May 18, 2020 Insight Report Premium April 2020 US Retail Sales: Discretionary Sectors Post Huge Declines; Food Stores and Nonstore Retailers Save Total Sales from Double-Digit FallWith nonessential retail shut down for the full month of April due to the coronavirus, US retail sales nosedived in discretionary sectors, following deep declines in March. Lower levels of food stockpiling by consumers also saw growth slow in the grocery sector.
May 12, 2020 Insight Report Premium April 2020 US Same-Store Sales: Costco Comps Decline, but E-Commerce Almost Doubles and Food Sales Surge Over 30%Coronavirus lockdowns are adversely impacting same-store sales growth, but online comps are surging following strong results in March. This report looks at the April same-store sales results of Costco and Buckle.
April 28, 2020 Insight Report Premium March 2020 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand in March 2020, we can see the substantial impact of the coronavirus in the US and the UK, but a minor rebound for China as the retail sales decline eased.
April 27, 2020 Insight Report Premium March 2020 UK Retail Sales: Coronavirus Lockdown Inflicts Severe Blow to Discretionary Sector; Decline Set To Worsen in AprilTotal UK retail sales declined in March, with some sectors taking big hits due to the impact of the nationwide coronavirus lockdown. However, the grocery sector reported strong growth. We review March data for UK retail in total and by sector.
April 16, 2020 Insight Report Premium March 2020 US Retail Sales: Discretionary Sectors Post Deep Declines as Coronavirus-Led Lockdowns Hit Consumer SpendingUS retail sales saw deep declines in March, a stark change from the impressive gains made in January and February as large-scale retail shutdowns are implemented due to the coronavirus pandemic.
April 15, 2020 Insight Report Premium March 2020 US Same-Store Sales: Costco Sees Food Sales Surge over 30%, but Softlines Down by Double DigitsThe impact of the coronavirus continues to be experienced by retailers globally, negatively affecting comps growth but resulting in a surge in online shopping and essential purchases (such as food). This report looks at the March same-store sales results of Costco and Buckle.
April 10, 2020 Insight Report Premium March 2020 US Retail Traffic and In-Store Metrics: Traffic Falls by Over 60%, and Much More Steeply Toward the End of the MonthMarch 2020 saw a significant decline in US retail traffic amidst the coronavirus pandemic, heavily impacted by the store shutdowns implemented from the middle of the month. We review store traffic changes through the month and the sectors most impacted by the current crisis. We also consider key findings from a survey by RetailNext, which highlights the widely held belief that the pandemic will have long-term effects on retail.
March 30, 2020 Insight Report Premium February 2020 Monthly Consumer Update: US, UK and ChinaGlobal consumer markets were buffeted last month as the coronavirus outbreak once limited to one country spread to become a global pandemic. Recent figures show consumer spending took a pounding in China, experienced an uncharacteristic surge in the US and grew in the UK.
March 30, 2020 Insight Report Premium February 2020 UK Retail Sales: The Calm Before the StormUK retail sales grew modestly in February, but this was the calm before the storm. We expect trends in March to be dramatically different as shoppers stocked up on some categories and shunned others
March 19, 2020 Insight Report 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.
March 11, 2020 Insight Report 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.
March 9, 2020 Insight Report 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.
February 26, 2020 Insight Report 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.
February 20, 2020 Insight Report 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.
February 18, 2020 Insight Report 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.
