Deep Dive Premium US Retail and Consumer Outlook: An Overinflated Balloon Set To Pop? Coresight Research November 21, 2022 What's InsideUS retail is inflated and could be deflated by a number of factors in 2023. Drawing on proprietary consumer survey findings and macroeconomic data, we assess the outlook for US retail, considering consumer behavior trends, the inflationary environment and supply-side retail pressures. Data in this report include: Proprietary survey data on US consumers’ changes to shopping behavior in response to inflation—for grocery and nongrocery US retail sales, % change year over year and on a two-year basis US consumer prices vs. average hourly wages US personal savings rate Companies mentioned in this report include: Dollar Tree, Inc., Dollar General, Walmart, Burlington Stores, Gap, TJX Stores, Nordstrom Other relevant research: October 2022 US Retail Sales Our full collection of US Consumer Tracker surveys This report is for Premium subscribers only. Learn more about subscriptions here.If you are a Premium subscriber, please log in.
