As it enters the ‘middle innings’ of a turnaround, Nike’s path is far from smooth

Performance in North America buoyed the brand in Q2, but one analyst called its position in China “particularly dire.”

By Cara Salpini • Dec. 19, 2025

Pacsun opens first US stores in nearly 20 years as foot traffic picks up

The apparel retailer, which is also expanding abroad for the first time next year, sees its physical locations as “cultural touchpoints.”

By Daphne Howland • Dec. 19, 2025

Explore the Trendline➔

Digital innovation and technology trends in retail

Generative AI and TikTok Shop have replaced the metaverse and NFTs as the hot topics of the day — here’s a look at how brands are using them.

By Retail Dive staff

The Honest Company to halt DTC sales, shutter mobile app

The change is part of the company’s turnaround plan, which also includes exiting apparel and closing brick-and-mortar and online stores in Canada.

By Tatiana Walk-Morris • Dec. 19, 2025

The Weekly Closeout: Levi’s adds Target vet to board, plus more Black Friday ‘standouts’

Jeffrey Jones, a former chief marketer at Target, will join the apparel maker in January. Meanwhile, analysts called out On and Hoka as big winners from the sale season.

By Retail Dive Staff • Dec. 19, 2025

Birkenstock revenue jumps, but tariff headwind remains

The footwear brand's Q4 revenue increased 15% year over year. Meanwhile, it expects tariff and currency translation headwinds to impact fiscal 2026 growth.

By Dani James • Dec. 18, 2025

To see where Macy’s is going, head to Chicago

Merchandising and customer service at the State Street flagship are the best they’ve been in 15 years, Evercore ISI analysts report.

By Daphne Howland • Dec. 18, 2025

Pandora’s next CEO to take the reins early

Chief Marketing Officer Berta de Pablos-Barbier, who was originally set to start the chief executive position in March, will now take on the role Jan. 1.

By Howard Ruben • Dec. 18, 2025

Activist investor wants Ralph Lauren veteran to lead Lululemon

Elliott Investment Management has taken a more than $1 billion stake in the athleisure brand and is pushing for Jane Nielsen to succeed Calvin McDonald.

By Cara Salpini • Dec. 18, 2025

Gordon Brothers snaps up Rachel Zoe brand

The firm, which has invested in several brands including Laura Ashley and Nicole Miller, prioritizes growth via licensing and product development.

By Daphne Howland • Dec. 17, 2025

Is surveillance pricing ripping off loyal customers?

If customers thought “that loyalty data were being consumed for that purpose, they would opt out of loyalty,” said Brierley loyalty consultant Don Smith.

By S.L. Fuller • Dec. 17, 2025

Scan-and-go, extended hours help Costco enhance its store experience

The company is working to strengthen its fundamentals with its membership card scanners, CEO Ron Vachris said. “This isn’t about technology for technology’s sake.”

By Bryan Wassel • Dec. 17, 2025

Clarks unveils first Cloudsteppers store in US

Cloudsteppers, known for its flip-flops for women, is expanding to become lifestyle-focused with more store openings on the way.

By Tatiana Walk-Morris • Dec. 16, 2025

Store comps grow at Kirkland’s operator ahead of Bed Bath & Beyond merger

The Brand House Collective, which saw net sales fall 9.6% in Q3, converted three locations to Bed Bath & Beyond stores in the quarter.

By Dani James • Dec. 16, 2025

Could digital product passports transform customer experience?

Customer and product experiences are often separated, but digital product passports force “those two worlds to merge,” said Renascence Consulting CEO Aslan Patov.

By Michael Brady • Dec. 16, 2025

Calvin Klein opens flagship in SoHo

The store reestablishes the brand’s presence in the city and follows openings in Paris and Tokyo.

By Howard Ruben • Dec. 15, 2025

Inflation, tariffs help send iRobot into bankruptcy

The Roomba-maker’s largest Chinese manufacturer has agreed to acquire the company via a Chapter 11 restructuring.

By Daphne Howland • Dec. 15, 2025

Burberry names chief operating and supply chain officer

Matteo Calonaci succeeds Supply Chain and Industrial Officer Klaus Bierbrauer, who will remain with the company during a transition period.

By Antone Gonsalves • Dec. 15, 2025

The retail visibility gap – and how verified spend closes it

Your shoppers move fast. Lucky for you, so does Facteus data. See how real-world transaction data transforms strategic decision-making.

By Andrew Donsbach • Dec. 15, 2025

Walmart touts delivery for last-minute gifts

The big-box retailer says it can reach 95% of U.S. households within 3 hours and it is using streamlined delivery to entice consumers to shop — even on Christmas Eve.

By Howard Ruben • Dec. 12, 2025

The Weekly Closeout: Consumers lean on BNPL and Walmart gets excited about Anthropologie

Reliance on buy now, pay later services has ticked up during the holidays, and the big-box retailer is bringing Anthropologie to its headquarters. 

By Retail Dive Staff • Dec. 12, 2025

Walmart launches drone delivery in metro Atlanta

Products eligible for the delivery method include grocery items, household goods and over-the-counter medicine. 

By Kelly Stroh • Dec. 12, 2025

DXL, FullBeauty to merge

The companies see opportunity in an underserved and fragmented market, despite the rising use of GLP-1 drugs.

By Daphne Howland • Dec. 12, 2025

Lululemon founder decries brand ‘erosion’ as CEO prepares to exit

Chip Wilson alleged the board and Calvin McDonald oversaw years of value destruction of the brand, though most analysts praised McDonald’s tenure.

By Cara Salpini • Dec. 12, 2025

Lululemon CEO Calvin McDonald to step down in January

The executive oversaw a period of tremendous growth at the activewear giant, but exits amid falling sales in its largest region.

By Cara Salpini • Updated Dec. 11, 2025

New owner taps CEO for Office Depot, OfficeMax

Private equity firm Atlas Holdings on Wednesday completed its $1 billion acquisition of the struggling office supplies and services company.

By Daphne Howland • Dec. 11, 2025