July 3, 2025
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NOTE FROM THE EDITOR
We’re halfway through 2025 and if there’s one word that defines the retail landscape so far it’s transition. From leadership shakeups to store closures, the industry is undergoing significant shifts.
We’ve rounded up six of the most important stories of the year so far, touching on the pressures, pivots and possibilities shaping the market, from Target’s efforts to rebuild shopper loyalty to tariffs disrupting pricing strategies.
These stories reveal a retail sector under pressure — but also full of opportunity for reinvention. We hope you’ll find this midyear look back insightful as you plan for what’s next.
Retail Dive will not be publishing on Friday, July 4, in honor of Independence Day, but will be back in your inbox on Monday.
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Deep Dive
The mass merchant is looking to turn around falling sales and declining customer sentiment. But first, it needs to diagnose its own problems.
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Deep Dive
New levies are shaping up to be a holiday tax on consumers already touchy about spending. Careful analysis and clear communication are key.
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Some of ex-CEO Tom Kingsbury’s ideas are bearing fruit. But declines in Q1 are the latest in a “very long line of poor results,” GlobalData analysts said.
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The marketplace game has changed — sellers are finding power in platforms like AliExpress.
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Podcast
The team discusses a recent report that U.S. retailers are set to shutter many more stores than they plan to open in 2025 — and what that really means.
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The liquidation is the end of a retailer whose roots date to the 1600s, and leaves a big gap for many brands and their Canadian customers.
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In contrast to a slew of companies, the warehouse retailer has forcefully rejected an anti-DEI shareholder proposal as bad for business.
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To be resilient and boost loyalty in an uncertain spending climate, retailers must proactively address spending power concerns while demonstrating to consumers that they come first. Learn how in this report.
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From Our Library
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