Reasons to Read

Discover which retailers are winning consumer spend, how guidance is shifting, and where technology and value are driving performance.

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

• Which apparel and footwear retailers are outperforming, and what is driving growth at Burlington Stores, DICK’S Sporting Goods and American Eagle Outfitters?
• How is consumer demand shaping results in consumer electronics, and what is fueling Best Buy’s performance?
• What do Kohl’s results reveal about department-store shoppers and discretionary spending trends?
• How are luxury consumers behaving, and what is driving Richemont’s continued growth?
• What do BJ’s Wholesale Club’s results indicate about value-seeking consumers, membership trends and expansion opportunities?

Companies mentioned in this report include: Abercrombie & Fitch, American Eagle Outfitters, Burlington Stores, Deckers Outdoor Corporation (HOKA, UGG), DICK’S Sporting Goods, Foot Locker, Gap Inc. (Old Navy, Gap, Banana Republic, Athleta), Urban Outfitters, Anthropologie, Free People, Nuuly, Best Buy, Kohl’s, Richemont (Cartier), and BJ’s Wholesale Club.

Data in this report include: US retail sales growth trends; estimated retail inflation and inferred real sales growth; retailer revenue, EPS and comparable-sales performance; consumer traffic and spending patterns; guidance and outlook metrics.