Company news from across global commerce: M&A, leadership changes, earnings, and corporate strategy.
Designer Brands shares fell about 16% after first-quarter sales rose 1.4% but the DSW parent reaffirmed soft 2026 EPS guidance. A 240-basis-point margin gain and a 19.4% brands-unit surge were not enough to satisfy investors.
Academy Sports and Outdoors beat Wall Street expectations for the first quarter of fiscal 2026, with net sales up 6.7% to $1.44 billion and comparable sales returning to growth. The sporting goods retailer raised the low end of its full-year guidance and lifted its dividend.
Inditex reported first-quarter net profit of EUR 1.37 billion, up 5.4%, as sales rose 5.8% to EUR 8.75 billion and beat analyst forecasts. The Zara owner said store and online sales jumped 11.5% in the first month of the second quarter, sending shares higher.
Rent the Runway posted Q1 fiscal 2026 revenue of about $89.9 million, up 29.2%, and a narrower net loss. It was the first quarterly report since co-founder Jennifer Hyman stepped down as chief executive.
A retail CEO change is rarely just a personnel note. Read the timing, the successor profile, and the severance terms, and it becomes one of the cleanest forward signals an investor gets.
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