According to Cowen and Co. analyst John Kernan, mobile and desktop traffic numbers for the month of May show solid growth across several athletic brands.
The consumer’s shift to mobile, particularly at the expense of brick-and-mortar, is reshaping retail and presents enormous opportunities and challenges for brands. May desktop traffic averaged a decline of 3 percent while average mobile traffic increased by 47 percent.
Mobile and desktop visits were also uneven at Skechers USA Inc. — although it deviated from the pattern at other brands — with desktop visits gaining 28 percent and mobile visits dipping 29 percent in May.
Ralph Lauren and Guess experienced declines in both categories, with desktop traffic down 30 percent and mobile traffic declining 82 percent at Ralph Lauren and Guess’s desktop traffic slipping 9 percent and mobile traffic weakening 74 percent in May.