Product TypeInsight Report Product TypeInsight Report | July 23, 2021 Premium L Brands Investor Day 2021: Bath & Body Works Outlines Expansion Plan, Victoria’s Secret Details Comeback Strategy We present key insights from the L Brands virtual Investor Day on July 19, 2021, covering BBW and Victoria’s Secret’s upcoming split, each business’s financial outlook and strategies for the medium term.Read More
Product TypeCompany Profile Product TypeCompany Profile | July 21, 2021 Register for Free Access L Brands, Inc. (NYSE: LB) L Brands is a US-based retailer of apparel, beauty and personal care products, and home goods. Headquartered in Columbus, Ohio, the company operates stores in Canada, China, Hong Kong, Ireland, the UK and the US.Read More
Product TypeCompany Profile Product TypeCompany Profile | July 21, 2021 Register for Free Access Dick’s Sporting Goods (NYSE: DKS) Dick’s Sporting Goods is a retailer of sports accessories, apparel, equipment and footwear. Headquartered in Pennsylvania, the company operates stores across the US.Read More
Product TypeCompany Profile Product TypeCompany Profile | July 21, 2021 Register for Free Access Foot Locker, Inc. (NYSE: FL) Foot Locker is a US-based retailer of apparel and footwear. Headquartered in New York City, the company operates stores in Australia, Canada, France, New Zealand, South Korea, the UK, the US and 20 other countries.Read More
Product TypeInsight Report Product TypeInsight Report | July 20, 2021 Premium June 2021 US Retail Sales: Total Sales Up 24% on a Two Year-Basis Even as Spending Shifts to Services Total US retail sales, excluding gasoline and automobiles, grew by a strong 12.3% year over year and by 24.2% when compared to 2019 values. Using data from the US Census Bureau, this report looks at which retail sectors saw sales surge and which did not do well in June 2021.Read More
Product TypeCompany Profile Product TypeCompany Profile | July 20, 2021 Register for Free Access Lululemon Athletica Inc. (NYSE: LULU) Lululemon is a Canada-based retailer of accessories, apparel and footwear designed for athletic activities. Headquartered in Vancouver, the company operates stores in Australia, Canada, China, France, Germany, Ireland, Japan, Malaysia, the Netherlands, New Zealand, Norway, South Korea, Sweden, Switzerland, the UK and the US.Read More
Product TypeCompany Profile Product TypeCompany Profile | July 20, 2021 Register for Free Access American Eagle Outfitters, Inc. (NYSE: AEO) American Eagle Outfitters is a US-based retailer of accessories, clothing, footwear and personal care products. Headquartered in Pittsburgh, the company operates stores in Canada, China, Hong Kong, Mexico and the US.Read More
Product TypeInsight Report Product TypeInsight Report | July 19, 2021 Premium June 2021 US Retail Traffic and In-Store Metrics: Two-Year Traffic Declines Lessen Further as More States Lift Restrictions In June 2021, total US nonfood store traffic declined by 23.8% on a two-year basis (as compared to June 2019), strengthening from May’s 26.7% two-year decline. We review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type. Read More
Product TypeDeep Dive Product TypeDeep Dive | July 15, 2021 Premium M&A in Retail: How US Retailers Can Capitalize on Growth Opportunities We analyze 2020 and year-to-date 2021 retail-focused mergers and acquisitions (M&A) activities in the US. We also assess opportunities and challenges for retailers seeking to enter M&A transactions. Read More
Product TypeInsight Report Product TypeInsight Report | July 12, 2021 Premium US Back-to-School 2021: Return to the Classroom To Drive a Double-Digit Bounce in Retail Spend With students likely to return to in-person classes this fall, we present our outlook for US back-to-school spending this season. We cover the top spending categories for students from kindergarten through Grade 12, as well as analysis of the current economic backdrop.Read More
Product TypeStore Tracker Product TypeStore Tracker | July 2, 2021 Premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 26: 7-Eleven Completes Acquisition of 3,800 Speedway Stores Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, highlights include developments from 7-Eleven, Lowe’s and United Supermarkets in the US and Gap, Hobbycraft and Tommy Hilfiger in the UK.Read More
Product TypeDeep Dive Product TypeDeep Dive | July 1, 2021 Premium US Dress Wear Revival: How Brands and Retailers Can Capitalize on the Return in Consumer Demand With the vaccination rollout and easing of lockdowns in 2021 in the US, we are seeing signs of dress wear sales recovery and a revival of consumer demand in the market. In this report, we present our dress wear market outlook for 2021 and proprietary data insights into consumer dress wear spending. We also offer three strategies for brands and retailers to respond to the swing in demand.Read More
Product TypeStore Tracker Product TypeStore Tracker | June 30, 2021 Premium US Store Tracker Extra, June 2021: Major US Retailers To Open 58 Million Square Feet of Retail Space in 2021 The US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements. We include details on closures and openings as a percentage of total store base as well as square-footage impact. This report also offers a comparison between year-to-date announced closures and openings, as of June 25, 2021, versus the comparable period in 2020.Read More
Product TypeDeep Dive Product TypeDeep Dive | June 28, 2021 Premium 1Q21 US Earnings Season Wrap-Up: Most Discretionary Retailers See Robust Recovery We assess the recent performance of selected US-based retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps for the first quarter of 2021, considering consensus estimates and year-over-year changes. Read More
Product TypeEvent Coverage Product TypeEvent Coverage | June 28, 2021 Register for Free Access Insights from the AAFA American Image Awards: Diversity, Sustainability, Digital Innovation We present key insights from the 2021 AAFA American Image Awards, including the industry’s efforts to improve sustainability and the innovations retailers are building into their recovery strategies. Read More
