Reasons to Read

Discover which retailers are outperforming in 3Q25—and what’s driving growth across categories, regions and channels.

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

• Which companies led double-digit revenue growth in 3Q25, and how did sector-specific performance in apparel, e-commerce and grocery compare?
• How are consumer behaviors and price sensitivity evolving across retail categories—from premium apparel and beauty to mass-market CPG and home improvement?
• What are retailers projecting for 4Q25 and FY26, and which companies raised (or lowered) their full-year outlooks?
• How are tariff impacts and macroeconomic headwinds influencing gross margins and inventory strategies across global brands?
• What AI, e-commerce and store-level innovations are top retailers deploying to drive efficiency, loyalty and growth?

Companies mentioned in this report include: Adidas, Ahold Delhaize, Albertsons Companies, Amazon, Beiersdorf, Carrefour, Clorox, Coca-Cola, Coles Group, Colgate-Palmolive, Columbia Sportswear, Coupang, Coty, Crocs, Danone, Deckers Outdoor, eBay, Estée Lauder, Floor & Decor, Haleon, Hermès International, Kering, Kimberly-Clark, L’Oréal, Levi Strauss, LVMH Moët Hennessy Louis Vuitton, Marks & Spencer, MercadoLibre, Mondelez International, Nestlé, PepsiCo, Procter & Gamble, Prada, PUMA, Ralph Lauren, Reckitt, Sainsbury’s, Sprouts Farmers Market, Tapestry, Tractor Supply, Under Armour, Unilever, VF Corp., Wayfair, Williams-Sonoma, Woolworths Group and Zalando.

Data in this report include: US retail sales growth vs. inflation; retailer-reported revenue and EPS results; comparable store sales and e-commerce metrics; and FY25–FY26 financial guidance across segments.