Monthly Updates

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Deep Dive | October 3, 2023 Premium

September 2023 US Housing Market Indicators: New Residential Construction Starts Drop to Lowest Point in Over Three Years

We present insights into the US housing market as of the end of September 2023, covering home sales and prices, housing permits, starts and completions, and more. The latest available data reveal the significant decline in new residential construction starts.

Insight Report | October 2, 2023 Premium

US Apparel and Beauty Spending Tracker, August 2023: Beauty, Clothing and Footwear Spending Growth Slows But Remains Resilient

The Coresight Research US Apparel and Beauty Spending Tracker provides a monthly update on the trajectory of consumer spending on beauty, clothing and footwear. In this report, we discuss data from August 2023, showing that clothing and footwear spending is up 2.9% year over year

Insight Report | September 29, 2023 Premium

September 2023 Monthly Consumer Update: US, UK and China

Our Monthly Consumer Update analyzes key consumer indicators from the US, the UK and China. In this report, we examine the latest data as of September 26, 2023, covering inflation, earnings, retail sales and more.

Insight Report | September 28, 2023 Premium

September 2023 Leading Indicators of US Retail Sales: Strong Wage Growth and Labor Market Signal Positivity for Holiday Season

The monthly Coresight Research Leading Indicators of US Retail Sales series tracks several major macroeconomic indicators and their likely effect on US retail sales. We analyze the latest available data as of September 24, 2023.

Insight Report | September 27, 2023 Premium

August 2023 China Retail Sales: Growth Rate Improves, Breaking Three-Month Downward Trend

We review the latest data for retail sales in China, showing that in August 2023, year-over-year growth improved, breaking the downward trend seen since April. Our report analyzes retail sales in total and by sector.

Insight Report | September 27, 2023 Premium

August 2023 US Retail Traffic and In-Store Metrics: Apparel Sector Registers Strongest Growth Amid Store-Based Traffic Decline

In August 2023, US nonfood store traffic declined by 2.4%, year over year, while store-based sales declined by 4.5%. Using data from RetailNext, we look at traffic trends overall and by retail sector, region and location type.

Insight Report | September 25, 2023 Premium

August 2023 UK Retail Sales: Surprising Discretionary Resilience Even as Grocery Volume Declines Continue

In August 2023, UK retail sales (excluding automotive fuel) grew 6% year over year. Using data from the Office for National Statistics, we look at total and online growth trends and performance by sector.

Insight Report | September 14, 2023 Premium

August 2023 US Retail Sales: Consistent Consumer Spending Drives Moderate Sales Growth

In August 2023, US retail sales (excluding gasoline and automobiles) grew 3.2% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector.

Deep Dive | September 6, 2023 Premium

August 2023 US Housing Market Indicators: Mortgage Rate Increases to Highest in Over 21 Years

We present insights into the US housing market as of the end of August 2023, covering home sales and prices, housing permits, starts and completions, and more. The latest available data reveal the impacts of a high mortgage rate.

Insight Report | September 1, 2023 Premium

US Apparel and Beauty Spending Tracker, July 2023: Clothing and Footwear Spending Growth Accelerates, Making a Potential Turning Point

The Coresight Research US Apparel and Beauty Spending Tracker provides a monthly update on the trajectory of consumer spending on beauty, clothing and footwear. In this report, we discuss data from July 2023, showing that clothing and footwear spending is up 3.1% year over year

Insight Report | September 1, 2023 Premium

July 2023 US Retail Traffic and In-Store Metrics: Signs of a Nonfood Recovery as YoY Declines Ease

In July 2023, US nonfood store traffic declined by 0.7%, year over year, while store-based sales declined by 4.9%. Using data from RetailNext, we look at traffic trends overall and by retail sector, region and location type.

Insight Report | August 31, 2023 Premium

August 2023 Leading Indicators of US Retail Sales: Consumer Sentiment Falls Month Over Month Amid Inflation Resurgence

The monthly Coresight Research Leading Indicators of US Retail Sales series tracks several major macroeconomic indicators and their likely effect on US retail sales. We analyze the latest available data as of August 28, 2023.

Insight Report | August 29, 2023 Premium

August 2023 Monthly Consumer Update: US, UK and China

Our Monthly Consumer Update analyzes key consumer indicators from the US, the UK and China. In this report, we examine the latest data as of August 28, 2023, covering inflation, earnings, retail sales and more.

Insight Report | August 21, 2023 Premium

July 2023 UK Retail Sales: Wet Weather Slows Retail Sales Growth

In July 2023, UK retail sales (excluding automotive fuel) grew 5% year over year. Using data from the Office for National Statistics, we look at total and online growth trends and performance by sector.

Insight Report | August 17, 2023 Premium

July 2023 China Retail Sales: Retail Sales Slowdown Continues

We review the latest data for retail sales in China, showing that in July 2023, year-over-year sales grew 1%. Our report analyzes retail sales in total and by sector.