Monthly Updates

Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

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.

Insight Report | April 26, 2022 Premium

April 2022 Monthly Consumer Update: US, UK and China

Analyzing 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.

Insight Report | April 20, 2022 Premium

March 2022 China Retail Sales: Lockdowns Prompt First Sales Declines in 20 Months

We 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.

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.

Insight Report | April 19, 2022 Premium

March 2022 US Retail Sales: Forty-Year High Inflation Squeezes Discretionary Spending

March 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.

Insight Report | March 30, 2022 Premium

March 2022 Monthly Consumer Update: US, UK and China

Analyzing 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.

Insight Report | March 28, 2022 Premium

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.

Insight Report | March 28, 2022 Premium

February 2022 UK Retail Sales: Volumes Grow Even as Inflation Drives Value Expansion; Online Sales See Record Drop

Amidst 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.

Insight Report | March 21, 2022 Premium

January and February 2022 China Retail Sales: Chinese New Year Travel and Olympics Boost Sales; Lockdowns To Impact Growth

We 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.

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.

Insight Report | March 15, 2022 Premium

February 2022 US Retail Traffic and In-Store Metrics: Traffic Strengthens Amid Decline in Covid-19 Cases

In 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.

Insight Report | February 28, 2022 Premium

February 2022 Monthly Consumer Update: US, UK and China

Analyzing 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.

Insight Report | February 28, 2022 Premium

US Apparel and Beauty Spending Tracker: January 2022 Sees Further Double-Digit Growth in Clothing and Footwear Spend

The 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 January 2022, showing continuing growth in consumer spending.

Insight Report | February 21, 2022 Premium

January 2022 UK Retail Sales: Shop Prices Rise at Fastest Pace for 30 Years; Online Sales Slump

Our monthly report on UK retail sales indicates that, although online sales declined, total sales grew in January 2022 as the Omicron variant receded. Two-year sales growth accelerated strongly from December.

Insight Report | February 18, 2022 Premium

January 2022 US Retail Traffic and In-Store Metrics: Traffic Weakens Further; Ticket Remains Strong as Shoppers Consolidate Trips

In our monthly report on US retail traffic and in-store metrics, we analyze sales across sectors, regions and location types. January 2022’s data shows traffic weakening while tickets remain strong.