Deep Dive | October 25, 2023 Premium Inflation Concerns Persist and Dollar Stores Thrive: US Consumer Survey Insights 2023, Week 43We assess how inflation worries are affecting US consumers’ shopping behaviors as holiday shopping begins. Our weekly US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment. Read More
Insight Report | October 23, 2023 Premium September 2023 UK Retail Sales: Growth Slows Amid Continuing Cost of Living Pressures and Unseasonably Warm WeatherIn September 2023, UK retail sales (excluding automotive fuel) grew 6% year over year. Using data from the Office for National Statistics, we look at total and online growth trends and performance by sector. Read More
Analyst Corner | October 22, 2023 Register for Free Access Weinswig’s Weekly: Elevated Gasoline Prices and the Pressures on Consumer WalletsGasoline prices remain a risk factor for US retail as we head further into the holiday quarter and closer to 2024. This week’s note, “From the Desk of Deborah Weinswig,” discusses the prospects for US gasoline prices and the consumer context for recently increasing gas prices. Read More
Insight Report | October 20, 2023 Premium September 2023 China Retail Sales: Growth Continues To StrengthenWe review the latest data for retail sales in China, showing that in September 2023, year-over-year growth improved, continuing the upward trend seen since July. Our report analyzes retail sales in total and by sector. Read More
Insight Report | October 17, 2023 Premium September 2023 US Retail Sales: Retail Spending Outpaces Retail Inflation as Consumers Remain HealthyIn September 2023, US retail sales (excluding gasoline and automobiles) grew 2.2% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More
Analyst Corner | October 15, 2023 Register for Free Access Weinswig’s Weekly: Three Trends About the US Return to Office You Don’t Already KnowThis week’s note, “From the Desk of Deborah Weinswig,” discusses three major retail-related trends about the US return to office that you may have missed. Read More
Insight Report | October 11, 2023 Premium Data Dive: US Return to Office—Three Retail-Relevant Trends You Don’t Already KnowWe identify the impacts of the state of return to office (RTO) on retail in the US, identifying three key RTO trends that are generally left out of popular narratives. Read More
Deep Dive | October 9, 2023 Premium New Questions Reveal Consumers’ Economic Pessimism: US Consumer Survey Insights 2023, Week 41We assess US consumer confidence ahead of the holiday retail season. Our weekly US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment. Read More
Deep Dive | October 3, 2023 Premium September 2023 US Housing Market Indicators: New Residential Construction Starts Drop to Lowest Point in Over Three YearsWe present insights into the US housing market as of the end of September 2023, covering home sales and prices, housing permits, starts and completions, and more. The latest available data reveal the significant decline in new residential construction starts. Read More
Deep Dive | October 3, 2023 Premium Dollar Stores Retain Their Appeal: US Consumer Survey Insights 2023, Week 40We assess how dollar stores are benefiting from consumer behavior patterns ahead of the holiday shopping season. Our weekly US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment. Read More
Insight Report | October 2, 2023 Premium US Apparel and Beauty Spending Tracker, August 2023: Beauty, Clothing and Footwear Spending Growth Slows But Remains ResilientThe 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 August 2023, showing that clothing and footwear spending is up 2.9% year over year Read More
Insight Report | September 29, 2023 Premium September 2023 Monthly Consumer Update: US, UK and ChinaOur Monthly Consumer Update analyzes key consumer indicators from the US, the UK and China. In this report, we examine the latest data as of September 26, 2023, covering inflation, earnings, retail sales and more. Read More
Insight Report | September 28, 2023 Premium September 2023 Leading Indicators of US Retail Sales: Strong Wage Growth and Labor Market Signal Positivity for Holiday SeasonThe 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 September 24, 2023. Read More
Insight Report | September 27, 2023 Premium August 2023 China Retail Sales: Growth Rate Improves, Breaking Three-Month Downward TrendWe review the latest data for retail sales in China, showing that in August 2023, year-over-year growth improved, breaking the downward trend seen since April. Our report analyzes retail sales in total and by sector. Read More
Insight Report | September 27, 2023 Premium August 2023 US Retail Traffic and In-Store Metrics: Apparel Sector Registers Strongest Growth Amid Store-Based Traffic DeclineIn August 2023, US nonfood store traffic declined by 2.4%, year over year, while store-based sales declined by 4.5%. Using data from RetailNext, we look at traffic trends overall and by retail sector, region and location type. Read More