Financial News
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Under Armour CEO: ‘Most disruptive’ phase of turnaround is over
Revenue in Q3 was down 5% to $1.3 billion, but executives believe declines in North America have hit the bottom of their trajectory.
By Cara Salpini • Feb. 6, 2026 -
Amazon’s Q4 retail sales grow amid broadening assortment
The e-commerce giant will continue to carry luxury offerings, though everyday essentials were one out of every three units sold in fiscal 2025.
By Dani James • Feb. 6, 2026 -
Canada Goose picks longtime executive to lead North America
Patrick Bourke has been at the brand for a decade and replaces Ana Mihaljevic as president of that business, where sales grew 20% at the holidays.
By Daphne Howland • Feb. 5, 2026 -
Border patrol, Canadian ire dampening traffic at Simon malls
CEO David Simon on Monday said he expects tariffs to continue to weigh on retailers this year, but shrugged off the impact of bankruptcies.
By Daphne Howland • Feb. 5, 2026 -
Peloton lays off 11% of workforce
The move is part of the company’s previously announced restructuring plan that aims to generate $100 million in cost savings by the end of fiscal 2026.
By Caroline Jansen • Updated Feb. 4, 2026 -
Adidas plans share buyback as 2025 sales reach record high
The activewear giant will purchase up to 1 billion euros of its shares as revenue reached almost $30 billion.
By Cara Salpini • Jan. 30, 2026 -
Levi’s revenue grows despite continued tariff headwinds
The apparel company's Q4 net revenues increased 1% and CEO Michelle Gass revealed it will debut a conversational AI chatbot for customer recommendations.
By Dani James • Jan. 30, 2026 -
Column
The Weekly Closeout: Valentine’s Day spending to top $29B, Merit to raise prices
Consumers are budgeting roughly $200 on gifts for the holiday, per NRF, while the beauty brand is increasing prices on select products.
By Retail Dive Staff • Jan. 30, 2026 -
Inside Pat McGrath Cosmetics’ bankruptcy
The Chapter 11 filings said a lender commenced the auctioning of the brand without founder and CEO Patricia McGrath’s consent.
By Dani James • Jan. 29, 2026 -
Tractor Supply reins in guidance after weak finish to the year
Weaker demand for discretionary goods and fewer severe weather events hurt Q4 sales while tariffs helped drive down margins.
By Daphne Howland • Jan. 29, 2026 -
Sports giant Anta snaps up Puma stake for $1.8B
The Chinese company, whose portfolio includes Fila and a majority stake in Amer Sports, will be the sneaker brand’s largest shareholder.
By Daphne Howland • Jan. 27, 2026 -
Bob’s Discount Furniture eyes up to $2.48B valuation in IPO
The furniture retailer aims to raise up to $370 million through its offering as it looks to pay off debt.
By Caroline Jansen • Jan. 26, 2026 -
WHP Global to pay $300M for controlling stake in Lands’ End
The apparel brand, which has explored strategic options since March, will continue to be in charge of its operations.
By Daphne Howland • Jan. 26, 2026 -
Private label sales set another record in 2025
Shoppers spent just under $283 billion on store-brand products last year, up 3.3% compared with 2024, the Private Label Manufacturers Association reported.
By Sam Silverstein • Jan. 26, 2026 -
De minimis’ end, tariffs spur headwinds for Aritzia
The apparel retailer altered its supply chain strategy when the trade exemption ended, relocating all U.S. order fulfillment to Ohio.
By Max Garland • Jan. 26, 2026 -
Authentic Brands Group acquires majority stake in Guess IP
The brand’s management, including co-founders Maurice and Paul Marciano, retain ownership in and responsibilities for its operations.
By Daphne Howland • Jan. 23, 2026 -
Column
The Weekly Closeout: Reebok teams with Karol G and will January storms ice out retail sales?
The activewear brand signed a multiyear deal with the Colombian artist, while analysts speculate upcoming weather could slow spending.
By Retail Dive Staff • Jan. 23, 2026 -
Caleres taps interim CFO; details Saks bankruptcy impact
The footwear company warned of potential sales volatility stemming from the Saks Global bankruptcy, which has left many vendors waiting for reimbursements.
By Grace Noto • Jan. 23, 2026 -
Cautious consumers shunned big-ticket items last year
Higher tax refunds could lift discretionary spending in 2026, but the labor market is the biggest factor, according to Bank of America Institute research.
By Daphne Howland • Jan. 21, 2026 -
Bark receives take-private offer
The online pet retailer has faced falling sales and non-compliance warnings from the New York Stock Exchange in recent years.
By Howard Ruben • Jan. 15, 2026 -
‘You have to be willing to challenge everything’: VF Corp leaders discuss turnaround progress
Executives from Vans, The North Face and Timberland laid out their plans for evolution while maintaining each brand’s heritage.
By Caroline Jansen • Jan. 14, 2026 -
J.C. Penney’s loss balloons in Q3 as sales continue to slide
Still, the results were “not terrible,” given the department store’s improvements and its target customers’ financial stress, GlobalData said.
By Daphne Howland • Jan. 13, 2026 -
Vince monitoring Saks Global ‘on a minute-by-minute basis’
CEO Brendan Hoffman said the luxury department store conglomerate accounts for about 7% of its business.
By Cara Salpini • Jan. 12, 2026 -
A look back at Bed Bath & Beyond’s pivotal year
As the retailer’s deal to acquire the former Kirkland’s nears closing, here’s a review of the events that brought us to this point.
By Caroline Jansen , Dani James • Jan. 12, 2026 -
Bob’s Discount Furniture files for IPO
The furniture chain aims to use the proceeds of its IPO to pay down debt and plans to more than double its store footprint by 2035.
By Dani James • Jan. 9, 2026