Reasons to Read

Discover which US department stores are truly turning a corner—and what is driving sustainable recovery in a shrinking market.

Read this report to discover answers to these and other questions:

• How is the 2025 inflection point reshaping department stores through a return to retail fundamentals?
• What do consumer perceptions reveal about the role of value, service and exclusive brands in driving store choice?
• Why have years of strategic experiments—from partnerships to shop-in-shops—failed to reverse sector decline?
• What key lessons from Macy’s and Dillard’s show how successful turnarounds are actually built?

Companies mentioned in this report include: Dillard’s, JCPenney, Kohl’s, Macy’s, Nordstrom, Toys “R” Us, Sephora.

Data in this report include: US department store market sales and growth trends; comparable store sales performance across major retailers; turnaround strategy and performance benchmarking; consumer survey insights on shopping drivers; timeline and impact of strategic initiatives.