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September 2021 Leading Indicators of US Retail Sales: Rising Inflation Saps Consumer Confidence

In our monthly Leading Indicators of US Retail Sales series, we examine several key macroeconomic indicators of US retail sales and analyze how they may impact the industry in the months to come. We analyze the latest available data, as of the end of September 2021, covering income, savings, the job market and housing.

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US Consumer Tracker: Inflation—Perceptions and Reactions

US consumers have noticed increased prices and intend to cut their discretionary spending in response, according to Coresight Research survey findings. Our latest US Consumer Tracker analyzes consumers’ perceptions of inflation and provides a detailed update on consumer behaviors, with a focus on the implications for retail.

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US Back to School 2021: Rising Covid-19 Cases Threaten To Derail a Return to Classes

As part of our US Back to School 2021 series, we discuss three key influences on spending this season, using proprietary US consumer survey findings. We explore expectations and implications around the Child Tax Credit, a return to in-person classes and uncertainty around school reopenings—as the spread of the Covid-19 Delta variant casts a shadow over the back-to-school season.

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July 2021 Leading Indicators of US Retail Sales: Consumer Confidence Turns Volatile Amid Covid-19 Spread and Inflation Concerns

In our monthly Leading Indicators of US Retail Sales series, we examine several key macroeconomic indicators of US retail sales and analyze how they may impact the industry in the months to come. We analyze the latest available data, as of the end of July 2021, covering income, savings, the job market and housing.

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Think Tank: China—The Vanguard in Luxury Consumption

Chinese consumers are at the forefront of luxury consumption. In this Think Tank, we present our market trajectory estimates and four key trends within China’s luxury retail growth. We also cover selected luxury brands and companies in China, and the role of e-commerce giants Alibaba and JD.com in facilitating China’s luxury ecosystem. Our report includes insights from our conversations with key personnel at Alibaba Group and JD.com.

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US Travel Recovery Ebook

The recovery of travel in the US from the heavy impacts of the global Covid-19 pandemic is now fully under way. Using proprietary survey findings, Coresight Research’s US Travel Recovery ebook explores the implications for retail of consumers’ return to travel through summer 2021 and the remainder of the year.

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