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September 24, 2026

Two months into an activist investor’s campaign to unseat the retailer’s longtime CEO and board, Warren Shoulberg reports on where the power struggle stands.

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September 17, 2026

Has Nordstrom given up on home?

The upscale department store briefly gave home prime real estate in its locations before backing out of the strategy.

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September 10, 2026

RH beats forecasts, bets on its pivot to traditional

The Corte Madera, California–based retailer had plenty to cheer about on its latest earnings call, but CEO Gary Friedman says the best is yet to come.

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September 3, 2026

What Somnigroup’s latest $2.3 billion purchase means for the mattress industry

In completing its multibillion-dollar acquisition of mattress parts manufacturer Leggett & Platt, Somnigroup has achieved an industry first: vertical integration of end-to-end mattress production.

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August 27, 2026

What housing slowdown? Williams-Sonoma reports a strong quarter

In spite of challenging macroeconomic conditions, the retail giant reported an exceptional second quarter, reports Retail Watch columnist Warren Shoulberg.

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August 20, 2026

Home Depot and Lowe’s try to defrost the ‘frozen’ housing market

Although the numbers tell a grim story, retail insiders believe circumstances will at least not get worse. Retail Watch columnist Warren Shoulberg checks in.

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August 13, 2026

How Mellow tapped TikTok and ‘sleep obsession’ to DTC success

Joining a packed field of direct-to-consumer home textile retailers, Mellow’s brand leadership believes its sustainably driven products are poised to capture market share.

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August 6, 2026

Wayfair’s Q2 results beat forecasts. Is profitability around the corner?

Wayfair reported rosy second-quarter earnings this week as it ramps up its physical store expansion plan. Retail Watch columnist Warren Shoulberg assesses the furniture giant’s positioning.

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July 30, 2026

Why American shoppers got tired of Shein and Temu

Retail Watch columnist Warren Shoulberg explains why the consumer feeding frenzy for the cheap Chinese e-tailers has faded.

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July 23, 2026

The list of furniture retail closures just keeps growing

To anyone curious about when the seemingly never-ending slowdown in the furniture business will have real consequences, wonder no more.

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