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4Q21 US Retail Inventory Tracker: Inventory Turnover Rates Improve in the Holiday Quarter Despite Supply Chain Disruptions

Our quarterly US Retail Inventory Tracker analyzes inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 4Q21 and assess how and why levels are changing. This quarter, overall inventory turnover rates increased year over year as well as on a two-year basis for many retailers.

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US Consumer Tracker: Easter Expectations

Avoidance of public places rose again, up from its mid-March low. Consumers who plan to spend on Easter estimate spending an average of $200. We analyze consumer habits across food and nonfood categories as well as in-store and online purchases. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail.

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March 2022 Leading Indicators of US Retail Sales: Year-Over-Year Sales Growth To Slow Against Historic 2021 Comparatives

In our monthly Leading Indicators of US Retail Sales series, we examine several key macroeconomic indicators of US retail sales and analyze how they may impact the industry in the months to come. We analyze the latest available data, as of the end February 2022, covering income, savings, the job market and housing, and offer US retail sales projections.

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