WHAT WE'RE READING

Retail Dive

Shoe Carnival CEO exits. Mark Worden has also resigned from the company’s board. Meanwhile, former CEO Cliff Sifford will step into the top role on an interim basis.

FEB 16, 2026

Retail Dive

Saks Global says nearly 400 vendors have resumed shipments. The company said it has resolved most objections to its bankruptcy financing, but some suppliers remain wary.

FEB 16, 2026

Retail Dive

De minimis still shelved after Supreme Court’s tariff ruling. President Donald Trump reaffirmed the trade tool’s suspension and adjusted postal duty rates to match a new global tariff in an executive order Friday.

FEB 13, 2026

Retail Dive

Dillard’s holds steady at the holidays. The department store is gaining share from new customers, which could make up for some weaknesses, according to data from Placer.ai.

FEB 13, 2026

Retail Dive

Bed Bath & Beyond Inc. eyes a return to growth this year. While revenue declined 25% last year, the home retailer sees sales growing in 2026 as it invests in home services beyond retail.

FEB 13, 2026

Retail Dive

Kohl’s turnaround could take a while. In an update to its turnaround, the department store provided few details but emphasized it’s taking a “multiyear approach.”

FEB 12, 2026

CNBC

Instacart stock pops 14% on revenue beat, optimistic guidance. Instacart topped Wall Street’s fourth-quarter revenue estimates and issued strong guidance as more customers turn to the grocery delivery platform. Instacart said it had its strongest quarter of gross transaction value in three years as its enterprise platform gains momentum. The grocery space is getting increasingly competitive, with Doordash and Uber Eats adding more retailers and AI features.

FEB 12, 2026

Women's Wear Daily

The Nordstroms on Going Private, Liverpool and What Lies Ahead. Co-CEOs Erik and Pete Nordstrom open up on how at their 125-year-old business, there’s change and continuity as the Nordstrom and Rack brands evolve.

FEB 12, 2026

Women's Wear Daily

How Nordstrom Is Bringing Its Brand to Life to Mark 125 Years. Consumers can expect a large slate of unique brand activations, campaigns and special perks for loyalty members.

FEB 12, 2026

Women's Wear Daily

Nordstrom Rack Expands Footprint, Competes on Brand Selection and Pricing. Rack’s ability to help off-price shoppers discover new premium brands enables it to be a pipeline for new customers to full-line Nordstrom stores.

FEB 12, 2026

NY Post

Bergdorf Goodman workers claim majority of cash missing from paychecks as parent company Saks Global files for bankruptcy: ÔUnacceptable’

FEB 12, 2026

Reuters

Exclusive: Saks lenders, suppliers in talks to avoid court fight over bankruptcy loan

FEB 12, 2026

Women's Wear Daily

Saks Fifth Avenue’s Clearance Sale Offering 70% Off Designer Brands Online Amid Department Store’s Bankruptcy Filing. Saks Fifth Avenue drops discounts on top designer brands online including Balenciaga, Bottega Veneta, Comme des Garcons, Loewe and more

FEB 12, 2026

PennLive

Major sporting goods retailer is closing stores in these states and more could be coming

FEB 12, 2026

Chain Store Age

Parent company of Altar’d State makes $7 million bid for Francesca’s IP

FEB 11, 2026

Bloomberg Law

Teen Shoppers Ease Tariff Pain, Lifts Five Below Stock Threefold

FEB 11, 2026

CNBC

Shopify stock drops despite revenue beat, $2 billion buyback. Shopify posted strong fourth-quarter revenue, helped by the key holiday shopping period. The company missed analysts’ expectations for earnings, and it forecast free-cash-flow margins in the first quarter that could be lower than last year. It also announced a $2 billion share repurchase program.

FEB 11, 2026

Bloomberg Law

Francesca’s Beats US Objection Over Asset Sale Bid Protections

FEB 11, 2026

Bloomberg Law

Stitch Fix to Pay $32 Million to End Investor ÔDirect Buy’ Suit

FEB 11, 2026

Modern Retail

How Michaels moved quickly after the closure of Party City to become a balloon and party giant

FEB 11, 2026