Insights

Lululemon

Earnest Analytics
  • Consumer
  • Macro
  • Retail

Hollister, Abercrombie, outperform; Nike, H&M fall this back to school season
  • Consumer
  • Retail

The RealReal’s mid-market appeal could save it from a wider luxury slowdown
  • Consumer
  • Macro

Express, Adidas, Wayfair, Macy’s, Lululemon benefit from late season tax refunds
  • Consumer
  • Macro

Home Furnishing, Footwear benefit most from tax refund spending in 2024
  • Consumer
  • Retail

Athleisure shoppers lean into Vuori, Alo Yoga
  • Consumer
  • Macro
  • Retail

Holiday spending grew slightly as shoppers traded luxury for value in 2023
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