Nike expects more pain as external headwinds complicate its turnaround plan: The company forecast a mid-teens drop in quarterly sales as inventory struggles and tariffs take their toll.

On Running’s marathon win streak continues in Q4: The buzzy running brand reported record profits and a 36% YoY jump in sales, with some help from Roger Federer and Zendaya.

US President Donald Trump’s shifting trade policies will have ramifications for US brands that do business with Latin America. This FAQ addresses the most pressing questions for companies as they navigate new tariffs, supply chain disruptions, and the potential rise of new competitors.

Deckers relies on scarcity to drive Ugg, Hoka growth: That tactic paid off with record sales and profits during the holiday quarter.

Adidas turned its business around in 2024: The sportswear company ended the year on a high as holiday shoppers clamored for its sneakers.

Skechers, Anta join the parade of sneaker brands capitalizing on Nike’s missteps: Both companies are thriving thanks to a focus on underserved markets and big-name partnerships

Nike troubles complicate Foot Locker’s turnaround plan: The retailer lowered its full-year guidance as it struggles to win over cautious shoppers outside of peak shopping periods.

For October’s Unofficial Most Interesting Retailers list, we’re looking at eight retailers hoping to escape the ghastly realm of spooky deserted shopping centers and zombie malls. Gap, Amazon Fresh, and Victoria’s Secret lead our trick-or-treat bag of comeback brands.

On today's podcast episode, we discuss a special edition of the unofficial list of the retailers who have made a comeback (from the dead). This month, our analysts Arielle Feger, Becky Schilling, and Sara Lebow (aka The Committee) put together a very unofficial list of the top eight retailers who have most impressively come back from the brink, and how they did it. In this month's episode, Committee members Senior Analyst Sara Lebow and Senior Director of Content Becky Schilling will defend their list against Senior Analyst Sky Canaves and Principal Analyst Sarah Marzano, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.

Adidas can’t keep up with demand: The company’s hot streak contrasts sharply with Nike’s challenges.

Nike pulls FY guidance amid sales slump: Incoming CEO Elliott Hill has the difficult task of reinvigorating the brand and ramping up innovation to win back market share.

Nordstrom, Kohl’s look to brand partnerships to boost sales: While Nordstrom turns to buzzy companies like Savage X Fenty to attract younger shoppers, Kohl’s takes a kitchen-sink approach.

Established brands pivot to reembrace wholesale, while digital natives—facing rising ad costs—struggle to find their second act.

On Running is firing on all cylinders: The performance footwear company grew D2C and wholesale revenues—as well as market share—in Q2.

Digitally native brands look for a new D2C playbook: Brands are embracing wholesale, physical retail, acquisitions, and even selling on Amazon to regain momentum and achieve profitability.

H&M will sell more third-party brands to head off competition from Shein: The fast-fashion company is the latest in a long line of retailers to turn to marketplace sales for growth.

Nike is once again selling wholesale to DSW and Macy’s: Renewing those relationships will help it reach the sizable segment of consumers who aren’t willing to seek out its products.

D2C ecommerce will continue to grow at above-average rates. But that growth will be driven by established brands selling directly—not digitally native brands.

On Running is bullish after growing sales 91.4% YoY during the holiday quarter: But Nike’s strong Q3 performance underscored its position as the dominant sneaker brand on the market.

Adidas will rely on wholesale to help dig it out of its Yeezy hole: But weak demand from retail partners could delay its comeback.