Show Me the DATA... WSM, RL, YETI, + SIG Web Trends Accel in May

研报英文原文证据摘录

Show Me the DATA... WSM, RL, YETI, + SIG Web Trends Accel in May

USA | Consumer EquityJuneResearch15, 2026

Chart 1 - Consumer DataShow Me the DATA... WSM, RL, YETI, + SIG Web

Tracker: May

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

Accessible Luxury Improved Household Lifestyle Brands ImprovedTrends Accel in May Apparel Brands Improved Internet Retail Improved

Athletic Apparel Improved Jewelry Improved

Department Stores Flat Rec & Leisure Improved

Callouts this month: 1) WSM web traffic up +25% y/y in May; 2) Coach (TPR) Discount/Mass Retail Improved SaaS Flat

Fitness Improved Specialty Retail Flat

Footwear - Lifestyle Worsened Sporting Goods Improvedfoot traffic rebounded in May, accelerating to +10% (from +4%). 3) RL web traffic Footwear - Running Flat Sports & Media Flat

Furniture Improved Value Retail Worsenedaccel'd meaningfully to +64%, while foot traffic also improved M/M. 4) YETI web Home Improvement Flat

.

traffic accels to ~30% growth. 5) SIG web traffic accels in May with Jared up Source:SensorTower,SimilarWeb,ListenFirst,PlacerJefferiesA.I.,

~70%.

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:

NKE - Nike Brand web traffic accelerated sharply to +24.1% in May from +8.4% in April and•

(3.8%) in March, signaling improving traction in Nike Digital. We view this as early evidence of

World Cup-driven momentum, with Nike’s shift to sustained, always-on digital activations and

stronger conversion capabilities supporting a more durable traffic and demand recovery. See

Our World Cup Catalyst Note here.

DECK - HOKA and UGG data was positive.