Is On’s muted guidance the sign of a ‘dwindling’ brand?

One analyst thinks so, though others brushed it off as the activewear brand scored 30% net sales growth in 2025 and record high Q4 margins.

Nike’s innovation chief departs as leadership turnover continues

Turnarounds rely on innovation cycles, and the abrupt departure of Tony Bignell could be another sign that the retail giant isn’t out of the woods,…

Moody’s is maintaining a negative outlook for the industry in 2026 as high prices and dwindling consumer demand pressure retailers.

Weaker demand for discretionary goods and fewer severe weather events hurt Q4 sales while tariffs helped drive down margins.

The company’s Return Vision software compares returned products with images from the retailer, a capability being used by Everlane and others.

The beauty retailer’s Q4 net sales grew nearly 12%, though industry analysts questioned the retailer’s “softer” fiscal 2026 comp guidance.