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Seizing New Opportunities in Fashion: How US Retailers Are Growing Their Addressable Markets

We analyze four strategies US apparel specialty retailers are using to grow their total addressable markets: product category expansion, unlocking the power of new audiences, ramping up their presence in untapped geographies and bolstering distribution channels. We assess these strategies through the lens of five leading retailers: American Eagle Outfitters, Foot Locker, Gap Inc., Lululemon Athletica and Victoria’s Secret.

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US Meal-Kit Market: Post-Pandemic Normalization To Slow Growth

The US meal-kit market benefited from lockdowns over the last two years; how will recipe boxes fare as consumer behavior returns to normal? Our report covers the market’s size, trajectory and competitive landscape, and shares insights from proprietary survey data on key target demographics, factors shaping consumer demand, recurrent challenges for the recipe box subscription model and meal-kit companies’ strategies for 2022 and beyond.

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The Rise of Luxury Streetwear

With the casualization of fashion and rising young consumer populations, luxury brands are drawing inspiration from new sources, including streetwear brands. We explore the rise of streetwear in luxury and how luxury brands are embracing the segment.

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Earnings Insights 1Q22, Week 5: Guess, Macy’s, Ralph Lauren and Urban Outfitters Post Strong Results; Burlington, Gap and Ross Sales Decline

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report first-quarter 2022 earnings. This week features highlights from companies that reported in the week ended May 29, 2022, namely Alibaba, American Eagle Outfitters, Best Buy and Dollar General, among others.

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