TL;DR: Lululemon, American Eagle Outfitters (AEO), and Gap face significant tariff headwinds and are in the midst of adjusting sourcing regions, balancing margin and select price increases, and leaning on new, innovative product to capture consumer attention. 2 minute read We continue to closely track the retail market to understand how brands and retailers are […]
TL;DR: Costco’s digital business is lagging peers like Sam’s Club, creating a future problem as shoppers spend more of their wallets online. 3 minute read After analyzing Costco’s May-’25 quarterly results, we recalled our article two-years ago laying out The Omnichannel Rule: “Since shoppers move fluidly across physical and digital channels to discover, consider and […]
TL;DR: Costco delivered another strong quarter, outperforming peers. It continues to execute on its value proposition of maintaining and growing high member value through smart assortment and merchandising. This strength comes despite eCommerce appearing to remain a secondary initiative for the company. 4 minute read Costco reported its May-’25 quarterly results yesterday evening, providing insight […]
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TL;DR: 2025 sales forecasts have been lowered to +1.2% under worsening consumer sentiment, with eCommerce expected to drive all of the industry’s growth. Brands are working to offset tariff costs via alternative sourcing and supply chain productivity first, before considering price increases. Despite muted growth and incremental tariff-related costs, brands remain committed to investments into […]
TL;DR: Target’s sales growth returned to negative territory as ticket and traffic both declined; inventory is elevated placing margin pressure on the business, and management reduced its sales and profit outlook for the year. Growth catalysts remain unclear to us, although the creation of an Enterprise Acceleration Office is a step in the right direction […]
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TL;DR: Retail sales growth accelerated to +4.5% in 1Q25, with eCommerce maintaining steady momentum at +6.1% and B&M accelerating to +4.2% under easier year-over-year comparables. Despite macroeconomic concerns, consumer spending remains resilient, although growth is increasingly concentrated in platforms delivering value and convenience, reinforcing the critical role of eCommerce in 2025 and beyond. 2 minute […]