What’s in store for back-to-school spending?

Aug 23, 2024

Join Amanda Douglas and Matt Boss from J.P. Morgan’s Department Stores and Specialty Softlines team as they unravel the intricacies of the back-to-school shopping season. They discuss how economic pressures shape consumer spending, especially for lower-income households. Forecasts suggest modest growth for apparel and footwear sales, while denim emerges as a pivotal trend. They also explore retailers' strategies, emphasizing the shift towards quality and innovation to meet evolving shopper demands.

Ask episode

Chapters

Transcript

Episode notes

Intro

00:00 • 5min

Forecasting Resilience in Back-To-School Sales

04:30 • 3min

Shifting Trends in Back-to-School Retail Strategies

07:29 • 2min

Analyzing Back-To-School Sales and Consumer Trends

09:56 • 2min

The back-to-school shopping season is one of the most important times of the year for both retailers and consumers alike. What are sales expected to look like against a backdrop of slowing economic growth? And are stores doing anything differently to attract shoppers? Join Matt Boss and Amanda Douglas from J.P. Morgan’s Department Stores and Specialty Softlines team as they dive into the latest trends.

This episode was recorded on August 21, 2024.

This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.

This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.