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
Insight Report | December 22, 2020 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. Read More
Insight Report | December 18, 2020 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. Read More
Insight Report | December 18, 2020 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. Read More
Insight Report | December 11, 2020 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. Read More
Insight Report | November 26, 2020 Premium October 2020 Monthly Consumer Update: US, UK and ChinaAnalyzing 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. Read More
Insight Report | November 23, 2020 Premium October 2020 UK Retail Sales: Total Sales Jump 8% Ahead of Second LockdownWe 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. Read More
Insight Report | November 17, 2020 Premium October 2020 US Retail Sales: Further Double-Digit Year-over-Year GrowthUS 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. Read More
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 MonthOctober 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. Read More
Insight Report | October 30, 2020 Premium September 2020 Monthly Consumer Update: US, UK and ChinaAnalyzing 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. Read More
Insight Report | October 26, 2020 Premium September 2020 UK Retail Sales: Home Improvement and Online Strengthen Total Sales ExpansionThe 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. Read More
Insight Report | October 19, 2020 Premium September 2020 US Retail Sales: Total Sales Jump 12%; Declines Ease in Apparel While Several Nonfood Sectors SurgeAmid 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. Read More
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. Read More
