Aug. 29, 2025
| Today’s news and insights for retail leaders
NOTE FROM THE EDITOR
The impact of tariffs was a recurring theme in recent earnings results.
Gap Inc. is coming off of a cultural victory with its latest ad campaign and a strong Q2, but levies may hinder the company’s progress. In the meantime, Dollar General is raising some prices and Walmart is contending with cost increases due to tariffs.
Below you will find an overview of the triumphs — and challenges — companies reported in their latest quarter.
In the meantime, Retail Dive will take a publishing break on Monday in observance of Labor Day. We will be back in your inbox with the latest news on Tuesday.
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The beauty retailer saw Q2 net sales increase 9.3% with growth across both mass and prestige beauty.
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With renewed cultural relevance at Gap and Q2 strength at its biggest brands, the retailer “should remain in growth territory” this year, according to GlobalData.
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The retailer raised its full-year net sales guidance and noted that it is seeing costs increase as it replenishes inventory post-tariff changes.
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Learn the most impactful trends shaping the retail industry and how they can be leveraged to stay ahead of the curve by embracing innovative digital marketing strategies.
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The retailer needs to move "much faster," incoming CEO Michael Fiddelke said Wednesday. “I know we're not realizing our full potential right now.”
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Sales and profit slumps were relatively modest, a sign the department store’s merchandising and marketing efforts are paying off.
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At the same time, the brand is restructuring teams around key sports and touted “significant progress” on rightsizing its classic footwear franchises.
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The retailer, which noted shrink improvements helped Q2 gross profit, reported growth with consumers across income brackets.
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The toy and entertainment company raised its full-year guidance, though it acknowledged that tariff rates remain fluid.
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The home improvement retailer notched a 1% comp sales gain, below analysts’ estimates, as consumers take on fewer large discretionary projects.
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