Monthly Updates Archives | Coresight Research

June 2019 UK Retail Sales: Smaller Retailers Drive Overall Growth, Clothing and Furniture Stores See Solid Boost

Coresight July 18, 2019

The Office for National Statistics (ONS) reported weak growth of 2.1% year over year in May, driven by smaller retailers. Large retailers, which form the bulk of most sectors, eked out a 0.9% year-over-year increase.

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June 2019 US Retail Sales: Slowdown Seen Across Sectors, Nonstore Retailers Continue Growth Trajectory

Coresight July 16, 2019

US retail sales rose 2.5% YoY in June, weakening from the 3.2% rise in May with slips across major sectors. Nonstore retailers continued their growth trajectory, with sales rising 11.6% YoY, following May’s 11.7% rise but slower than 12.9% in April.

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June 2019 US Same-Store Sales: Costco’s Comps Beat Consensus, Buckle’s Men’s Segment Boosts Sales, Cato’s Sales Rise

Coresight July 12, 2019

In June, Costco’s same-store sales growth was slightly above the consensus estimate while e-commerce growth slowed from May’s solid 20.7%.

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May 2019 Monthly Consumer Update: US, UK and China

Coresight June 28, 2019

In May, US wage growth softened a little, as did inflation; UK retail sales were weak; and China retail sales growth picked up to 8.6%, but inflation was high in food.

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May 2019 UK Retail Sales: Soft Growth, Driven by Smaller Retailers

Coresight June 21, 2019

The ONS reported weak growth of 2.1% year over year in May, driven by smaller retailers. Large retailers, which form the bulk of most sectors, eked out a 0.9% year-over-year increase.

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May 2019 US Monthly Retail Traffic and In-Store Metrics: Memorial Day and Mother’s Day Boost Traffic

Coresight June 18, 2019

US store traffic declined 8.9% year over year in May. The conversion rate (CVR) advanced 0.2 percentage points, average transaction value (ATV) grew 4.1% and the product return rate was flat year over year.

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May 2019 US Retail Sales: Slowdown Seen Across Sectors with Major Softening in Clothing and Department Stores

Coresight June 18, 2019

Total US retail sales excluding gasoline and automobiles increased 3.2% year over year in May, weakening from the revised 5.8% year-over-year rise in April.

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May 2019 US Same-Store Sales: Costco’s Comps Below Consensus, Buckle’s Sales Drop, Cato’s Comps Meet Management Expectations

Coresight June 11, 2019

In May, Costco’s same-store sales growth was below the consensus estimate, although its e-commerce segment continued to post strong growth. Buckle posted a decrease in same-store sales, impacted by poor performance in its women’s segment.

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April 2019 Monthly Consumer Update: US, UK and China

Coresight May 31, 2019

Each month, we round up key metrics that reflect consumer demand in the US, the UK and China. In these updates, we focus on direct, leading indicators of the health of the consumer economy: wage growth, price changes and retail sales growth.

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April 2019 UK Retail Sales: Late Easter and Warm Weather Drive Jump in Sales

Coresight May 24, 2019

The Office for National Statistics (ONS) reported a strengthening of year-over-year retail sales growth to 7.2% in April, with a 7.4% increase in volumes.

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April 2019 US Monthly Retail Traffic and In-Store Metrics Report: Easter Week Boosts Traffic

Coresight May 23, 2019

US store traffic declined 5.0% year over year in April. The conversion rate advanced 0.1 percentage points, average transaction value (ATV) fell 3.2% and the product return rate was flat year over year.

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April 2019 US Retail Sales: Growth Decelerates in Most Sectors with Major Slowdown in Home Improvement and Clothing Stores

Coresight May 17, 2019

Total US retail sales excluding gasoline and automobiles increased 5.1% year over year in April, strengthening from the revised 0.9% year-over-year rise in March. A late Easter pulled some spending from March into April.

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April 2019 US Same-Store Sales: Costco Comps Ahead of Consensus, Buckle’s Men’s Segment Outperforms Women’s, Cato Posts Robust Comps

Coresight May 14, 2019

Costco’s same-store sales growth beat the consensus estimate. Its e-commerce segment continued to post strong growth.

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March 2019 Monthly Consumer Update: US, UK and China

Coresight April 30, 2019

In March, US gasoline-price deflation eased to near-zero, contributing to an uptick in overall consumer price inflation. China retail sales growth picked up pace to 8.7% year over year.

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March 2019 US Retail Sales: Growth Seen in Most Sectors with Major Uplift in Home Improvement

Coresight April 22, 2019

US saw retail sales growth in most sectors with major uplift in home-improvement in March.