Insight Report | March 19, 2020 Premium February 2020 US Retail Sales: Growth Strengthens as Grocery Stores See Coronavirus-Driven Panic BuyingRetail sales jumped in February following already impressive gains in January. But the wealth was not spread evenly as growth was largely driven by coronavirus panic buying. Read More
Insight Report | March 11, 2020 Premium February 2020 US Retail Traffic and In-Store Metrics: Traffic Decline Steepens as Coronavirus Fears Impact Shopper BehaviorUS store-based traffic continued to fall in February 2020, accelerating from January’s slide as coronavirus-averse shoppers shunned stores. Meanwhile, the conversion rate and growth in average transaction value slowed. Read More
Insight Report | March 9, 2020 Premium February 2020 US Same-Store Sales: Costco Comp Growth Increases on the Back of Coronavirus BuyingWith new corona cases popping up around the country and California declaring a state of emergency, Americans are snapping up supplies. Costco benefited hugely, but not all retailers fared as well. Read More
Insight Report | February 26, 2020 Premium January 2020 Monthly Consumer Update: US, UK and ChinaWe analyze key metrics that reflect consumer demand in the US, the UK and China. In these updates, we focus on direct, leading indicators of the health of the consumer economy: wage growth, price changes and retail sales growth. Read More
Insight Report | February 20, 2020 Premium January 2020 UK Retail Sales: Online Retailers and Small Chains Drive GrowthTotal UK retail sales saw accelerated growth in January 2020 versus December 2019, fueled by online retailers and small chains. Large retailers, on the other hand, saw growth slow. Read More
Insight Report | February 18, 2020 Premium January 2020 US Retail Traffic and In-Store Metrics: Traffic Decline Abates for the Third Month in a RowUS store traffic continued falling in January, for the third month in a row. The bright spot is that while footfall is declining, shopper yield has been rising: Fewer people are hitting the stores, but they spend more when they do. Read More
Insight Report | February 17, 2020 Premium January 2020 US Retail Sales: Multiple Sectors Register Declines Amid Overall Slower GrowthTotal US retail sales excluding gasoline and automobiles crept up in January—but not nearly as quickly as December’s strong growth. That said, December 2019 benefited from a late Thanksgiving that pushed much holiday shopping into December. Read More
Insight Report | February 12, 2020 Premium January 2020 US Same-Store Sales: Costco Sales Remain Strong as Holiday Momentum FadesUS same store sales got a solid boost in December by the late Thanksgiving that pushed Black Friday to late in the month and Cyber Monday sales into the following month. Costco and Buckle both reported strong same store sales growth in January against tough December comparisons. Read More
Insight Report | January 29, 2020 Premium December 2019 Monthly Consumer Update: US, UK and ChinaThis month’s economic data from China, the US and the UK was largely positive, although higher gasoline prices in the US pushed up the CPI. But, we still saw strong growth in US retail sales, despite consumers having to spend more on gasoline. Read More
Insight Report | January 21, 2020 Premium December 2019 UK Holiday 2019 Retail Sales and Trading Review: December Recovery Too Modest To Rescue Total Holiday SalesWith soft total growth, UK retail saw a weak 2019 holiday season overall. Beneficiaries of shifts to e-commerce and discount channels were the exceptions. Read More
Insight Report | January 15, 2020 Premium US Retail Traffic and In-Store Metrics, December 2019: Traffic Decline EasesUS store-based traffic was a mixed bag in December as the late Thanksgiving pushed much holiday spending into the following month. Foot traffic continued to fall, transaction volumes slid but ATV and return rates both improved. Read More
Insight Report | January 14, 2020 Premium December 2019 US Same-Store Sales: Late Cyber Monday Drives Jump in Costco Online SalesDecember same-store sales showed the impact of the late US Thanksgiving—and the shortest possible number of shopping days before Christmas. November was a nail-biter for some retailers, but for most results rebounded in December as major shopping days were pushed into the following month. Read More
Insight Report | December 26, 2019 Premium November 2019 Monthly Consumer Update: US, UK and ChinaUS, UK and China consumer data shows a mixed bag in prices, wage growth and consumer spending. This report captures the big picture and what it means for retail as we head into the new year. Read More
Insight Report | December 17, 2019 Premium US Retail Traffic and In-Store Metrics, November 2019: Traffic Decline Steepens Slightly but Black Friday PerformsUS store traffic fell at a faster rate in November than in October. Black Friday outperformed November overall and accounted for the largest portion of traffic during the month but traffic was still down over last year. Read More
Insight Report | December 17, 2019 Premium November 2019 US Retail Sales: Slowdown Seen Across Sectors with Major Softening in Clothing and Department StoresUS retail sales growth slowed in November across all sectors as a late Thanksgiving pushed holiday buying late into the month—and Cyber Monday into the following month. US retail sales in November grew at half the rate of October, with department stores faring worst of all sectors. Read More
