Comparable sales at its namesake brand rose 7% YoY in Q4, handily beating expectations for a 1.7% gain. Comparable sales also rose at Old Navy and Banana Republic, but declined unexpectedly at Athleta.
Article
| Mar 7, 2025
While Kroger will get a sales boost this year owing to grocery inflation, it expects minimal to no changes to volumes, suggesting that consumers will remain hyper-focused on securing the best deals.
Article
| Mar 6, 2025
Competitors find room to grow, while Amazon looks beyond Prime Day (and Prime members) to generate incremental sales. In a potential nod to slowing growth during Prime Day, Amazon is adding incremental shopping events during other months of the year. In March 2024, the retailer hosted its first ever “Big Spring ,” which was not exclusive to Prime members but open to all customers.
Report
| Jul 3, 2024
Chart
| Mar 31, 2025
Source: impact.com; ĢAV
JD.com’s retail sales rose 14.7% in Q4: That’s an encouraging sign for China’s retailers as they eagerly await a consumption recovery.
Article
| Mar 6, 2025
Record Prime Day sales, booming ad business powered Amazon to Q3 earnings beat: The retailer expects to carry that momentum into Q4.
Article
| Oct 31, 2024
Adidas’ CEO says Q4 results were ‘much better than we had expected’: The company’s sales rose 19% YoY, ahead of analysts’ expectations, helping it gain ground on Nike.
Article
| Mar 5, 2025
Abercrombie & Fitch sees slowdown looming as tariffs take effect: The retailer expects sales growth and profits to be seriously pressured in 2025.
Article
| Mar 5, 2025
Target looks to add $15 billion in sales by 2030: However, 2025 is shaping up to be a tough year, as tariffs dampen discretionary demand and shoppers push back against its DEI policies.
Article
| Mar 4, 2025
Nordstrom ended the year on a high note: The retailer’s banner comparable sales rose 5.3% YoY in Q4, and off-price Rack’s comps increased 3.5%.
Article
| Mar 4, 2025
Comparable sales, or revenues from online sales and stores open at least 14 months, rose 0.5% YoY in the quarter, excluding the additional week in fiscal 2024. Best Buy had forecast those sales would be flat to down 3%. In the US, Q4 comparable sales rose 0.2% YoY.
Article
| Mar 4, 2025
On Running’s marathon win streak continues in Q4: The buzzy running brand reported record profits and a 36% YoY jump in sales, with some help from Roger Federer and Zendaya.
Article
| Mar 4, 2025
China is no longer the growth engine it once was, as the country’s economic doldrums and changing consumer tastes dampen sales. While there are pockets of opportunity in emerging markets like India, Thailand, and the Middle East, global economic uncertainty is taking its toll on luxury sales. Go further: Read our reports on US Luxury Consumers and Their Path to Purchase and Luxury Ecommerce.
Article
| Mar 3, 2025
TJX expects comparable sales in fiscal 2026 to increase 2% to 3% this year, which is both shy of analysts’ expectations for a 3.4% rise and a slowdown from the 4% growth seen in 2024. Unfavorable foreign exchange rates are expected to hurt earnings growth by 3% and sales growth by 1%. Still, as CFO John Klinger pointed out, challenging environments “tend to work pretty well for TJX.”.
Article
| Feb 26, 2025
The number of companies generating more than $1 billion in annual US CTV ad sales more than doubled from two in 2020 to five in 2024. With ad dollars spreading out among services, a few streaming platforms stand out because of their heavy usage.
Report
| Sep 20, 2024
Article
| Feb 28, 2025
Over half of Gen Zers discover products primarily on TikTok and Instagram: Google’s relevance is fading as social search takes over.
Article
| Feb 28, 2025
Wayfair, Amazon’s October sales events delivered outsize results: The home furnishings retailer’s sales were up nearly 46% compared with the prior 4-week average, while Amazon’s sale drove a 26% lift.
Article
| Oct 23, 2024
Amid shifting consumer priorities, competitive promotional activity, and an unusual calendar, brands and retailers must fine-tune their holiday 2024 marketing strategies to maximize sales during this critical period.
Report
| Aug 20, 2024
Our take: With digital grocery sales growth slowing considerably, Instacart will have to pull as many levers as it can to lure shoppers and encourage them to spend. Its partnership with Uber is paying early dividends, as are its affordability efforts, but that momentum could soon shift in the face of broader economic uncertainty.
Article
| Feb 26, 2025
Article
| Feb 26, 2025
US ticketing service Ticketmaster had more unique visitors in December 2024 than the next nine sites/apps combined, according Comscore data.
Article
| Feb 26, 2025
Warehouse club membership has its privileges: Strong sales show that consumers see these stores as a smart way to save as costs rise.
Article
| Feb 25, 2025
Home Depot expects sales to grow 2.8% this year: While the housing market is unlikely to thaw, the home improvement retailer sees signs that consumers will stop putting off projects.
Article
| Feb 25, 2025
Target teams up with Disney on a new bedding collection: The expansion of its Pillowfort private-label line should help drive sales and brand loyalty.
Article
| Feb 25, 2025