Macro Economics

Access 7,000+ research reports and presentations on the retail and technology ecosystem, covering consumers, companies, economies, and retail and technology trends. Filter by product, sector, themes, regions, companies, or other parameters below. Alternatively, use the search box above to find relevant research content.

Deep Dive | October 25, 2022 Premium

Countdown to Holiday 2022: US Survey and Retail Outlook

We present the findings of our Holiday 2022 US Consumer Survey. Additionally, we give our holiday sales growth estimate, examine how shopper behavior will differ this year from last and analyze how the current economic environment will impact spending.

Insight Report | October 24, 2022 Premium

September 2022 UK Retail Sales: Deepest Real Declines for 30+ Years

In August 2022, UK retail sales volumes fell 6.4% year over year while values grew 3.1%. Online sales declined by 8.2%. We analyze retail sales, in total and by sector, as well as online sales penetration.

Market Outlook | October 24, 2022 Premium

Market Outlook: US Retail REITs—Real Estate Adapts to the Post-Pandemic Environment

In this Market Outlook, we analyze the US retail real estate investment trust (REIT) market, covering key market factors, the competitive landscape and themes we are watching in the space for 2023 and beyond.

Insight Report | October 18, 2022 Premium

September 2022 US Retail Sales: Growth Slows as Inflation Moderates

September 2022 US retail sales, excluding gasoline and automobiles, grew 7.0% year over year. Using data from the US Census Bureau, we look how different sectors performed.

Insight Report | October 7, 2022 Premium

2Q22 US Department Store Insights: Consumer Shopping Behavior Mixed Across Retailers

We examine the performance of Kohl’s, Macy’s and Nordstrom in the second quarter of 2022 compared to the same period in 2021 on a year-over-year basis and to 2019 to compare to pre-pandemic. We analyze sales, revenue, digital sales, product categories and more.

Deep Dive | October 6, 2022 Premium

September 2022 US Housing Market Indicators: New Residential Construction Slows Amid Declining Sales and Rising Inventory

We examine nine indicators to assess the health of the US housing market. The most recent data show declining sales, rising inventories and slowing construction.

Insight Report | October 3, 2022 Premium

September 2022 Monthly Consumer Update: US, UK and China

Analyzing consumer demand in August 2022, retail sales remained healthy in the US and grew slowly in the UK. In China, despite the country’s ongoing real estate crisis, retail sales accelerated in August. Our Monthly Consumer Update assesses these trends and considers wage growth, and food and fuel prices in these three markets.

Insight Report | October 3, 2022 Premium

US Apparel and Beauty Spending Tracker: August 2022 Clothing and Footwear Spending Up 2.5% Year over Year

The 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 2022, showing that clothing and footwear spending is up 2.5% year over year.

Insight Report | September 28, 2022 Premium

September 2022 Leading Indicators of US Retail Sales: Macroeconomic Uncertainty as Fall Begins

In our monthly Leading Indicators of US Retail Sales series, we examine several key macroeconomic indicators of US retail sales and analyze how they may impact the industry in the months to come. We analyze the latest available data, as of September 23, 2022, covering income, savings, the job market and housing, and offer US retail sales projections.

Deep Dive | September 27, 2022 Premium

US Consumer Tracker: How Shoppers Are Reacting to Inflation in Retail

We explore how consumers are changing their behaviors in response to inflation. Our US consumer survey presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail.

Insight Report | September 23, 2022 Premium

August 2022 US Retail Traffic and In-Store Metrics: Traffic Growth Accelerates to 7.5%

In our monthly report on US retail traffic and in-store metrics, we analyze sales across sectors, regions and location types. August 2022’s data shows traffic grew 7.5% year over year.

Market Outlook | September 22, 2022 Premium

Market Outlook: US Mass Merchandisers and Warehouse Clubs—Weathering Post-Pandemic Challenges

In this Market Outlook, we discuss the interconnected US mass merchandiser and warehouse club sectors, presenting our market sizing estimates for 2022 and beyond. We explore notable market factors, e-commerce growth, the competitive landscape and retail innovators.

Insight Report | September 20, 2022 Premium

August 2022 China Retail Sales: Total Sales Pick Up; Most Sectors Report Positive Growth

We review the latest data for retail sales in China showing that in August 2022, year-over-year sales grew 5.1%. Our report analyzes retail sales in total and by sector.

Deep Dive | September 20, 2022 Premium

US Consumer Tracker: Headed Toward Fall with Retail Inflation Pressures Persisting

As retail inflation pressures persist into fall, our US consumer survey presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail.

Insight Report | September 19, 2022 Premium

August 2022 UK Retail Sales: Volume Declines Deepen as Inflation Jumps

In August 2022, UK retail sales volumes fell 5.2% year over year while values grew 3.6%. Online sales declined by 9.5%. We analyze retail sales, in total and by sector, as well as online sales penetration.