WHAT WE'RE READING

Retail Dive

Dollar General to introduce new store format, pilot subscription program. The discount retailer reported Q4 net sales jumped nearly 6% year over year, with average basket size growing due to increased retail unit prices.

MAR 5, 2026

Wall Street Journal

Kroger Posts Higher Profit but Gives Cautious Full-Year Forecast. The grocer said sales ticked up in the fourth quarter to $34.73 billion

MAR 5, 2026

Wall Street Journal

Gap Faces Further Pressure From Declining Athleta Sales. The apparel company behind Old Navy, Banana Republic and its namesake brand said it remains focused on rebuilding the Athleta brand

MAR 5, 2026

CNBC

Historic winter storms weigh on Gap, Old Navy performance after 800 temporary store closures. Gap’s fiscal fourth quarter results missed on the bottom line after historic winter storms led to around 800 temporary store closures, the company said. CEO Richard Dickson told CNBC that Gap is ready to build on its momentum and start scaling new growth initiatives. Gap was heavily impacted by President Donald Trump’s recently struck down global tariffs and could see better profit margins later in the year.

MAR 5, 2026

Women's Wear Daily

Victoria’s Secret Sales Grow by 8% in Q4. The lingerie maker, which is focusing more on its core brands, initiated a strategic review of the DailyLook styling box business.

MAR 5, 2026

Wall Street Journal

Victoria’s Secret Sales Rise; CEO Says Strategy is Paying Off. PINK brand had its best growth in a decade

MAR 5, 2026

Wall Street Journal

Abercrombie & Fitch Forecasts Continued Growth as Sales Rise. Same-store sales rose 3% across the company’s Hollister brand

MAR 5, 2026

Bloomberg

Target Cuts Bonuses for Salaried Employees to 75% This Year

MAR 4, 2026

Wall Street Journal

American Eagle Fourth-Quarter Sales Rise on Growth of Aerie. Same-store sales climbed 23% at Aerie, helping American Eagle’s overall revenue increase 10% in the fourth quarter

MAR 4, 2026

Grocery Dive

Grocery Outlet closing 36 stores. The discounter decided to shutter the stores – 24 of which are on the East Coast – after realizing it “expanded too quickly,” CEO and President Jason Potter told investors.

MAR 4, 2026