Cowen
Denim Riding Current of Western Fashion Wave
The Western fashion cycle has more runway for growth ahead, creating interest in a wide variety of denim…
Canada Goose Hit by Downgrades Citing China and the Warm Winter Ahead
Wells Fargo and Cowen both downgraded the luxury parka-maker.
Are Under Armour and Old Navy in Back-to-School Trouble?
A Wells Fargo retail analyst's study of foot traffic trends looks at who's struggling to attract in-store…
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Yellow Sees ‘Freight Diversions’ Amid Cash Crunch: Cowen
The trucking company might have gotten a second wind ahead of a possible bankruptcy, but shippers may be…
Skechers: Who Needs Hypebeasts When You’ve Got the High Earners?
The pickleball pioneer's market share growth is coming at the expense of Nike and Adidas, according to Cowen…
The Days of ‘Excessively Exuberant Consumption’ Are Over
Consumer sentiment and U.S. retail sales could get worse before they get better, according to experts at…
Burlington Reports ‘Self-Inflicted’ Sales Miss After Inventory Plan ‘Backfired’
CEO Michael O'Sullivan blamed the off-price retailer's "deliberately planned" inventory strategy for a 12…
Cowen: Pack-and-Hold Could Carry Off-Price Through Supply Chain Woes
TJX, Burlington and Ross Stores could take advantage of waning consumer discretionary spend, Cowen said in a…
Here’s When North American Supply Chain Congestion Could Ease
New research echoes the consensus outlook around when supply-chain disruption should begin to subside.
Macy’s E-Commerce Is Getting Investor Attention. What Would a Spinoff Mean?
An activist investor believes Macy's should unlock the rising value in its fast-growing digital business…
Why Nike, Adidas and Vans Get Gen Z’s Vote
Cowen research pulls back the curtain on millennial and Gen Z consumption appetites.
Child-Care Credits to Fuel Second-Half Home, Apparel Sales: Week Ahead
Elevated savings plus child care tax credits are expected to fuel home and apparel sales for back-to-school…
What Cowen Analysts See for Back-to-School, Inventory and Consumer Trends
At Cowen's New Ecosystem Summit, the conversation focused on retail's reopening and how merchants are…
What’s Happening With Retail Foot Traffic in the US and UK
Experts dive into trends popping up in foot traffic data right now.
Here’s What’s Going on With Retail Foot Traffic Right Now
Warmer-than-average temperatures couldn't keep foot traffic from falling in the second week of April, Cowen…