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Covering the latest news in the retail industry

  • August 27, 2025

    • Kroger has announced staffing cuts related to its administrative team in the U.S. Fewer than 1,000 positions are slated for elimination (via Chain Store Age).
    • Tariffs on imports from India have been doubled to 50%, with President Trump making good on his promise to do so. India has accused the Trump administration of unfairly penalizing the nation (via CNN Business).
    • Kohl’s shares surged in early morning trading, up approximately 20% on news that the retailer had raised its annual profit forecast. Kohl’s reported a second consecutive quarterly sales beat, bolstering the good news report (via Reuters).
    • Abercrombie & Fitch raised its annual sales forecast, largely based on the strength of its Hollister brand (via Reuters).
    • American Eagle shares enjoyed a slight boost, rising by 5% in early morning trading, following an announcement of a partnership featuring Travis Kelce. The news comes a day after Kelce announced his engagement to pop star Taylor Swift (via CNBC).
    • LEGO outpaced the broader toy market in terms of sales growth, achieving 12% in H2 2025 versus 7% for the segment. Successful brand partnerships with Formula 1 and Jurassic Park helped to spur sales (via Reuters).
    • Apple is in the midst of preparing for the launch of its latest iPhone model on Sept. 9. At that time, it is expected that the tech company will release details related to the iPhone 17, and newest product lineup of Apple Watches (via CNN Business).
    • Cracker Barrel signaled it would be reverting to its original logo following widespread controversy over its planned rebrand. The “new logo is going away,” the restaurant chain noted (via USA Today).

  • August 26, 2025

    • Walmart is working to improve automation and increase fulfillment speed across five of its next-generation fulfillment centers. Ranpack AutoFill systems will be installed to facilitate this move (via Chain Store Age).
    • Urban Outfitters launched a second iteration of its On Rotation in-store merchandising assortment, this time partnering with Levi’s. The denim brand’s famous jeans, as well as its sought-after paper tag jeans and jean jackets, are centerpieces of the collection (via PR Newswire).
    • European mail carriers are pausing some shipments destined for the U.S., preparing for the end of the de minimis exemption. The global end of the loophole is slated to take effect Aug. 29 (via CNBC).
    • Lululemon is girding itself for the upcoming AI boom, adding Ranju Das to its c-suite as the company’s chief AI and technology officer (via Chain Store Age).
    • Hi-Chew is getting in on the Halloween fun a little early this year, launching its Mystery Mix product boasting Blue Raspberry, Candy Apple, Watermelon, and one mystery flavor included in each bag (via PR Newswire).
    • Starbucks signaled the unofficial beginning of the fall season via the launch of its perennial favorite Pumpkin Spice Latte on Aug. 26 (via CNN Business)
    • Cracker Barrel admitted some degree of failure concerning its rebranding effort. “You’ve also shown us that we could’ve done a better job sharing who we are and who we’ll always be,” the company stated (via CNN Business).
    • Nordstrom has partnered with the Fashion Institute of Technology in New York City, launching a specialized tailoring course targeting skillsets required for retail store environments. Successful graduates will be offered employment with Nordstrom Alterations (via Chain Store Age).

  • August 25, 2025

    • Keurig Dr Pepper will acquire Dutch coffee company JDE Peets in an all-cash deal valued at approximately $18 billion. Keurig Dr Pepper CEO Tim Cofer called the deal a “transformational moment in the beverage industry”(via FOX Business).
    • Temu parent PDD Holdings saw stock prices move upward slightly on news that the company outperformed on sales and saw less softening on earnings than analysts had expected in Q2 2025 (via IBD).
    • Coca-Cola is reviewing options related to the potential sale of British coffee chain Costa. The beverage company is working with investment bank Lazard to determine the feasibility of the sale (via Reuters).
    • Foot Locker shareholders voted nearly unanimously to endorse the potential buyout of the company by Dick’s Sporting Goods. A preliminary vote count indicates ~99% of those who voted endorsed the deal (via Chain Store Age).
    • U.S. consumers are likely to scan QR codes during Black Friday and Cyber Monday this year, per Uniqode survey data. Nearly three-quarters (74%) of respondents said as much (via PR Newswire).
    • Procter & Gamble has pivoted to sell luxury aloe-infused bumbum brand diapers made in China, via Target. Its staples Pampers and Luvs diapers have been losing traction in the U.S. market as of late (via Reuters).
    • Elon Musk’s xAI sued Apple and OpenAI on Aug. 25, alleging that the two companies were illegally conspiring to stymie competition in the AI business space. The companies “locked up markets to maintain their monopolies and prevent innovators like X and xAI from competing,” according to the lawsuit (via CNN Business)
    • Cracker Barrel continued to be embroiled in a significant debate over its logo rebranding. The friction over the rebrand drove nearly a ~$94 million loss in value in one day, following the reveal of the new logo (via Campaign).
    • Applebee’s has added two new names to its c-suite. Michelle Chin will assume the post of chief marketing officer, and Jay Wong will take over as COO, both beginning work in early to mid-September (via Chain Store Age).

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