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Executive Edition
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Large Retailers and Brands on Consumer Spending Trends, Inventory, and Promotions
We distill what large, publicly-traded retailers and brands are saying about consumer spending trends, inventory issues, promotions and their outlook for the rest of the year. Some key themes emerged.
Executive Edition August 29, 2022Dick’s Optimistic About Back Half of Year
Dick's Sporting Goods is bucking retail trends on inventory, consumer spending, and more. Details about why the company is optimistic about the rest of the year.
Executive Edition August 25, 2022Urban Outfitters Saw “Significant Weakness” in North America in Q2
The Urban Outfitters chain struggled in Q2 while sister brands Free People and Anthropologie continued to experience strong sales. Plus, CEO Richard Hayne talks about the "ugly" promotional environment he…
Executive Edition August 24, 2022Nordstrom to “Aggressively Right-Size” Inventory
Executives turn more cautious after seeing a change in customer behavior and because of problems with the company's private label business.
Executive Edition August 23, 2022Retail Check In: Quiet Storm
As part of our Retail Check In series, we spoke with Bill Dreibelbis, the owner of Quiet Storm, a high volume industry account with 12 stores on the East Coast.
News August 22, 2022Back-to-School Observations at Industry Stores and Customers
SES stopped by the Irvine Spectrum Center this week to see how industry stores, industry retail customers and competitors looked for the crucial back-to-school season.
Executive Edition August 19, 2022