Insight Report | July 14, 2025 Premium US Holiday 2025: Early Outlook—Improving Signals, But Will It Last?We analyze US consumers’ expectations for the 2025 end-of-year holiday season and provide our early perspective on US retail’s potential performance during the holiday peak. Uncover key scenarios for holiday retail growth, and understand the impacts of tariffs, inflation and macro uncertainty. Read More
Deep Dive | July 1, 2025 Premium US Back to School 2025, Part 1: Early Shopping, Tariff Worries and Strategic Choices Shape BTS 2025We kick off our US Back to School 2025 series of reports by diving into proprietary survey findings on US consumers’ spending expectations for the BTS (back-to-school) season. How much will BTS shoppers spend, and what impacts will tariffs and global supply chain disruption have? Read More
Analyst Corner | June 29, 2025 Register for Free Access Analyst Corner: Five Back-to-School Shopping Trends to Watch, with Madhav PitaliyaIn this week’s Analyst Corner, Madhav Pitaliya, Analyst, discusses the back-to-school (BTS) shopping trends we are watching in 2025, drawing on findings from a proprietary survey of parents in the US. Read More
Insight Report | August 2, 2022 Premium Battling High Input Costs: European Apparel Retailers’ Key StrategiesHigh inflation is leading to more competition among European apparel retailers. We examine strategies these retailers are using to battle high inflation costs and analyze the impact on their gross margins. Read More
Insight Report | June 27, 2022 Premium 1Q22 US Department Store Insights: Nordstrom Outperforms as Consumers Shop for Dress ApparelWe examine the performance of Kohl’s, Macy’s and Nordstrom in the first quarter of 2022 compared to the same period in 2021on a year-over-year basis and to 2019 to compare to pre-pandemic. We make comparisons to 2020 to build a picture of recent trends. We examine sales, revenue, digital sales, product categories and more. Read More
Deep Dive | May 31, 2022 Premium US Household Care Outlook—Sustainability and Wellness To Support Multiyear ExpansionHousehold care product sales will experience stronger than pre-pandemic growth levels in 2022. This report analyzes the market size and factors that impact growth, including inflation, as well as key companies. Read More