| Glossier’s Series E
Will new stores and $80M draw post-pandemic customers to Glossier? With news that Glossier
| Torrid IPO: Plus-Size Market Performance & Customer Metrics
Market share, customer metrics, and CLTV for Torrid and other plus-size brands.
| Retail Battle Royale: Amazon Prime Day 2021
Analyzing Amazon Prime Day's performance against other retail giants.
| Shein Now Leads Fast Fashion
The Chinese brand loved by Gen Z and rumored to be exploring an IPO
| 1Q 2021 Earnings Commentary
Tracking our data against management's earnings commentary for Square, Lululemon, Chewy, and TJX Companies.
| Club Monaco’s Sale
Following the news that Ralph Lauren plans to sell its Club Monaco segment to
| Luxury Rebounds
As European luxury brands report strong sales in the US thanks to lower infection
| The COVID Consumer, One Year Later
As we pass the anniversary of the start of the pandemic, we examined how
| Stimulus Round 2: A Booster Shot for Retail?
We analyzed how the second round of stimulus payouts affected consumer spending.
| Retail Broker Growth
Following this week’s Reddit-driven trading activity in GameStop and other heavily shorted names, we
| Full Holiday 2020 Reviewed
A refresh of our earlier look at holiday performance, now including the full season.
| Early Holiday Performance Reviewed
Analyzing the early holiday season with spend, foot traffic, and retail pricing data.
| 2020 Retail Ranking: Black Friday and Cyber Monday
We identified First Choice Retailers during 2020's Black Friday and Cyber Monday sales season.
| Cyber is an Understatement
The pandemic-driven shift to online this year has undoubtedly impacted all retailers, big and
| Will the COVID Shopper Return?
The pandemic has driven shoppers online—but are brands retaining them? We investigate.
| Petco’s IPO
With news of Petco planning to IPO (again) we looked at how they’ve performed
| Scary Season for Party City
With Halloween just around the corner we looked at Party City to see how
| Prime Day—Week? Year?
Among the many COVID-driven changes this year, Amazon decided to move its Prime Day
| Aritzia’s eCommerce Story
Following Aritzia’s Q2 earnings and jump in stock price, we looked at how we