72.6% of US luxury buyers surveyed in August 2024 planned to spend the same amount or more on personal luxury goods over the next year, according to an ĢAV and Bizrate Insights survey.
Less than 10% of shoppers don’t expect to make any changes to their shopping habits due to tariffs, according to February 2025 data from Numerator.
On today’s podcast episode, we discuss what malls are doing well (and why), the reasons folks have been skipping the mall, and why IKEA and Walmart bought one each. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Analysts Emmy Liederman and Rachel Wolff.
A lot happens in a week, so every Friday we're going to analyze all the new data and provide you with some of the key takeaways. Welcome to the Friday 5. This week, the economic blackout day made an impact, ecommerce buoys beauty, and luxury spending continues.
On today’s podcast episode, we discuss how Amazon has made themselves even more essential to customers, why “they can’t make physical stores work”, and how its advertising business is getting on. Tune in to the episode with Senior Director of Podcasts and host Marcus Johnson, Analyst Rachel Wolff, and Senior Director of Briefings Jeremy Goldman. Listen everywhere and watch on YouTube and Spotify.
On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of February. 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 Analyst Arielle Feger and Senior Analyst Sara Lebow will defend their list against Vice President Suzy Davidkhanian and Senior Analyst Blake Droesch, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.
As the world's largest toy company, LEGO has built a retail empire that outpaces competitors Mattel and Hasbro combined through a sophisticated, centered multichannel strategy.
Shein is in trouble: The fast-fashion marketplace’s profits fell nearly 40% in 2024, even without the impact of de minimis changes and higher US tariffs.
On today’s podcast episode, we discuss the elements of the Lego flywheel, how its remained relevant across demographics, and what other brands and retailers can learn from its success. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Principal Analyst Sky Canaves and Senior Analyst Zak Stambor.
Social commerce has the potential to go mainstream for luxury. More than 40% of respondents overall said they had used or were interested in using social media channels to buy luxury products.
Nike partners with Skims to launch women’s activewear brand: NikeSKIMS combines the former’s performance expertise with the latter’s form-fitting style and emphasis on inclusivity.
On today’s podcast episode, we discuss what makes Sam’s Club stand out against Costco and BJ’s, why its retail media offering is unique, and where it might be falling short. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Principal Analyst Sarah Marzano and Senior Analyst Zak Stambor.
LVMH takes action following a tepid Q4: The company is shaking up Dior’s creative team alongside moves meant to cut costs and increase cultural relevance.
Deckers relies on scarcity to drive Ugg, Hoka growth: That tactic paid off with record sales and profits during the holiday quarter.
Levi’s delivers downbeat outlook as uncertainty roils retail industry: The company expects potential tariffs, FX headwinds, and higher taxes to weigh on its 2025 performance.
On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of January. 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 Analyst Arielle Feger and Senior Analyst Sara Lebow will defend their list against Senior Analyst Zak Stambor and Analyst Rachel Wolff, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.
The explosive rise of dupe videos—where shoppers hunt for budget versions of luxury items—is reshaping how retailers compete for customers. With rising financial pressures, shoppers are increasingly turning to store brands and lower-priced alternatives that mimic higher-end products. This shift is not just a matter of necessity but has also evolved into a culture where consumers proudly share their budget-friendly finds.
Quince raised $120 million in new funding: The retailer’s strategy of selling low-priced versions of high-end apparel and accessories is working.
Victoria’s Secret’s rebooted fashion show resonated with Gen Z: That, alongside the company’s efforts to expand and refresh its assortment, resulted in a solid holiday performance.
LVMH beat analysts’ middling expectations in Q4: But the company’s 1% growth suggests the luxury sector may take some time to bounce back.