Insight Report 12 minutes PremiumHoliday 2023: Early US Retail Outlook John Mercer, Head of Global Research and Managing Director of Data-Driven Research June 29, 2023 What's InsideWe launch our coverage of the 2023 holiday season in US retail with an early look at the likely trajectory in retail demand in the end-of-year peak. We present our retail sales growth projections and discuss consumer sentiment, inflation, inventory and more. Data in this research report include: Year-over-year changes in total US retail sales since January 2022, and nominal and estimated real retail sales growth in year-to-date 2023 US CPI and retail-specific inflation Proprietary survey findings on US consumers’ expectations for their personal financial situation during holiday 2023 versus last year Latest metrics for leading indicators of US retail sales—including unemployment rate and consumer sentiment November and December 2023 calendars US retail inventories-to-sales ratios and inventory growth rates Companies mentioned in this report include: Home Depot, Levi’s, NIKE, Ross Stores, Skechers, Target, VF Corporation Other relevant research: All Coresight Research coverage of US holiday retail Our full series of US Consumer Tracker and US Consumer Tracker Extra survey reports Coresight Research monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators, focusing on China, the UK and the US. Click here to view our full collection of monthly reports. This report is for paying subscribers only. Already a paying subscriber? Please log in to see the entire report.If you wish to learn more about our subscription plans and become a paying subscriber, click here. This document was generated for Other research you may be interested in: Weinswig’s Weekly: ’Twas the Night Before CESAvoidance Up, Activities Down: China Consumer TrackerGroceryshop 2023 Day Two: Technology and Partnerships in the Grocery SpaceSingles’ Day 2023 Performance: Positive Reports from Major E-Commerce Platforms