February 24, 2021 Insight Report 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.
February 22, 2021 Insight Report 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.
February 19, 2021 Insight Report 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.
February 18, 2021 Insight Report 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.
February 9, 2021 Insight Report 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.
February 5, 2021 Insight Report 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.
January 28, 2021 Insight Report 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.
January 27, 2021 Insight Report 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.
January 25, 2021 Insight Report 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.
January 18, 2021 Insight Report 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.
January 18, 2021 Insight Report 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.
December 22, 2020 Insight Report Premium November 2020 Monthly Consumer Update: US, UK and ChinaAnalyzing 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.
December 18, 2020 Insight Report Premium November 2020 UK Retail Sales: Total Sales Jump 7.6% Despite Lockdown RestrictionsWe 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.
December 18, 2020 Insight Report Premium November 2020 US Retail Sales: Total Growth Remains Very StrongUS 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.
December 11, 2020 Insight Report Premium November 2020 US Retail Traffic and In-Store Metrics: Traffic Declines by 37%; Black Friday UnderperformsNovember 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.
