Deep DiveUS Department Stores Show Signs of Improvement: Is the Reset Working? Aditya Kaushik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research April 8, 2026 Reasons to ReadDiscover 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. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in: Earnings Insights 4Q24, Week 5: Most Companies Report Strong Growth Results This Week—InfographicSNAP Policy Changes and Funding Cuts: Impact on RetailersWeekly US Store Openings and Closures Tracker 2025, Week 26: Kroger To Close 60 StoresWeekly US Store Openings and Closures Tracker 2025, Week 48: American Signature, Bed Bath & Beyond and Saks To Close Stores
