Reasons to Read

Discover how consumer companies across apparel, staples, food, and luxury navigated sales growth, shifting demand, and macro uncertainty during 4Q25.

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

• What drove Aritzia’s outsized revenue and comp growth, and how is management positioning the brand for sustained momentum into FY26?
• How are specialty apparel and luxury players like Burberry and Richemont generating selective growth amid uneven discretionary demand?
• What are food and grocery leaders such as Albertsons, Tesco, and Sainsbury’s signaling about consumer resilience and value-focused spending?
• How are apparel companies including Levi Strauss and VF Corp. balancing pricing, brand investment, and margin pressures in a challenging macro environment?
• What insights are emerging from consumer packaged goods companies like Procter & Gamble and Kimberly-Clark as organic growth moderates and cost pressures persist?

Companies mentioned in this report include: Albertsons, Aritzia, Burberry, Fast Retailing, H&M, JD Sports, Kimberly-Clark, Levi Strauss, Primark (Associated British Foods), Procter & Gamble, Richemont, Sainsbury’s, Tesco, Tractor Supply Company, VF Corp.

Data in this report include: company-reported revenue, organic sales and comparable sales trends; regional and channel performance highlights; margin and cost commentary; and updated full-year guidance across consumer sectors.