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Archive Starting 2/3/25 (2-3 Week Lag)

  • DoR Consumer Research Morning Reports for April 2025...
  • Thursday, 4/17/25 (COST Hikes Div, Hermes' 1Q, Vitamin Shoppe...)
  • Wednesday, 4/16/25 (Moody's Downgrades Retail, March Was Strong...)
  • Tuesday, 4/15/25 (LOW Buying a Pro Biz, ACI Results, Luxe Slowdown...)
  • Monday, 4/14/25 (PLCE Weakness, At Home Woes, Openings/Closings...)
  • Friday, 4/11/25 (FIVE Canceling China Orders, Another Sentiment Drop...)
  • Thursday, 4/10/25 (Versace to Prada, Costco's Strong March, CPI Eases...)
  • Wednesday, 4/9/25 (WMT Reaffirms but Leaves Room, Easter Outlook...)
  • Tuesday, 4/8/25 (WBA and LEVI Results, Analyst Upgrades/Downgrades...)
  • Monday, 4/7/25 (RH's Damage Control, Luxe Worry, Openings/Closings...)
  • Friday, 4/4/25 (GES's 4Q, More Tariff Turmoil, Our Bankruptcy Analysis...)
  • Thursday, 4/3/25 (RH's 4Q24 Miss, NRF's Forecast, Tariff Tempest...)
  • Wednesday, 4/2/25 (SPWH, Tariff Concerns, Our M&A + Cap Mkts...)
  • Tuesday, 4/1/25 (DoRCR Adds Senior Advisor, PVH's 4Q, M Nabs Exec...)
  • DoR Consumer Research Morning Reports for March 2025...
  • Monday, 3/31/25 (Retail Space, Tax Refunds, Store Openings/Closings...)
  • Friday, 3/28/25 (LULU and OXM Caution, Marquee/Dockers, Sentiment...)
  • Thursday, 3/27/25 (WOOF's 4Q, CTRN's Board Refresh, 4-Day Prime Day...)
  • Wednesday, 3/26/25 (DLTR Selling FDO + Results from CHWY, GME...)
  • Tuesday, 3/25/25 (Inventory Stockpiling Risk, Weak Confidence...)
  • Monday, 3/24/25 (buybuy BABY's Reopening, Store Openings/Closings...)
  • Friday, 3/21/25 (Nike's 3Q25 and Caution, CURV Results, HD Confidence...)
  • Thursday, 3/20/25 (Results from FIVE, ASO, SCVL, CAL + Jobs, Housing...)
  • Wednesday, 3/19/25 (4Q Results from WSM, OLLI, SIG and JILL in Focus...)
  • Tuesday, 3/18/25 (CTRN's 4Q24, More on February Sales, RL Upgraded...)
  • Monday, 3/17/25 (WHP for Guess, F21's Ch 11, Store Openings/Closings...)
  • Friday, 3/14/25 (Results from ULTA, BKE, ZUMZ, Sentiment Drops Sharply...)
  • Thursday, 3/13/25 (DG's Progress, AEO Slows, Consumer Concerns Grow...)
  • Wednesday, 3/12/25 (Results from CASY, VRA, Puma's Warning, Inflation...)
  • Tuesday, 3/11/25 (Dick's Strong 4Q + Cautious Guide, Kohl's Woes Grow...)
  • Monday, 3/10/25 (Tariff Concerns, Hudson's Bay, Our Openings/Closings...)
  • Friday, 3/7/25 (WBA to Sycamore + COST Momentum, Gap's Turnaround...)
  • Thursday, 3/6/25 (Better 4Q Results, Guidance Continues to Be Cautious...)
  • Wednesday, 3/5/25 (Results from ROST, ANF, FL, Our M&A + Cap Mkts...)
  • Tuesday, 3/4/25 (Tariff Woes + Results from TGT, AZO, BBY and JWN...)
  • Monday, 3/3/25 (KR Ousts McMullen, Prada/Versace, Openings/Closings...)
  • DoR Consumer Research Morning Reports for February 2025...
  • Friday, 2/28/25 (SIG Activism, Tariff Worry, OLLI Buys More BIG Leases...)
  • Thursday, 2/27/25 (BBWI and URBN Results, Warby in Target, Macro...)
  • Wednesday, 2/26/25 (4Q Results from TJX, LOW, SHOO, AAP, RVLV...)
  • Tuesday, 2/25/25 (HD's Positive Comp, More Results, Confidence Drops...)
  • Monday, 2/24/25 (Canada Concern, SHEIN's Miss, Openings/Closings...)
  • Friday, 2/21/25 (Family Dollar Interest, More Results, Sentiment Drops...)
  • Thursday, 2/20/25 (Results from WMT and W, Forever 21 Could Close 200+)
  • Wednesday, 2/19/25 (KTB Buying HH, Capri, CAL Buying Stuart Weitzman...)
  • Tuesday, 2/18/25 (GME, KIRK, Our Store Opening/Closing Analysis...)
  • Friday, 2/14/25 (WMT in Focus, Hermes Strength, Retail Sales for Jan...)
  • Thursday, 2/13/25 (More Results, SHOO + Kurt G, JOANN Closing 500+...)
  • Wednesday, 2/12/25 (CVS Results, Jan Mall Traffic and Hot Inflation...)
  • Tuesday, 2/11/25 (MYTE's Strong Q, January Retail Sales, Gas Prices...)
  • Monday, 2/10/25 (REAL, De Minimis, Party City, Store Openings/Closings...)
  • Friday, 2/7/25 (Results from AMZN, SKX, ELF and a Drop in Sentiment...)
  • Thursday, 2/6/25 (Costco Momentum + Upside from ORLY, TPR, RL, UAA...)
  • Wednesday, 2/5/25 (COLM + CPRI Results, Super Bowl, Our M&A...)
  • Tuesday, 2/4/25 (Tariff Roller Coaster, US Brands Could Face Backlash...)
  • Monday, 2/3/25 (Tariffs, TPX + Mattress Firm, Store Openings/Closings...)
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