https://www.theretailledger.com Retail, sourcing and supply chain coverage, data trackers and case documentation. en-us https://www.theretailledger.com/articles/gap-shipment-question https://www.theretailledger.com/articles/gap-shipment-question Gap used it to dump millions of unwanted plus size garments, then tightened the contract to bury the paper trail. Gap disputes it all. Mon, 14 Sep 2026 00:00:00 GMT https://www.theretailledger.com/articles/gap-package-nobody-ordered https://www.theretailledger.com/articles/gap-package-nobody-ordered The order knew the recipient's name, address, and phone number. The household recognized none of the purchase. Gap is sitting on the one record that could settle it. Wed, 16 Sep 2026 00:00:00 GMT https://www.theretailledger.com/articles/gap-inventory-cleared-at-a-price https://www.theretailledger.com/articles/gap-inventory-cleared-at-a-price Gap celebrated a cleaner balance sheet. Behind the victory: falling sales, brutal markdowns, and zero public accounting of where every unwanted unit actually went. Wed, 16 Sep 2026 00:00:00 GMT https://www.theretailledger.com/articles/gap-300m-stockout https://www.theretailledger.com/articles/gap-300m-stockout First Gap blamed empty shelves for lost sales. Months later it was drowning in the same inventory. Nothing vanished. It just arrived after the customers had already moved on. Wed, 16 Sep 2026 00:00:00 GMT https://www.theretailledger.com/articles/gap-turnaround-two-speeds https://www.theretailledger.com/articles/gap-turnaround-two-speeds The namesake brand surged 10 percent. Gap's biggest brand cratered, Athleta sank 12 percent, and management is asking investors to buy the same reset story again. Wed, 16 Sep 2026 00:00:00 GMT https://www.theretailledger.com/articles/gap-dei-risk-factor https://www.theretailledger.com/articles/gap-dei-risk-factor Gap presents inclusion as a corporate value while treating scrutiny of it as a business threat. Nobody outside the boardroom can see what changed once the value got expensive. Wed, 16 Sep 2026 00:00:00 GMT https://www.theretailledger.com/articles/eight-days-in-may https://www.theretailledger.com/articles/eight-days-in-may A newspaper story, a contract amendment, an earnings call and a securities filing. Four events, eight days. Then, three months later, ten million units. Thu, 15 Oct 2026 00:00:00 GMT https://www.theretailledger.com/articles/the-boxes-said-regular https://www.theretailledger.com/articles/the-boxes-said-regular What was inside them, according to testimony recorded by the court, was not regular. Thu, 15 Oct 2026 00:00:00 GMT https://www.theretailledger.com/articles/the-deal-was-500000-pieces https://www.theretailledger.com/articles/the-deal-was-500000-pieces Gap's own negotiator testified to the limit. The purchase orders backed him up. SVES says more than nine million arrived. Thu, 15 Oct 2026 00:00:00 GMT https://www.theretailledger.com/articles/where-25-percent-came-from https://www.theretailledger.com/articles/where-25-percent-came-from Gap's letter said its internal records showed the figure. The man who signed it was never called to testify. Thu, 15 Oct 2026 00:00:00 GMT https://www.theretailledger.com/articles/the-customers https://www.theretailledger.com/articles/the-customers SVES names TJ Maxx, Burlington and Ross. It alleges Gap went to them directly while SVES was struggling. Thu, 15 Oct 2026 00:00:00 GMT https://www.theretailledger.com/articles/pay-in-full https://www.theretailledger.com/articles/pay-in-full Gap had known for four months that SVES said the goods were wrong. Its own people had already inspected them. Thu, 15 Oct 2026 00:00:00 GMT https://www.theretailledger.com/articles/gap-asked-for-help-in-2020 https://www.theretailledger.com/articles/gap-asked-for-help-in-2020 A Florida distributor says it spent about $80 million bailing Gap out of the pandemic. It is now a defendant in Gap’s breach of contract case. Thu, 15 Oct 2026 00:00:00 GMT https://www.theretailledger.com/articles/what-the-judge-left-alone https://www.theretailledger.com/articles/what-the-judge-left-alone SVES lost the first phase of the trial. Read closely, the decision is far narrower than the result suggests. Thu, 15 Oct 2026 00:00:00 GMT https://www.theretailledger.com/articles/plus-size-assortment-cuts https://www.theretailledger.com/articles/plus-size-assortment-cuts Extended sizing fell sharply at Target and Old Navy over the past year, and Torrid is closing roughly 180 stores. Mon, 14 Sep 2026 00:00:00 GMT https://www.theretailledger.com/articles/tariffs-apparel-margins https://www.theretailledger.com/articles/tariffs-apparel-margins A Supreme Court ruling eased tariff stacking in 2026, but landed costs are still elevated and most retailers are absorbing the hit. Mon, 14 Sep 2026 00:00:00 GMT https://www.theretailledger.com/articles/holiday-2026-outlook https://www.theretailledger.com/articles/holiday-2026-outlook Overall spending looks resilient, but the planning window is one of the tightest in years. Mon, 14 Sep 2026 00:00:00 GMT https://www.theretailledger.com/articles/nearshoring-vs-asia-sourcing https://www.theretailledger.com/articles/nearshoring-vs-asia-sourcing Mexico and Central America remain useful for speed, but apparel sourcing value has kept shifting toward South Asia, not the Americas. Mon, 14 Sep 2026 00:00:00 GMT https://www.theretailledger.com/articles/return-fraud-100-billion https://www.theretailledger.com/articles/return-fraud-100-billion Roughly 15 percent of returns are fraudulent or abusive, and retailers are quietly rewriting return policies to fight back. Mon, 14 Sep 2026 00:00:00 GMT https://www.theretailledger.com/articles/private-label-share-gains https://www.theretailledger.com/articles/private-label-share-gains Store brands hit a record unit share in 2026, and most shoppers now say the quality gap with national brands has closed. Mon, 14 Sep 2026 00:00:00 GMT https://www.theretailledger.com/gap-dispute https://www.theretailledger.com/gap-dispute Standing reference page, updated as the record changes. Thu, 22 Oct 2026 07:31:11 GMT https://www.theretailledger.com/docket https://www.theretailledger.com/docket Standing reference page, updated as the record changes. Thu, 22 Oct 2026 07:31:11 GMT https://www.theretailledger.com/gap-inventory-tracker https://www.theretailledger.com/gap-inventory-tracker Standing reference page, updated as the record changes. Thu, 22 Oct 2026 07:31:11 GMT https://www.theretailledger.com/retail-inventory-dashboard https://www.theretailledger.com/retail-inventory-dashboard Standing reference page, updated as the record changes. Thu, 22 Oct 2026 07:31:11 GMT