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Insight Report | November 15, 2024 Premium

October 2024 US Retail Sales: Nonstore Retailers Lead as Growth Accelerates

In October 2024, US retail sales (excluding gasoline and automobile sales) grew by over 5% year over year, accelerating from the growth seen in August and September. Using data from the US Census Bureau, we look at total growth trends and performance by sector.

Infographic | October 25, 2024 Free Report

Three Data Points We’re Watching This Week, Week 43: US Holiday Focus

Discover key data points we are watching in week 43 of 2024. This week, we focus on the US holiday season, offering findings from proprietary consumer surveys on shopping behavior and expectations as well as our projection for retail sales growth.

Insight Report | October 23, 2024 Premium

October 2024 US Retail Sales Outlook: Projecting 3% Retail Sales Growth at the Start of the Holiday Season

The monthly Coresight Research US Retail Sales Outlook series tracks several major macroeconomic indicators and their likely effect on US retail sales. We analyze the latest available data as of October 21, 2024.

Insight Report | October 17, 2024 Premium

September 2024 US Retail Sales: Retail Sales Growth Eases Further as Sectors See Mixed Growth

In September 2024, US retail sales (excluding gasoline and automobiles) grew by over 2% year over year, easing from the growth seen in August. Using data from the US Census Bureau, we look at total growth trends and performance by sector.

Deep Dive | October 17, 2024 Premium

Is China’s Stimulus Package Boosting Consumer Sentiment?: China Consumer Survey Insights

Diving into new survey data, we assess Chinese consumers’ expectations for their personal finances and the economy, considering recent efforts by China to grow the economy. We also present an update on consumer behavior and shopping trends.

Deep Dive | October 1, 2024 Premium

Responses to Inflation and Financial Resilience—Strategic Purchasing Behavior: US Consumer Survey Insights

What are US consumers’ perceptions of inflation, and how are they changing their spending habits as a result? How long could US consumers cover their bills if they lost their income? We analyze new survey findings to find out, and present an update on consumers’ behaviors and sentiment.

Insight Report | September 25, 2024 Premium

September 2024 US Retail Sales Outlook: Projecting 4% Sales Growth After Interest Rate Cut

The monthly Coresight Research US Retail Sales Outlook series tracks several major macroeconomic indicators and their likely effect on US retail sales. We analyze the latest available data as of September 19, 2024.

Analyst Corner | September 22, 2024

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Analyst Corner—Rate Cuts and Sub-3% Inflation: Enough To Move the Needle? Explore Implications with John Mercer

In this week’s Analyst Corner, John Mercer, Head of Global Research and Managing Director of Data-Driven Research, discusses the potential implications of the Federal Reserve’s recent interest-rate cuts for consumer sentiment in the US.

Infographic | September 20, 2024 Free Report

Three Data Points We’re Watching This Week: Global Focus

Discover key data points we are watching in week 38 of 2024, spanning India’s Big Billion Days 2024, US credit card balances and economic optimism in China.

Insight Report | September 18, 2024 Premium

Data Dive: US Consumer Debt in Focus as the Fed Cuts Rates

As the Federal Reserve cuts interest rates, we review the state of consumer debt in the US, including trajectories, delinquencies (past-due) and ratios to income.

Insight Report | September 17, 2024 Premium

August 2024 US Retail Sales: Growth Eases Following One-Month Spike

In August 2024, US retail sales (excluding gasoline and automobiles) grew by over 3% year over year, easing from the growth rate seen last month. Using data from the US Census Bureau, we look at total growth trends and performance by sector.

Analyst Corner | August 25, 2024

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Analyst Corner—An Economic Worry for China?: The Population Decline, with Charlie Poon

In this week’s Analyst Corner, Charlie Poon, Analyst at Coresight Research, discusses headline data about China’s declining population over the next 30 years as well as the factors mitigating the economic impacts of this trend, including AI (artificial intelligence).

Insight Report | August 22, 2024 Premium

August 2024 US Retail Sales Outlook: Mid-Single-Digit Growth Expected Through the Rest of 2024

The monthly Coresight Research US Retail Sales Outlook series tracks several major macroeconomic indicators and their likely effect on US retail sales. We analyze the latest available data as of August 19, 2024.

Insight Report | August 15, 2024 Premium

July 2024 US Retail Sales: Growth Rebounds with Second-Highest Rate in 2024

In July 2024, US retail sales (excluding gasoline and automobiles) grew by over 5% year over year, one of the highest rates of the year. Using data from the US Census Bureau, we look at total growth trends and performance by sector.

Deep Dive | August 8, 2024 Premium

Ebbing Economic Expectations: China Consumer Survey Insights

How are consumer expectations for their personal finances and the economy shaping up so far this year in China? Find out with our proprietary survey analysis, which also offers an update on shopping behavior, levels of activity and avoidance of public places.