Oct. 13, 2025
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NOTE FROM THE EDITOR
This year has seen more than its fair share of deals – go-private maneuvers, mergers, acquisitions and more.
A few have raised eyebrows, notably Dick’s Sporting Goods’ takeover of Foot Locker and the goings-on at Bed Bath & Beyond. Others seem inevitable, like the change in Claire’s ownership as part of its bankruptcy process.
All reflect the myriad of challenges retailers face, especially at a time of economic uncertainty, consumer wariness and trade volatility. This special newsletter features a compilation of some of the most interesting re-arrangements in the retail industry so far in 2025.
Thank you for your readership,
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Deep Dive
Foot Locker took a big hit when Nike started pulling away from wholesale partners. But if the brand makes a comeback — and gets product innovation firing again — Foot Locker’s fortunes could change.
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The new entity features other labels owned by Authentic Brands Group and run by Sparc Group. Investors include Shein and mall REITs Simon and Brookfield.
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Ames Watson wants to keep the piercing retailer's mall locations relevant through upgraded merchandising, piercing services and store concepts.
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Rethink supply chain tech for peak season performance.
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The deal, which includes the Kirkland's Home trade name and some brand assets, will see Kirkland’s expand into wholesale.
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3G Capital is paying $63 per share in cash, which analysts say represents a bet that the footwear sector will be profitable in the long term despite tariffs.
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Retailers are using generative AI to enhance customer experiences, from personalized shopping inspiration to streamlining inventory management. Explore the tech trends shaping the future of retail in
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The discount retailer sold the banner to private equity firms more than a decade after acquiring it for about $8.5 billion.
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Mike Motz has been named the CEO of Walgreens. He was formerly the chief executive of Staples U.S. Retail, a Sycamore portfolio company.
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