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Retail

Analysis and advice from the front lines of the retail transformation.

Walmart Slumps on Rare Profit Miss, Citing Higher Claims

Despite the rare profit miss, the retail giant raised its full-year sales guidance, an optimistic signal that consumers’ purchasing power is holding up despite rising concerns over inflation and weakening economic data.

Walmart Slumps on Rare Profit Miss, Citing Higher Claims

Despite the rare profit miss, the retail giant raised its full-year sales guidance, an optimistic signal that consumers’ purchasing power is holding up despite rising concerns over inflation and weakening economic data.


Exclusive: The North Face Unveils First Aimé Leon Dore Collaboration

Aimé Leon Dore’s founder Teddy Santis details what he hopes to be a recurring collaboration with The North Face, which is aspiring to lean further into lifestyle apparel as it seeks to double its revenue.

Exclusive: The North Face Unveils First Aimé Leon Dore Collaboration

Aimé Leon Dore’s founder Teddy Santis details what he hopes to be a recurring collaboration with The North Face, which is aspiring to lean further into lifestyle apparel as it seeks to double its revenue.


Why Off-Price Is Entering a New Golden Age

With stronger-than-expected sales, a higher annual forecast and a playbook built for tariff turbulence, TJX is proving that off-price is not just resilient but ascendant in fashion — leaving traditional retail competitors scrambling to keep up.

Why Off-Price Is Entering a New Golden Age

With stronger-than-expected sales, a higher annual forecast and a playbook built for tariff turbulence, TJX is proving that off-price is not just resilient but ascendant in fashion — leaving traditional retail competitors scrambling to keep up.


BoF Masterclass | The New Rules for Getting Acquired

Watch on demand a BoF Professional Masterclass that explores the topic in our latest report, “The New Rules for Getting Acquired.”

BoF Masterclass | The New Rules for Getting Acquired

Watch on demand a BoF Professional Masterclass that explores the topic in our latest report, “The New Rules for Getting Acquired.”


Skate Sneakers Are Catching Air Again

Despite sluggish sales in recent years, skate sneakers are finding momentum again as a value-priced option fuelled by innovative designs.

Skate Sneakers Are Catching Air Again

Despite sluggish sales in recent years, skate sneakers are finding momentum again as a value-priced option fuelled by innovative designs.


Dairy Boy Brings a Connecticut Farmhouse to Soho

The influencer Paige Lorenze opened her third pop-up in New York City over the weekend, selling fleeces, barn jackets and more to thousands of fans who have bought into her Gen-Z-friendly vision of New England-inspired Americana.

Dairy Boy Brings a Connecticut Farmhouse to Soho

The influencer Paige Lorenze opened her third pop-up in New York City over the weekend, selling fleeces, barn jackets and more to thousands of fans who have bought into her Gen-Z-friendly vision of New England-inspired Americana.


Luxury Has Lost the Plot — and These Brands Are Picking Up the Slack

Emerging labels like Kallmeyer, TWP and Studio Nicholson are capturing high-spending shoppers with premium quality at accessible prices, forcing the industry to rethink what luxury means in 2025.

Luxury Has Lost the Plot — and These Brands Are Picking Up the Slack

Emerging labels like Kallmeyer, TWP and Studio Nicholson are capturing high-spending shoppers with premium quality at accessible prices, forcing the industry to rethink what luxury means in 2025.


Have Trump’s Tariffs Finally Put an End to Crocs’ 19-Year Reign?

The plastic clog maker’s share price is down nearly 30 percent — its lowest level for three years — and revenues are expected to drop by at least 9 percent in the current quarter.

Have Trump’s Tariffs Finally Put an End to Crocs’ 19-Year Reign?

The plastic clog maker’s share price is down nearly 30 percent — its lowest level for three years — and revenues are expected to drop by at least 9 percent in the current quarter.


This Week: Off-Price’s Moment to Shine

Rising prices and a gloomy economic outlook are usually good news for discount retailers. The two biggest US players in the space, T.J. Maxx and Ross, report results this week.

This Week: Off-Price’s Moment to Shine

Rising prices and a gloomy economic outlook are usually good news for discount retailers. The two biggest US players in the space, T.J. Maxx and Ross, report results this week.


LuisaViaRoma Files for Court Protection Amid Deepening Financial Strain

The Florence-based luxury retailer, facing unpaid bills and a steep sales decline, seeks a 120-day reprieve under Italian insolvency law as it restructures operations and scales back expansion.

LuisaViaRoma Files for Court Protection Amid Deepening Financial Strain

The Florence-based luxury retailer, facing unpaid bills and a steep sales decline, seeks a 120-day reprieve under Italian insolvency law as it restructures operations and scales back expansion.


Claire’s to Appoint Administrator in UK and Ireland, Putting 2,150 Jobs at Risk

Chief executive Chris Cramer said, ‘This decision, while difficult, is part of our broader effort to protect the long-term value of Claire’s across all markets.’

Claire’s to Appoint Administrator in UK and Ireland, Putting 2,150 Jobs at Risk

Chief executive Chris Cramer said, ‘This decision, while difficult, is part of our broader effort to protect the long-term value of Claire’s across all markets.’


How Tuckernuck Went From Fashion Outsider to E-Commerce Darling

Three friends with no fashion background built a $100 million retail business in Washington, DC by doing what Farfetch and Matches Fashion couldn’t: defining their customer and sticking to their preppy aesthetic.

How Tuckernuck Went From Fashion Outsider to E-Commerce Darling

Three friends with no fashion background built a $100 million retail business in Washington, DC by doing what Farfetch and Matches Fashion couldn’t: defining their customer and sticking to their preppy aesthetic.