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Private Labels in US Beauty and Personal Care

We consider the penetration of private labels in the US beauty and personal care sector over recent years and discuss the impact of contextual factors such as market fragmentation. Private labels remain a hot topic in beauty, particularly in the skincare category, and leading retailers such as Amazon and Walmart debuted private-label beauty products in 2019. We offer our view on why private labels are important for retailers as well as the challenges they present.

Gap Scraps Old Navy Spin-Off; Moderately Raises Its Fiscal 2019 Outlook

On January 16, Gap Inc. announced that it had canceled its plans to spin off the Old Navy business, citing investors’ concerns over the complexity of the separation and softer business performance of the brand. Gap Inc. has raised its fiscal year 2019 outlook moderately, owing to better-than-expected promotional levels over the holiday period.

The TJX Companies (NYSE: TJX)

The TJX Companies is a US-based off-price retailer of apparel and home fashion. Headquartered in Framingham, Massachusetts, TJX operates stores in nine countries under multiple banners, as well as selling through four e-commerce sites.

Macy’s (NYSE: M)

Macy’s is a department store that sells apparel, accessories, shoes, cosmetics, home furnishings and other consumer goods. Headquartered in Cincinnati, Ohio, the company operates under the banners of Bloomingdale’s Bluemercury and Macy’s through online and offline channels.

Kohl’s Corporation (NYSE: KSS)

Kohl’s sells apparel, footwear, accessories, and beauty and home products. Headquartered in Wisconsin, the company operates department stores, outlets and clearance centers across the US, as well as selling online through Kohls.com.

Industria de Diseño Textil, S.A. (BME: ITX)

Industria de Diseño Textil (Inditex) is a global fashion retailer of clothing, footwear, accessories and household textile products. Based in A Coruña, Spain, the company sells in stores and online through various commercial concepts, including Pull & Bear and Zara.

3Q19 US Earnings Season Wrap-Up

Third-quarter 2019 retail earnings show mixed results across categories. Our coverage of the Coresight 100 reveal most companies beat consensus, but there were sectors that fared much better than others—and luxury was one that did not meet expectations despite recent recovery.

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