Reasons to Read

Discover how leading retailers and brand owners performed in 3Q26, what is driving consumer demand and which companies are raising or lowering their financial outlooks.

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

• How are apparel, footwear and luxury brands performing, and what is driving growth among premium brand owners?
• What trends are shaping beauty and consumer packaged goods performance amid changing consumer demand and cost pressures?
• How are department stores, drugstores and food retailers navigating consumer spending patterns and evolving market conditions?
• Which e-commerce and home retail platforms are delivering the strongest growth, and what are the key drivers of their performance?
• Which companies are raising or lowering their financial outlooks, and how are tariffs, inflation and shifting consumer behavior affecting profitability?

Companies mentioned in this report include: NEXT, Ralph Lauren, Coty, The Estée Lauder Companies, Kimberly-Clark, Clorox, Marks and Spencer, CVS Health, Amazon, eBay, Coupang, DoorDash, MercadoLibre, Zalando, Koninklijke Ahold Delhaize, Wayfair, Moncler and Tapestry.

Data in this report include: company financial results, revenue and EPS growth, gross and operating margins, comparable sales, performance by category, region and channel, tariff refunds and their impact on profitability, financial guidance, and US retail sales growth, estimated retail-only inflation and inferred real sales growth.