Financial News
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The Vitamin Shoppe to be sold to private equity for nearly $195M
Kingswood Capital Management and Performance Investment Partners have agreed to acquire the vitamin and supplements retailer from Franchise Group.
By Howard Ruben • April 18, 2025 -
Column
The Weekly Closeout: Small businesses sue over tariffs, Under Armour adds PE exec to board
A group of small businesses banded together to challenge the Trump administration’s authority to levy tariffs, while the athletics retailer added a board director from Sycamore Partners.
By Retail Dive Staff • April 18, 2025 -
Trade war puts US on ‘precipice’ of recession: Moody’s chief economist
The U.S. economy will likely begin to shrink “unless policy takes a very sharp turn here pretty quickly,” Moody’s Chief Economist Mark Zandi said.
By Jim Tyson • April 18, 2025 -
Trade war set to impact electronics, other discretionary products hardest
Small and medium-sized brands are poised to bear the negative brunt of increased tariffs on imports to the U.S., according to a new PitchBook report.
By Dani James • April 16, 2025 -
Moody’s downgrades retail’s outlook on ‘bleak’ prospects amid trade war
Apparel and footwear are especially vulnerable and off-price less so, though the impact of tariffs is industrywide, Moody’s Ratings analysts said Monday.
By Daphne Howland • April 15, 2025 -
‘Our stores have become an orphan channel’: The Children’s Place
The company acknowledged that its stores have been neglected, but it is ready for a “spree” of openings and a new concept location.
By Kaarin Moore • April 15, 2025 -
Lowe’s to acquire Artisan Design Group for $1.3B
The deal expands the retailer’s pro offerings and is expected to increase its total addressable market by around $50 billion.
By Tatiana Walk-Morris • April 15, 2025 -
As beauty continues to grow, TikTok Shop and Amazon will gain share
That comes at the expense of drugstores, department stores, mass merchandisers and even specialty beauty retailers, per TD Cowen.
By Tatiana Walk-Morris • April 15, 2025 -
Lovesac taps Crocs veteran as first chief brand and marketing officer
As chief marketing officer at the footwear brand, Heidi Cooley had a digital and social-first approach to driving growth.
By Howard Ruben • April 14, 2025 -
The Weekly Closeout: JD Sports now ‘bigger than Foot Locker’ and is Rite Aid mulling another bankruptcy?
JD Sports said it has more market share in North America than its rival retailer, while the drugstore is reportedly contemplating refiling.
By Retail Dive Staff • April 11, 2025 -
At brick-and-mortar powerhouse Walmart, e-commerce turns profitable
The retail giant isn’t immune to tariff fallout but is maintaining its outlook, in part because it sees market share opportunity, executives said Wednesday.
By Daphne Howland • April 10, 2025 -
Trump pauses most reciprocal tariffs, hikes China’s further
The U.S. will now charge a 125% duty on imports from China, while most other countries will be subject to a 10% rate for 90 days.
By Philip Neuffer • Updated April 14, 2025 -
Any Levi’s tariff-related price bumps will be ‘surgical,’ but impact of trade policy still unclear
Chief Financial and Growth Officer Harmit Singh this week said the last time the company faced a similarly murky challenge was during the pandemic.
By Daphne Howland • April 9, 2025 -
China raises tariffs on US to 84%, matching Trump’s increase
The retaliatory duties, taking effect Thursday, were originally set at 34% before the White House raised its own rates further.
By Max Garland • April 9, 2025 -
Trump threatens 50% tariff on China if retaliatory duties stay
In response, China’s Ministry of Commerce said it has no intention of backing down and vowed to install countermeasures if Trump’s threat holds.
By Max Garland • Updated April 8, 2025 -
RH releases clarification on demand, tariff exposure following CEO’s impromptu alarm
As shares plummeted after the president’s trade announcement Wednesday, CEO Gary Friedman let loose an expletive during an earnings call.
By Daphne Howland • April 7, 2025 -
Guess to close underperforming stores in North America
The company’s Rag & Bone acquisition is driving revenue increases, but profits plunged in the holiday quarter.
By Daphne Howland • April 4, 2025 -
Column
The Weekly Closeout: Hudson’s Bay hunts for a buyer and tariffs hit apparel hard
The department store is soliciting offers for part or all of its business. Meanwhile, one analyst said new tariffs put “all 2025 guidance at risk.”
By Retail Dive Staff • April 4, 2025 -
Deep Dive
Fashion industry reacts to sweeping tariff changes
Experts say the new policies are likely to raise prices and weaken consumer confidence, and are unlikely to bring U.S. manufacturing back.
By Lara Ewen • April 4, 2025 -
NRF expects ‘slower trajectory for consumer spending’ in 2025 as tariffs fuel uncertainty, inflation fears
Retail sales could grow 3.7% at best — or well under 3% — as many consumers reach the limits of their spending power, the trade group said.
By Daphne Howland • April 3, 2025 -
Lululemon leans on newness to lure reluctant US customers
This year the brand plans to expand its footprint by opening stores and enlarging existing locations, and will add new markets abroad.
By Daphne Howland • March 28, 2025 -
The image by Jelson25 is licensed under CC BY-SA 3.0Column
The Weekly Closeout: GameStop pays for CEO’s security, layoffs at Mattel
The gaming retailer paid nearly $270,000 last year for Ryan Cohen’s executive security, while the toy company laid off 120 workers at its headquarters.
By Retail Dive Staff • March 28, 2025 -
‘Please, no hot sauce’: Shark Tank’s Kevin O’Leary on today’s retail startups
In addition to the category he never wants to see again, O’Leary also highlighted a marketing channel he thinks all brands should be contemplating.
By Cara Salpini • March 27, 2025 -
Chewy subscriptions drive sales, market share gains
The online pet retailer finished its fiscal year with increases in sales, profits, active customers and market share.
By Daphne Howland • March 27, 2025 -
Levi’s CEO: ‘If the wallet’s tighter, then we have to work harder’
Pickier shoppers just means higher execution is needed from the denim brand, Michelle Gass said. But a little help from Beyoncé never hurts.
By Cara Salpini • March 27, 2025