May 7, 2019 Flash Report Register for Free Access President Trump Threatens Additional Tariffs on Chinese Imports Ahead of Crucial Trade TalksThe latest development of increasing tariffs for Chinese goods adds uncertainty to US-China trade negotiations, although it appears to be a negotiating tactic: Turning up the heat on China immediately before crucial talks.
May 7, 2019 Company Earnings Update Register for Free Access Adidas (DB: ADS) 1Q19 Results: Double-Digit Growth in Asia Pacific and 16% in China Drive Operating Margin ExpansionDouble Digit Growth in Asia-Pacific and 16% in China Drive Operating Margin Expansion
April 30, 2019 Insight Report Premium March 2019 Monthly Consumer Update: US, UK and ChinaIn March, US gasoline-price deflation eased to near-zero, contributing to an uptick in overall consumer price inflation. China retail sales growth picked up pace to 8.7% year over year.
April 30, 2019 Insight Report Premium 2019 Tax Tracker Week 12 — Final: Post-Tax-Day Wrap-Up — Number of Returns Up Slightly, Average Refund Down 2.0%Following the April 15 filing deadline, the number of filings remains positive, however the total amount and average refund size trail the year-ago figures.
April 22, 2019 Insight Report Premium March 2019 US Retail Sales: Growth Seen in Most Sectors with Major Uplift in Home ImprovementUS saw retail sales growth in most sectors with major uplift in home-improvement in March.
April 22, 2019 Insight Report Premium March 2019 UK Retail Sales: Small Retailers Drive Solid Total Growth; Food Retailers’ Online Sales Decline for the First Time in Eight YearsThe Office for National Statistics reported a strengthening of retail growth to 4.4% year over year in March, supported by a 4.0% increase in volumes. Growth was supported by a reported 8.9% increase in sales at small retailers.
April 17, 2019 Insight Report Premium Insights from China: The Boao Forum for Asia and China’s Advocacy for an Open EconomyIn our weekly series Insights from China, we examine issues that affect international brands and retailers in China. We cover areas such as policy, consumer behavior, consumer sentiment, government regulations and the competitive landscape — as they affect the business operations and future outlook.
April 17, 2019 Insight Report Premium March 2019 US Monthly Retail Traffic and In-Store Metrics Report: Traffic Decline SteepensUS store traffic declined 7.9% year over year in March. Year over year, the conversion rate fell 0.4 percentage points, average transaction value (ATV) grew 3.3% and the product return rate decreased by 0.3 percentage points.
April 15, 2019 Insight Report Premium March 2019 US Same-Store Sales: Costco and Buckle Comps Show Sequential Improvement; Cato Comparable Sales Continue to SlideCostco’s same-store sales growth showed a sequential strengthening, led by strong store traffic. Its e-commerce segment continued to post strong growth
April 11, 2019 Deep Dive Premium The Greater Bay Area, or “China’s Silicon Valley”: What is It, How Will It Develop and How Can Businesses Benefit?The Greater Bay Area could be China’s answer to Silicon Valley. On February 18, 2019, the Central Committee of the Communist Party of China and the State Council of the People’s Republic of China released a development plan for the Greater Bay Area.
April 3, 2019 Insight Report Premium Insights from China: Italy to Become the First G7 Country to Join China’s Belt and Road InitiativeOn March 23, 2019, Italy and China signed a memorandum of understanding to cooperate on Beijing’s Belt and Road Initiative. Italy has become the first member of the G7 major advanced economies to sign up to this initiative.
April 2, 2019 Insight Report Premium February 2019 US Retail Sales: Slowdown Seen Across Sectors with Major Softening in Home-ImprovementTotal retail sales excluding gasoline and automobiles increased 2.7% year over year in February 2019, a substantial slowing from the revised 4.9% year-over-year increase in January.
April 2, 2019 Insight Report Premium 4-5-4 US Retail Calendar, 2019 vs. 2018The 4-5-4 US retail calendar is a guide to the fiscal year ending February 1, 2020. The calendar, used by many US retailers, ensures comparability between years by dividing the year into months based on a ‘4 weeks–5 weeks–4 weeks’ format.
March 29, 2019 Insight Report Premium February 2019 Monthly Consumer Update: US, UK and ChinaEach month, we round up 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 — namely, wage growth, price changes and retail sales growth.
March 25, 2019 Insight Report Premium February 2019 UK Retail Sales: Fragmented Sectors Drive Strong Total Growth, But Core Sectors Show SoftnessThe Office for National Statistics reported a strengthening of retail growth to 4.0% year over year in February 2019, supported by a 3.5% increase in volumes.
