Insight Report | April 26, 2021 Premium March 2021 UK Retail Sales: Total Sales Jump 9% Year Over Year Ahead of Lockdown ExitWe review data for UK retail in total and by sector for March 2021. Retail sales jumped significantly year over year in March, partly due to the annualization of pandemic-related spending patterns. Nevertheless, even compared to pre-pandemic retail sales figures from March 2019, total retail sales saw a strong increase this month. Read More
Insight Report | April 23, 2021 Premium High US Imports and Port Congestion Impacts To Be Drawn Out Through 2021The Covid-19 pandemic has upended various aspects of the retail supply chain and has resulted in a high level of US imports. We discuss the impact of this on ports and the rest of the supply chain. Read More
Insight Report | April 22, 2021 Premium March 2021 US Retail Traffic and In-Store Metrics: Traffic Declines Ease Even as Covid-19 Cases RiseMarch 2021 saw a total US nonfood store traffic decline of 27% year over year, a strong improvement from February. We review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type. Read More
Deep Dive | April 20, 2021 Premium How Travel Will Bounce Back and What This Means for US RetailThe travel industry and associated retail in the US were hit hard by the Covid-19 pandemic, as consumers stayed home at record rates in 2020 and continue to be wary of visiting public places such as tourist attractions. However, in the second half of 2021, we expect travel to pick up substantially, beginning with regional domestic travel by car and eventually spreading to international air travel. In this report, we discuss the potential bounceback of travel and its implications for US retail. Read More
Deep Dive | April 19, 2021 Premium US Consumer Tracker: Recovery in Discretionary Spending (Full Report)Our latest survey report provides a detailed update on US consumers’ behaviors, concerns and expectations, with a focus on the implications for retail. We present findings on where, how and how much consumers are shopping, as well as consumer avoidance of public places and what activities they have done in the past two weeks. Our consumer survey was undertaken on April 12. Read More
Insight Report | April 19, 2021 Register for Free Access US Consumer Tracker: Recovery in Discretionary Spending (Select Findings)This free report features select findings from our latest survey of US consumers, undertaken on April 12. We discuss respondents’ behaviors and expectations, with a focus on implications for retailers. Read More
Insight Report | April 16, 2021 Premium March 2021 US Retail Sales: Stimulus and Vaccines Drive a Very Strong MonthUS retail sales grew by over 17% year over year in March 2021, more than 10 percentage points higher than February’s growth. Using data from the US Census Bureau, this report looks at which retail sectors saw sales surge and which did not do well in March 2021. Read More
Insight Report | April 13, 2021 Register for Free Access US Consumer Tracker: Slow but Steady Progress Toward Normalcy (Select Findings)This free report features select findings from our latest survey of US consumers, undertaken on April 5. We discuss respondents’ behaviors and expectations, with a focus on implications for retailers. Read More
Deep Dive | April 13, 2021 Premium US Consumer Tracker: Slow but Steady Progress Toward Normalcy (Full Report)Our latest survey report provides a detailed update on US consumers’ behaviors, concerns and expectations, with a focus on the implications for retail. We present findings on where, how and how much consumers are shopping, as well as consumer avoidance of public places and what activities they have done in the past two weeks. Our consumer survey was undertaken on April 5. Read More
Insight Report | April 12, 2021 Premium March 2021 Leading Indicators of US Retail Sales: Economy Is Poised To Lift Off with Stimulus and VaccinesIn 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 the end of March 2021, covering the job market, income and savings, and housing. Read More
Insight Report | April 7, 2021 Premium US Consumer Tracker: More Consumers Direct Third-Round Stimulus Checks into Discretionary Retail (Select Findings)This free report features select findings from our latest survey of US consumers, undertaken on March 29, which asked respondents about their behavior, sentiment and expectations amid the coronavirus crisis. Read More
Deep Dive | April 7, 2021 Premium US Consumer Tracker: More Consumers Direct Third-Round Stimulus Checks into Discretionary Retail (Full Report)Our latest survey report provides a detailed update on US consumers’ behaviors, concerns and expectations, with a focus on the implications for retail. This week, we present findings on how consumers spent or plan to spend their third-round stimulus checks. We discuss what product categories respondents had purchased in-store and online in the past two weeks and what consumers are buying more of and less of than pre-pandemic. We also cover what activities respondents have done in the past two weeks and consumer avoidance of public places. Our consumer survey was undertaken on March 29. Read More
Deep Dive | April 6, 2021 Premium Playbook: New Ways of Living and Spending in the USIn this Playbook, we discuss how US consumer spending behaviors have changed over the course of the Covid-19 pandemic. We identify five key strategies that US retailers can take to best capitalize on the trends in spending and living habits that are driving shifts in the retail landscape, covering market segmentation, e-commerce adoption, customer loyalty and more. Read More
Insight Report | March 30, 2021 Premium February 2021 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand in February 2021, we saw solid retail sales growth in the US, while the UK posted its third consecutive month of decline. China saw very high growth momentum, owing to weak comparatives from 2020. We also consider wage growth and food and fuel prices in these three markets. Read More
Insight Report | March 29, 2021 Register for Free Access US Consumer Tracker: Shopper Behaviors and Expectations as We Head Toward Easter (Select Findings)This free report features select findings from our latest survey of US consumers, undertaken on March 22, which asked respondents about their behavior, sentiment and expectations amid the coronavirus crisis. Read More
