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Goldman Sachs

June 10, 2026

Americas Branded Consumer Goods Apparel and Accessories Monthly Brand Momentum Tracker Update

Monthly UpdateEquitiesConsumer Discretionary

This report provides a monthly update on brand momentum for Americas Consumer Goods, highlighting a sequential improvement in net purchase intent for May 2026. While overall consumer interest grew, performance varied significantly by brand, with notable strength in specific apparel and footwear categories.

Key Takeaways

  • 1.Net purchase intent (NPI) across coverage universe sequentially strengthened in May 2026.
  • 2.Consumer perception of selection, styles, and availability improved as drivers of NPI growth.
  • 3.Google search interest showed acceleration for most brands, with strongest growth at Helly Hansen, Polo Ralph Lauren, and Salomon.

Table of Contents

  • Athletic and Athleisure
  • Footwear
  • Accessories and Luxury
  • Specialty Retail and Other Brands
  • Hardgoods and Appliances
  • Department Stores
  • Off-Price

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