Show Me the DATA... Web Traffic Trends Positive Across the Group

Research evidence excerpt

Show Me the DATA... Web Traffic Trends Positive Across the Group

USA | Consumer EquityJulyResearch14, 2026

Chart 1 - Consumer DataShow Me the DATA... Web Traffic Trends

Tracker: May

Subsector RollingRolling3M Change3M Change May Vs. AprilSubsector Rolling 3M Change

Accessible Luxury Improved Household Lifestyle Brands ImprovedPositive Across the Group Apparel Brands Improved Internet Retail Improved

Athletic Apparel Improved Jewelry Improved

Department Stores Flat Rec & Leisure Improved

Callouts this month: 1) RL web traffic growth Y/Y accel'd meaningfully to Discount/Mass Retail Improved SaaS Flat

Fitness Improved Specialty Retail Flat

Footwear - Lifestyle Worsened Sporting Goods Improved+93%, while foot traffic was stable vs. May. 2) SN web traffic accels for 2nd Footwear - Running Flat Sports & Media Flat

Furniture Improved Value Retail Worsenedconsecutive month in June. 3) ONON web traffic decels in June and led by paid Home Improvement Flat

.

search. 4) WSM web traffic gains >20% for a second consecutive month. 5) KSS Source:SensorTower,SimilarWeb,ListenFirst,PlacerJefferiesA.I.,

foot traffic inflected positive in June for the first time since Oct-2025, although

it was down on a 2YR, while web traffic improved to +31%.

Our Monthly Consumer Data Tracker uses Web Traffic, Foot Traffic, App Download, and Social

Media data to discern trends across 18 subsectors and >100 consumer discretionary companies.

Ticker Hot Takes:

PLNT - PLNT data strengthened in June. Foot traffic inflected positive to +3.1% in June from•

-0.5% in May and -0.9% in April, while web traffic accelerated further to +35.4% from +33.8% and

+23.9%, respectively. The improving engagement trends support our view that PLNT remains

the Walmart of the space with solid brand momentum heading into 2H.