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Beauty at US Department Stores: Four Growth Opportunities

Beauty comprises one of the smallest portfolio categories across major US department stores, representing huge opportunity for retailers to expand in this category. We analyze the performance of, and outlook for, beauty sales in department store retail and explore four key areas of growth for the category—covering live selling, inclusivity and more.

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February 2022 Leading Indicators of US Retail Sales: Strong Job Growth and High Inflation To Support Retail Sales

In our monthly Leading Indicators of US Retail Sales series, we examine several key macroeconomic indicators of US retail sales and analyze how they may impact the industry in the months to come. We analyze the latest available data, as of the end January 2022, covering income, savings, the job market and housing.

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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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