Financial News

Nordstrom in Newport Beach on Dec. 23, 2022. Nordstrom offered lots of markdowns to move excess inventory during the holidays. Photo by SES.

Nordstrom Lowers Guidance After Disappointing Holiday Results

Jan 20, 2023

Details about Nordstrom’s holiday sales, which were softer than pre-pandemic levels.

The Buckle in Denver - SES file photo

The Buckle Reports Q3 Rise in Sales

Nov 18, 2022

The industry customer reported Q3 earnings and sales on Friday.

File photo courtesy of Macy's

Macy’s Outlines Current Holiday Spending Trends

Nov 18, 2022

Interesting details about consumer spending – and the unexpected change that happened – as the holiday season starts. Plus, details | Read more…

Yeti at Public Lands outside of Pittsburgh - File photo by SES

Yeti Feels No Top-Line Pain in Q3

Nov 11, 2022

Details about how Yeti is so far bucking the downturn in consumer spending.

Image courtesy of Nike

Nike Inventory Surges, Aggressive Liquidation Planned

Sep 30, 2022

The company said it plans to “throw one or two competitive elbows” as it moves to clear excess inventory. The | Read more…

Photo courtesy of Rip Curl

Rip Curl Shows Growth in All Channels

Sep 21, 2022

Lots of details about Rip Curl’s full year results, including a big surge in wholesale, how women’s performed and how | Read more…

The Tilly's back-to-school window in August - Photo by SES

Rough Q2 for Tilly’s as Inflation Bites

Sep 1, 2022

Important industry customer Tilly’s is not immune to the slowdown in spending happening at some retailers that cater to younger | Read more…

Shoppers at the Irvine Spectrum Center this month - Photo by SES

Large Retailers and Brands on Consumer Spending Trends, Inventory, and Promotions

Aug 29, 2022

We distill what large, publicly-traded retailers and brands are saying about consumer spending trends, inventory issues, promotions and their outlook | Read more…

Clearance product at Nordstrom last week. The company has had to mark down clearance even further to move it. Photo by SES.

Nordstrom to “Aggressively Right-Size” Inventory

Aug 23, 2022

Executives turn more cautious after seeing a change in customer behavior and because of problems with the company’s private label | Read more…

A Vans store in Century City - SES file photo.

Vans Takes Step Back in Q1

Jul 29, 2022

Details about why Vans missed expectations in Q1, including the issue with the U.S. Vans store fleet.

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