Apparel & Beauty

TJX saw strong Q2 2025 performance, exceeding company guidance. HomeGoods led same-store visit growth, while the newest brands, Sierra and Homesense, drove overall traffic increases. The company is also successfully penetrating rural and semi-rural markets, creating a path for continued domestic growth.

The first half of 2025 shows a bifurcated retail market. While foot traffic is up for experiences and value brands, it lags for discretionary items. This is driving leasing momentum in prime locations, even as overall retail sales are propped up by high-income households.

Kohl's has emerged as an unlikely meme stock. Is there anything lying beyond the internet buzz? We took a look at the company's foot traffic to find out.

Warby Parker sees visits up, though Q2 VPL dipped -2.7%. Allbirds' overall visits fell -12.5%, but Q2 VPL surged +18.2%. Both find unique success in their divergent brick-and-mortar strategies, proving different paths can move forward.

L.L.Bean thrives in 2025. Its Boat & Tote's viral resurgence drives brand relevance. Stores enhance engagement with diverse experiences like charm bars. L.L.Bean's appeal spans diverse demographics, ensuring continued success.

Tariff anticipation drives forward baby product purchases, boosting visits at Babylist showroom and Kohl's Babies"R"Us. The baby category faces disruption, requiring adaptable strategies and clear value communication from retailers.

Nike shifted from DTC to multi-channel distribution in mid-2023 due to underperformance and store visit declines. Selling via diverse partners helps Nike broaden market reach and achieve comprehensive coverage beyond its owned stores.

JCPenney's "Yes, JCPenney" campaign launched in April 2025, driving visit growth and challenging outdated brand perceptions. The campaign saw broad success, especially in the South and Midwest. It notably resonated with single shoppers, suggesting it attracts a new generation of customers. Initial results are promising for sustained visitor growth.