Report published September 28, 2026

Americas Branded Consumer Goods: Apparel & Accessories: Monthly Brand Momentum Tracker Update – Goldman Sachs Research

Goldman Sachs · September 28, 2026

Goldman Sachs updates its brand momentum trackers for Americas Branded Consumer Goods, showing that overall net purchase intent and net promoter scores softened modestly in August 2026. Top relative momentum performers included Salomon, FIGS, Under Armour, and Wrangler, while Urban Outfitters, lululemon, and Timberland saw weaker trends.

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Finvaulta summarizes Goldman Sachs's analysis. Attribute opinions, forecasts, time-sensitive values, and chronology to the issuer and report date; do not treat this page as an independent verification or a current market-data source.

Key Takeaways

1.Net purchase intent across Americas branded apparel and accessories softened modestly in August, accompanied by moderating net promoter scores.
2.Consumer perception of coupons/promotions and variety improved sequentially, while most other key purchase intent drivers (notably selection, styles, and availability) decelerated.
3.By brand momentum, Under Armour, FIGS, Warby Parker, Shark, Levi's, Burlington, and Ross showed improved Y/Y trends, whereas UGG, Urban Outfitters, Ninja, Crocs, and HomeGoods moderated.

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

Report data

Exhibit 3: Consumer's view of coupons/promotions and variety was sequentially better, while most other key purchase intent drivers (particularly selection, styles, and availability) saw sequential moderation.

Metric	Estimate	Context
T3M Y/Y Net Purchase Intent Driver: Price	-1.6%	Price as a net purchase intent driver dropped sequentially from -1.4% in Jul-26 to -1.6% in Aug-26.
T3M Y/Y Net Purchase Intent Driver: Selection	1.2%	Selection moderated sequentially from 2.6% in Jul-26 to 1.2% in Aug-26.
T3M Y/Y Net Purchase Intent Driver: Styles	0.6%	Styles driver moderated from 1.9% in Jul-26 to 0.6% in Aug-26.
T3M Y/Y Net Purchase Intent Driver: Availability	1.2%	Availability driver fell sequentially from 2.5% in Jul-26 to 1.2% in Aug-26.
T3M Y/Y Net Purchase Intent Driver: Quality	1.2%	Quality purchase intent driver declined from 1.7% in Jul-26 to 1.2% in Aug-26.