Insight Report | August 23, 2019 Premium July 2019 Monthly Consumer Update: US, UK and ChinaUS wage growth continued to comfortably outpace inflation. Retail sales growth strengthened. Read More
Insight Report | August 18, 2019 Premium July 2019 US Monthly Retail Traffic and In-Store Metrics Report: Increased Traffic Post Independence Day WeekendUS store traffic declined 3.8% year over year in July. The conversion rate declined 0.2 percentage points, average transaction value (ATV) grew 3.9% and the product return rate declined 0.3 percentage points. Read More
Insight Report | August 16, 2019 Premium July 2019 US Retail Sales: Growth Accelerates in Most SectorsTotal US retail sales excluding gasoline and automobiles increased 5.6% year over year in July, strengthening from the 2.2% year-over-year rise in June. Read More
Insight Report | August 16, 2019 Premium July 2019 UK Retail Sales: Growth Accelerates for Internet RetailersJuly was a solid month for UK retail overall, according to the ONS: Sales grew 3.7% versus 4.0% in June and slightly below the 4.1% average for the prior 12 months. Read More
Insight Report | August 12, 2019 Premium July 2019 US Same-Store Sales: Costco Reports Comps Below ConsensusCostco’s global same-store sales growth marginally improved from June, but missed the consensus estimate. Its e-commerce growth accelerated to 21.3% in July, from June’s 15.7%. Read More
Insight Report | July 26, 2019 Premium June 2019 Monthly Consumer Update: US, UK and ChinaUS inflation softened a little, while wage growth remained unchanged. Retail sales growth weakened. Read More
Insight Report | July 22, 2019 Premium June 2019 US Monthly Retail Traffic and In-Store Metrics Report: Independence Day and Father’s Day Boost TrafficUS store traffic declined 5.8% year over year in June. The conversion rate (CVR) advanced 0.3 percentage points, average transaction value (ATV) grew 4.7% and the product return rate advanced 0.2 percentage points. Read More
Insight Report | July 18, 2019 Premium June 2019 UK Retail Sales: Smaller Retailers Drive Overall Growth, Clothing and Furniture Stores See Solid BoostThe Office for National Statistics (ONS) reported weak growth of 2.1% year over year in May, driven by smaller retailers. Large retailers, which form the bulk of most sectors, eked out a 0.9% year-over-year increase. Read More
Insight Report | July 16, 2019 Premium June 2019 US Retail Sales: Slowdown Seen Across Sectors, Nonstore Retailers Continue Growth TrajectoryUS retail sales rose 2.5% YoY in June, weakening from the 3.2% rise in May with slips across major sectors. Nonstore retailers continued their growth trajectory, with sales rising 11.6% YoY, following May’s 11.7% rise but slower than 12.9% in April. Read More
Insight Report | July 12, 2019 Premium June 2019 US Same-Store Sales: Costco’s Comps Beat Consensus, Buckle’s Men’s Segment Boosts Sales, Cato’s Sales RiseIn June, Costco’s same-store sales growth was slightly above the consensus estimate while e-commerce growth slowed from May’s solid 20.7%. Read More
Insight Report | June 28, 2019 Premium May 2019 Monthly Consumer Update: US, UK and ChinaIn May, US wage growth softened a little, as did inflation; UK retail sales were weak; and China retail sales growth picked up to 8.6%, but inflation was high in food. Read More
Insight Report | June 21, 2019 Premium May 2019 UK Retail Sales: Soft Growth, Driven by Smaller RetailersThe ONS reported weak growth of 2.1% year over year in May, driven by smaller retailers. Large retailers, which form the bulk of most sectors, eked out a 0.9% year-over-year increase. Read More
Insight Report | June 18, 2019 Premium May 2019 US Monthly Retail Traffic and In-Store Metrics: Memorial Day and Mother’s Day Boost TrafficUS store traffic declined 8.9% year over year in May. The conversion rate (CVR) advanced 0.2 percentage points, average transaction value (ATV) grew 4.1% and the product return rate was flat year over year. Read More
Insight Report | June 18, 2019 Premium May 2019 US Retail Sales: Slowdown Seen Across Sectors with Major Softening in Clothing and Department StoresTotal US retail sales excluding gasoline and automobiles increased 3.2% year over year in May, weakening from the revised 5.8% year-over-year rise in April. Read More
Insight Report | June 11, 2019 Premium May 2019 US Same-Store Sales: Costco’s Comps Below Consensus, Buckle’s Sales Drop, Cato’s Comps Meet Management ExpectationsIn May, Costco’s same-store sales growth was below the consensus estimate, although its e-commerce segment continued to post strong growth. Buckle posted a decrease in same-store sales, impacted by poor performance in its women’s segment. Read More
