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America’s Biggest Apparel and Footwear Specialty Retailers: Assessing Performance and Strategy

We analyze America’s biggest apparel and footwear specialty retailers, providing financial metrics, positioning, target audiences, growth strategies and analyst commentary on their performance. Our coverage includes Gap Inc, Dick’s Sporting Goods, Foot Locker, American Eagle Outfitters, Lululemon Athletica, Victoria’s Secret & Co., Urban Outfitters, H&M, Designer Brands and Academy Sports + Outdoors

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US Subscription E-Commerce—Unboxing the $15 Billion Market

Following strong consumer demand and sales growth in 2021, US subscription e-commerce revenues and relationships continue to benefit from the recurring sales model. We present our subscription market size analysis and discuss proprietary consumer survey data. We also explore business models, major players, key themes and opportunities for US brands and retailers in the market.

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September 2022 Leading Indicators of US Retail Sales: Macroeconomic Uncertainty as Fall Begins

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 September 23, 2022, covering income, savings, the job market and housing, and offer US retail sales projections.

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