Infographic | December 13, 2024 Free Report Three Data Points We’re Watching This Week, Week 50: Global MacroDiscover key data points we are watching in week 50 of 2024. This week, we focus on macro data for the US and China, with insights on consumer sentiment and import rates. Read More
Deep Dive | December 12, 2024 Premium Proposed US Tariffs and Their Impacts—Price Hikes Likely, Making Diverse Supply Chains a MustDuring his campaign, US President-elect Donald Trump proposed a 60% tariff on Chinese imports and a 10%–20% tariff on all products imported from other US trading partners. We discuss the anticipated impact of the potential tariffs on both US retailers and consumers. Read More
Deep Dive | December 11, 2024 Premium Economic Sentiment Weakens as Tariff Prospects Heighten: China Consumer Survey InsightsDiving into new survey data, we assess Chinese consumers’ expectations for their personal finances and the economy, considering China’s stimulus measures and potential tariffs from the US. We also present an update on consumer behavior and shopping trends. Read More
Insight Report | November 25, 2024 Premium November 2024 US Retail Sales Outlook: Strong October To Fuel Solid Holiday SalesThe 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 November 19, 2024. Read More
Insight Report | November 15, 2024 Premium October 2024 US Retail Sales: Nonstore Retailers Lead as Growth AcceleratesIn October 2024, US retail sales (excluding gasoline and automobile sales) grew by over 5% year over year, accelerating from the growth seen in August and September. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More
Infographic | October 25, 2024 Free Report Three Data Points We’re Watching This Week, Week 43: US Holiday FocusDiscover key data points we are watching in week 43 of 2024. This week, we focus on the US holiday season, offering findings from proprietary consumer surveys on shopping behavior and expectations as well as our projection for retail sales growth. Read More
Insight Report | October 23, 2024 Premium October 2024 US Retail Sales Outlook: Projecting 3% Retail Sales Growth at the Start of the Holiday SeasonThe 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 October 21, 2024. Read More
Insight Report | October 17, 2024 Premium September 2024 US Retail Sales: Retail Sales Growth Eases Further as Sectors See Mixed GrowthIn September 2024, US retail sales (excluding gasoline and automobiles) grew by over 2% year over year, easing from the growth seen in August. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More
Deep Dive | October 17, 2024 Premium Is China’s Stimulus Package Boosting Consumer Sentiment?: China Consumer Survey InsightsDiving into new survey data, we assess Chinese consumers’ expectations for their personal finances and the economy, considering recent efforts by China to grow the economy. We also present an update on consumer behavior and shopping trends. Read More
Deep Dive | October 1, 2024 Premium Responses to Inflation and Financial Resilience—Strategic Purchasing Behavior: US Consumer Survey InsightsWhat are US consumers’ perceptions of inflation, and how are they changing their spending habits as a result? How long could US consumers cover their bills if they lost their income? We analyze new survey findings to find out, and present an update on consumers’ behaviors and sentiment. Read More
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
Infographic | September 20, 2024 Free Report Three Data Points We’re Watching This Week: Global FocusDiscover key data points we are watching in week 38 of 2024, spanning India’s Big Billion Days 2024, US credit card balances and economic optimism in China. 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