Deep Dive | July 7, 2022 Premium US Consumer Tracker Extra: Consumers’ Complete Inflation PlaybookOur US Consumer Tracker Extra series offers a deeper dive into longer-term trends revealed by our weekly survey data. With inflation at a 40-year high, we examine changing consumer behavior and major food retailers’ shopper profiles by income. Read More
Deep Dive | July 4, 2022 Premium US Back to School 2022: Retail Outlook—Here’s What Shoppers Say They Will DoAs we move into peak summer ahead of the new school year, we present our outlook for the US back-to-school (BTS) retail season. We contextualize our overall expectations with macroeconomic data and findings from a proprietary survey of US consumers. Read More
Infographic | July 1, 2022 Register for Free Access Luxury Market Outlook—Regional Market Sizes and Factors: InfographicOur Market Outlooks for luxury retail in the US, Asia and Europe examine the scale, composition and trajectory of the regional markets, as well as key themes we are watching. We present our key findings on market sizes and growth factors in this free infographic. Read More
Market Outlook | July 1, 2022 Premium Market Outlook: Europe Luxury Sees Bounceback SustainedIn this Market Outlook, we examine the scale, composition and trajectory of the personal luxury goods market in Europe, discuss the factors driving its growth and cover market themes we are watching. This is part of a series of three Market Outlooks on regional luxury goods markets, which also includes reports on the US and Asia. Read More
Market Outlook | June 30, 2022 Premium Market Outlook: Asia Luxury Market To Drive Global Luxury GrowthIn this Market Outlook, we examine the scale, composition and trajectory of the personal luxury market in Asia, discuss the factors driving its growth and cover market themes we are watching. Read More
Insight Report | June 29, 2022 Premium June 2022 Leading Indicators of US Retail Sales: What Does the Summer of Experiences Mean for Retail?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 June 27, 2022, covering income, savings, the job market and housing, and offer US retail sales projections. Read More
Market Outlook | June 29, 2022 Premium Market Outlook: US Luxury Set for Solid GrowthIn this Market Outlook, we examine the scale, composition and trajectory of the US personal luxury market, discuss the factors driving its growth and cover market themes we are watching. Read More
Insight Report | June 28, 2022 Premium June 2022 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand in May 2022, the decline of retail sales in China began to ease, while retail sales in the UK and the US grew. We assess these trends and consider wage growth and food and fuel prices in these three markets. Read More
Deep Dive | June 28, 2022 Premium Playbook: How Retailers Can Capitalize on Venture Capital Funding OpportunitiesThis Playbook on venture capital (VC) funding analyzes four key strategies for retailers to capitalize on VC opportunities, offers an action plan for retailers seeking VC funding and presents ways to counter frequent challenges in the process of securing VC funding. Read More
Insight Report | June 27, 2022 Premium May 2022 UK Retail Sales: Slowing Sales Growth and Accelerating Volume Declines Point Toward Economic UncertaintyWe present May 2022 UK retail sales data showing that sales volumes are shrinking while sales growth is slowing. In May, total UK retail sales grew 1.8% in value while volumes declined by 5.7%. We analyze retail sales, in total and by sector, as well as online sales penetration. Read More
Insight Report | June 23, 2022 Premium May 2022 US Retail Traffic and In-Store Metrics: Traffic Growth Decelerates; Ticket Weakens Due to InflationIn our monthly report on US retail traffic and in-store metrics, we analyze sales across sectors, regions and location types. May 2022’s data shows traffic and tickets weakening. Read More
Deep Dive | June 23, 2022 Premium Combating Inflation Costs: Analyzing US Retailers’ Pricing and Operational StrategiesThis report analyzes US retailers’ pricing and operational strategies in light of rising costs due to inflation. We assess retailers in several sectors including apparel and footwear specialty retail, beauty retail, department stores, food retail, mass retail and off-price retail, presenting what actions they are taking and how their gross margins have been affected. Read More
Deep Dive | June 21, 2022 Premium Head-to-Head in the Global Beauty Market: Estée Lauder vs. L’OréalEstée Lauder and L’Oréal are two of the biggest players in the global beauty market. As part of our Head-to-Head series, we compare the two beauty companies’ revenues, business strategies and operating margins. Read More
Insight Report | June 20, 2022 Premium May 2022 China Retail Sales: Decline in Retail Sales Softens as Lockdowns EaseWe review the latest data for retail sales in China showing that in May 2022, year-over-year sales declined by 5.0%. Our report analyzes retail sales in total and by sector. Read More
Insight Report | June 16, 2022 Premium May 2022 US Retail Sales: Sales Stay Nominally Healthy While Volumes Continue To DeclineMay 2022 US retail sales, excluding gasoline and automobiles, grew by 6.5% year over year as discretionary spending was squeezed by inflation. Using data from the US Census Bureau, we look at which retail sectors saw sales increase and which did not do well. Read More
