January 15, 2020 Insight Report Premium US Retail Traffic and In-Store Metrics, December 2019: Traffic Decline EasesUS store-based traffic was a mixed bag in December as the late Thanksgiving pushed much holiday spending into the following month. Foot traffic continued to fall, transaction volumes slid but ATV and return rates both improved.
January 14, 2020 Insight Report Premium December 2019 US Same-Store Sales: Late Cyber Monday Drives Jump in Costco Online SalesDecember same-store sales showed the impact of the late US Thanksgiving—and the shortest possible number of shopping days before Christmas. November was a nail-biter for some retailers, but for most results rebounded in December as major shopping days were pushed into the following month.
January 9, 2020 Insight Report Premium Estée Lauder Beauty: A Timeline of Key EventsTracking Estée Lauder’s rise to prominence from its founding in 1946 to modern beauty icon and innovator. The company now boasts a portfolio of over 25 prestige brands spanning cosmetics, skincare, haircare and fragrances with annual revenues totaling $14.9 billion in fiscal 2018.
December 26, 2019 Insight Report Premium November 2019 Monthly Consumer Update: US, UK and ChinaUS, UK and China consumer data shows a mixed bag in prices, wage growth and consumer spending. This report captures the big picture and what it means for retail as we head into the new year.
December 20, 2019 Insight Report Premium November 2019 UK Retail Sales: Nonfood Sales Turn NegativeUK retail saw a weak start to the holiday season in November 2019, with sales falling in a number of discretionary retail sectors.
December 17, 2019 Insight Report Premium US Retail Traffic and In-Store Metrics, November 2019: Traffic Decline Steepens Slightly but Black Friday PerformsUS store traffic fell at a faster rate in November than in October. Black Friday outperformed November overall and accounted for the largest portion of traffic during the month but traffic was still down over last year.
December 17, 2019 Insight Report Premium November 2019 US Retail Sales: Slowdown Seen Across Sectors with Major Softening in Clothing and Department StoresUS retail sales growth slowed in November across all sectors as a late Thanksgiving pushed holiday buying late into the month—and Cyber Monday into the following month. US retail sales in November grew at half the rate of October, with department stores faring worst of all sectors.
November 30, 2019 Insight Report Free Report Holiday 2019: US Black Friday InsightsOn November 29, the Coresight Research team undertook its fifth annual tour of stores for Black Friday. We visited 65 stores of 32 different retailers in the US. In this report, we analyze each store according our proprietary BEST framework for physical retail.
November 27, 2019 Insight Report Premium October 2019 Monthly Consumer Update: US, UK and ChinaMacro economic indicators from the US, UK and China all seem to point to positive – but growth seems unsteady and although positive there remain areas of concern. This report captures the big picture and what it means for retail as we head into the holidays.
November 18, 2019 Insight Report Premium October 2019 US Retail Sales: Declines Slow in Clothing and Department StoresUS retail sales grew again in October, but we saw mixed results at clothing specialty retailers, department stores and nonstore retailers
November 15, 2019 Insight Report Premium October 2019 UK Retail Sales: Online-Only Retailers Continue to Gain Share in E-CommerceUK retail sales were up by 3% year over year in October 2019, according to ONS data. This was slower than in September, likely due in part to further Brexit uncertainty. Online-only retailers grew sales at a double-digit pace to gain share of total UK e-commerce sales.
November 8, 2019 Insight Report Premium US and China Quarterly Economic Update, 3Q19: Growth Slows in Both Countries; Trade Tensions Show ImpactIn this report, we discuss macroeconomic indicators from the US and China. US GDP grew by a seasonally adjusted rate of 1.9% in the third quarter of 2019, while GDP in China increased 6.0% year over year.
October 30, 2019 Insight Report Premium September 2019 Monthly Consumer Update: US, UK and ChinaEach month, we analyze key metrics that reflect consumer demand in the US, the UK and China. In these updates, we focus on direct, leading indicators of the health of the consumer economy: wage growth, price changes and retail sales growth.
October 21, 2019 Insight Report Premium Holiday 2019: US Retail Hiring Set To Be FlatPart of our Holiday 2019 series, this report outlines key developments related to holiday hiring in US retail
October 18, 2019 Insight Report Premium September 2019 UK Retail Sales: Small Retailers Again Drive Solid Total GrowthTotal UK retail sales increased 3.6% year over year in September, broadly in line with the 3.8% average in the prior 12 months and up from 2.8% in August.