Reasons to Read

Each Analyst Corner features highlights and insights from the respective week’s “Report of the Week”—our featured must-read research report. This week, our featured report was Discount Decades: Tariffs Reshape Apparel and Footwear as Off-Price Retailers Extend Their Lead.

Understand how tariffs and store strategy are reshaping US apparel and footwear discounting, and which retailers are pulling ahead.

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

• How have tariffs widened the gap between winners and losers in the discount channel?
• Why does store strategy matter as much as store growth for off-price retailers?
• Why is the discount shopper not one consumer?

Companies mentioned in this report include: TJX, Ross Stores, Burlington, Shein, Boohoo, DSW, Primark, Old Navy.

Data in this report include: US apparel and footwear market size and discounter share of spending; US revenue trends for Shein and Boohoo; store proximity and co-location analysis; shopper demographics by age, income and ethnicity.

Other relevant research:  

• Discount Decades: Tariffs Reshape Apparel and Footwear as Off-Price Retailers Extend Their Lead
• All Analyst Corners