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 | December 22, 2020 Premium

November 2020 Monthly Consumer Update: US, UK and China

Analyzing consumer demand in November 2020, we saw strong retail sales growth in the US, while the UK maintained growth momentum and China reported a positive increase in retail sales for the fourth consecutive month. We also consider wage growth and food and fuel prices in these three markets.

Insight Report | December 18, 2020 Premium

November 2020 UK Retail Sales: Total Sales Jump 7.6% Despite Lockdown Restrictions

We review data for UK retail in total and by sector for November 2020—a month that saw a solid year-over-year increase in UK retail sales, supported by strength in e-commerce amid a four-week national Covid-19 lockdown.

Insight Report | December 18, 2020 Premium

November 2020 US Retail Sales: Total Growth Remains Very Strong

US retail sales continued to see strong growth in November, continuing October’s rebound. Using data from the US Census Bureau, this report looks at which retail sectors saw sales surge and which did not do well in November 2020.

Insight Report | December 11, 2020 Premium

November 2020 US Retail Traffic and In-Store Metrics: Traffic Declines by 37%; Black Friday Underperforms

November 2020 saw a total US nonfood store traffic decline of 37% year over year, as several states reinstated Covid-19 restrictions and Black Friday weekend saw a shift to e-commerce. We review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type.

Insight Report | November 26, 2020 Premium

October 2020 Monthly Consumer Update: US, UK and China

Analyzing consumer demand in October 2020, we saw very strong retail sales growth in the US, while the UK maintained growth momentum and China reported a positive increase in retail sales for the third consecutive month. We also consider wage growth and food and fuel prices in these three markets.

Insight Report | November 23, 2020 Premium

October 2020 UK Retail Sales: Total Sales Jump 8% Ahead of Second Lockdown

We review data for UK retail in total and by sector for October 2020—a month that saw total retail sales grow at the fastest pace recorded since 2014, supported by strength at health and beauty retailers and in the DIY and hardware sector. With England having entered a second Covid-19 lockdown on November 5, we expect the strong growth momentum of UK retail sales to come to an end.

Insight Report | November 17, 2020 Premium

October 2020 US Retail Sales: Further Double-Digit Year-over-Year Growth

US retail sales continued to rebound strongly in October, following September’s extraordinary growth. Using data from the US Census Bureau, this report looks at which retail sectors saw sales surge and which did not do well in October 2020.

Insight Report | November 11, 2020 Premium

October 2020 US Retail Traffic and In-Store Metrics: Traffic Declines by 35%, and More Steeply Toward the End of the Month

October 2020 saw a total US nonfood store traffic decline of nearly 35% year over year, as the number of new Covid-19 cases increased. We review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type.

Insight Report | October 30, 2020 Premium

September 2020 Monthly Consumer Update: US, UK and China

Analyzing consumer demand in September 2020, we saw exceptional retail sales growth in the US, while the UK maintained growth momentum and China reported positive sales growth for the second consecutive month. We also consider wage growth and food and fuel prices in these three markets.

Insight Report | October 26, 2020 Premium

September 2020 UK Retail Sales: Home Improvement and Online Strengthen Total Sales Expansion

The rebound of UK retail sales maintained momentum in September for the fifth consecutive month. Total growth was supported by online sales and the DIY and hardware sector. We review September data for UK retail in total and by sector.

Insight Report | October 19, 2020 Premium

September 2020 US Retail Sales: Total Sales Jump 12%; Declines Ease in Apparel While Several Nonfood Sectors Surge

Amid still difficult circumstances, US retail sales saw an extraordinary year-over-year jump in September, fueled by strong growth in several sectors. Using data from the US Census Bureau, this report looks at which retail sectors saw sales surge and which did not do well in September 2020.

Insight Report | October 16, 2020 Premium

September 2020 US Retail Traffic and In-Store Metrics: Traffic Decline Eases to 34%

September 2020 saw the total US nonfood store traffic decline ease to 34% year over year from deeper declines in August, as many states revisited their reopening plans of indoor malls. We review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type.

Insight Report | September 30, 2020 Premium

August 2020 Monthly Consumer Update: US, UK and China

Analyzing consumer demand in August 2020, we saw the US and the UK maintain strong growth momentum, while China continued to see a rebound.

Insight Report | September 21, 2020 Premium

August 2020 UK Retail Sales: Rebound Continues, Underpinned by Online Sales and Big-Ticket Sectors

The rebound of UK retail sales maintained momentum in August, after returning to pre-crisis levels in July. Total growth was supported by online sales and big-ticket sectors. We review August data for UK retail in total and by sector.

Insight Report | September 18, 2020 Premium

August 2020 US Retail Traffic and In-Store Metrics: Traffic Declines by 41%, Easing Toward the End of the Month

August 2020 saw total US nonfood store traffic decline by nearly 41% year over year, with nonessential businesses continuing to reopen and some states revisiting their reopening plans on indoor malls as the spikes in coronavirus cases slowed toward the end of the month. We review store traffic changes through the month and the sectors most impacted by the current crisis.