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Retail Categories

Kate Spade partners with Eloquii to reach plus size customers: The brand is making an effort to tap into the underserved market as size inclusivity efforts across the fashion industry run aground.

September was style month, with Walmart hitting New York Fashion Week, Levi’s launching an app for stylist recommendations, Old Navy going vintage, and more. See who else made our September unofficial most interesting retailers List.

LVMH expands industry influence with Moncler investment: The deal would give the luxury conglomerate a board seat, as well as a piece of a brand that successfully weathered the downturn in China’s luxury market.

Capri blames Michael Kors’ decline on excessive discounting: The luxury brand’s attempt to stay competitive by slashing prices hurt its cachet and handed momentum to labels like Coach.

On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of September. Each month, our analysts Arielle Feger, Becky Schilling, and Sara Lebow (aka The Committee) put together a very unofficial list of the top eight retailers they're watching based on which are making the most interesting moves: Who's launching new initiatives? Which partnerships are moving the needle? Which standout marketing campaigns are being created? In this month's episode, Committee members Arielle Feger and Sara Lebow will defend their list against analysts Zak Stambor and Rachel Wolff, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.

A lot has changed for Levi Strauss since 2022: That’s why it makes sense for the retailer to pull back from its previous CEO’s 2027 revenue target of $9 billion to $10 billion.

Mytheresa expands China presence in long-term bet on luxury growth: While the retailer is bullish on its ability to woo big spenders, the country’s economic crisis and booming daigou industry could weigh on its near-term prospects.

It won’t be easy to get Nike back on track: The brand’s missteps enabled competitors adidas, On Running, and Hoka to build connections with consumers that may be hard to dislodge.

Chanel purchases Paris property at 42 Avenue Montaigne: The French designer snapped up the building one block from the Champs-Élysées as luxury competitors race to claim prime real estate.

Though not expected alongside Coach or Tory Burch, Walmart and Old Navy appeared at New York Fashion Week (NYFW) to draw attention to their latest fashion endeavors.

On today's podcast episode, we discuss why many retailers are choosing now to launch peer-to-peer marketplaces, why consumers might choose IKEA’s resale platform versus the already established players like Facebook Marketplace and eBay, and what they need to be successful. Listen to the conversation with our analyst Sara Lebow as she hosts analysts Sky Canaves and Sarah Marzano.

Inditex bounces back after a rainy summer dented sales growth: The Zara parent reported a strong start to Q3 as shoppers responded positively to its product assortment.

Under Armour’s turnaround won’t be quick: The company lowered its FY25 outlook, saying its restructuring plan will cost about twice as much as expected.

On today's podcast episode, we discuss the main factors that will impact this year's holiday sales, why shopping in-stores will be more of a priority, and how last year's mobile commerce tipping point trend will continue. Listen to the conversation with our analyst Sara Lebow as she hosts analysts Sky Canaves and Zak Stambor.

While luxury sales are slowing as consumers flock to cheaper retailers for apparel, beauty, and other goods, luxury retailers with off-price brands, like Neiman Marcus Last Call and Nordstrom Rack, are seeing store visits climb.

On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of August. Each month, our analysts Arielle Feger, Becky Schilling, and Sara Lebow (aka The Committee) put together a very unofficial list of the top eight retailers they're watching based on which are making the most interesting moves: Who's launching new initiatives? Which partnerships are moving the needle? Which standout marketing campaigns are being created? In this month's episode, Committee members Arielle Feger and Sara Lebow will defend their list against analysts Blake Droesch and Sarah Marzano, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.

Shein was the No. 1 apparel retail site among US visitors in June, with 46.9 million unique visits, according to Comscore data.

On today's podcast episode, we discuss what Chipotle has that Starbucks is trying to gain, how Starbucks can turn the ship around, and what its struggles tell us about the greater retail world. Listen to the conversation with our analyst Sara Lebow as she hosts analyst Sky Canaves and vice president of content Suzy Davidkhanian.

On today's podcast episode, we discuss what's driving online store sales for Amazon, its outlook on brick-and-mortar, and how its ad business is continuing to outperform the market. Tune in to the discussion with host Marcus Johnson, director of Briefings Jeremy Goldman and analyst Rachel Wolff.

On today's podcast episode, we discuss if ‘Just Walk Out’ technology will ever catch on at scale, how different generations respond to self-checkout, and what the next iteration of in-store payments will look like. Listen to the conversation with our analyst Sara Lebow as she hosts analysts Sky Canaves and David Morris.