Q4 2022 updates for off-price retailers reaffirmed many past themes including the the importance of “value” and “surprise and delight” merchandise as well as physical stores.
Q4 2022 results for specialty apparel retailers were mixed with those catering to the more affluent and associated with wear-to-work wear outperforming on sales and profitability.
2022 was a tough year for home furnishing retailers, but the start of 2023 saw the category narrow the gap with other discretionary retail categories and benefit from inventory clearance events.
We analyzed visitation metrics for breweries, sports bars, and pubs to understand how consumers are embracing out-of-home experiences and getting together with friends.
Grocery-anchored centers proved to be the most resilient during Covid and remain a steady source of foot traffic. These centers are some of the best-performing malls in 2023.
With Dick’s Sporting Goods Q4 2022 update this week, we revisit some of our previous analysis on the chain and trends in the broader sporting goods retail category for the long-term.
Ulta’s Q4 2022 confirmed the durability of the beauty category as a whole, and supported the idea that consumers are returning to the office, events, and other social activities.
Fiscal Q4 2022 was a disruptive period for department stores. Tailwinds were few and headwinds – substantial, impacting the end of year results for Macy's, Dillard's, Kohl's and Nordstrom.
Receive our weekly executive analyses before they’re published
Book a consultation and get expert analysis on the topic of your choice