HomeIndustriesRetailRetail Earnings: Popular Brands Keep Pricing Power While Others Struggle

Retail Earnings: Popular Brands Keep Pricing Power While Others Struggle

Patrick McKeever surveys retail earnings, from Five Below (FIVE) to Ulta (ULTA) and more. Department stores remain an area of weakness, but otherwise it has been a “surprisingly strong” 2Q. Athletics performance depends on brand, he continues, highlighting On Holding (ONON). He notes that there have been bankruptcies, including in large brands like Claire’s; on the other hand, popular brands maintain price control.

Next Gen Investing

29 Aug 2025

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