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The share of units sold for the most expensive goods rose by 28% from November 1 to December 2, according to Adobe Analytics. The largest increases were in electronics (86%), sporting goods (63%), appliances (59%). What it means: As consumers shift to more expensive purchases this holiday season, electronics and appliance retailers must leverage deep discounts to sustain demand.

Motor vehicle and parts dealer sales; furniture sales; electronics and appliance sales; building material and garden equipment sales; food and beverage sales; health and personal care sales; gasoline sales; clothing and clothing accessories sales; sporting goods, hobby, book, and physical music sales; general merchandise sales; miscellaneous sales; nonstore sales (e.g., pure-play ecommerce platform sales

Motor vehicle and parts dealer sales; furniture sales; electronics and appliance sales; building material and garden equipment sales; food and beverage sales; health and personal care sales; gasoline sales; clothing and clothing accessories sales; sporting goods, hobby, book, and physical music sales; general merchandise sales; miscellaneous sales; nonstore sales (e.g., pure-play ecommerce platform sales

It fought to pay legal fees incurred by Lontex, which is a Pennsylvania sporting goods company that won a suit against Nike for stealing its trademark technology. And so it's just in a rut. Sara Lebow (02:07):. And all of this comes around the same time as they're replacing their CEO, John Donahoe. Zak Stambor (02:13):. Well, they go hand in hand.

On a nine-month basis, 9 of the 13 categories tracked saw a YoY increase in sales鈥攖he exceptions being gas stations; furniture and home furnishings; building material and garden supplies retailers; and sporting goods, hobby, musical instrument, and book stores.

(Sporting goods sales, for example, fell 2.0%.). The situation shifted consumer shopping habits in ways that still linger. Consumers traded down to private labels and shifted spend to less expensive retailers such as Aldi, Walmart, and Temu. However, many of the retailers that benefited from the last surge of inflation may struggle to keep prices low if they鈥檙e facing steep tariffs.

The uncertain landscape has driven retailers such as 顿颈肠办鈥檚 Sportings Goods and Target to strike a measured approach with their Q4 guidance. Our take: While the White House said it won鈥檛 intervene in negotiations, that stance could quickly change if a strike shifts from a possibility to a reality.

顿颈肠办鈥檚 Sporting Goods. 顿颈肠办鈥檚 beat analysts鈥� expectations in Q2, with moves like building out a solid private label apparel brand portfolio and bringing in strong brands such as Hoka and On Running. 鈥淭hey're also broadening their store portfolio, opening more experiential stores, and it's part of what's driving some of this growth,鈥� said Stambor. Listen to the full episode.

Thanks to outgoing CEO John Donahoe鈥檚 decision to pull back the supply of products to retailers such as 顿颈肠办鈥檚 Sporting Goods and Foot Locker, competitors such as adidas, On Running, and Hoka took Nike鈥檚 place on store shelves, experiencing a sales lift. Adidas raised its outlook twice this year thanks to soaring sales for its Samba and Gazelle styles.

At the same time, it also isn鈥檛 clear that even last year鈥攚hen retailers such as Target and 顿颈肠办鈥檚 Sporting Goods were regularly talking about the issue鈥攖hat retail theft was actually a growing problem. While reported incidents of shoplifting rose YoY in 2023, they were at roughly the same level as pre-pandemic 2019, per FBI data released last week.

Sporting goods digital ad spending grew at a torrid 26.5% YoY in 2023, although it will show a below-average growth of 11.6% in 2024. Apparel digital ad spending, on the other hand, will grow by 20.4% in 2024 to reach $26.10 billion. This is more than any full industry other than CPG, media, and financial services and roughly three times the amount spent by the rapidly growing travel industry.

Motor vehicle and parts dealer sales; furniture sales; electronics and appliance sales; building material and garden equipment sales; food and beverage sales; health and personal care sales; gasoline sales; clothing and clothing accessories sales; sporting goods, hobby, book, and physical music sales; general merchandise sales; miscellaneous sales; nonstore sales (i.e., pure-play ecommerce platform sales

So Zak, I will actually add Dick's Sporting Goods to the bottom of the list. I do think that the good earnings are more interesting than JCPenney's moves. Zak Stambor (26:35):. Okay, fantastic. Arielle Feger (26:36):. And by a technicality. Sara Lebow (26:39):. So that leaves our list at in our honorable mentions, we have Thrive Market and JCPenney.

Male Gen Zers are searching in categories like gaming, electronics, and sporting goods more frequently than female Gen Zers. The latter are more likely to search for apparel, food and beverages, and beauty products. Takeaways. Social search can work across all sorts of categories.

Marketplace sales across fashion, toys, hardlines (which include appliances, automotive parts, sporting goods, and electronics), and home grew more than 20% in Q2. Ad sales driven by marketplace sellers were up nearly 50% in Q2, boosting Walmart Connect鈥檚 30% growth. Over 40% of marketplace sellers also use Walmart鈥檚 fulfillment services, which grew 8% in Q2.

Nike teamed up with 顿颈肠办鈥檚 Sporting Goods in November 2021 to allow members of both retailers鈥� loyalty programs to link their accounts via the 顿颈肠办鈥檚 Sporting Goods app, offering exclusive merchandise drops and in-store events for connected members. And in September 2022, Nike announced similar partnerships in Europe with JD Sports and Zalando.