Apparel
Ross Leads in Q2 2026 as Off-Price Growth Concentrates at the Value End
How Old Navy and Gap Can Play Distinct Roles in Gap Inc.’s Recovery
Bifurcation in Apparel: Thrift and Luxury Ahead of the Holidays
Foot traffic trends in the luxury and thrift spaces reveal bifurcation and a shifting audience profile. The data points to a season defined by both value-seeking behavior and sustained premium demand.
Is lululemon Poised for a Holiday Rebound?
Lululemon is outperforming in a challenging retail environment, with monthly visits climbing through fall and Black Friday delivering a substantial traffic surge. Early holiday momentum suggests the brand is positioned to capture share and drive strong year-end performance.
How Do Holiday Shopping Patterns Differ for Off-Price and Traditional Apparel?
Holiday visitation trends differ across apparel segments. Off-price retailers sustain strong, steady traffic from value-seeking shoppers, while traditional brands rely on milestone-driven bursts like Black Friday. Differences in dwell time and shopper mix show how each segment is capturing a unique share of the holiday wallet.
Gap and Urban Outfitters See Visit Increases in Q3
After early-year slowdowns, Gap and Urban Outfitters posted Q3 traffic gains, up 1.4% and 2.4% YoY respectively, reflecting improving consumer demand. Gap’s turnaround and affluent shopper base fueled growth, while Urban’s back-to-school surge lifted visits.
