Insight Report | September 28, 2023 Premium September 2023 Leading Indicators of US Retail Sales: Strong Wage Growth and Labor Market Signal Positivity for Holiday SeasonThe 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. Read More
Insight Report | September 27, 2023 Premium August 2023 China Retail Sales: Growth Rate Improves, Breaking Three-Month Downward TrendWe 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. Read More
Insight Report | September 27, 2023 Premium August 2023 US Retail Traffic and In-Store Metrics: Apparel Sector Registers Strongest Growth Amid Store-Based Traffic DeclineIn 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. Read More
Insight Report | September 25, 2023 Premium August 2023 UK Retail Sales: Surprising Discretionary Resilience Even as Grocery Volume Declines ContinueIn 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. Read More
Deep Dive | September 18, 2023 Premium Consumer Financial Health Stays Strong: US Consumer Survey Insights 2023, Week 38We focus on US consumers’ financial health and the implications for US retail. Our weekly US Consumer Survey Insights (formerly US Consumer Tracker) series presents an update on US consumers’ behaviors and sentiment. Read More
Insight Report | September 14, 2023 Premium August 2023 US Retail Sales: Consistent Consumer Spending Drives Moderate Sales GrowthIn 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. Read More
Deep Dive | September 12, 2023 Premium Fewer Consumers Adjust Shopping Behavior To Cope with Inflation: US Consumer Survey Insights 2023, Week 37We assess how US consumers are responding to inflation in retail. Our weekly US Consumer Survey Insights (formerly US Consumer Tracker) series presents an update on US consumers’ behaviors and sentiment. Read More
Deep Dive | September 6, 2023 Premium August 2023 US Housing Market Indicators: Mortgage Rate Increases to Highest in Over 21 YearsWe 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. Read More
Deep Dive | September 5, 2023 Premium Mall Visits Slump as Fall Nears: US Consumer Survey Insights 2023, Week 36We assess US consumers’ engagement with mall-based retail as fall nears. Our weekly US Consumer Survey Insights (formerly US Consumer Tracker) series presents an update on US consumers’ behaviors and sentiment. Read More
Insight Report | September 1, 2023 Premium US Apparel and Beauty Spending Tracker, July 2023: Clothing and Footwear Spending Growth Accelerates, Making a Potential Turning PointThe 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 Read More
Deep Dive | September 1, 2023 Premium US, UK, EU & China Quarterly Economic Update, 2Q23: Consumer Spending Growth Weakens in Many Countries Despite Easing InflationThe Quarterly Economic Update discusses macroeconomic indicators—GDP, consumer spending and inflation—from the US, the UK, the EU (European Union) and China. We look at recently released data for the second quarter of 2023, which show slowing consumer spending growth in the US, France and Germany. Read More
Insight Report | September 1, 2023 Premium July 2023 US Retail Traffic and In-Store Metrics: Signs of a Nonfood Recovery as YoY Declines EaseIn 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. Read More
Insight Report | August 31, 2023 Premium August 2023 Leading Indicators of US Retail Sales: Consumer Sentiment Falls Month Over Month Amid Inflation ResurgenceThe 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. Read More
Insight Report | August 29, 2023 Premium August 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 August 28, 2023, covering inflation, earnings, retail sales and more. Read More
Deep Dive | August 22, 2023 Premium Indications of a Summer Wind-Down Emerge: US Consumer Tracker 2023, Week 34We assess how US consumers behavior is changing as the summer winds down. Our weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment. Read More
