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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.

High-income consumers are more likely to discover new brands or products in-store, but they typically make the final purchase online.

Shows and live events where fashion features heavily鈥攍ike "Emily in Paris" or the Victoria鈥檚 Secret Fashion Show鈥攁re obvious targets, along with reality TV shows. But viewers may be less inclined to pause an engrossing drama, no matter how much they covet a character鈥檚 outfit or home d茅cor.

Retail: Includes mail order/catalog, restaurants/fast food, drugstores, retail stores, cosmetics stores and apparel merchants, home furnishings/textiles, toys, pet food/supplies, appliances, jewelry, and general merchandise. Travel: Includes airlines, car rental agencies, hotels and resorts, cruise lines, and destination marketing organizations for both leisure and business travel.

Gap, a legacy brand that has struggled to keep up in today鈥檚 fashion landscape, worked to rebuild its relevance by leaning into creativity this year. The rise of platforms like Shein has made it difficult for the brand to uphold its identity as a discount shop, making brand storytelling and the right partnerships crucial.

The return to normalcy is bolstering apparel and accessories. The apparel and accessories category will continue its strong growth in 2024 as foot traffic in China regains its pre-pandemic level, more workers return to offices, and consumers embrace emerging categories such as sportswear and athleisure.

The top reason high-income consumers bought a new brand or product across consumer electronics, food, beauty, furniture and home goods, accessories, and shoes categories was that it was of better quality than a similar product. For clothing, household supplies, and health and personal care, a better price was the top reason.

Toys and apparel are currently 鈥渂right spots鈥� for the retailer, due in part to lower prices but also because of the larger selection of products available on its marketplace. Walmart is also seeing healthy sales of discretionary items like TVs and headphones at the start of Q4鈥攁 good omen for its holiday performance.

But as you pointed out, there's still a lot of competition out there, and fast fashion is only getting I think more popular. So it'll be really interesting to see where they position themselves within the market over the next couple of years, if they're going to try to compete against the fast fashion tide, or if they're going to look for other ways to potentially stand out from them.

While that can be problematic, creators aren鈥檛 alone in this: Fact-checking has also gone out of fashion among social executives, while 鈥渕isinformation鈥� has become a buzzword that encompasses everything from outright lies to viewpoints people disagree with. Podcasters are particularly powerful news creators. News is a top podcast genre.

This is the first installment of our 鈥淩etail and Ecommerce Sales Benchmarks鈥� series, which helps retailers calibrate their sales mix against the market.

This is the first installment of our 鈥淩etail and Ecommerce Sales Benchmarks鈥� series, which helps retailers calibrate their sales mix against the market.

This is the first installment of our 鈥淩etail and Ecommerce Sales Benchmarks鈥� series, which helps retailers calibrate their sales mix against the market.

This is the first installment of our 鈥淩etail and Ecommerce Sales Benchmarks鈥� series, which helps retailers calibrate their sales mix against the market.

This is the first installment of our 鈥淩etail and Ecommerce Sales Benchmarks鈥� series, which helps retailers calibrate their sales mix against the market.

This is the first installment of our 鈥淩etail and Ecommerce Sales Benchmarks鈥� series, which helps retailers calibrate their sales mix against the market.

But as with other genAI use cases, retailers need to tread carefully and ensure proper oversight to avoid alienating consumers with strange imagery and ill-designed clothing. Go further: Read our report on Generative AI for Ad Creative.

Dollar General similarly noted that strong consumables spending partially offset declines in its home, seasonal, and apparel categories. The numbers:. Dollar Tree and Family Dollar sales grew 3.6% YoY to $7.57 billion in Q3, ahead of analyst projections of $7.45 billion. Same-store sales rose 1.8%. Dollar Tree鈥檚 sales increased 8.3% YoY to $4.34 billion, and same-store sales grew 1.8%.

The top spending categories outside of fashion and beauty were personal care, followed by household supplies. And the fastest growing category was vitamins and supplements. Cash App Card. Cash App Card transactions grew 19% YoY over the holiday period. Social commerce purchases made using the debit card surged 139% YoY.