Insight Report | October 19, 2018 Premium September 2018 UK Retail Sales: Volume Growth Continues to Sustain Retail Sales ExpansionRetail sales growth in September was consistent with that seen in recent months. By value, sales were up 4.2%, supported by very solid volume growth of 3.3%, according to the Office for National Statistics (ONS). Read More
Insight Report | October 17, 2018 Premium September 2018 US Same-Store Sales: Costco Continues to Beat Consensus; L Brands Posts Healthy Comparable Sales GrowthCostco’s same-store sales growth in September this year was below the growth reported in August but was well ahead of consensus. Read More
Insight Report | September 28, 2018 Premium August 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. Metrics for August include: Read More
Insight Report | September 21, 2018 Premium August 2018 UK Retail Sales: Further Strong Volume GrowthThe UK retail sector enjoyed further solid volume growth in August, with sales up 3.5% year over year in real terms. This compared to 4.0% real-terms growth in July. Read More
Insight Report | September 18, 2018 Premium August 2018 US Retail Sales and Traffic: Clothing Retailers Shine while Store Traffic and Sales Continue to DeclineTotal US retail sales increased by 6.2% on a year-over-year basis in August, according to the US Census Bureau. Read More
Insight Report | September 17, 2018 Premium August 2018 US Same-Store Sales: Strong Beat by CostcoCostco’s same-store sales rose higher in August this year compared to the growth reported in the same month last year. Read More
Insight Report | August 31, 2018 Premium July 2018 Monthly Consumer Update: US, UK and ChinaEach month, we round up key metrics reflecting consumer demand in the US, the UK and China. 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 | August 20, 2018 Premium July 2018 UK Retail Sales: Solid Growth Sustained; Online Sales Remain RobustThe UK retail sector enjoyed robust volume growth in July, with sales up 4.0% year over year in real terms. Read More
Insight Report | August 17, 2018 Premium July 2018 US Retail Sales and Traffic: Status Quo Continues with YoY Increase in Total Retail Sales and Decline in Store TrafficTotal seasonally-adjusted retail sales increased by 6.0% year over year in July, according to the US Census Bureau. Read More
Insight Report | August 14, 2018 Premium July 2018 US Same-Store SalesCostco’s same-store sales grew higher in July this year compared to the growth reported in the same month last year. Buckle and Cato brands’ comp growth turned positive compared to declines posted in July 2017. L Brands’ comps were flat. Read More
Insight Report | July 31, 2018 Premium June 2018 US Retail Sales and Traffic: Steady Increase in YoY Total Retail Sales While Store Traffic Continues to DeclineOn a year-over-year basis in June, total retail sales increased by 6.4%, according to the US Census Bureau Read More
Insight Report | July 31, 2018 Premium June 2018 Monthly Consumer Update: US, UK and ChinaEach month, we round up key metrics reflecting consumer demand in the US, the UK and China. We focus on direct, leading indicators of the health of the consumer economy: wage growth, price changes and retail sales growth. Metrics for June include: Read More
Insight Report | July 16, 2018 Premium June 2018 US Same-Store SalesCostco’s same-store sales growth accelerated in June versus the same period last year. Buckle, Cato and L Brands all reported comp improvement year over year. Read More
Insight Report | June 27, 2018 Premium May 2018 Monthly Consumer Update: US, UK and ChinaEach month, we round up key metrics reflecting consumer demand in the US, the UK and China. We focus on direct, leading indicators of the health of the consumer economy: wage growth, price changes and retail sales growth. Metrics for May include: Read More
Insight Report | June 19, 2018 Premium May 2018 US Same-Store SalesSame-store sales for Costco saw an acceleration in May versus the same period last year. Cato, Buckle and L Brands all reported positive May comps, which also accelerated versus the same period last year. Read More