Financial News


  • An orange and white Ulta Beauty storefront with a tree in front
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    Dani James/Retail Dive
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    Ulta to launch on TikTok Shop with curated assortment

    The beauty retailer's Q4 net sales grew nearly 12%, though industry analysts questioned the retailer's "softer" fiscal 2026 comp guidance.

    By March 13, 2026
  • A Foot Locker store in downtown Chicago
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    Kaarin Moore/Retail Dive
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    Dick’s pulls back on Foot Locker closures amid store pilot success

    A new format is performing so well that Dick’s plans to expand it to 250 Foot Locker stores by this fall — and will shutter a “much smaller” list of locations.

    By March 13, 2026
  • An Amazon Prime delivery being made
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    Courtesy of Amazon
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    Column

    The Weekly Closeout: Amazon notches a win against Perplexity, Reebok reenters soccer

    The e-commerce giant got a temporary order blocking access for Perplexity’s AI shopping agents, while the athletics brand signed two professional soccer players.

    By Retail Dive Staff • March 13, 2026
  • Three large beds in a light-filled room.
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    Courtesy of Sleep Number
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    Sleep Number issues going concern warning, says bankruptcy is possible

    The mattress maker’s turnaround has been slow, mired in debt and liquidity issues, but is picking up speed under new leadership.

    By March 13, 2026
  • Two black and pink fabric bags with floral patterns against a pink backdrop
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    Courtesy of Vera Bradley
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    Vera Bradley names Coach vet CEO

    Ian Bickley, previously executive chairman, has been pushing forward the company’s transformation initiatives.

    By March 13, 2026
  • Exterior of Dollar General store in York, Pennsylvania
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    Sam Silverstein/Retail Dive
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    Dollar General to introduce new store format, pilot subscription program

    The discount retailer reported Q4 net sales jumped nearly 6% year over year, with average basket size growing due to increased retail unit prices.

    By March 12, 2026
  • A bright blue storefront entrance.
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    Daphne Howland/Retail Dive
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    Build-A-Bear CEO to exit

    Sharon Price John will retire from the role in June, and Chief Operations and Experience Officer Chris Hurt will step into the top spot. 

    By March 12, 2026
  • Exclusive vinyl from Quince's collaboration with A$AP Rocky
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    Courtesy of Quince
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    With $500M in fresh funding, Quince’s valuation tops $10B

    The DTC brand, best known for its attractively priced cashmere sweaters, said revenue grows by triple digits annually and topped $1 billion last year.

    By March 11, 2026
  • Storefront of Ross
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    "Ross" by Genevieve Prentice is licensed under CC BY-SA 2.0
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    Could off-price retailers start grabbing market share from each other?

    So far, department stores and other mainstream retailers have the most to fear as TJX, Ross and Burlington open hundreds of stores each year.

    By March 11, 2026
  • Kohl's Deal Bar
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    Permission granted by Kohl's
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    Kohl’s rules out major store closures despite disappointing Q4

    The struggling department store is simplifying promotions and adding value-priced merchandise to appeal to its lower- to middle-income customer. But is it going far enough?

    By March 10, 2026
  • People wearing Petal & Pup apparel.
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    Courtesy of Petal & Pup
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    Petal & Pup eyes launch with Dillard’s, Von Maur

    The fashion brand has a successful partnership with Nordstrom and is ready for additional growth. 

    By March 10, 2026
  • A customer shopping in an At Home store. Baskets of various colors and sizes line shelves.
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    Joe Raedle via Getty Images
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    Deep Dive

    In the home sector, ‘the weak will get weaker’ this year

    Retailers in the category face a poor housing market, elevated interest rates, low consumer confidence and ever-changing tariff policies.

    By March 10, 2026
  • costco
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    Retrieved from Costco.
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    Costco to flow tariff refunds, ‘if and when’ received, back to customers

    CEO Ron Vachris said Thursday that the warehouse club retailer is committed to returning any potential refunds to its customers through “lower prices and better values.”

    By Maura Webber Sadovi • March 6, 2026
  • A person stretches across barstools at a diner.
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    Courtesy of Levi Strauss & Co.
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    Column

    The Weekly Closeout: Levi’s closes Dockers sale and Chip Wilson escalates Lululemon battle

    The jeans maker has officially handed over its khaki label to Authentic Brands Group. Meanwhile, Lululemon’s founder strikes again.

    By Retail Dive Staff • March 6, 2026
  • People going into a clothing store.
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    Daphne Howland/Retail Dive
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    Gap revival crystallizes as sales jump 8% in Q4

    The brand also notched its eighth straight comp rise. Tariffs eroded Gap Inc.’s margins and profits, though, and Athleta sales tanked again.

    By March 6, 2026
  • People walking into an Eddie Bauer that is going out of business.
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    Daphne Howland/Retail Dive
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    All Eddie Bauer stores to close after failure to find a buyer

    The entity running the brand’s locations, which licenses the intellectual property from Authentic Brands Group, filed for bankruptcy last month.

    By March 6, 2026
  • Adidas CEO Bjørn Gulden sits on a leather bench in a blue Adidas tracksuit.
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    Courtesy of Adidas
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    Adidas extends CEO’s contract amid record revenues

    Bjørn Gulden has made “tremendous operational and financial progress," according to the board. The retailer’s 2025 revenue reached 24.8 billion euros.

    By March 5, 2026
  • Exterior of the new Victoria's Secret DC store
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    Dani James/Retail Dive
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    Victoria’s Secret & Co. ends Adore Me subscription offering

    The intimates company also initiated a strategic review of the personal styling service DailyLook, which it acquired through the Adore Me transaction.

    By March 5, 2026
  • A Roots storefront inside a mall, with cork and wood detailing.
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    "Roots store in Yorkdale Mall" by Roots Corp. is licensed under CC BY-SA 4.0
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    Roots begins strategic review, including possible sale

    The Canadian outdoor apparel company is considering a range of alternatives as it continues to execute its current business plan. 

    By Tatiana Walk-Morris • March 5, 2026
  • A person walks past a clothing store.
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    Daphne Howland/Retail Dive
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    Is Abercrombie & Fitch Co.’s comeback hitting a plateau?

    The apparel retailer is monitoring disruptions from tariffs and conflict in the Middle East as it contemplates growth opportunities.

    By March 4, 2026
  • The interior of a Bath & Body Works with its Gingham+ store design.
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    Courtesy of Bath & Body Works
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    Bath & Body Works wants to transform from a specialty retailer to a ‘premier global brand’

    Sales were down in Q4 and are forecast to be down in 2026. But, the company has a transformation plan to meet customers where they are. 

    By March 4, 2026
  • People walking past and into a store.
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    Daphne Howland/Retail Dive
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    ‘Target is not an everything store’: CEO

    The retailer unveiled its multiyear turnaround plan, which includes an additional $1 billion operational investment and revamps of some private labels.

    By March 4, 2026
  • Actress Zendaya posing on white sandy floor wearing black jacket, tank top and athletic sneakers
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    Courtesy of On's Q2 2025 image library
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    Is On’s muted guidance the sign of a ‘dwindling’ brand?

    One analyst thinks so, though others brushed it off as the activewear brand scored 30% net sales growth in 2025 and record high Q4 margins.

    By March 3, 2026
  • Billowy clouds in a blue sky above a storefront.
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    Daphne Howland/Retail Dive
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    Memory shortage looms over Best Buy’s prospects

    Data centers are hoarding computing memory, which is poised to push up prices on consumer electronics at a time of already soft demand.

    By March 3, 2026
  • A Target storefront exterior
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    Dani James/Retail Dive
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    Target’s earnings lag in the holiday quarter

    The retailer's net sales declined again, with drops across multiple merchandise categories. However, Target expects gains during fiscal 2026 and tapped a chief brand officer.

    By Updated March 3, 2026