WHAT WE'RE READING

Retail Dive

5 reasons why Saks Global’s post-bankruptcy forecast is far-fetched. The luxury giant expects to achieve margins and growth that department stores haven’t seen in years.

MAY 2, 2026

Retail Dive

Victoria’s Secret & Co. faces off with activist investor, again. BBRC wants shareholders to vote against reelecting two directors on the retailer’s board – a move that comes a few weeks before Victoria’s Secret’s poison pill expires.

MAY 1, 2026

Wall Street Journal

Lululemon’s New CEO Is Already in the Hot Seat-and She Hasn’t Even Started. Longtime Nike executive Heidi O’Neill is set to take over in September, and investors aren’t happy

MAY 1, 2026

Customer Experience Dive

Wayfair is willing to sacrifice margin for CX that will fuel long-term growth. Wayfair Rewards can get customers to up their annual spend beyond the current average of $600, CEO Niraj Shah said. “The loyalty program is meant to bend that curve.”

MAY 1, 2026

Women's Wear Daily

Saks Global Is Setting Up a Litigation Trust With Creditors to Pursue Potential Claims. The trust was the key amendment to the company’s bankruptcy disclosure statement, which the court approved on Friday.

MAY 1, 2026

Bloomberg Law

Saks Approved to Solicit Creditor Votes on Restructuring Plan

MAY 1, 2026

Bloomberg Law

Retailer West Marine Readies Possible Bankruptcy to Close Stores

MAY 1, 2026

Retail Dive

Victoria’s Secret & Co. faces off with activist investor, again. BBRC wants shareholders to vote against reelecting two directors on the retailer’s board – a move that comes a few weeks before Victoria’s Secret’s poison pill expires.

MAY 1, 2026

Retail Dive

Victoria’s Secret & Co. faces off with activist investor, again. BBRC wants shareholders to vote against reelecting two directors on the retailer’s board – a move that comes a few weeks before Victoria’s Secret’s poison pill expires.

MAY 1, 2026

Retail Dive

GameStop’s $56B eBay bid aims to create collectibles powerhouse. The gaming retailer submitted an unsolicited acquisition proposal for the online marketplace and suggested its store fleet could serve as eBay’s fulfillment network.

APR 30, 2026