Off-price’s momentum continues as shoppers’ trade-down behaviors intensify: Nordstrom Rack, Burlington, and Ross are among the beneficiaries of consumers’ cost-of-living pressures.

TJX is confident it can grow market share this year: The retailer’s offerings continue to resonate strongly with deal-seeking shoppers.

Consumer spending patterns shifted in 2023: Retailers like Walmart, TJ Maxx, and E.l.f Beauty benefited from consumers growing cost consciousness.

HomeGoods shut down its ecommerce business because in October it was unable to recreate the in-store treasure-hunting experience customers know and love online. Meanwhile, Amazon is struggling to master brick-and-mortar because it doesn’t know what in-store shoppers want.

Holiday retail sales will grow by approximately 4.5% in 2023, a slight increase from the previous year’s 3.9% growth, according to our June forecast. While this growth may not seem significant, it would represent the sixth-fastest growth rate in holiday sales in the past 15 years, according to our forecast.

TJX is thriving as more consumers turn to off-price retail: The company’s “treasure hunt” experience is resonating with Gen Zs and millennials, as well as driving repeat visits from bargain seekers.

Walgreens attempts to cut down on retail theft: By putting most products behind counters, the retailer is also increasing the burden on store associates.

It’s getting hard to ignore the organized retail theft problem: Home Depot, Walmart, and Target are among the retailers ringing alarm bells about the growing crime issue.

Retail theft is on the rise: Macy’s, Ulta, TJX, and Five Below are among the retailers that have recently warned about shrink eating into their margins.

Despite the word “recession” hanging in the air, US retailers had an okay Q4 in 2022. But some recurring themes persisted: Shoppers pulled back on discretionary spending, opted against home renovations, and generally avoided high prices. Here’s a look at how those trends affected earnings.

Lower-income consumers are cutting back on spending: The segment is feeling inflation’s pinch, which has hurt sales at Five Below, TJ Maxx, and Nordstrom Rack.

A guide to the retail mobile app features consumers value the most, and a ranking of how 10 leading US multicategory retailers stack up.

Here’s a breakdown of the online and in-store features that apparel retail shoppers value the most, and a ranking of how 10 leading retailers stack up.

Off-price retailers have an opportunity to attract customers: US consumers’ confidence slipped in February, driving shoppers to focus on value.