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 | June 16, 2022 Premium

May 2022 US Retail Sales: Sales Stay Nominally Healthy While Volumes Continue To Decline

May 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.

Deep Dive | June 14, 2022 Databank Members

US Consumer Tracker: Are Consumers Postponing Travel Plans?

While most trends held steady, our data show that taking and planning trips has declined in the past four weeks, perhaps due to the inflationary squeeze on consumers’ budgets. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail.

Deep Dive | June 6, 2022 Databank Members

US Consumer Tracker Extra: Are Shoppers Consolidating Trips to Stores Amid Record-High Gas Prices?

As record-high US gas prices force consumers to adapt their shopping patterns, we examine consumer behavior broken down by age and income band, based on exclusive Coresight Research data. Our US Consumer Tracker Extra provides a deeper dive into longer-term trends revealed by our weekly survey data.

Event Coverage | May 31, 2022 Premium

Aptos Engage 2022: From Good to Great in Unified Commerce, Addressing Retail Challenges Across Inflation, Loyalty and More

We present key insights from Aptos Engage 2022, held on May 16–19, covering the current challenges in retail—such as inflation and customer loyalty—and Aptos management’s vision for unified commerce.

Insight Report | May 25, 2022

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US CPG Sales Tracker: Online CPG Sales Growth Passes 20%

The Coresight Research and IRI monthly US CPG Sales Tracker provides our data-driven insights into online sales trends in the US CPG industry—covering the product categories of food & beverage; health & beauty; and general merchandise & homecare. In this free report, we present five key insights from the four weeks ended April 17, 2022.

Insight Report | May 25, 2022 Premium

Earnings Insights 1Q22, Week 4: Target and Walmart Sound Alarm Bells over Discretionary Demand; Kohl’s and Lowe’s See Sales Decline

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report first-quarter 2022 earnings. This week features highlights from companies that reported in the week ended May 22, 2022, namely Bath & Body Works, BJ’s, Deckers Outdoor and The Home Depot, among others.

Insight Report | May 24, 2022 Premium

May 2022 Monthly Consumer Update: US, UK and China

Analyzing consumer demand in April 2022, we saw UK retail sales growth losing momentum, stronger-than-expect retail sales growth the US and total retail sales continue to decline in China. We assess these trends and consider wage growth and food and fuel prices in these three markets.

Insight Report | May 23, 2022 Premium

April 2022 UK Retail Sales: Sales Volumes Continue Shrinking with Rising Inflation

We present April 2022 UK retail sales data showing that sales volumes are shrinking with rising inflation. In April, total UK retail sales grew 2.7% in value while volumes declined by 4.9%. We analyze retail sales, in total and by sector, as well as online sales penetration.

Insight Report | May 20, 2022 Premium

April 2022 China Retail Sales: Sales Slump Amid Extended Lockdowns

We review the latest data for retail sales in China showing that in April 2022, year-over-year sales declined by 9.7%, slowing to the lowest point since March 2020. Our report analyzes retail sales in total and by sector.

Insight Report | May 18, 2022 Premium

April 2022 US Retail Sales: Growth Strengthens but Volumes Remain Down Year over Year

April 2022 US retail sales, excluding gasoline and automobiles, grew by 6% 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.

Insight Report | May 17, 2022 Premium

Earnings Insights 1Q22, Week 3: Coty, Tapestry and Weis Post Strong Results; Qurate’s Sales Decline

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report first-quarter 2022 earnings. This week features highlights from companies that reported in the week ended May 15, 2022, namely Coty, Qurate Retail, Tapestry and Under Armour, among others.

Insight Report | May 13, 2022 Premium

April 2022 US Retail Traffic and In-Store Metrics: Easter Weekend Strengthens Traffic

In April 2022, total US nonfood store traffic increased by 20.9% year over year, higher than March’s growth of 16.5% year over year. We review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type.

Deep Dive | May 11, 2022 Premium

Inflation and Apparel: How US Retailers and Consumers Are Responding

In this inflationary environment, apparel retailers are faced with high input costs while consumers are coping with wages that haven’t kept pace with inflation. We analyze the factors driving apparel inflation, the strategies different retailers are taking to save costs and the ways consumers are changing their spending.

Insight Report | May 11, 2022 Premium

Earnings Insights 1Q22, Week 2: Crocs, Estée Lauder, Floor & Decor and Gildan Post Strong Results

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report first-quarter 2022 earnings. This week features highlights from companies that reported in the week ended May 8, 2022, namely Carter’s, the Clorox Company, CVS Health and Estée Lauder, among others.

Deep Dive | May 10, 2022 Databank Members

US Consumer Tracker: Inflation Update—Consumers Change Their Playbook

Consumers are adopting new shopping strategies to respond to record levels of inflation. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail.