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For the first time, "avid" online shoppers said more than half of the purchases they made during that timeframe were online.
"Fast Money" trader Guy Adami plays a special edition of "Would you rather...?" with CNBC's Melissa Lee, Scott Wapner & Simon Hobbs.
"FMHR" trader Pete Najarian looks at some unusual activity in Macy's, and brother Jon Najarian sees some in Marriott.
Michael Kors is hoping to better control pricing and protect its brand image by scaling back the number of products it sells at department stores.
Morgan Stanley and Bank of America Merrill Lynch just downgraded Nike on concerns about Under Armour and Adidas.
With retailers scratching their heads about the health of the consumer, many are taking a cautious approach to their holiday orders.
After a dismal week for retail earnings, Dana Telsey, CEO of Telsey Advisory Group, says consumers are spending money on experiences, not things.
The same issues that have plagued department stores this year are similarly weighing on Best Buy's results and growth prospects.
Think the mall is dead? Then you must not have visited one of these malls recently.
Forget models in magazines. Consumers are buying goods and services based on what they see in their Instagram feed, recent trends suggest.
Discussing the kind of experience consumers want today, and winners in the space, with CNBC contributor Jan Kniffen, and Dana Telsey, Telsey Advisory Group CEO.
Misses from Ross, Gap and other apparel retailers show that in a period of tepid consumer demand, there is little room for error.
The narrative that "everybody shops online so who needs physical stores" is dangerous to retailing, former department store exec Allen Questrom warns.
Retailers are struggling to strike the right balance between brick-and-mortar stores and online operations, Matt Boss says.
You have to give the customer a reason to buy, says Allen Questrom, former J.C. Penney CEO, talking about why department stores need to give their locations a facelift.
Jan Kniffen, J. Rogers Kniffen Worldwide, shares his outlook on the retail space as major brands drop nearly 30 percent for the year.
Matthew Boss, JPMorgan Chase, discusses Gap's cost-cutting efforts as sales slump and retailers search for ways to cut costs. Department stores need to evolve and it's not going to happen overnight, says Boss.
Retail received a much-needed reprieve, but the sector was still on track to extend its weekly losing streak.
Investors have soured on the retail sector recently. Here’s how to trade a rebound. CNBC’s Deirdre Bosa breaks down the best stock picks to play when the SPDR S&P Retail ETF rises 8 percent in one month.
Lowe's reports quarterly earnings and revenue that topped analysts' expectations.