And when the Big + Tall man shops at one of our stores, they are getting the brands, quality, style and experience that they simply cannot find anywhere else. Jim will tell you more about FullBeauty's history, but they also solve this issue. They solve this issue by building on a business that has been dedicated to serving plus-size women and Big + Tall men since 1901. Their company's journey has been marked by transformation, evolution and purpose, adapting to new technology, platforms and customer behavio ...

Furniture retailer IKEA has announced plans to close seven stores in China from 2 February 2026. The locations scheduled for closure are IKEA Shanghai Baoshan, IKEA Guangzhou Panyu, and IKEA Tianjin Zhongbei, along with stores in Nantong, Xuzhou, Ningbo and Harbin. The company said the decision forms part of an optimisation exercise aimed at improving efficiency across its physical and digital channels. Customers affected by the closures will continue to be served through other IKEA stores in the same ...

Bed Bath & Beyond on Monday named Executive Chairman Marcus Lemonis as its new chief executive. In a letter to shareholders on Monday, Lemonis, who will continue serving as executive chairman, outlined plans to help the company cut costs and pursue expansion opportunities, including acquisitions. CAN BED BATH & BEYOND PULL OFF A COMEBACK? "I have always felt that home ownership is a bedrock of the American Dream. Whether someone is renting their first apartment, living in student housing, buying their first ...

Core Insights - Retail trends in 2026 are shaped by structural shifts that accelerated in 2025, driven by economic pressures, changing consumer behavior, and technological advancements [1] Group 1: Artificial Intelligence in Retail - The adoption of artificial intelligence in retail saw a significant increase in 2025, with large retailers moving beyond pilot projects to implement AI for demand forecasting, inventory management, personalized recommendations, and automated customer service [3] - AI tools are expected to become integral to everyday retail operations in 2026, influencing product discovery and cost control through AI-powered shopping assistants, dynamic pricing engines, and predictive supply chain systems [4] - Data governance and ethical use of AI are gaining importance, with regulators indicating tighter oversight of automated decision-making, making transparency around customer data and algorithmic processes a competitive issue [5] Group 2: Omnichannel Retail Strategies - Omnichannel retail has transitioned from a differentiator to a basic requirement for relevance, with consumers expecting a seamless experience across online platforms, mobile apps, and physical stores [6] - Retailers focused on deeper channel integration in 2025, investing in services like click-and-collect tied to store inventory, mobile checkout systems, and digital tools to support in-store staff [7]

Core Insights - DICK'S Sporting Goods, Inc. (DKS) is rapidly evolving into a leading omnichannel sports retailer, driven by its digital strategy and expanding capabilities [1][10] - The GameChanger platform and Dick's Media Network are pivotal in generating long-term digital revenue streams [1][2] Digital Strategy - DKS is executing a comprehensive digital transformation that integrates proprietary platforms and data-driven capabilities to enhance customer engagement and unlock new revenue streams [2][4] - The GameChanger platform is expanding with new features and partnerships, enhancing the youth sports experience and solidifying DKS's position in the youth sports tech ecosystem [3][10] E-commerce Growth - The company is scaling its multi-billion-dollar e-commerce business by strengthening its online presence and increasing market share among both online-only and omnichannel retailers [5][10] - DKS is focusing on app-led experiences and youth sports engagement to boost e-commerce, including app-exclusive reservations [3][10] Financial Performance - DKS shares have decreased by 4% over the past six months, while the industry has grown by 5.9% [8] - The forward price-to-earnings ratio for DKS is 13.12X, compared to the industry average of 18.15X [9] - The Zacks Consensus Estimate for DKS's fiscal 2025 earnings per share (EPS) indicates a year-over-year decline of 6.6%, while fiscal 2026 shows an increase of 16.3% [11]

Core Insights - lululemon athletica inc. (LULU) emphasizes that digital engagement is a key component of its growth strategy, even amid a cautious consumer environment [2] - The company reported solid digital engagement in Q3, driven by improvements in its app, loyalty programs, and online merchandising [3] - Digital growth has moderated compared to the post-pandemic surge, influenced by higher promotional activity and selective markdowns [4] Digital Strategy - The digital channel remains highly profitable and serves as an important entry point for new customers, particularly younger and international shoppers [3] - Enhancements in product storytelling, personalized marketing, and member-led experiences are deepening customer relationships and driving repeat online traffic [3] - lululemon views digital and physical stores as complementary channels, with digital tools enhancing store traffic and overall customer engagement [5] Performance Metrics - Despite a slowdown in e-commerce growth, lululemon's digital initiatives are effectively strengthening customer engagement and brand loyalty [6] - The company's shares have increased by 19.7% over the past three months, contrasting with a 0.1% decline in the industry [12] - LULU trades at a forward 12-month price-to-earnings ratio of 16.31X, which is lower than the industry's 16.47X [13] Earnings Outlook - The Zacks Consensus Estimate indicates year-over-year earnings declines of 11% for fiscal 2025 and 1.9% for fiscal 2026 [15] - Earnings estimates for fiscal 2025 have seen upward revisions, while those for fiscal 2026 have been revised downward in the past 30 days [15]

Financial Data and Key Metrics Changes - Total sales for the third quarter were $5.8 billion, down 6.9% year-over-year, reflecting lower volume [12] - Retail unit sales declined by 8%, with used unit comps down 9% [12] - Average selling price increased to $26,400, a year-over-year increase of $230 per unit [13] - Net earnings per diluted share were $0.43, down from $0.81 a year ago, impacted by $0.08 of restructuring expenses [14] - Total gross profit was $590 million, down 13% from the previous year [15] - SG&A expenses were $581 million, up 1% from the prior year, driven by marketing investments and restructuring expenses [15] Business Line Data and Key Metrics Changes - Used retail margin decreased by 11% to $379 million, with profit per used unit at $2,235, down approximately $70 from last year's record high [15] - Wholesale vehicle margin decreased by 17% to $115 million, with gross profit per unit declining by approximately $120 year-over-year [15] - CarMax Auto Finance income increased by 9% to $175 million, supported by underwriting and pricing adjustments [19] Market Data and Key Metrics Changes - The company purchased approximately 238,000 vehicles during the quarter, down 12% from last year [14] - The average wholesale selling price declined by $40 per unit to $8,100 [13] Company Strategy and Development Direction - The company is focused on narrowing the price gap between its offerings and the marketplace, lowering margins, and increasing marketing spend [8][10] - A renewed emphasis on customer experience and digital selling capabilities is being prioritized to drive conversion and improve customer satisfaction [9][10] - The company aims to reduce SG&A expenses by at least $150 million by the end of fiscal year 2027 [16] - The board is actively searching for a permanent CEO who can drive sales and strengthen the brand [5][6] Management's Comments on Operating Environment and Future Outlook - Management acknowledged that recent results have been unacceptable and emphasized the need for immediate change [4][5] - There is optimism that immediate pricing and marketing actions will improve sales performance, although they may pressure earnings in the near term [11] - The company believes it has the necessary attributes for a successful turnaround and is committed to strengthening performance [11][23] Other Important Information - The company is undergoing leadership changes, with an interim CEO and chair in place while searching for a permanent CEO [4][5] - The company is committed to transparency about its progress and performance [23] Q&A Session Summary Question: What is the magnitude of the GPU reset expected in the February quarter? - Management indicated that margin reductions will be meaningful and are optimistic about improving retail sales trends [28][29] Question: Are there specific customer cohorts where CarMax has become less competitive? - Management noted a loss of volume in the higher FICO segments and is focused on recapturing those customers [30][31] Question: Will CarMax adjust interest rates to be more competitive? - Management stated they monitor market rates and will adjust accordingly, focusing on the overall offering rather than just interest rates [32][33] Question: What is the baseline SG&A from which the company expects to cut $150 million? - The baseline SG&A is approximately $2.5 billion, with reductions compared to last year [46][47] Question: What is the strategy for reducing COGS? - The company is focused on COGS reduction through initiatives like regional reconditioning centers and improved parts selection tools [78][79] Question: How is the board approaching the search for a new CEO? - The board is looking for a leader with experience in complex businesses and digital transformation, with urgency in the search process [96]

As filed with the U.S. Securities and Exchange Commission on December 15, 2025 Registration No. 333-291035 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Amendment No. 1 to Form S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 DIGITAL BRANDS GROUP, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) (Primary Standard Industrial Classification Code Number) Delaware 5699 46-1942864 (I.R.S. Employer Ident ...

Key Takeaways DKS is executing a broad digital transformation to drive omnichannel growth and engagement.GameChanger and Dick's Media Network fuel high-margin digital revenues via data and brand partnerships.E-commerce scales with app-exclusive launches and seamless omnichannel experiences across DICKS.com.DICK'S Sporting Goods, Inc.’s (DKS) digital strategy is a key growth catalyst, underscoring its rapid evolution into a leading omnichannel sports retailer. DKS’ GameChanger platform and the Dick’s Media N ...

Key Takeaways MAC has gained 16.2% in six months, beating the industry's 1.9% decline on strong portfolio fundamentals.Macerich's premium malls in affluent U.S. markets support cash flows.MAC is recycling capital, shedding non-core assets to invest in higher-growth properties.Shares of The Macerich Company (MAC) have gained 16.2% over the past six months, outperforming the industry's 1.9% decline.This retail real estate investment trust (REIT) enjoys a portfolio of premium shopping centers in the United Sta ...