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News•Feb 25, 2026
Walmart: Supply Chain Spending Set to ‘Peak’ Next 2 Years, CEO Says
Walmart’s CEO John Furner said the retailer’s supply‑chain capital spending will likely peak this year and next, as automation projects accelerate. Twenty‑three of its 42 U.S. distribution centers are being retrofitted with robotics, and similar initiatives are beginning abroad. About 60% of stores now receive freight from automated hubs, and half of e‑commerce fulfillment volume is robot‑driven, helping curb shipping costs. Inventory rose 2.6% year‑over‑year, roughly half the pace of sales growth, underscoring the productivity boost from technology.
By Retail Dive
News•Feb 24, 2026
Dillard’s Holds Steady at the Holidays
Dillard’s reported flat Q4 performance, with retail sales slipping 1% to $1.9 billion and net income falling 5% to $203.7 million. Gross margin held steady at 36.1% while online traffic surged 19% year‑over‑year, offsetting flat in‑store visits. The retailer highlighted a modest...
By Retail Dive
News•Feb 24, 2026
Home Depot Beats Q4 Expectations Even as Housing Market Remains Challenged
Home Depot reported fourth‑quarter sales of $38.2 billion, a 3.8% year‑over‑year decline, yet the results beat analyst expectations. Net income slipped 14.2% to $2.6 billion and operating income fell 14.4%, reflecting pressure from a sluggish housing market. Full‑year sales rose 3.2% to...
By Retail Dive
News•Feb 19, 2026
Hasbro CEO: ‘We’re Beyond Experimentation’ with AI
Hasbro is scaling artificial‑intelligence tools across finance, supply‑chain, order management and product design, moving beyond pilot projects. The company has formalized responsible‑use guidelines and teamed with Google Gemini, OpenAI and ElevenLabs to embed AI into daily workflows. Executives estimate the...
By Retail Dive
News•Feb 19, 2026
Are Target’s Store Investments Enough to Turn Its Experience Around?
Target’s new CEO Michael Fiddelke is prioritizing customer experience by adding store labor hours and launching a universal training program, while cutting about 500 district and supply‑chain roles. The initiative aims to fix in‑store pain points such as low in‑stock...
By Retail Dive
News•Feb 18, 2026
Ikea to Open 10 US Stores This Year
Ikea U.S. announced plans to open ten new stores across the United States in 2026, including its first city‑center location in Los Angeles and its inaugural store in Oklahoma. The expansion follows a FY2025 sales decline of 4.3% to $5.3 billion...
By Retail Dive
News•Feb 18, 2026
Williams-Sonoma to Test Ads in ChatGPT
Williams‑Sonoma has joined OpenAI’s ad pilot, becoming one of the first retailers to test sponsored placements inside ChatGPT. The experiment will surface high‑end home‑goods ads to free and Go users as they ask product‑related questions, while paid subscribers remain ad‑free....
By Retail Dive
News•Feb 10, 2026
Warby Parker Taps Macy’s Vet as CFO
Warby Parker announced the appointment of Adrian Mitchell, a veteran of Macy’s, as its new chief financial officer, effective immediately. Mitchell, who previously served as COO and CFO of Macy’s and held leadership roles at Arhaus and Crate & Barrel,...
By Retail Dive
News•Feb 10, 2026
Brooks Running Revenue up 16% in 2025
Brooks Running reported a 16% increase in global revenue for 2025, marking its ninth consecutive year of growth and securing the top spot in performance running footwear at U.S. specialty retailers in Q4. The company posted strong regional gains, with...
By Retail Dive
News•Feb 10, 2026
Target Names COO, Chief Merchant
Target announced a major C‑suite overhaul, appointing Lisa Roath as chief operating officer and consolidating merchandising leadership under Cara Sylvester. The restructuring eliminates the chief commercial officer role, sees Rick Gomez move to an advisory position, and marks the retirement...
By Retail Dive
Deals•Feb 4, 2026
Authentic Brands Group Increases Stake to 77% in Saks Global IP Holding Entity Amid Bankruptcy
Following Saks Global's Chapter 11 filing, a clause in its agreement with Authentic Brands Group increased Authentic's ownership in the entity holding the master license to Saks Fifth Avenue, Neiman Marcus and Bergdorf Goodman's IP to 77% from 51%. The...
Retail Dive
Deals•Jan 26, 2026
WHP Global to Pay $300M for Controlling Stake in Lands’ End
Brand‑management firm WHP Global announced on Jan. 26, 2026 that it will acquire a 50% controlling stake in apparel retailer Lands’ End for $300 million in cash, forming a joint venture. Lands’ End will transfer its intellectual property and licensing business to WHP...
Retail Dive
Deals•Jan 26, 2026
Bob’s Discount Furniture Targets up to $2.48B Valuation in IPO
Bob’s Discount Furniture filed for an initial public offering, aiming to raise up to $369.6 million by selling 19.45 million shares at $17‑$19 each, which would value the company at up to $2.48 billion. The filing, made on Monday, seeks to pay down...
Retail Dive