U.S. Specialty Retail: Weekly Retail Snapshot 5/26/26

研报英文原文证据摘录

U.S. Specialty Retail: Weekly Retail Snapshot 5/26/26

Equity Research

26 May 2026

U.S. Specialty Retail, Apparel, & Footwear

Weekly Retail Snapshot 5/26/26

Input costs were mixed last week. The biggest mover was WTI

Oil posting a HSD decrease, while Cotton decreased LSD. In

contrast, the WCI Index increased MSD, while Average U.S. Specialty Retail, Apparel & Footwear POSITIVE

Automotive Gas increased LSD. Meanwhile, the Spot U.S. Specialty Retail, Apparel &

Intermodal was flat. Year-over-year demand trends Footwear

moderated. Adrienne Yih +1 212 526 5257

adrienne.yih@barclays.com

JOIN US: June 9, 2026: Barclays 5th Annual Greater Los Angeles Supply Chain Tour (click here) BCI, US

Exclusive global macro trade dinner with the CEO of the Port of Long Beach. Gain first-hand Michael Vu

investable intelligence on the pulse of global trade, oil shock impact, macro demand, and +1 212 526 9568

supply chain disruption. michael.vu@barclays.com

BCI, US

Weekly Demand Tracker Angus Kelleher

Redbook Weekly Same Store Sales (SSS) growth as of 5/16/26: Demand metrics per the All +1 212 526 0081

Stores index moderated, as both the Warehouse Club Stores index and the Department Stores angus.kelleherferguson@barclays.com

index moderated. The Redbook All Stores index was +8.1% year-over-year, driven by strength at BCI, US

Warehouse Club Stores (+8.4% y/y) and Department Stores (+1.5% y/y). Donald Tiburzi

+1 212 526 3253

Background: Our demand tracker is based on the Johnson Redbook Same Store Sales (SSS) donald.tiburzi@barclays.com

Index provided by Bloomberg. The Johnson Redbook Index is a sales-weighted of year-over-year BCI, US

same-store sales growth in a sample of large U.S. general merchandise retailers representing

about 9,000 stores.