ROST Archives | Consumer Edge

Retail had a ‘surprisingly robust’ first quarter, but the real test is ahead as tax refunds dry up

Public Relations

Jun 1, 2026 | 5 minutes read | News

CNBC DG Gas Prices Inflation Iran Retail ROST TJX WMT

Retail had a ‘surprisingly robust’ first quarter, but the real test is ahead as tax refunds dry up

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Inside Ross Stores' Q1 Beat: Share of Wallet Gains Across A Subindustry Already Beating Retail

Michael Gunther

May 22, 2026 | 5 minutes read | Insight Flash

Apparel Consumer Spending Footwear Off-Price Retail Ross Stores ROST Share of Wallet Trade-Down

Inside Ross Stores' Q1 Beat: Share of Wallet Gains Across A Subindustry Already Beating Retail

Ross Stores reported sales growth of +21%, consistent with CE implied reported growth rate of +21% and well above consensus of +13%. CEO Jim Conroy n...

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Off the Market: Where Saks OFF 5th Shoppers are Poised to Go Amid Store Closures

Harsh Masher

Feb 2, 2026 | 5 minutes read | Insight Flash

BURL Discounting JWN Nordstrom Retail ROST Saks Shein TJX

Off the Market: Where Saks OFF 5th Shoppers are Poised to Go Amid Store Closures

Saks Global plans to shut all but about a dozen of the roughly 70 Saks OFF 5TH locations as part of its bankruptcy restructuring. The remaining store...

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Holiday Performance Begins With A Tale of Two Consumers

Michael Gunther

Dec 9, 2025 | 5 minutes read | Insight Flash

Alo Yoga AMZN Athleta AWAY BEIS BFCM BIG Black Friday BURL CURV Cyber Monday DECK Depop DG DLTR EBAY ETSY Fabletics FIGS FIVE FL Goodwill GPS Holiday Shopping JWN Lane Bryant LVMH Monos Neiman Marcus ONON POSH REAL Retail Analytics ROST Saks Savers SEPHORA SKX TJX Tumi Ugg ULTA Vuori

Holiday Performance Begins With A Tale of Two Consumers

Consumer Edge US credit and debit card data focused on Black Friday Cyber Monday retail trends 2025 shows that the K-shaped economy was on full displ...

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Michael Gunther

Mar 17, 2025 | 5 minutes read | Insight Flash

Abercrombie & Fitch American Eagle Apparel Accessories & Footwear DKS Fashion Fast Fashion Footwear & Athletic Apparel JWN LULU M Marshalls Old Navy Revolve ROST SEPHORA Shein TikTok Shop TJ Maxx

Where Will Forever 21’s Customers Go?

Following Forever 21’s bankruptcy, Consumer Edge transaction data provides real-time visibility into where former customers may reallocate their di...

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Off-Price, On-Mark: Tracking TJX and ROST Revenue Growth

Michael Gunther

Jun 7, 2024 | 5 minutes read | Insight Market Hit

Apparel Apparel Accessories & Footwear BURL Department Stores Retail ROST TJX US

Off-Price, On-Mark: Tracking TJX and ROST Revenue Growth

Following another quarter of sales growth, off-price retailers TJX and ROST cited increased traffic and marketability across age demographics as driv...

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The Lightning Deal Strikes: How Temu’s Fast Growth Could Impact Retail

Michael Gunther

Oct 12, 2023 | 5 minutes read | Insight Flash

BABA Books Children & Tween Apparel Ecommerce FIVE GRPN JD-LON OLLI OSTK PLCE Retail ROST Temu TJX US

The Lightning Deal Strikes: How Temu’s Fast Growth Could Impact Retail

“The Amazon killer.” “The challenger of dollar store dominance.” “The future of buying things.” Temu, the fast-growing Chinese e-commerce...

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Off-Price and On-target: Where Discount Department Stores Outgrew Full-Price Competitors

Michael Gunther

Aug 25, 2023 | 5 minutes read | Insight Flash

BURL DDS Full-Line Department Stores KSS M Off-Price Department Stores Retail ROST TJX US

Off-Price and On-target: Where Discount Department Stores Outgrew Full-Price Competitors

Off-price department stores have recently and meaningfully outpaced their full-line counterparts, driven by both unit expansion and same-store sales ...

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Are Department Stores Departing from Trend?

Stacie Rabinowitz

Aug 29, 2022 | 5 minutes read | Insight Deep Dive

BURL Department Stores Discount Ecommerce Retail ROST UK US

Are Department Stores Departing from Trend?

Recent trends in inflation and other macroeconomic factors have created interesting idiosyncrasies in company reported performance. One of the mos...

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Stacie Rabinowitz

Apr 18, 2022 | 5 minutes read | Insight Deep Dive

DDS Department Stores Full-Line Department Stores KSS M MACY Off-Price Department Stores ROST TJX US

What’s Setting Apart Department Stores?

Consumer interest in department stores sometimes seems to come and go as frequently as a “One-Day Sale.” With so many shifting dynamics, CE da...

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Tag: ROST

Retail had a ‘surprisingly robust’ first quarter, but the real test is ahead as tax refunds dry up

Inside Ross Stores' Q1 Beat: Share of Wallet Gains Across A Subindustry Already Beating Retail

Off the Market: Where Saks OFF 5th Shoppers are Poised to Go Amid Store Closures

Holiday Performance Begins With A Tale of Two Consumers

Where Will Forever 21’s Customers Go?

Off-Price, On-Mark: Tracking TJX and ROST Revenue Growth

The Lightning Deal Strikes: How Temu’s Fast Growth Could Impact Retail

Off-Price and On-target: Where Discount Department Stores Outgrew Full-Price Competitors

Are Department Stores Departing from Trend?

What’s Setting Apart Department Stores?

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