Consumer Goods Highlights: 3Q inflections & themes

Earlier this week, we published a look across the Consumer Goods landscape, with reads on HD, LOW, ULTA, ONON, SBUX, TGT, NKE and more. A few examples of what we’re seeing:

• TGT: Q3 is accelerating off a strong 2Q, led by hardlines.
• K-Beauty: One brand is pulling ahead of the category, and Target just passed Ulta as its #2 retailer.
• NKE: September improved across channels.

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