Insight Report | March 7, 2019 Premium January 2019 Monthly Consumer Update: US, UK and ChinaEach 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. Read More
Insight Report | February 22, 2019 Premium January 2019 US Monthly Retail Traffic and In-Store Metrics Report: Post-Holiday Fatigue and Inclement Weather Drive Underwhelming January TrafficAll regions posted sales and traffic declines in January compared to the same period last year. The Midwest registered the largest year-over-year decline in traffic of all regions at 17.5%, owing to severe weather conditions. With warmer and wetter conditions, the South experienced the lowest decline, at 5.8%. The Midwest also recorded the largest year-over-year in-store sales decline among all regions, down 16.8%, whereas the West, which enjoyed warmer and drier conditions, reported the smallest decline, down 1.4%. Read More
Insight Report | February 18, 2019 Premium January 2019 UK Retail Sales: Solid Growth for Grocery and ClothingJanuary was a solid month for the core sectors of grocery and clothing, though the substantial department stores/mixed-goods retailers sector turned negative; the latter may not surprise watchers of John Lewis’s weekly sales figures, which ranged from meaningfully negative to mildly positive across most of January. Read More
Insight Report | February 18, 2019 Premium December 2018 US Retail Sales: Year-Over-Year Growth Slows to Just 1.0% as Most Sectors Experience a Sluggish DecemberOur measure of core retail sales is non-seasonally-adjusted sales excluding gasoline and automobiles. This metric increased by just 1.0% year over year in December, slowing dramatically from the growth in preceding months, including a 5.2% uplift in November. This resulted in total holiday-period sales coming in at $693 billion, up by just 2.9% year over year. Read More
Insight Report | February 12, 2019 Premium January 2019 US Same-Store Sales: Costco Misses Consensus, L Brands Comps DeclineCostco’s January comps misses expectations but e-commerce continues to shine Read More
Insight Report | January 28, 2019 Premium December 2018 Monthly Consumer Update: US, UK and ChinaRetail Sales: The U.S. government shutdown means that December retail sales figure are not yet available. In November, year-over-year growth in retail sales excluding automobiles and gasoline remained broadly stable at 5.1%. In November, grocery store sales were up 3.0% and clothing store sales up were 4.1%; department store sales were down 0.2% year over year. Read More
Insight Report | January 25, 2019 Premium December 2018 US Monthly Retail Traffic and In-Store Metrics Report: Traffic Recovers After an Early-December LullU.S. store-based traffic and sales declined in December, while the conversion rate declined by 0.7 percentage points, according to RetailNext. ATV grew 3.1%, maintaining its strong showing since October. The rate of product returns climbed significantly, by 1 percentage point, its biggest increase since November 2017. Read More
Insight Report | January 2, 2019 Premium November 2018 Monthly Consumer Update: US, UK and ChinaEach 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. Metrics for November include: Read More
Insight Report | December 24, 2018 Premium November 2018 UK Retail Sales: Unexpectedly Strong NumbersThe Office for National Statistics (ONS) reported surprisingly solid retail growth for November, despite downbeat commentary by some major UK retailers. Read More
Insight Report | December 19, 2018 Premium November 2018 US Retail Sales and Traffic: Retail Sales Growth Slows and Traffic Declines SignificantlyTotal US retail sales including automobiles and gasoline increased 4.0% on a year-over-year basis in November, according to the US Census Bureau. This was slower growth compared to October’s 4.5% year-over-year growth. Read More
Insight Report | November 30, 2018 Premium October 2018 Monthly Consumer Update: US, UK and ChinaEach 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. Read More
Insight Report | November 22, 2018 Premium October 2018 US Retail Sales and Traffic: Retail Sales Growth Strengthens and Traffic Decline EasesTotal US retail sales including automobiles and gasoline increased 4.3% on a year-over-year basis in October, according to the US Census Bureau. This was up from 3.8% year-over-year growth in September. Read More
Insight Report | November 19, 2018 Premium October 2018 UK Retail Sales: Growth Softens in an Unusually Volatile OctoberRetail sales growth in the UK slowed in October as demand softened in a number of big-ticket sectors. Read More
Insight Report | November 6, 2018 Premium September 2018 Monthly Consumer Update: US, UK and ChinaEach 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—namely, wage growth, price changes and retail sales growth. In September: Read More
Insight Report | October 23, 2018 Premium September 2018 US Retail Sales and Traffic: Clothing Retailers Lead GrowthTotal US retail sales including automobiles and gasoline increased by 4.4% on a year-over-year basis in September, according to the US Census Bureau. Read More
