An American Eagle advertisement featuring actress Sydney Sweeney on a billboard in Times Square in New York, US, on Thursday, Aug. 7, 2025.American Eagle issued bullish holiday guidance and raised its full-year forecast on Tuesday after posting better-than-expected quarterly results. The apparel company is expecting fiscal fourth quarter comparable sales to grow between 8% and 9% – about four times better than the 2.1% analysts had anticipated, according to StreetAccount.American Eagle is now expecting its ...

Will retailers and merchants have a strong holiday season? That depends. This year, more than most, the 2025 holiday season will actually be two holiday seasons.If your business caters to higher-income individuals or if you’re located in a wealthier part of the country, you’ll probably have a decent holiday season. True, even the wealthy are cutting back. But according to the HR firm ADP average salaries have risen between 4.5% and 6.7% depending on whether workers stayed or switched jobs. The stock markets ...

Core Insights - Urban Outfitters' brands experienced a successful Q3 with full-price selling, and the company anticipates a strong holiday season despite customers waiting for deeper discounts [2][4] - The company exceeded expectations due to the turnaround of its teen-focused brand and overall sales strength, with notable contributions from the FP Movement activewear brand [3][4] - Urban Outfitters is focusing on private labels, marketing campaigns, and store expansion to drive growth and gain market share [4][6] Financial Performance - Q3 net sales increased over 12% year-over-year to a record $1.5 billion, with retail net sales rising 9.6% and comparable sales (comps) increasing by 8% [8] - Comps rose 12.5% at Urban Outfitters, 7.6% at Anthropologie, and 4.1% at Free People, while Nuuly subscription net sales surged 48.7% [8] - Gross margin expanded by 31 basis points to 36.8%, although tariffs impacted margins, which are expected to worsen in Q4 [8] Strategic Initiatives - The company plans to close about 17 stores while opening nearly 70 new locations, including 25 FP Movement stores, 18 Free People stores, and 16 Anthropologie stores [5] - The increase in traffic both online and in stores is expected to continue into Q4, contributing to anticipated sales growth during the holiday season [4][6] - The diversified brand portfolio is viewed as a major strength, providing confidence in market share growth regardless of the operating environment [7]

Core Insights - Walmart is optimistic about holiday sales, contrasting with warnings from other retailers about consumer spending pullbacks [1][2] - The company reported third-quarter same-store sales exceeding analysts' expectations, driven by upper- and middle-income shoppers [2] - The National Retail Federation anticipates holiday sales to reach $1 trillion, but with slower growth compared to the previous year [3] Group 1: Sales Performance - Walmart's executives noted strong sales events in the second half of 2025, indicating positive trends for the holiday season [1] - The retailer's scale allows it to mitigate the impact of tariffs, contributing to its competitive pricing strategy [4] - Despite some spending pullback among lower-income consumers, Walmart is benefiting from trade-down behavior among more affluent customers [5][6] Group 2: Market Position - Walmart's ability to attract diverse income groups positions it favorably against discretionary-focused competitors like Target [7] - The company is monitoring spending moderation among lower-income consumers, indicating a bifurcated consumer landscape [6]

Target Predicting Week Holiday Sales As Consumer Angst Weighs On Seasonhttps://t.co/do2Q39pDRW https://t.co/T4ncWQEKQv ...

Core Insights - Retail sales are projected to increase at an annual pace of between 3.7% and 4.2% during the period from November 1 to December 31 [1] Summary by Category - **Sales Growth Projection** - The trade group anticipates retail sales growth to be between 3.7% and 4.2% for the specified holiday period [1]

Core Insights - Tanger reported strong third-quarter performance, leading to an increase in guidance for 2025, driven by sales momentum, recent property acquisitions, and a diversified tenant mix [1][6] - The company is optimistic about the holiday outlook, indicating robust tenant demand and record leasing volume [2][5] Financial Performance - For the third quarter ended September 30, net income available to common shareholders was $31.8 million, or 28 cents per share, compared to $24.6 million, or 22 cents per share, in the prior year [2] - Funds from operations (FFO) available to common shareholders was $71.1 million, or 60 cents per share, up from $62.7 million, or 54 cents per share, in the prior year [3] - Tanger raised its guidance for diluted FFO per share to $2.28 to $2.32, from a previous forecast of $2.24 to $2.31 [3] Operational Highlights - Occupancy rate was 97.4% as of September 30, 2025, compared to 96.6% on June 30, 2025, and 97.4% on September 30, 2024 [10] - Average tenant sales per square foot increased to $475 for the 12 months ended September 30, 2025, compared to $465 for the 12 months ended June 30, 2025, and $438 for the 12 months ended September 30, 2024 [11] Strategic Initiatives - The company launched everyday Black Friday sales on November 1, promoting them through various channels to drive early customer engagement [4] - Tanger remains active in the acquisitions market, having added three lifestyle centers and three outlet centers in the past couple of years [6][7] - The acquisition of Legends Outlets for $130 million was completed, with expectations of an 8% return in the first year [8][9]

Core Insights - Walmart is launching its annual holiday sales events to attract budget-conscious shoppers and maintain its market dominance during the critical shopping season [1][2] Sales Events - Walmart will hold three major sales events, known as Walmart Deals Events, with priority access for loyalty members. The first event is scheduled from Nov. 14 to Nov. 16, with early online access for Walmart+ members starting on the evening of Nov. 13 [2] - The second event will take place from Nov. 25 to Nov. 30, with early access for Walmart+ members beginning on Nov. 24 at 7 p.m. ET. The final event will start on Cyber Monday [2] Discounts and Consumer Behavior - Walmart U.S. CEO John Furner announced that some products will be discounted by up to 60%, with thousands of deals priced under $20, aiming to attract shoppers facing financial pressures [3] - Bank of America CEO Brian Moynihan noted that while the American consumer remains strong, the middle class is increasingly feeling economic strain, which influences spending behavior [3][5] Retail Environment - Retailers are emphasizing value to consumers due to economic challenges and tariff-related price increases. Joe Feldman from Telsey Advisory Group highlighted that consumers are shopping more frequently but spending less, focusing on value and being selective with discretionary purchases [6][8] - Competition among retailers is intensifying, with companies like Amazon and Best Buy launching their own promotional events to attract customers during the holiday season [8] Pricing Trends - Feldman indicated that promotions this year may be used to counteract tariff-related price increases, suggesting that discounts may be less steep compared to previous years, with products potentially being 30% off instead of 40% [9]

Core Insights - Numerator has released early results from Amazon's Prime Big Deal Days 2025, highlighting consumer spending and shopping behavior during the event [1] Purchase Data Findings - The average spend per order during Prime Big Deal Days 2025 was $45.42, with 44% of orders under $20 and 90% under $100 [4] - The average household expenditure was approximately $104.69, with 14% of households spending over $200 [4] - Over half (53%) of households made 2 or more orders, while 10% placed 5 or more orders [4] - The top-selling items included Dawn Platinum Powerwash, Premier Protein Shakes, and Lysol Disinfecting Wipes, with three of the top five items also being bestsellers during July's Prime Day [4] Buyer Survey Findings - 90% of shoppers were aware of the event prior to shopping, and 83% indicated that the sales event was a primary reason for shopping on Amazon [4] - 58% of shoppers expressed high satisfaction with the deals, while 14% felt the deals were better than those offered during July's Prime Day [4] - 45% of shoppers purchased items they had been waiting to buy on sale, and 35% shopped for items included in general deals [4] - Economic factors influenced purchasing decisions, with 48% of shoppers indicating tariffs impacted their choices and 29% being more cautious due to the economic climate [4] Competitive Shopping Behavior - More than half (56%) of shoppers compared prices with other retailers, with 68% comparing with Walmart and 43% with Target [4] - 36% of shoppers participated in Walmart Holiday Deals, and 27% shopped during Target Circle Week [4] - A significant portion of shoppers (61%) plans to shop on Black Friday and 58% on Cyber Monday [4] Holiday Shopping Insights - 23% of shoppers purchased holiday gifts during the sale, with a third completing at least half of their holiday gift shopping [4] - 84% of shoppers indicated they would "definitely" or "probably" shop on Amazon for holiday items in the next three months [4] Category Insights - The most reported categories purchased included Apparel & Shoes (26%), Household Essentials (26%), and Beauty & Cosmetics (22%) [5] - The data was based on 65,787 orders from 28,543 unique households, with a survey conducted among 5,120 verified buyers [5]