Hoka sales soared nearly 35% in FYQ2: Meanwhile, Skechers delivered a record-setting quarter as the shoe brands continue to benefit from Nike’s missteps.
The blocked Tapestry-Capri merger is a major victory for Lina Khan and the FTC: Whether it can build on that momentum depends in part on who wins the presidential election.
Hasbro and Mattel’s cost cuts pay off: Despite sluggish demand, both companies beat analysts’ bottom-line expectations.
Hermès’ strong Q3 performance makes it a luxury outlier: The company’s double-digit growth was in stark contrast to Kering’s slump, as weak global demand weighed on sales.
On today's podcast episode, we discuss the many goals of ancillary services, how they drive foot traffic, and what retailers should be thinking about before introducing them. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Vice President of Content Suzy Davidkhanian and Senior Analyst Blake Droesch.
Competition from Temu caused Shein’s revenue growth to slow in H1 2024: The fast-fashion retailer faces a challenging path ahead as regulatory scrutiny and a highly competitive environment threaten its IPO chances.
On today's podcast episode, we discuss what a chatbot even is, what the most popular ones are, the main obstacles to widespread adoption, and how AI agents can take things a step further. Tune in to the discussion with host Marcus Johnson and analyst Jacob Bourne.
On today's podcast episode, we discuss why it has become so hard to get a read on consumer sentiment, the indicators we pay closest attention to to try and make sense of it, and how we expect consumers to feel for the remainder of the year. Tune in to the discussion with host Marcus Johnson, Director of Briefings Jeremy Goldman and Analyst Zak Stambor.
On today's podcast episode, we discuss whether the October Prime Day is actually a holiday event, how events around this time of year are changing how folks shop throughout the back half of the year, and what the disruptors are likely to be as we head into the holidays. Listen to the conversation with our analyst Sara Lebow as she hosts analysts Zak Stambor and Rachel Wolff.
Marketplaces play a major role in beauty and clothing, while grocery shoppers rely on in-store visits. Retailers must balance both online and in-store strategies, leveraging loyalty programs and fast delivery to stay competitive.
Adidas can’t keep up with demand: The company’s hot streak contrasts sharply with Nike’s challenges.
Virtual platforms offer brands valuable insights: Roblox activations generate significant consumer engagement and real-world revenues.
LVMH fell short in Q3 as Chinese consumers’ pessimism hurt sales: The luxury conglomerate missed revenue expectations as economic uncertainty caused shoppers to pull back.
The boom times for ecommerce and retail have largely passed. “It’s going to be harder [for retailers] to identify pockets of growth and opportunity. But, the good news is that it’s not going to be that roller coaster of demand fluctuations that has been challenging for retailers to navigate over the last couple of years,” our analyst Blake Droesch said.
On today's podcast episode, we discuss the places throughout the purchase funnel where retailers and brands are leaving revenue on the table. Listen to the conversation with our analyst Sara Lebow as she hosts director of Briefings Jeremy Goldman and analyst Sarah Marzano.
Shein’s UK revenues soar while the wait for IPO drags on: The fast-fashion retailer’s success has come at the expense of companies like Boohoo and Asos.
Luxury ecommerce is a tough place to play: That’s why Cartier owner Richemont is selling Yoox Net-A-Porter to Mytheresa—one of the few platforms that has found sustained success.
Dockers’ poor sales weighed heavily on Levi’s Q3 performance: The retailer is looking to offload the brand in order to focus on booming demand for its core denim products, as well as its Beyond Yoga business.
Nike pulls FY guidance amid sales slump: Incoming CEO Elliott Hill has the difficult task of reinvigorating the brand and ramping up innovation to win back market share.
Moët Hennessy -owner LVMH buys a stake in French Bloom: The investment represents the first move by Champagne’s biggest producer into nonalcoholic beverages.