Amazon could gain share under tariffs, as it did during the pandemic, CEO says

The e-commerce giant is “pretty maniacally focused” on keeping prices low, CEO Andy Jassy told analysts Thursday.

By Daphne Howland • May 2, 2025

The Weekly Closeout: NRF chief defends tariffs, Big Lots accelerates store openings

Matt Shay, CEO of the trade group, called duties “an extraordinarily important tool” for President Trump. Meanwhile, the discount retailer is opening 132 stores this month alone.

By Retail Dive Staff • May 2, 2025

How grocery continues to drive Walmart’s top line

The category brought in $276 billion in net sales in fiscal 2025, up nearly 12% from the same period two years ago, the retailer said in its annual report.

By Catherine Douglas Moran • May 1, 2025

Adidas: If tariffs stay, ‘of course there will be price increases’

CEO Bjørn Gulden stressed that they have not been implemented yet, though, and the retailer will follow the lead of others in the market.

By Cara Salpini • April 30, 2025

Burlington snags 45 of Joann’s store leases out of bankruptcy

The off-price retailer is taking advantage of the craft company’s closure as new shopping center growth diminishes.

By Dani James • April 30, 2025

Another U-turn at Beyond: brick and mortar for BuyBuy Baby

The company, which continues to shake up its portfolio and branding strategies, is also opening Overstock stores.

By Daphne Howland • April 29, 2025

Skechers announces record sales but pulls guidance

The footwear giant saw both wholesale and DTC sales rise but cautioned that current trade policies have created macroeconomic uncertainty.

By Lara Ewen • April 29, 2025

Carter’s pulls guidance as profits plummet, tariffs loom

The children’s clothing company's new CEO is navigating a turnaround amid falling sales and rising uncertainty.

By Tatiana Walk-Morris • April 28, 2025

The Weekly Closeout: Coty to cut 700 jobs, Adidas sports double-digit growth

The cutbacks are part of the beauty conglomerate’s strategic transformation, while preliminary Q1 results show momentum from the sports retailer.

By Retail Dive Staff • April 25, 2025

Hasbro Q1 revenue increases 17%

The toy company, which is undergoing a turnaround effort, continued to advocate for tariff exceptions in its sector.

By Dani James • April 25, 2025

Shein, Temu to raise prices due to tariff impact

The fast-fashion companies didn’t specify the extent of the cost increases, but posted identical notices on their websites.

By Laurel Deppen • April 25, 2025

Etsy to sell music gear marketplace Reverb

The company is divesting from Reverb in order to focus more on its core marketplace and Depop. 

By Tatiana Walk-Morris • April 24, 2025

Could tariffs sink Nordstrom’s go-private deal?

The risk is small, but not zero, and could grow if the fallout from new trade policies worsens, according to William Blair analysts.

By Daphne Howland • April 23, 2025

Capezio sold after more than a century of family ownership

Argand Partners said it plans to “modernize” the dancewear brand through licensing agreements and product innovation.

By Laurel Deppen • April 22, 2025

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

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