Sept. 4, 2025
| Today’s news and insights for retail leaders
NOTE FROM THE EDITOR
Judging from the earnings reports Retail Dive has covered this week, the consumer kept up an unexpected level of spending in the second quarter. But executives from several retailers also warned that uncertainty is growing as tariffs increasingly push up their costs.
Even off-price retailers are boosting price tags where they can, so consumers are facing rising prices at a time when confidence in their prospects is iffy. They are looking for deals, especially as we enter the second half of the year.
Join Retail Dive and our experts – Ali Furman, consumer markets industry leader at PwC US, and Matt Pavich, senior director of strategy and innovation at Revionics – for a live virtual event next Wednesday. We’ll discuss how the consumer is faring going into the holidays, best practices in pricing and marketing, and more.
During this free, live event, reporters from our sister publications Marketing Dive and Supply Chain Dive will also touch base with retailers and analysts to unpack the major issues – and their solutions – going into the last months of 2025. Register here.
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Deep Dive
Experts foresee hurdles in both pricing and logistics for importers that have relied on the duty exemption for sub-$800 goods.
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At the Goldman Sachs Global Retailing Conference Thursday, Gap Inc. CEO Richard Dickson called these high-margin “sleeper categories” that its customers want.
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The beauty retailer debuted two locations in the country last month and says it is on track to open its first location in the Middle East this year.
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Building loyalty in a post-pandemic world. It’s about relevance, not just rewards.
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The brand defended its controversial ads with Sydney Sweeney, claiming the campaign contributed to “unprecedented” customer acquisition.
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The $5.5 billion deal to acquire GMS, which specializes in drywall, ceilings and steel framing, bolsters Home Depot’s pro offerings.
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The reset includes adding two new roles: chief global brand officer and global head of dolls.
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The retailer will take recent learnings about which stores are "built to fulfill" and apply it to up to 40 more locations by the year's end.
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More staff and better visual merchandising in stores drove the namesake banner’s improvements, CEO Tony Spring said Wednesday.
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From AI-powered checkouts and smart inventory systems to digital fitting rooms and contactless payments, retailers are reimagining the in-store experience with new tech. Learn more in this Trendline.
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