Monthly Updates

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Insight Report | November 27, 2019 Premium

October 2019 Monthly Consumer Update: US, UK and China

Macro economic indicators from the US, UK and China all seem to point to positive – but growth seems unsteady and although positive there remain areas of concern. This report captures the big picture and what it means for retail as we head into the holidays.

Insight Report | November 18, 2019 Premium

October 2019 US Retail Sales: Declines Slow in Clothing and Department Stores

US retail sales grew again in October, but we saw mixed results at clothing specialty retailers, department stores and nonstore retailers

Insight Report | November 18, 2019 Premium

US Retail Traffic and In-Store Metrics, October 2019: Traffic Decline Eases Slightly

October US retail traffic and in-store metrics were a mixed bag, with fluctuations week by week and across regions.

Insight Report | November 15, 2019 Premium

October 2019 UK Retail Sales: Online-Only Retailers Continue to Gain Share in E-Commerce

UK retail sales were up by 3% year over year in October 2019, according to ONS data. This was slower than in September, likely due in part to further Brexit uncertainty. Online-only retailers grew sales at a double-digit pace to gain share of total UK e-commerce sales.

Insight Report | November 12, 2019 Premium

October 2019 US Same-Store Sales: Costco Comps Accelerate

Costco’s same-store sales picked up in October. Cato and Buckle posted a mixed bag of comps.

Insight Report | October 30, 2019 Premium

September 2019 Monthly Consumer Update: US, UK and China

Each month, we 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.

Insight Report | October 18, 2019 Premium

September 2019 US Monthly Retail Traffic and In-Store Metrics: Traffic Decline Steepens

US store traffic and average transaction value fell in September while the conversion rate climbed, with wide regional variations.

Insight Report | October 18, 2019 Premium

September 2019 US Retail Sales: Solid Total Growth but Clothing Soft

Total US retail sales excluding gasoline and automobiles increased 4.4% year over year in September, versus a 4.7% rise in August.

Insight Report | October 14, 2019 Premium

September 2019 US Same-Store Sales: Costco Experiences Slower Growth, but Beats Consensus Estimate

Costco’s global September same-store sales growth decelerated from August but beat the consensus estimate. Its e-commerce growth came in at 17.8% in September, lower than August’s 23.9% growth.

Insight Report | September 30, 2019 Premium

August 2019 Monthly Consumer Update: US, UK and China

Each month, we round up 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.

Insight Report | September 20, 2019 Premium

August 2019 US Monthly Retail Traffic and In-Store Metrics Report: Labor Day Weekend Boosts August Traffic

US store traffic declined 4.7% year over year in August. The conversion rate advanced 0.7 percentage points, average transaction value (ATV) grew 1.0% and the product return rate declined 0.1 percentage points.

Insight Report | September 20, 2019 Premium

August 2019 UK Retail Sales: Mixed Fortunes

Total UK retail sales were up 2.8% year over year in August versus 3.8% in July. Larger retailers saw solid year-over-year growth of 3.5% in August.

Insight Report | September 16, 2019 Premium

August 2019 US Retail Sales: A Solid Month with Clothing Stores Returning to Growth

Total US retail sales excluding gasoline and automobiles increased 4.7% year over year in August, versus the 5.6% year-over-year rise in July.

Insight Report | September 9, 2019 Premium

August 2019 US Same-Store Sales: Costco Comps Beat Expectations

Costco’s global same-store sales growth slowed marginally from July but came in substantially ahead of the consensus estimate. The company’s online growth accelerated to 23.9% in August, from July’s 21.3%.

Insight Report | August 23, 2019 Premium

July 2019 Monthly Consumer Update: US, UK and China

US wage growth continued to comfortably outpace inflation. Retail sales growth strengthened.