Research too broad to belong to any one company: channel checks, regional deep dives and sector-wide themes across retail and consumer.
Research too broad to belong to any one company: channel checks, regional deep dives and sector-wide themes across retail and consumer.
Store checks at athletic retailers in Hong Kong and Japan: HOKA, On and Arc'teryx look strong while Nike is heavily discounted in Japan.
Fourth semi-annual mall channel check: softer traffic, tighter promotions, and who is winning in athleisure.