Insight Report | May 20, 2022 Premium April 2022 China Retail Sales: Sales Slump Amid Extended LockdownsWe review the latest data for retail sales in China showing that in April 2022, year-over-year sales declined by 9.7%, slowing to the lowest point since March 2020. Our report analyzes retail sales in total and by sector. Read More
Insight Report | May 18, 2022 Premium April 2022 US Retail Sales: Growth Strengthens but Volumes Remain Down Year over YearApril 2022 US retail sales, excluding gasoline and automobiles, grew by 6% year over year as discretionary spending was squeezed by inflation. Using data from the US Census Bureau, we look at which retail sectors saw sales increase and which did not do well. Read More
Insight Report | May 13, 2022 Premium April 2022 US Retail Traffic and In-Store Metrics: Easter Weekend Strengthens TrafficIn April 2022, total US nonfood store traffic increased by 20.9% year over year, higher than March’s growth of 16.5% year over year. We review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type. Read More
Insight Report | May 9, 2022 Premium May 2022 Leading Indicators of US Retail Sales: Will Consumer Spending Persevere Through Higher Interest Rates and Inflation?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 May 5, 2022, covering income, savings, the job market and housing, and offer US retail sales projections. Read More
Insight Report | April 26, 2022 Premium April 2022 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand in March 2022, we saw slowed retail sales growth in both the UK and the US, and total retail sales decline in China. We assess these trends and consider wage growth and food and fuel prices in these three markets. Read More
Insight Report | April 20, 2022 Premium March 2022 China Retail Sales: Lockdowns Prompt First Sales Declines in 20 MonthsWe review the latest data for retail sales in China showing that in March 2022 year-over-year sales declined while online sales accelerated. Our report analyzes retail sales in total and by sector. Read More
Insight Report | April 19, 2022 Premium March 2022 US Retail Traffic and In-Store Metrics: Traffic Growth Decelerates to 16.5%In March 2022, total US nonfood store traffic increased by 16.5% year over year, lower than February’s growth of 31.9% year over year. We review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type. Read More
Insight Report | April 19, 2022 Premium March 2022 US Retail Sales: Forty-Year High Inflation Squeezes Discretionary SpendingMarch 2022 US retail sales, excluding gasoline and automobiles, grew by 4% year over year as discretionary spending was squeezed by inflation. Using data from the US Census Bureau, we look at which retail sectors saw sales increase and which did not do well. Read More
Insight Report | March 30, 2022 Premium March 2022 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand in February 2022, we saw strong growth in retail sales in both the US and the UK, and solid sales growth in China. We assess these trends and consider wage growth and food and fuel prices in these three markets. Read More
Insight Report | March 28, 2022 Premium March 2022 Leading Indicators of US Retail Sales: Year-Over-Year Sales Growth To Slow Against Historic 2021 ComparativesIn 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. Read More
Insight Report | March 28, 2022 Premium February 2022 UK Retail Sales: Volumes Grow Even as Inflation Drives Value Expansion; Online Sales See Record DropAmidst inflation, overall sales increased 10.0% year-over-year while online sales declined by 16.9%. We analyze February UK retail sales, in total and by sector, as well as online sales penetration. Read More
Insight Report | March 21, 2022 Premium January and February 2022 China Retail Sales: Chinese New Year Travel and Olympics Boost Sales; Lockdowns To Impact GrowthWe present monthly data for retail sales in China showing that in January and February year-over-year sales growth accelerated while online sales decelerated. Our report analyzes retail sales in total and by sector. Read More
Insight Report | March 17, 2022 Premium February 2022 US Retail Sales: When Will Consumer Spending Slow?February 2022 US retail sales, excluding gasoline and automobiles, grew by a very strong 12.8% year over year. Using data from the US Census Bureau, we look at which retail sectors saw sales increase and which did not do well. Read More
Insight Report | March 15, 2022 Premium February 2022 US Retail Traffic and In-Store Metrics: Traffic Strengthens Amid Decline in Covid-19 CasesIn February 2022, total US nonfood store traffic increased by 31.9% year over year, higher than that of January’s growth of 26.9% year over year. We review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type. Read More
Insight Report | February 28, 2022 Premium February 2022 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand in January 2022, we saw strong growth in retail sales in the US and the UK. Retail sales data was not reported for China. We assess trends and consider wage growth and food and fuel prices in these three markets. Read More