Insight Report | December 16, 2021 Premium November 2021 US Retail Traffic and In-Store Metrics: Black Friday Drives Year-over-Year Surge in TrafficIn November 2021, total US nonfood store traffic increased by 39.3% compared to November 2020, higher than October’s 31.4% year-over-year growth. 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 | December 14, 2021 Premium November 2021 Leading Indicators of US Retail Sales: Record-High Inflation Keeps Consumer Confidence LowIn 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 November 2021, covering income, savings, the job market and housing. Read More
Insight Report | November 30, 2021 Premium October 2021 Monthly Consumer UpdateAnalyzing consumer demand in October 2021, we saw stronger-than-expected growth in retail sales in the US, slow but accelerating sales growth in China, and modest sales growth in the UK. We assess these trends and consider wage growth and food and fuel prices in these three markets. Read More
Insight Report | November 26, 2021 Premium US Apparel and Beauty Spending Tracker: October 2021 Clothing and Footwear Spending Jumps by One-FifthThe Coresight Research US Apparel and Beauty Spending Tracker provides a monthly update on the trajectory of consumer spending on beauty, clothing and footwear. In this report, we discuss data from October 2021, which show an ongoing recovery in consumer spending on apparel as consumers renew their wardrobes and resume social activities. Read More
Insight Report | November 22, 2021 Premium October 2021 UK Retail Sales: Further Slow GrowthUK retail sales growth returned to modest growth, year over year, in October 2021, ahead of the holiday season. We review data for UK retail in total and by sector for October 2021, covering year-over-year and two-year growth trends. Read More
Insight Report | November 19, 2021 Premium October 2021 China Retail Sales: Stuck in Mid-Single-Digit GrowthWe review the latest data for retail sales in China, in total and by sector. In October 2021, total year-over-year sales growth accelerated, but its slow pace is a challenge for China’s economic recovery. Read More
Insight Report | November 17, 2021 Premium October 2021 US Retail Sales: Strong Sales Growth Implies Earlier Holiday Season Than UsualOctober 2021 US retail sales, excluding gasoline and automobiles, grew by a strong 25.0% when compared to 2019 values. Using data from the US Census Bureau, we look at which retail sectors saw sales surge and which did not do well. Read More
Insight Report | November 16, 2021 Premium October 2021 US Retail Traffic and In-Store Metrics: Traffic Jumps by 31% Year Over YearIn October 2021, total US nonfood store traffic increased by 31.4% compared to October 2020, lower than September’s 35.9% growth. 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 | November 5, 2021 Premium US and China Quarterly Economic Update, 3Q21: Growth Slows in Both the US and China Our Quarterly Economic Update discusses macroeconomic indicators from the US and China, including GDP and industrial production. We look at recently released data for the third quarter of 2021, which show slowing growth in both the US and China. Read More
Insight Report | November 1, 2021 Premium US Apparel and Beauty Spending Tracker: Clothing and Footwear Spending 22% Above Pre-Crisis Levels in September 2021The Coresight Research US Apparel and Beauty Spending Tracker provides a monthly update on the trajectory of consumer spending on beauty, clothing and footwear. In this report, we discuss data from September 2021, which show an ongoing recovery in consumer spending on apparel as consumers renew their wardrobes and resume social activities. Read More
Insight Report | October 28, 2021 Premium September 2021 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand in September 2021, we saw strong retail sales growth in the US, acceleration in China and deceleration in the UK. We assess these trends and consider wage growth and food and fuel prices in these three markets. Read More
Insight Report | October 25, 2021 Premium September 2021 UK Retail Sales: Year-over-Year Growth Slows to a HaltUK retail sales growth slowed for the fifth consecutive month, to flat growth, year over year. We review data for UK retail in total and by sector for September 2021, covering year-over-year and two-year growth trends. Read More
Insight Report | October 20, 2021 Premium September 2021 China Retail Sales: Highest Online Sales Growth in a YearWe review the latest data for retail sales in China, in total and by sector. In September 2021, total sales growth increased by single digits year over year, while online retail sales reached their highest point in a year. Read More
Insight Report | October 19, 2021 Premium September 2021 US Retail Traffic and In-Store Metrics: Traffic Declines Ease FurtherIn September 2021, total US nonfood store traffic declined by 19.0% on a two-year basis (as compared to August 2019), an improvement from August’s 23.9% two-year decline. 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 | October 18, 2021 Premium September 2021 US Retail Sales: Two-Year Sales Growth Accelerates, Driven by Nonstore RetailersTotal US retail sales, excluding gasoline and automobiles, grew by a strong 25.8% when compared to 2019 values. Using data from the US Census Bureau, we look at which retail sectors saw sales surge and which did not do well in September 2021. Read More
