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What’s On the Menu for Meal Kits?

As worldwide inflation has increased the costs of food, are customers keeping their taste for Meal Kits?  In today’s Insight Flash, we look at trends for the top Meal Kit companies in the US and UK, focusing on spend growth, pricing, and retention.  In the US, Meal Kits subindustry growth has been stronger than in the […]

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Does JD Stand for Getting the Job Done in Athletic Apparel?

JD Sports Fashion has managed to build a multi-brand platform targeting consumers at the intersection of, as its name suggests, sports and fashion.  With Athletic Apparel more generally benefitting from work-at-home trends, what have been the drivers of JD’s performance?  In today’s Insight Flash, we examine subindustry performance in both the US and UK, trends for individual […]

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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 most interesting sectors has been department stores, where the interplay between full-line full price, clearance, and off-price has played out differently across the different companies in the space.  In today’s Insight Flash, we look at overall industry and […]

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