In The News

CVS closes deal for 63 Rite Aid stores

Published Wednesday, October 22, 2025

CVS Health has officially expanded its footprint in the Pacific Northwest, completing the acquisition of 63 Rite Aid and Bartell Drugs stores across Idaho, Oregon, and Washington. The deal, finalized after Rite Aid’s bankruptcy, also includes the prescription files of 626 locations in 15 states and the hiring of over 3,500 former Rite Aid employees. CVS says the move will strengthen access to pharmacy care for nearly 9 million new customers and bolster its presence in local communities through targeted store investments and enhanced training programs. As Rite Aid exits the retail landscape following its second bankruptcy in two years, CVS solidifies its position as one of the leading pharmacy providers in the U.S.

Dollar Tree expects strong growth during next three years

Published Monday, October 20, 2025

Dollar Tree struck an optimistic tone at its annual Investor Day in New York, projecting a 12% to 15% compound annual growth rate in earnings per share from fiscal 2026 to 2028. The forecast reflects stronger profitability following the sale of Family Dollar for $1.01 billion and reduced costs tied to tariffs, pricing conversions, and distribution issues. The retailer reaffirmed its 2025 outlook, reporting 3.8% same-store sales growth and a $271 million stock buyback so far this quarter. CEO Mike Creedon described this as a “new chapter” for the company, emphasizing innovation, assortment flexibility, and a bold long-term vision to grow the Dollar Tree brand across North America.

Store Expansion News: September update

Published Friday, October 17, 2025

Retail and restaurant expansion surged in September, with major brands unveiling new stores, remodels, and market entries across the U.S. and beyond. Target plans seven large-format store openings in October, while Costco is set to add 35 new warehouses this fiscal year. Toys“R”Us will open 10 new U.S. flagships, and Primark continues its U.S. growth with new leases — including its debut in Minnesota. LoveShackFancy entered the Midwest with a Chicago-area boutique, and Jack & Jones will open its first U.S. stores at five Brookfield Properties malls. On the dining front, Qdoba announced a massive 50-unit franchise deal across the West, and Starbucks will refresh 1,000 cafés by 2026. Meanwhile, Ulta Beauty expanded internationally with its first stores in Mexico, and Ace Retail launched a multi-year remodel of more than 80 hardware stores.

Bed Bath & Beyond Inc. announces franchise plan

Published Wednesday, October 15, 2025

Bed Bath & Beyond Inc. is reimagining its retail model with a nationwide franchise program that blends traditional storefronts with cutting-edge blockchain finance. The company plans to finalize franchise documentation within six months, offering store formats like home, kitchen, and “Holiday Shoppe” concepts — with localized merchandise and shared revenue from BedBathandBeyond.com. In a bold move, franchisees will have access to tokenized financing through the tZERO platform, which may serve as an alternative to SBA loans. Executive Chairman Marcus Lemonis continues steering the brand toward a tech-driven future, leveraging blockchain ventures such as tZERO and GrainChain to make Bed Bath & Beyond more asset-light and digitally focused.

Facing Skyrocketing Bills, South Florida Condo Owners Are Now Knocking On Developers' Doors

Published Monday, October 13, 2025

Condo owners across South Florida are taking buyouts into their own hands as mounting repair bills, insurance hikes, and looming reserve deadlines push older buildings toward financial crisis. Following Florida’s strict post-Surfside recertification laws, many associations face skyrocketing HOA fees — in some cases from $800 to $2,000 per month — leaving owners eager to sell to developers. Despite a short extension under House Bill 913, costs remain overwhelming, and buyouts can take years as developers grow more selective and cautious. Industry experts say unity among owners is key to moving deals forward as the condo buyout trend reshapes Miami’s skyline.

Most retail, hospitality employers prepared for worker organizing

Published Friday, October 10, 2025

Retail and hospitality employers are better prepared than most industries to handle unionization efforts, according to Littler’s 2025 Labor Survey. While 36% of non-unionized employers overall say they are “not prepared at all,” that number falls to just 19% in retail and hospitality. Employers in these sectors are more likely to train frontline managers (76% vs. 52% overall), but few have strike contingency plans or detailed bargaining strategies. The report also highlights Gen Z’s growing influence, with younger workers driving demand for more input in business decisions, as well as unions’ increasing use of digital campaigns, social media, and public demonstrations to organize.

SEC says former RadioShack buyer ran a Ponzi scheme, unprofitable brands

Published Wednesday, October 8, 2025

The SEC has accused Retail Ecommerce Ventures (REV) co-founders Tai Lopez and Alexander Mehr, along with COO Maya Burkenroad, of running a $112 million Ponzi scheme. Regulators allege the executives misled investors about the profitability of their retail portfolio — which included RadioShack, Pier 1 Imports, Dress Barn, and Stein Mart — while misappropriating funds for personal use. Despite public claims of strong performance, internal records revealed steep losses across REV’s brands. The lawsuit, filed in Florida, seeks civil penalties and a jury trial.

Consumer confidence declines to five-month low in September on job worries

Published Monday, October 6, 2025

U.S. consumer confidence slipped in September to its lowest point since April, reflecting growing worries about jobs, inflation, and the broader economy. The Conference Board’s Consumer Confidence Index dropped to 94.2, with job availability and current financial conditions seeing sharp declines. Inflation remained the top concern for households, while recession fears ticked higher. Despite weaker intentions to buy cars and travel, home-buying plans climbed to a four-month high, and electronics like smartphones saw increased demand.

Recent News

What to watch in retail in 2026

Retail industry trends for 2026 include continued AI adoption for product research and customer service, value-seeking consumers driving traffic to discount retailers, and shopping malls experiencing a rebound with renewed investment in mixed-use projects. Mall foot traffic increased in 2025, with indoor malls seeing a 1.8% rise in visits and visit durations up 3.3% compared to the first half of 2024, as traditional retail shopping centers transform into destinations for entertainment and experiences. Industry executives remain optimistic, with 96% expecting revenue growth and 81% anticipating margin expansion in 2026, despite challenges including weakened consumer buying power, high interest rates, and competition from mass merchants and value retailers. Specialty retailers face particular vulnerability in 2026 as high interest rates, shifts toward online shopping, and aggressive competition from mass merchants are predicted to push overleveraged companies into bankruptcy.

Bain & Co.: U.S. retail sales to grow 3.5% in 2026

U.S. retail sales are projected to grow 3.5% year-over-year in 2026 to reach $5.3 trillion, slightly down from estimated 4.0% growth in 2025, according to Bain & Company's 2026 Global Retail Sales Outlook. Volume growth will remain modest with inflation projected between 2.6% and 3.0%, as mounting consumer strain and declining confidence affect spending amid economic uncertainty, rising unemployment, and slowing labor supply growth. Bain's Consumer Health Index found that sentiment among higher-income U.S. households, who account for more than half of retail spending, declined in January 2026. The report notes that shoppers increasingly gravitating toward lower-priced and private label goods could create a "flight to value" that tempers nominal sales growth, though reduced taxes, declining fuel prices, and potential interest rate cuts could bolster consumer sentiment and spending power. 

Tariffs in 2026: Businesses and consumers face the next wave of costs

Inflation is forecast to rise to 2.7% in 2026 as businesses pass more tariff costs to consumers, up from approximately 2.6% in 2025, with consumption growth expected to ease to 1.9% as households work to rebuild savings rates. The Trump tariffs represent the largest U.S. tax increase as a percentage of GDP since 1993, amounting to an average household tax increase of $1,500 in 2026, with the weighted average applied tariff rate on all imports rising to 15.8%. Goldman Sachs economists estimate that as of August, U.S. businesses were absorbing 51% of tariff costs while American consumers shouldered 37% of the burden, though consumers are projected to absorb 55% by the end of 2025. Manufacturers have expressed that tariffs are hurting consumer demand, pushing up prices, and complicating business planning, with some firms shifting focus from efficiency-improving capital investments to mitigating tariff costs.