Insight Report | March 17, 2021 Premium January and February 2021 China Retail Sales: Total Sales Jump 30.7%; All Sectors Report Positive Growth Against Weak 2020We review data for retail in China in total and by sector for January and February 2021—a period that saw sales jump significantly year over year, against weak comparatives for the Covid-impacted period of 2020. Read More
Insight Report | March 12, 2021 Premium February 2021 US Retail Traffic and In-Store Metrics: Traffic Declines by 36%, Easing Toward the End of the MonthFebruary 2021 saw a total US nonfood store traffic decline of 36% year over year, a weakening in traffic trends compared to January. 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 | March 11, 2021 Premium US Apparel and Beauty Spending Tracker: Clothing and Footwear Spending Sees Revival in JanuaryThe Coresight Research US Apparel and Beauty Spending Tracker provides a monthly update on the trajectory of consumer spending on beauty, clothing and footwear. Read More
Insight Report | March 5, 2021 Premium February 2021 Leading Indicators of US Retail Sales: Without Additional Stimulus, Early Spring Sales Look Set To WeakenIn 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 February 2021, covering the job market, income and savings, and housing. Read More
Insight Report | February 24, 2021 Premium January 2021 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand in January 2021, we saw strong retail sales growth in the US, while the UK posted its second consecutive month of decline. China maintained growth momentum in its latest retail sales figures from December. We also consider wage growth and food and fuel prices in these three markets. Read More
Insight Report | February 22, 2021 Premium January 2021 UK Retail Sales: Sales Slide Further amid LockdownWe review data for UK retail in total and by sector for January 2021. Retail sales struggled in January following a disappointing December, brought down by continued poor performance from apparel and footwear retailers as nonessential retailers have been forced to close amid the latest Covid-19 lockdowns. Read More
Insight Report | February 19, 2021 Premium January 2021 US Retail Traffic and In-Store Metrics: Traffic Declines by 32%, Heading for Gradual RecoveryJanuary 2021 saw a total US nonfood store traffic decline of 32.1% year over year, the best performance seen in terms of traffic since February 2020. 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 18, 2021 Premium January 2021 US Retail Sales: Stimulus Boosts January Retail Sales GrowthUS retail sales growth accelerated to nearly 11% in January 2021, as stimulus checks boosted consumer spending. Using data from the US Census Bureau, this report looks at which retail sectors saw sales surge and which did not do well in January 2021. Read More
Insight Report | February 9, 2021 Premium US Apparel and Beauty Spending Tracker: Clothing Declines Deepen in DecemberThe Coresight Research US Apparel and Beauty Spending Tracker provides a monthly update on the trajectory of consumer spending on beauty, clothing and footwear. We analyze US Bureau of Economic Analysis (BEA) data, with discussion of spending growth for beauty, clothing overall and clothing subcategories, as well as our growth projections. Read More
Insight Report | February 5, 2021 Premium January 2021 Leading Indicators of US Retail Sales: Employment Recovery Stalls but Stimulus Should Again Boost IncomeIn this new monthly series, Leading Indicators of US Retail Sales, 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 January 2021, covering the job market, income and savings, and housing. Read More
Insight Report | January 28, 2021 Premium December 2020 China Retail Sales: Total Sales Jump 5.2%, with Full-Year Decline of 2.3%We review data for retail in China in total and by sector for December 2020—a month that saw sales jump year over year, maintaining similar growth to November’s strong increase. Read More
Insight Report | January 27, 2021 Premium December 2020 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand in December 2020, we saw strong retail sales growth in the US and China, while the UK posted a marginal decline. We also consider wage growth and food and fuel prices in these three markets. Read More
Insight Report | January 25, 2021 Premium Holiday 2020: UK Retail Wrap-Up—Digitally Adept Retailers Thrive; UK Retail Sales Fall in DecemberWe review UK retail sales and major retailers’ trading updates from the 2020 holiday period. We provide trading updates for a comprehensive list of UK retailers including ASOS, Dixons Carphone, M&S, Next and Sainsbury’s, as well as a timeline of key events in the UK related to Covid-19. Our analysis of the holiday peak from last year can help to gauge the scale and shape of demand as we head further into 2021. Read More
Insight Report | January 18, 2021 Premium December 2020 US Retail Sales: A Strong December Takes Total Holiday Growth to 9%US retail sales continued to see strong growth in December 2020. Furthermore, 2020 retail sales overall grew 6.9%—very strong growth in light of the industry’s early struggles amid the Covid-19 pandemic. Using data from the US Census Bureau, this report looks at which retail sectors saw sales surge and which did not do well in December 2020. Read More
Insight Report | January 18, 2021 Premium December 2020 US Retail Traffic and In-Store Metrics: Traffic Declines by 36%, Easing Toward the End of the MonthDecember 2020 saw a total US nonfood store traffic decline of 36% year over year, as several states saw record levels of Covid-19 cases, primarily due to the effects of Thanksgiving and Christmas travel. We review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type. Read More
