April 22, 2019 Insight Report Premium March 2019 UK Retail Sales: Small Retailers Drive Solid Total Growth; Food Retailers’ Online Sales Decline for the First Time in Eight YearsThe Office for National Statistics reported a strengthening of retail growth to 4.4% year over year in March, supported by a 4.0% increase in volumes. Growth was supported by a reported 8.9% increase in sales at small retailers.
April 17, 2019 Insight Report Premium March 2019 US Monthly Retail Traffic and In-Store Metrics Report: Traffic Decline SteepensUS store traffic declined 7.9% year over year in March. Year over year, the conversion rate fell 0.4 percentage points, average transaction value (ATV) grew 3.3% and the product return rate decreased by 0.3 percentage points.
April 15, 2019 Insight Report Premium March 2019 US Same-Store Sales: Costco and Buckle Comps Show Sequential Improvement; Cato Comparable Sales Continue to SlideCostco’s same-store sales growth showed a sequential strengthening, led by strong store traffic. Its e-commerce segment continued to post strong growth
April 2, 2019 Insight Report Premium February 2019 US Retail Sales: Slowdown Seen Across Sectors with Major Softening in Home-ImprovementTotal retail sales excluding gasoline and automobiles increased 2.7% year over year in February 2019, a substantial slowing from the revised 4.9% year-over-year increase in January.
March 29, 2019 Insight Report Premium February 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 — namely, wage growth, price changes and retail sales growth.
March 25, 2019 Insight Report Premium February 2019 UK Retail Sales: Fragmented Sectors Drive Strong Total Growth, But Core Sectors Show SoftnessThe Office for National Statistics reported a strengthening of retail growth to 4.0% year over year in February 2019, supported by a 3.5% increase in volumes.
March 19, 2019 Insight Report Premium February 2019 US Monthly Retail Traffic and In-Store Metrics Report: Traffic Decline EasesUS store-based traffic and sales declined in February, while the conversion rate grew 0.4 percentage points. Average transaction value (ATV) grew 1.8%, slower than the 5.5% growth reported in January.
March 15, 2019 Insight Report Premium February 2019 US Same-Store Sales: Costco Comps Decelerate, Buckle and Cato Comparable Sales FallIn February, Costco’s same-store sales growth showed a sequential slowdown. The company posted accelerated growth in e-commerce comparable sales. Adverse weather conditions, holiday shift and forex currency fluctuations negatively impacted Costco’s performance.
March 13, 2019 Insight Report Premium January 2019 US Retail Sales: Retail Rebound, Supported by Strong Sales at Home-Improvement StoresTotal retail sales excluding fuel and automobiles increased 3.7% year over year in January, growing substantially from the revised 0.1% year-over-year decline reported for December.
March 7, 2019 Insight Report 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.
February 22, 2019 Insight Report 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%.
February 18, 2019 Insight Report 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.
February 18, 2019 Insight Report 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.
February 12, 2019 Insight Report 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
January 28, 2019 Insight Report 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.
