Weekly Truist Card Data for Goods - Apparel & Accessories Ending 06/27/2026

Research evidence excerpt

Weekly Truist Card Data for Goods - Apparel & Accessories Ending 06/27/2026

Truist Securities

Equity Research Report July 1, 2026

Weekly Truist Card Data for Goods - ::DataDriven

by Truist Securities Apparel & Accessories Ending 06/27/2026

In this bi-weekly report, we examine Goods with a focus on 18 brands across Non-

Athletic Footwear, Accessories, Children’s Apparel, Mall Apparel, & Online Apparel. The

Truist Card Data (herein also referred to as “the Data”) implies Designer Brands (DBI, JP Gravitt NR) & Ralph Lauren (RL, NR) have accelerated in recent weeks, while J.Jill (JILL, NR) 212-590-0947

John.Gravitt@truist.com & Urban Outfitters (URBN, NR) have decelerated. The Data implies Victoria's Secret

(VSXY, NR) & Signet (SIG, NR) have both slowed June MTD. The Data implies Carter's

(CRI, NR) has had positive Y/Y growth for seven straight weeks. Timothy McLynn

212-590-0979

Timothy.McLynn@truist.com

Of the 18 brands in this note, their respective outlooks look weak, as implied by the

Truist Card Data, which shows 2 brands are tracking ahead of consensus, and 12

Hasan Iqbal brands are tracking behind consensus.

404-813-7985

Hasan.Iqbal@truist.com The names included in this report:

Nicholas Ramallo, CFA

404-926-5382

Nicholas.Ramallo@truist.com

8 Page Document

Reasons for this report

✓ Bi-Weekly Truist Card Data Update -

Apparel & Accessories

Source: Truist Securities DataDriven Team

We will regularly update different sectors and roughly 150 companies in this format

comparing Truist Card Data insights versus Street consensus expectations with

an easy-to-follow table seen on the following page. Companies will appear on this

list after 30 days into their current quarter. Please contact your Truist Securities

Salesperson to further discuss the data.