The Latest
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Courtesy of Lululemon
Is Heidi O’Neill exactly what Lululemon needs?
Negative opinions have proliferated since she was named to the top spot, but analysts say critiques are overblown.
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Retrieved from iStock.
Sponsored by SiftDeclining fraud rates don’t mean declining fraud risk
Falling fraud rates can mask rising losses. Here's what the numbers actually mean for your team.
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Daphne Howland/Retail Dive
Victoria’s Secret unveils allegations against activist investor, loses board director
Activist investor BBRC is taking "the hard way" to force governance change at the intimates company less than a month before its shareholder meeting.
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Courtesy of Stripe
Stripe, Google partner on agentic commerce
With a Google partnership, the payments processor is bringing agentic checkout to four of the largest AI platforms.
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Portra via Getty Images
Inflation hits 3.8%, outpaces wage growth for first time in 3 years
Wary consumers may finally pull back on spending amid broad price hikes. “The squeeze is real,” Navy Federal Credit Union Chief Economist Heather Long said.
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Courtesy of Home Depot
How Home Depot is crafting content on the road to the World Cup
The retailer and soccer-focused media network Men in Blazers are teaming up on a traveling studio that will tap into the game’s culture across the U.S.
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Justin Sullivan / Staff via Getty Images
EBay rejects GameStop’s $56B bid, calling it ‘neither credible nor attractive’
EBay's chairman of the board described the company as a "strong, resilient business" that's well positioned under its current management.
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Courtesy of Amazon
Amazon expanding 30-minute delivery service to more cities
The offering, which leverages smaller fulfillment locations near customers, aims to reach tens of millions of people by the end of 2026.
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Daphne Howland/Retail Dive
Under Armour counts on tariff refunds to help it rebound this year
The brand’s declines in Q4 and its full fiscal year were due in part to a pullback on distribution and SKUs. But only in part.
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Simon Property Group drops effort to evict Saks Global stores behind in rent
The parties have settled a dispute that threatened to derail progress in Saks’ effort to exit bankruptcy court next month.
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Permission granted by Bob's Discount Furniture
Bob’s Discount Furniture opens first combo store-distribution center
The retailer is monitoring the concept and may replicate it in the future, Chief Operating Officer Ramesh Murthy said.
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Carter’s interim CEO: ‘We’re in line for our refund’
Richard Westenberger said that the company has filed for around $130 million in refunds from the government due to IEEPA-related tariff charges.
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Dani James/Retail Dive
Ulta Beauty to offer products via Uber Eats
The beauty retailer has previously partnered with Instacart and DoorDash as the fast delivery market grows.
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Bed Bath & Beyond Inc. subsidiary closing Tennessee office
The Brand House Collective, formerly known as Kirkland’s Home, will close its Brentwood office — impacting 88 employees.
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Catherine Douglas Moran/Retail Dive
Grocery shoppers are trading down to lower-priced retailers, report finds
Rather than just seeking cheaper brands, more shoppers are planning to switch retailers entirely, opting for less expensive stores, Alvarez & Marsal found.
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Kena Betancur via Getty Images
Consumer spending is healthy, but gas prices remain a risk
Higher-income shoppers have kept retail sales healthy, but the economic impact of the war in Iran presents an unknown, according to industry analysts.
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The image by Jelson25 is licensed under CC BY-SA 3.0
Mattel shareholder pushes company to explore sale
The investment management firm laid out scenerios where the toy company could be acquired by private equity, Hasbro or a media business.
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Courtesy of ThredUp
ColumnThe Weekly Closeout: ThredUp’s revenue jump and the interview that shook retail
The resale platform also saw active buyers grow, while the only thing more surprising than GameStop’s bid on eBay may have been the events that followed.
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Courtesy of Kontoor
Lee jeans up for sale in surprise Kontoor move
The company also owns Wrangler, which it says will be a $5 billion brand, and last year bought Norwegian outdoor apparel maker Helly Hansen.
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Courtesy of Bob's Discount Furniture press kit
Bob’s Q1 growth defies wider sector trends
New store openings, strong comps and an expanding foothold with higher-income households helped the retailer navigate industrywide storms.
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Courtesy of Coach
As Gen Z embraces Coach, Tapestry raises expectations
CEO Joanne Crevoiserat described opportunity in footwear for what she ultimately sees as a $10 billion brand. Meanwhile, Kate Spade stumbled in Q3.
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Dani James/Retail Dive
Target shuffles merchandising leadership with slate of new SVPs
The mass retailer continues to revamp its leadership team as it works to regain product authority.
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Kaarin Moore/Retail Dive
The art of Macy’s Flower Show
The Chicago pop-up features hundreds of flowers — real and hand cut — and serves as the debut of a permanent work by a local artist.
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Courtesy of Ace Hardware
Ace Hardware releases AI assistant for store staff
Hey ARMA gives associates access to product knowledge, project advice and recommendations.
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Brandon Bell via Getty Images
Target’s digital chief breaks down the retailer’s creator overhaul
Sarah Travis details two new offerings designed for the social commerce boom and addresses frustration with the winddown of a prior affiliate program.
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Courtesy of Amazon
Amazon’s latest AI feature allows shoppers to interact with product summaries
“Join the chat” enables real-time questions and answers while listening to AI-generated product summaries.
