Insight Report | September 25, 2024 Premium September 2024 US Retail Sales Outlook: Projecting 4% Sales Growth After Interest Rate CutThe 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. Read More
Analyst Corner | September 22, 2024 Register for Free Access Analyst Corner—Rate Cuts and Sub-3% Inflation: Enough To Move the Needle? Explore Implications with John MercerIn 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. Read More
Insight Report | September 18, 2024 Premium Data Dive: US Consumer Debt in Focus as the Fed Cuts RatesAs 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. Read More
Insight Report | September 17, 2024 Premium August 2024 US Retail Sales: Growth Eases Following One-Month SpikeIn 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. Read More
Analyst Corner | August 25, 2024 Register for Free Access Analyst Corner—An Economic Worry for China?: The Population Decline, with Charlie PoonIn 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). Read More
Insight Report | August 22, 2024 Premium August 2024 US Retail Sales Outlook: Mid-Single-Digit Growth Expected Through the Rest of 2024The 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. Read More
Insight Report | August 15, 2024 Premium July 2024 US Retail Sales: Growth Rebounds with Second-Highest Rate in 2024In 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. Read More
Analyst Corner | August 4, 2024 Register for Free Access Analyst Corner—The Horrors of Hidden Fees, with John Harmon: Layers of Charges Are Pinching Consumers’ Stretched WalletsIn this week’s Analyst Corner, John Harmon, Associate Director of Technology Research, discusses the layers of hidden fees that consumers are experiencing across multiple industries, pinching their already stretched wallets. Read More
Analyst Corner | July 28, 2024 Register for Free Access Analyst Corner—The Latest on US GDP, with John MercerIn this week’s Analyst Corner, John Mercer, Head of Global Research and Managing Director of Data-Driven Research, discusses the latest on US GDP, including a close look at select US consumer metrics from the second quarter of 2024. Read More
Insight Report | July 25, 2024 Premium July 2024 US Retail Sales Outlook: Projecting Growth Acceleration Following a Weak JuneThe 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 July 18, 2024. Read More
Insight Report | July 16, 2024 Premium June 2024 US Retail Sales: Growth Slumps as Only Department Stores See ImprovementIn June 2024, US retail sales (excluding gasoline and automobiles) grew by less than 2% year over year, the worst recorded rate since April 2023. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More
Insight Report | June 21, 2024 Premium June 2024 US Retail Sales Outlook: Projecting Further Retail Resilience in the Second Half of 2024The 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 June 20, 2024. Read More
Insight Report | June 19, 2024 Premium May 2024 US Retail Sales: Solid Growth Continues as Department Stores ReboundIn May 2024, US retail sales (excluding gasoline and automobiles) grew by nearly 3% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More
Insight Report | May 23, 2024 Premium May 2024 US Retail Sales Outlook: Retail Sales Growth To Slow Slightly Before ImprovingThe monthly Coresight Research US Retail Sales Outlook (formerly 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 May 20, 2024. Read More
Insight Report | May 15, 2024 Premium April 2024 US Retail Sales: Solid Sales Growth Continues; Home-Improvement Retailers ReboundIn April 2024, US retail sales (excluding gasoline and automobiles) grew by nearly 4% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More