Reasons to Read

Uncover which retailers are translating resilient demand, digital momentum and operational discipline into stronger growth and guidance confidence in an evolving consumer environment.

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

• Which apparel and footwear retailers are outperforming, and what factors are supporting margin expansion, consumer demand and sustained growth?
• How are department stores balancing recovery investments with ongoing macro and operational pressures?
• What do recent results from home improvement leaders reveal about consumer spending patterns, AI adoption and outlook resilience?
• How are mass merchandisers driving growth across stores, digital channels and fulfillment while navigating cost pressures?
• Which companies are reaffirming or raising guidance, and where do management teams remain cautious heading into the rest of the year?

Companies mentioned in this report include: Ralph Lauren; Ross Stores; TJX Companies; VF Corporation; Marks & Spencer; Lowe’s; The Home Depot; Target; Walmart

Data in this report include: US retail sales growth trends; estimated retail-only inflation; inferred real retail sales growth; quarterly retailer financial performance including revenue, EPS and comparable sales; consumer demand, digital channel and margin performance indicators.