December underscored the uneven terrain retail is navigating as the year winds down. From balance-sheet pressure in luxury to cautious consumer spending and selective bright spots in loyalty and fundamentals, the industry…

November brought strong earnings, leadership shakeups, and a clearer view of how major U.S. retailers are positioning for 2025. With Walmart and Kohl’s raising outlooks, Target doubling down on modernization, and AI…

October brought sweeping layoffs and structural resets across retail’s biggest players as companies recalibrated for profitability in a cooling economy. Yet amid the cost-cutting, green shoots emerged, from JC Penney’s earnings lift…

August closed on a stronger note than expected for U.S. retailers, with monthly sales outperforming forecasts and offering a degree of reassurance after a turbulent summer. Yet beneath the headline growth, the…

August earnings revealed the divides shaping today’s retail landscape. Walmart’s scale continues to drive growth while Target faces turbulence, department stores pursue unconventional plays, and apparel brands make bold consolidation moves. Beneath…

June sales posted solid year-over-year gains, but July brought a mix of progress and pressure. From Amazon’s record Prime Day to landmark tax changes and renewed department store struggles, retailers are bracing…

After months of tariff-driven volatility, May retail sales showed early signs of settling into a steadier pattern. From Hudson’s Bay’s symbolic closure to creative stunts and bold price pledges, June revealed how…

May opened with a surge of retail volatility—from escalating (and quickly easing) tariff tensions to surprise leadership exits and mass layoffs. Yet behind the chaos, brands are making bold bets on licensing,…

April brought fresh challenges for the retail industry, as new tariffs, supply chain uncertainty, and department store struggles weighed heavily. But not all news was grim—strong earnings from select players and evolving…