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Earnings Insights 4Q21, Week 2: Capri, Estée Lauder and Ralph Lauren Raise Guidance; Online Retail Continues to Falter at Amazon

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended February 6, 2022, including Amazon, Capri Holdings, Estée Lauder and Ralph Lauren.

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US Store Tracker Extra, January 2022: Major US Retailers To Open 30 Million Square Feet of Retail Space in 2022

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 January 28, 2022, versus the comparable period in 2021.

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US Jewelry Market: Specialists To Maintain Growth Momentum in 2022

We explore continued growth momentum in the US jewelry market. We analyze data on the sector’s size and present our estimates for growth in 2021, 2022 and beyond. We outline the competitive landscape and consider the innovators that are enabling e-commerce expansion in the sector. This report also discusses a number of key themes in the market—including sustainability, jewelry specialists expanding their addressable market and usage of data analytics.

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December 2021 Monthly Consumer Update: US, UK and China

Analyzing consumer demand in December 2021, we saw strong growth in retail sales in the US, slowing sales growth in China and solid sales growth in the UK against weak comparatives. We assess these trends and consider wage growth and food and fuel prices in these three markets.

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