Insight Report | June 23, 2023 Premium June 2023 Leading Indicators of US Retail Sales: Total Gains To Be in the Low Single Digits Due to Flat Disposable Income GrowthThe 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 June 19, 2023. Read More
Deep Dive | June 22, 2023 Premium 1Q23 US Earnings Season Wrap-Up: A Mixed Quarter for Retail Amid Weak Discretionary DemandCoresight Research offers analysis of the first quarter of 2023 performance of Coresight 100 companies mostly based in the US. We assess the recent performance of selected retailers, brands and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Insight Report | June 22, 2023 Premium May 2023 China Retail Sales: Growth Eases, Breaking Upward MomentumWe review the latest data for retail sales in China, showing that in May 2023, year-over-year sales grew 11%. Our report analyzes retail sales in total and by sector. Read More
Insight Report | June 16, 2023 Premium May 2023 US Retail Sales: Resilient Consumers Drive Retail Sales GrowthIn May 2023, US retail sales (excluding gasoline and automobiles) grew 4.3% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More
Deep Dive | June 1, 2023 Premium May 2023 US Housing Market Indicators: Sharp Rise in New Home SalesWe present insights into the US housing market as of the end of May 2023, covering home sales and prices, housing permits, starts and completions, and more. The latest available data show a sudden rise in new home sales. Read More
Insight Report | June 1, 2023 Premium Data Dive: From Cotton to Wheat—What’s Happening with Retail Commodity Prices?In this Data Dive, we consider recent trajectories in global price indices for a number of major commodities—including cotton, coffee, sugar and wheat—that comprise or contribute to major categories in retail. Read More
Insight Report | May 31, 2023 Premium May 2023 Monthly Consumer Update: US, UK and ChinaOur Monthly Consumer Update analyzes key consumer indicators from the US, the UK and China. We examine the latest data as of May 2023, covering inflation, earnings, retail sales and more. Read More
Insight Report | May 30, 2023 Premium April 2023 UK Retail Sales: Online Sales Slow While Total Retail Sales AccelerateIn April 2023, UK retail sales (excluding automotive fuel) grew 7% 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 | May 30, 2023 Premium US Apparel and Beauty Spending Tracker, April 2023: Clothing, Footwear and Beauty Spending Growth Eases FurtherThe 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 April 2023, showing that clothing and footwear spending growth slowed further to 2.7% year over year. Read More
Insight Report | May 25, 2023 Premium Sportswear Brands in 1Q23: High Costs and Promotions Erode Margins, but Key Brands Remain Positive for Full-Year 2023We examine the first-quarter earnings releases of six sportswear brands or brand owners to gain valuable insights, including the impact of the Yeezy line at Adidas, and offer forward-looking implications on pricing, inventory clearance and supply chain management. Read More
Insight Report | May 24, 2023 Premium May 2023 Leading Indicators of US Retail Sales: Projecting Mid-Single-Digit Growth Amid Declining Consumer SentimentThe 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 May 19, 2023. Read More
Deep Dive | May 23, 2023 Premium US Consumer Tracker: Declines in Avoidance and Shopping ProliferateOur weekly US Consumer Tracker presents an update on US consumers’ behaviors and sentiment, based on proprietary survey data. This week, we also include our monthly questions on consumers’ financial security. Read More
Insight Report | May 23, 2023 Premium April 2023 China Retail Sales: Total Sales Accelerate Further as Most Sectors Continue To See Strong GrowthWe review the latest data for retail sales in China, showing that in April 2023, year-over-year sales grew 16%. Our report analyzes retail sales in total and by sector. Read More
Deep Dive | May 18, 2023 Premium US, UK, EU & China Quarterly Economic Update, 1Q23: Stronger Economic Indicators Lead to Higher Consumer Spending in the US and UKThe 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 first quarter of 2023, which show increased consumer spending levels in the UK and US, but declined rates in France and Germany. Read More
Insight Report | May 17, 2023 Premium April 2023 US Retail Sales: Growth Slows Further as Momentum Weakens Across the BoardIn April 2023, US retail sales (excluding gasoline and automobiles) grew 1.9% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More