By Thomas Paulson, Head of Market Insights
Traffic trends going into Easter Sunday 2025 demonstrated that households planned to celebrate the holiday this year and that the “outside environment” didn’t diminish their enthusiasm and preparations. (Generally, holidays are largely immune from...
By Thomas Paulson, Head of Market Insights
Over the weekend, again numerous press and blog reports declared Target’s store traffic to be down due to boycotts and upset feelings over Target’s messaging around DEI. However, those reports cite a traffic decline YoY against a week last year that...
By Thomas Paulson, Head of Market Insights
Ulta Beauty reported a comp-sales increase for Q4 of +1.5%, driven by a +3.0% increase in average ticket and a -1.4% decrease in comp-transactions. Removing the lift from ecommerce sales, store comp-sales increased modestly, suggesting a slight decline in...
By Thomas Paulson, Head of Market Insights
Last week’s analysis included management’s comments relative to any DEI backlash that they were seeing no impact to their business. However, over the weekend, media outlets wrote about a negative impact on Target store traffic and business from the...
As expected, Target reported improved results QoQ and issued seemly conservative guidance for 2025. We write “seemly” because of all the consumer and business unease being stirred by the hurricane in Washington. That unease is leading to lower macro activity, which for retail means a lower volume...
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