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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Authors
Brooke Roach, CFAMentesnot AdamuCarly Chasen
Securities
VansLULU
Themes
Brand MomentumConsumer Spending Trends
Regions
North AmericaUnited States