Insight Report | November 29, 2023 Premium November 2023 Leading Indicators of US Retail Sales: Projecting Low-Single-Digit Growth for the New YearThe 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 November 22, 2023. Read More
Insight Report | November 29, 2023 Premium November 2023 Monthly Consumer Update: US, UK and ChinaOur Monthly Consumer Update analyzes key consumer indicators from the US, the UK and China. In this report, we examine the latest data as of November 27, 2023, covering inflation, earnings, retail sales and more. Read More
Insight Report | November 21, 2023 Premium October 2023 UK Retail Sales: Growth Slides Again Amid High Borrowing Costs and Unfavorable WeatherIn October 2023, UK retail sales (excluding automotive fuel) grew nearly 4% year over year. Using data from the Office for National Statistics, we look at total and online growth trends and performance by sector. Read More
Insight Report | November 17, 2023 Premium October 2023 China Retail Sales: Year-over-Year Growth Rate Continues To ImproveWe review the latest data for retail sales in China, showing that in October 2023, year-over-year growth continued to improve, strengthening from the prior month. Our report analyzes retail sales in total and by sector. Read More
Insight Report | November 15, 2023 Premium October 2023 US Retail Sales: Health and Personal Care Stores and Nonstore Retailers Continue To Lead Retail Sales GrowthIn October 2023, US retail sales (excluding gasoline and automobiles) grew 3.1% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More
Deep Dive | November 3, 2023 Premium October 2023 US Housing Market Indicators: Elevated Mortgage Rates Push Housing Sentiment Even LowerWe present insights into the US housing market as of the end of October 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. Read More
Insight Report | October 31, 2023 Premium October 2023 Leading Indicators of US Retail Sales: Mixed Signals as Retail Heads into HolidayThe 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 October 23, 2023. Read More
Insight Report | October 30, 2023 Premium US Apparel and Beauty Spending Tracker, September 2023: Clothing and Footwear Growth Softens Substantially, While Beauty Growth Remains ResilientThe 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 September 2023, showing that clothing and footwear spending growth slowed to 1.9% year over year Read More
Insight Report | October 26, 2023 Premium October 2023 Monthly Consumer Update: US, UK and ChinaOur Monthly Consumer Update analyzes key consumer indicators from the US, the UK and China. In this report, we examine the latest data as of October 23, 2023, covering inflation, earnings, retail sales and more. Read More
Insight Report | October 23, 2023 Premium September 2023 UK Retail Sales: Growth Slows Amid Continuing Cost of Living Pressures and Unseasonably Warm WeatherIn September 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. Read More
Analyst Corner | October 22, 2023 Register for Free Access Weinswig’s Weekly: Elevated Gasoline Prices and the Pressures on Consumer WalletsGasoline prices remain a risk factor for US retail as we head further into the holiday quarter and closer to 2024. This week’s note, “From the Desk of Deborah Weinswig,” discusses the prospects for US gasoline prices and the consumer context for recently increasing gas prices. Read More
Insight Report | October 20, 2023 Premium September 2023 China Retail Sales: Growth Continues To StrengthenWe review the latest data for retail sales in China, showing that in September 2023, year-over-year growth improved, continuing the upward trend seen since July. Our report analyzes retail sales in total and by sector. Read More
Insight Report | October 17, 2023 Premium September 2023 US Retail Sales: Retail Spending Outpaces Retail Inflation as Consumers Remain HealthyIn September 2023, US retail sales (excluding gasoline and automobiles) grew 2.2% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More
Deep Dive | October 3, 2023 Premium September 2023 US Housing Market Indicators: New Residential Construction Starts Drop to Lowest Point in Over Three YearsWe 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. Read More
Insight Report | October 2, 2023 Premium US Apparel and Beauty Spending Tracker, August 2023: Beauty, Clothing and Footwear Spending Growth Slows But Remains ResilientThe 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 Read More