Macro Economics

Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

Insight Report | January 24, 2024 Premium

Holiday 2023: US Retail Wrap-Up—Strong Performance in E-Commerce and Clothing Sectors Drives Growth

Coresight Research concludes our coverage of the 2023 holiday season in US retail with our annual wrap-up report, drawing on proprietary consumer survey data, store-visit (traffic) data from Placer.ai, trading updates from selected retailers and retail sales data from the US Census Bureau.

Deep Dive | January 22, 2024 Premium

December 2023 US Housing Market Indicators: Positive Shifts To Start the New Year

The Coresight Research US Housing Market Indicators series analyzes the current housing market landscape in the US, based on a range of metrics. This report analyzes the latest data available as of the end of December 2023.

Insight Report | January 8, 2024 Premium

November 2023 US Retail Traffic and In-Store Metrics: Black Friday Boosts Traffic and Sales

In November 2023, US nonfood store traffic declined by 3.3%, year over year, while store-based sales declined by 3.3%. Using data from RetailNext, we look at traffic trends overall and by retail sector, region and location type.

Insight Report | December 28, 2023 Premium

December 2023 Monthly Consumer Update: US, UK and China

Our Monthly Consumer Update analyzes key consumer indicators from the US, the UK and China. In this report, we examine the latest data as of December 22, 2023, covering inflation, earnings, retail sales and more.

Insight Report | December 27, 2023 Premium

December 2023 Leading Indicators of US Retail Sales: The Picture Heading Into 2024

The 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 December 22, 2023.

Deep Dive | December 26, 2023 Databank Members

Enclosed Malls Draw More Shoppers Amid Festive Season: US Consumer Survey Insights 2023, Week 52

We assess how where consumers are shopping for Holiday 2023. Our weekly US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment.

Insight Report | December 26, 2023 Premium

US Apparel and Beauty Spending Tracker, November 2023: Holiday Fuels Accelerated Clothing and Footwear Spending

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 November 2023, showing that clothing and footwear spending growth increased to 2.8% year over year

Insight Report | December 26, 2023 Premium

November 2023 UK Retail Sales: Easing Inflation and Holiday Season Boost Sales

In November 2023, UK retail sales (excluding automotive fuel) grew 5.6% year over year. Using data from the Office for National Statistics, we look at total and online growth trends and performance by sector.

Insight Report | December 20, 2023 Premium

Holiday 2023: US Holiday Homestretch—Amazon and Off-Pricers Poised To Win This Season

As the end of the 2023 holiday shopping season approaches, we take stock of the latest metrics, leveraging proprietary survey data, retail sales results and shopper traffic data.

Deep Dive | December 19, 2023 Databank Members

Consumers Report Financial Confidence Ahead of the Holiday Peak: US Consumer Survey Insights 2023, Week 51

We assess how consumer confidence is shifting as the holiday shopping peak nears. Our weekly US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment.

Insight Report | December 18, 2023 Premium

November 2023 China Retail Sales: Growth Continues To Strengthen

We review the latest data for retail sales in China, showing that in November 2023, year-over-year sales grew 8%. Our report analyzes retail sales in total and by sector.

Insight Report | December 15, 2023 Premium

Holiday 2023: Exclusive Black Friday and Cyber Monday Survey Findings

We discuss retail performance in the US on Black Friday and Cyber Monday with the help of our proprietary survey data. We also offer wider learnings for holiday 2023 and the retail environment in general.

Insight Report | December 14, 2023 Premium

November 2023 US Retail Sales: Electronics and Appliance Stores See Sales Growth Accelerate

In November 2023, US retail sales (excluding gasoline and automobiles) grew 4% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector.

Deep Dive | December 14, 2023 Databank Members

Mass Merchandisers Gain from Cyber Monday: US Consumer Survey Insights 2023, Week 50

We assess the impact of Cyber Monday sales on shopper penetration rates. Our weekly US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment.

Insight Report | December 11, 2023 Premium

October 2023 US Retail Traffic and In-Store Metrics: Jewelry Sector Sees Positive Growth

In October 2023, US nonfood store traffic declined by 4%, year over year, with store-based sales also declining by 4%. Using data from RetailNext, we look at traffic trends overall and by retail sector, region and location type.