Apparel
Thrift Store Visit Growth Outpaces Apparel as Tariffs Loom
Thrift stores are defying retail headwinds – and with higher-income and rural and suburban shoppers joining the mix, thrifting has gone mainstream. As tariffs loom, secondhand appears set to remain one of retail’s standout success stories.
Gap Inc. Q2 2025: Old Navy Leads Foot Traffic Gains as Middle-Income Shoppers Return
Summary: Gap Inc. showed real progress in Q2 2025, with overall visits up 3.6% year over year. Old Navy drove the gains with a 4.8% boost, while Gap posted positive traffic despite a smaller store base. A strong spring surge, partly fueled by tariff pull-forward, gave way to softer summer visits. Meanwhile, the return of middle-income shoppers signals that revitalization efforts are resonating.
Value-Driven Shoppers Still Fueling Off-Price Growth at Burlington, Ross, & Citi Trends
Off-price apparel chains Burlington, Ross, and Citi Trends are thriving. Overall visits and same-store visits grew, driven by value-conscious shoppers. Customer loyalty is also up, particularly for Ross. This success is fueled by a treasure-hunt model that resonates with consumers.
TJX Q2 2025 Visit Data Points to Strong Performance
TJX saw strong Q2 2025 performance, exceeding company guidance. HomeGoods led same-store visit growth, while the newest brands, Sierra and Homesense, drove overall traffic increases. The company is also successfully penetrating rural and semi-rural markets, creating a path for continued domestic growth.
Warby Parker & Allbirds Q2 2025: Unpacking Divergent Retail Strategies
Warby Parker sees visits up, though Q2 VPL dipped -2.7%. Allbirds' overall visits fell -12.5%, but Q2 VPL surged +18.2%. Both find unique success in their divergent brick-and-mortar strategies, proving different paths can move forward.
L.L.Bean’s Legacy Products Continue to Excite New Shoppers
L.L.Bean thrives in 2025. Its Boat & Tote's viral resurgence drives brand relevance. Stores enhance engagement with diverse experiences like charm bars. L.L.Bean's appeal spans diverse demographics, ensuring continued success.
What Lies Behind Nike's Return to a Multi-Channel Strategy?
Nike shifted from DTC to multi-channel distribution in mid-2023 due to underperformance and store visit declines. Selling via diverse partners helps Nike broaden market reach and achieve comprehensive coverage beyond its owned stores.
How Did the "Yes, JCPenney" Campaign Impact In-Store Traffic?
JCPenney's "Yes, JCPenney" campaign launched in April 2025, driving visit growth and challenging outdated brand perceptions. The campaign saw broad success, especially in the South and Midwest. It notably resonated with single shoppers, suggesting it attracts a new generation of customers. Initial results are promising for sustained visitor growth.
Lululemon and DICK’s: Scoring Big With Celebs and Events
Sportswear and athleisure brands DICK’s Sporting Goods and lululemon athletica showed that partnering with star athletes and making bold statements at major competitions is one way to build success in the long term. What did location analytics reveal about this strategy? We dove into the data to find out.
