Inside Retail US
Signals from Inside Retail US
- Ulta Beauty joins Uber Eats for nationwide on-demand delivery from 1,500+ stores
- Hims & Hers shocks with Q1 loss as GLP-1 write-downs bite, but Novo deal lifts FY outlook
- Target pilots in-store baby boutiques across 200 US stores with premium brands and concierge service
- On posts record Q1 sales of $1.07B as APAC surges 44% and margins expand through tariff pressure
- Inside Retail's 2026 watchlist: To Summer, Leo Lin headline emerging APAC and US brands
- Amazon Now launches 30-minute grocery delivery across five US metros, scaling to tens of millions by year-end
- Authentic Brands emerges as frontrunner to acquire Lee from Kontoor
- Under Armour narrows Q4 loss as international growth offsets 7% North America decline
- AKA Brands lifts Q1 margins to 59%, narrows loss as Princess Polly stores scale
- Jack in the Box ousts CEO Tucker as sales slide stretches to five quarters
- Ebay rebuffs GameStop's $56bn bid as 'neither credible nor attractive'
- Ace Hardware Q1 profit more than doubles to $70.3M as revenue jumps 10.9%
- Chicken Salad Chick inks largest-ever franchise deal: 25 units across New York
- Jennifer Hyman exits Rent the Runway after 16 years; ex-Nordstrom CMO Bariquit steps in as interim CEO
- Willy Bogner taps ex-Puma CEO Arne Freundt to lead post-acquisition reset
- Under Armour FY26 revenue slides 8% to $2.9B as net loss hits $496M; shares tumble 16.7%
- LVMH offloads Marc Jacobs to WHP Global, ending three-decade ownership
- Ryan Cohen Pushes $56B Hostile Takeover Bid for eBay at $125/Share