Lululemon founder Chip Wilson launches a campaign website urging governance reforms and board changes at the athletic apparel giant ahead of the 2026 shareholder meeting, highlighting deeper tensions over strategy and leadership direction.
CVS Health is partnering with Google Cloud to launch Health100, an AI-driven health technology platform designed to connect pharmacies, insurers, and providers into a unified patient engagement ecosystem launching in 2026.
BJ’s Wholesale Club posted solid Q4 earnings and continued traffic growth while accelerating expansion. The warehouse retailer plans new clubs—including its first Dallas–Fort Worth location—highlighting a broader push into high-growth markets.
Grocery Outlet will close 36 underperforming stores across six states while planning up to 33 new openings in 2026. The move reflects a broader retail strategy focused on optimizing store portfolios and improving profitability.
Walmart says supply chain automation spending will peak within two years as it retrofits U.S. distribution centers and expands internationally. CEO John Furner highlights inventory efficiency, robotics, and faster store fulfillment.
Lowe’s cuts 600 corporate roles and issues cautious 2026 guidance despite strong Q4 revenue. CEO Marvin Ellison points to weak housing turnover and hesitant DIY spending as sector pressures mount.
Gap Inc. launches its new loyalty program, Encore, blending rewards, exclusive drops, and entertainment partnerships. Can this strategy rebuild Gap’s cultural relevance and drive long-term customer loyalty?
Francesca’s has filed for Chapter 11 bankruptcy for the second time in six years, citing $30 million in secured debt, e-commerce pressure, supply chain struggles and liquidity constraints. The retailer is closing stores through phased liquidation.
Target is eliminating 500 store district and supply chain roles while increasing store payroll and frontline training. The move follows earlier corporate layoffs and leadership changes, signaling a strategic shift toward in-store execution and operational efficiency.
Warby Parker names former Macy’s executive Adrian Mitchell as CFO amid store expansion and digital strategy shifts. The leadership move signals a new growth phase as the eyewear brand scales toward 900 stores and sustained profitability.
Saks Global will close eight Saks Fifth Avenue stores and one Neiman Marcus location amid bankruptcy restructuring. The move reflects post-merger overlap, shifting luxury retail trends, and intensifying e-commerce competition.
Brooks Running posted 16% revenue growth in 2025, marking its ninth consecutive year of gains and securing the No. 1 U.S. specialty retail position in performance running footwear. Global expansion, China momentum, and category strength fueled results.