U.S. Specialty Retail: Weekly Retail Snapshot 6/22/26

研报英文原文证据摘录

U.S. Specialty Retail: Weekly Retail Snapshot 6/22/26

Equity Research

22 June 2026

U.S. Specialty Retail, Apparel, & Footwear

Weekly Retail Snapshot 6/22/26

The WCI Index increased LDD w/w. Meanwhile, the Spot

Intermodal was flat w/w. Year-over-year demand trends

improved. We note that updated data for Cotton, WTI Oil, and U.S. Specialty Retail, Apparel & Footwear POSITIVE

Average Automotive Gas was not available due to the market U.S. Specialty Retail, Apparel &

holiday. Footwear

Adrienne Yih

+1 212 526 5257

Weekly Demand Tracker adrienne.yih@barclays.com

Redbook Weekly Same Store Sales (SSS) growth as of 6/13/26: Demand metrics per the All BCI, US

Stores index improved y/y, as the Department Stores index moderated while the Warehouse Michael Vu

Club Stores index improved. The Redbook All Stores index was +9.4% year-over-year, driven by +1 212 526 9568

strength at Warehouse Club Stores (+9.7% y/y) and Department Stores (+1.5% y/y). michael.vu@barclays.com

BCI, US

Background: Our demand tracker is based on the Johnson Redbook Same Store Sales (SSS)

Angus KelleherIndex provided by Bloomberg. The Johnson Redbook Index is a sales-weighted index of year-

+1 212 526 0081

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

angus.kelleherferguson@barclays.com

representing about 9,000 stores. Same-store sales are sales in stores continuously open for 12 BCI, US

months or longer. By dollar value, the Index represents over 80% of the equivalent 'official' retail

Donald Tiburzisales series collected and published by the U.S. Department of Commerce. Department stores

+1 212 526 3253

and warehouse clubs (including supercenters) are the two constituent sub-groups of the

donald.tiburzi@barclays.com

Johnson Redbook Index.