February 17, 2020 Insight Report 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.
February 12, 2020 Insight Report 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.
January 29, 2020 Insight Report 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.
January 21, 2020 Insight Report 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.
January 15, 2020 Insight Report 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.
January 14, 2020 Insight Report 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.
December 26, 2019 Insight Report 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.
December 17, 2019 Insight Report 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.
December 17, 2019 Insight Report 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.
November 27, 2019 Insight Report Premium October 2019 Monthly Consumer Update: US, UK and ChinaMacro 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.
November 18, 2019 Insight Report Premium October 2019 US Retail Sales: Declines Slow in Clothing and Department StoresUS retail sales grew again in October, but we saw mixed results at clothing specialty retailers, department stores and nonstore retailers
November 18, 2019 Insight Report Premium US Retail Traffic and In-Store Metrics, October 2019: Traffic Decline Eases SlightlyOctober US retail traffic and in-store metrics were a mixed bag, with fluctuations week by week and across regions.
November 15, 2019 Insight Report Premium October 2019 UK Retail Sales: Online-Only Retailers Continue to Gain Share in E-CommerceUK 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.
November 12, 2019 Insight Report Premium October 2019 US Same-Store Sales: Costco Comps AccelerateCostco’s same-store sales picked up in October. Cato and Buckle posted a mixed bag of comps.
October 30, 2019 Insight Report Premium September 2019 Monthly Consumer Update: US, UK and ChinaEach 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.
