Reminder: Analyst Access: Barclays: Global discretionary consumption: Winners & Losers: Where did consumers shop: EU Luxury vs. US Retailing

Research evidence excerpt

Reminder: Analyst Access: Barclays: Global discretionary consumption: Winners & Losers: Where did consumers shop: EU Luxury vs. US Retailing

Moderator

Rupert Trotter (Specialist Sales - Global Consumer Staples; European Luxury & Sporting

Goods and Large Cap’ Apparel)

Event Description

Please join Adrienne Yih, Viktoria Petrova and Carole Madjo for a chat discussing global

discretionary consumption trends. The discussion will compare EU Luxury and US Retail

performance, highlighting recent consumer behavior, category winners and losers and

regional dynamics.

Relevant Research

US Specialty Retail

1Q26 Preview; Driving by the Rear-view Mirror... Strength Today, Strain Tomorrow (06

May '26)

U.S. Specialty Retail: Positioning for an Oil Shock in Discretionary Retail (23 April '26)

4Q25 Inventory Monitor: U.S. All Retail Remains B+ as Demand Remains Resilient (09

April '26)

Luxury Goods

European Luxury Goods & Specialty Retail: The new rules of luxury (22 May '26)

European Luxury Goods & Specialty Retail: Beyond the Boom (11 May '26)

Meet the Analysts

Adrienne Yih is a Managing Director and research analyst

covering U.S. Specialty Retail, Apparel & Footwear. She

joined Barclays in 2019 and has covered the retail sector

for over 20 years. Prior to joining Barclays, Adrienne

worked for Wolfe Research where she was known for

developing robust quantitative models used to inform her

fundamental industry view and stock picks, and prior to

that also led coverage of the diversified retail sector at

Janney and FBR Capital Markets. Her finance career began

at Prudential Investment Group, with experience in

investment banking, private debt investing, and

quantitative asset allocation. Adrienne holds an M.B.A. in

Finance from The Anderson School at the University of