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While Ross Stores鈥� traffic fell slightly over the same period, its YoY visit gap remained significantly smaller than that of the wider apparel category. The bigger picture:.

Methodology: Data is from the November 2024 National Retail Federation (NRF) report titled "Estimated Impacts of Proposed Tariffs on Imports: Apparel, Toys, Furniture, Household Appliances, Footwear, and Travel Goods" prepared by Trade Partnership Worldwide, LLC.

Grocers would face higher costs on items like coffee and avocados, as would retailers selling apparel, electronics, and other products. These tariffs would reduce retailers' profits, and the increased costs would be passed on to consumers. Retaliatory tariffs from other countries could also harm US exports. Will the housing market thaw?

Grocery is now the second-largest ecommerce category we track in the US, behind apparel, footwear, and accessories. The average digital grocery buyer will spend $1,425 in 2025, a figure that will climb through 2028. US digital grocery sales will reach $220.48 billion in 2025, a 8.3% increase YoY, per our forecast. Sales will climb through 2028, but growth rates are slowing.

Pinterest is particularly popular among mothers for providing inspiration on topics like crafts, decor, recipes, fashion, and shopping. Pinterest has nearly twice the reach among mothers compared with the total digital population (64.7% versus 31.9%), and use among mothers has increased in terms of unique visitors and time spent in the last year, according to Comscore鈥檚 MMX Multi-Platform.

Lululemon is now the third-largest foreign sports apparel player in the region, behind Nike and adidas, per Morgan Stanley.

Retail ended 2024 on a high note as mobile shopping drove ecommerce sales and stores staged a comeback. Will the 2025 holiday season be as fruitful?

While sustainability is a factor in consumers鈥� decision-making, financial constraints and convenience still dictate most purchasing behavior.

Amazon's sales share will continue to grow in key product categories. But food and beverage remains a rare weak spot for the ecommerce giant.

Consumer spending for the 2025 back-to-school shopping season will slow for the second year in a row as growth aligns with full-year retail. Ecommerce and K-12-focused purchases will drive overall spending.

Essential goods categories will run out of steam, leading to a slowdown in ecommerce growth.

鈥淢ade in USA鈥� is front and center for new Men鈥檚 Wearhouse collection: Tariffs are sharpening consumers鈥� focus on sourcing鈥攁nd the menswear and rental products retailer leans in.

Nobody knows what鈥檚 ahead: Macroeconomic turmoil and shifting tariff policies make forecasting a guessing game that many consumer brands are opting out of.

Tariffs will have a wide ranging impact on prices, consumer sentiment: Warehouse clubs, off-price retailers, and discount grocers could have an edge in this challenging retail environment.

Shopping mall mainstay Claire鈥檚 balances being on trend for Gen Alpha with being a nostalgic brand for parents by leaning into pop culture, putting the right messaging on the right platforms, and staying in constant contact with core consumers.

This deck provides critical data to help retailers benchmark their own ecommerce sales against the wider market.

This deck provides critical data to help retailers benchmark their own retail sales against the wider market.

Most CEOs expect a recession and inflation: US consumers face significant uncertainty ahead, prompting them to pull back and focus spending on essentials.

Unpacking Q3: Gap鈥檚 ability to navigate uneven demand in the apparel category is a testament to the strength of its turnaround plan under Dickson.