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Retail Industry News
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Reformation (NYSE: REF) lifts revenue 24% as adjusted EBITDA margin reaches 16.4%
Reformation delivered 24.1% second-quarter revenue growth and sharply higher profit in its first public earnings report, while a pre-IPO debt-funded shareholder dividend leaves investors with a more leveraged balance sheet.
Rent the Runway (NASDAQ: RENT) revenue jumps 21% but stock falls 13% after $15m rights plan
Rent the Runway delivered its strongest recent revenue and margin improvement in the second quarter, but a $15 million rights offering and declining ending subscriber count kept investors focused on liquidity and dilution.
Kroger slashed its sales outlook and the stock still rose. What did investors see?
The Kroger Co. cut its full-year identical-sales forecast after second-quarter growth slowed to 0.2%, but maintained profit and cash-flow guidance as e-commerce and retail-media earnings strengthened.
Inditex targets 20 US expansion projects by 2027 as Zara shifts toward larger flagship stores
Inditex targets 20 US expansion projects by 2027 as Zara uses online demand to select larger stores, shifting growth from store count to productivity.
Kroger cuts 2026 comparable sales outlook but keeps profit guidance intact
Kroger reduced its 2026 identical-sales outlook to 0.2% to 0.8% after comparable growth slowed sharply, yet stable profit guidance, eCommerce growth and retail-media gains kept the earnings story intact.
Macy’s (NYSE: M) raises 2026 outlook as Bloomingdale’s comparable sales jump 11.3%
Macy’s raised its fiscal 2026 outlook after comparable sales rose 2.7%, but a sharp stock decline showed investors remain cautious about margins and the durability of its turnaround.
Primark finally embraces home delivery as ABF shares sink 7.9% on weaker outlook
Primark will introduce home delivery in Great Britain after years of resisting direct online fulfilment, using a ÂŁ90 million automated Sheffield facility as Associated British Foods prepares to separate the retailer and confronts weaker European trading.
SHEIN’s $80m Everlane acquisition becomes first test of post-IPO brand roll-up
SHEIN Global Holdings has acquired US apparel brand Everlane for approximately $80 million and is using the transaction as an early test of a broader multi-brand strategy, even as the newly listed retailer trades well below its Hong Kong IPO price and faces a continuing US national-security review of the Everlane purchase.
THG (LSE: THG) doubles first-half EBITDA, but EU tariff shock puts the recovery under pressure
THG’s first-half adjusted EBITDA surged 109% as Myprotein strengthened, but new European Union import charges are expected to drag third-quarter revenue growth down to about 2%.
Casey’s General Stores (NASDAQ: CASY) plunges despite 28% EPS growth. What scared investors?
Casey’s General Stores delivered record-looking profit growth and beat Wall Street expectations, but softer same-store sales sent the shares sharply lower as investors questioned whether a premium valuation had run too far ahead of the consumer.