Insight Report | October 13, 2021 Premium September 2021 Leading Indicators of US Retail Sales: Rising Inflation Saps Consumer ConfidenceIn 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 of September 2021, covering income, savings, the job market and housing. Read More
Insight Report | October 4, 2021 Premium US Apparel and Beauty Spending Tracker: Clothing and Footwear Spending Up Strongly in August 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 the continued recovery in consumer spending on apparel in August 2021, as pandemic restrictions ease. Read More
Insight Report | September 23, 2021 Premium August 2021 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand in August 2021, we saw strong retail sales growth in the US but deceleration in China and the UK. We assess these trends and consider wage growth and food and fuel prices in these three markets. Read More
Insight Report | September 20, 2021 Premium August 2021 UK Retail Sales: Total Sales Continue To Lose MomentumWe review data for UK retail in total and by sector for August 2021. UK retail sales growth slowed for the fourth consecutive month, which may be partly attributed to a mellowing of pent-up demand and diversion of consumer spending from retail to the hospitality and leisure sectors—combined with much stronger comparatives. Read More
Insight Report | September 20, 2021 Premium August 2021 China Retail Sales: Growth Slows to Lowest Level Seen for a YearWe review the latest data for retail sales in China, in total and by sector. In August 2021, sales growth slowed year over year to the lowest level seen since August 2020. Read More
Insight Report | September 17, 2021 Premium August 2021 US Retail Sales: Total Sales Up Almost 20% on a Two-Year BasisTotal US retail sales, excluding gasoline and automobiles, grew by a strong 19.7% when compared to 2019 values, slightly decelerating from July’s 21% growth. Using data from the US Census Bureau, we look at which retail sectors saw sales surge and which did not do well in August 2021. Read More
Insight Report | September 14, 2021 Premium August 2021 US Retail Traffic and In-Store Metrics: Traffic Trends Slightly Deteriorate Amid Rising Covid-19 CasesIn August 2021, total US nonfood store traffic declined by 23.9% on a two-year basis (as compared to August 2019), a slight deterioration from July’s 23.5% 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 | September 3, 2021 Premium US Apparel and Beauty Spending Tracker: July 2021 Clothing and Footwear Spending Shows Continued Strong RecoveryThe 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 the continued recovery in consumer spending on apparel in July 2021, as pandemic restrictions ease. Read More
Insight Report | August 26, 2021 Premium July 2021 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand in July 2021, we saw strong retail sales growth in the US and China but deceleration in the UK. We analyze these trends and consider wage growth and food and fuel prices in these three markets. Read More
Insight Report | August 23, 2021 Premium July 2021 UK Retail Sales: Year-over-Year Growth Continues To EaseWe review data for UK retail in total and by sector for July 2021. Retail growth slowed for the third consecutive month, which may be partly attributed to dilution in consumer spending in retail amid the reopening of the hospitality and leisure sectors as pandemic-led restrictions came to an end on July 19, 2021. Read More
Insight Report | August 18, 2021 Premium July 2021 US Retail Sales: Total Sales Up 21% on a Two-Year BasisTotal US retail sales, excluding gasoline and automobiles, grew by a strong 21% 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 July 2021. Read More
Insight Report | August 18, 2021 Premium July 2021 China Retail Sales: Growth Slows to Single Digits for First Time in 2021We review the latest data for retail sales in China, in total and by sector. In July 2021, sales growth slowed year over year, hitting single digits for the first time this year. Read More
Insight Report | August 17, 2021 Premium July 2021 US Retail Traffic and In-Store Metrics: Traffic Declines Ease Further Even as New Covid-19 Cases SurgeIn July 2021, total US nonfood store traffic declined by 23.5% on a two-year basis (as compared to July 2019), an improvement from June’s 23.8% 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 | August 16, 2021 Premium July 2021 Leading Indicators of US Retail Sales: Consumer Confidence Turns Volatile Amid Covid-19 Spread and Inflation ConcernsIn 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 of July 2021, covering income, savings, the job market and housing. Read More
Insight Report | August 3, 2021 Premium US and China Quarterly Economic Update, 2Q21: Growth Accelerates in the US; Chinese Recovery ContinuesIn this report, we discuss macroeconomic indicators from the US and China—including GDP and industrial production. We look at recently released data for the second quarter of 2021, which show accelerating growth in the US and continuing recovery in China. Read More