2026

Article, Klarna partner to let shoppers pay over time

The DTC furniture company is offering online shoppers in the U.S. and Canada BNPL options for big-ticket purchases. 

By Tatiana Walk-Morris • Feb. 26, 2026

Warby Parker posts first annual net income

The eyewear brand is expanding its footprint, releasing new collections and preparing for the upcoming launch of its AI glasses with Google and Samsung.

By Caroline Jansen • Feb. 26, 2026

Shoe Carnival CEO exits

Mark Worden has also resigned from the company’s board. Meanwhile, former CEO Cliff Sifford will step into the top role on an interim basis. 

By Kaarin Moore • Feb. 26, 2026

Saks Global says nearly 400 vendors have resumed shipments

The company said it has resolved most objections to its bankruptcy financing, but some suppliers remain wary.

By Daphne Howland • Feb. 26, 2026

The Backroom: Walmart and Target are not the same

The team discusses how different the companies are, despite ushering in new executive leadership at the same time.

By Retail Dive Staff • Feb. 26, 2026

Lowe’s cuts jobs, issues cautious guidance amid sector pressures

Despite better-than-expected revenue, CEO Marvin Ellison said “consumers are reluctant to make significant investments in their homes” right now.

By Caroline Jansen • Feb. 25, 2026

MAC Cosmetics to enter Sephora US

As part of a broader strategy from parent company Estée Lauder to expand distribution channels, the beauty brand is moving into Sephora’s stand-alone locations as well as Sephora at Kohl’s stores.

By Howard Ruben • Feb. 25, 2026

Walmart: Supply chain spending set to ‘peak’ next 2 years, CEO says

The retail giant is continuing to automate regional distribution centers across the U.S. and starting to deploy technological improvements internationally.

By Max Garland • Feb. 25, 2026

Dillard’s holds steady at the holidays

The department store is gaining share from new customers, which could make up for some weaknesses, according to data from Placer.ai.

By Daphne Howland • Feb. 24, 2026

Home Depot beats Q4 expectations even as housing market remains challenged

While larger discretionary projects remain under pressure, the retailer comped positively in eight of its 16 merchandising departments.

By Caroline Jansen • Feb. 24, 2026

Bed Bath & Beyond Inc. eyes a return to growth this year

While revenue declined 25% last year, the home retailer sees sales growing in 2026 as it invests in home services beyond retail.

By Dani James • Feb. 24, 2026

US e-commerce sales to reach $1.8 trillion by 2030

Though shoppers are projected to spend more online, over 70% of retail sales will still come from stores, according to a Forrester report. 

By Tatiana Walk-Morris • Feb. 24, 2026

Outdoor Voices brings spring collection to Sam’s Club

A limited-edition assortment includes boys’ and girls’ products and is priced lower than the apparel brand’s core offering.

By Howard Ruben • Feb. 24, 2026

De minimis still shelved after Supreme Court’s tariff ruling

President Donald Trump reaffirmed the trade tool's suspension and adjusted postal duty rates to match a new global tariff in an executive order Friday.

By Max Garland • Feb. 24, 2026

New tariffs, same uncertainty for retailers

The Supreme Court’s IEEPA ruling could benefit the retail industry through refunds, but the timing is unclear and new Section 122 levies could dampen those gains.

By Dani James • Feb. 23, 2026