Insight Report | November 17, 2022 Premium October 2022 US Retail Sales: As Inflation Eases, So Too Does Sales GrowthOctober 2022 US retail sales, excluding gasoline and automobiles, grew 6.4% year over year. Using data from the US Census Bureau, we look how different sectors performed. Read More
Insight Report | November 17, 2022 Premium October 2022 China Retail Sales: Total Sales Decelerate; Most Sectors Report Negative GrowthWe review the latest data for retail sales in China showing that in October 2022, year-over-year sales grew 0.5%. Our report analyzes retail sales in total and by sector. Read More
Deep Dive | November 15, 2022 Premium US Consumer Tracker: Walmart Dominates Food and Nonfood Ahead of HolidayWe assess inflation’s impact on US consumers’ holiday shopping. Our US consumer survey presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail. Read More
Company Profile | November 14, 2022 Premium The Home Depot Inc. (NYSE: HD) Company ProfileThe Home Depot is a US-based retailer of building materials, décor, home-improvement, and lawn and garden. Headquartered in Atlanta, Georgia, the company operates stores in Canada, Mexico and the US (including Guam, Puerto Rico and the US Virgin Islands). Read More
Company Profile | November 11, 2022 Premium RH (NYSE: RH) Company ProfileRH is a US-based retailer of furniture and home products. Headquartered in Corte Madera, California, the company operates stores in Canada and the US. Read More
Insight Report | November 8, 2022 Premium Earnings Insights 3Q22, Week 2: Crocs, CVS, Gildan, Weis and Floor & Decor Post Strong Results; Carter, Estée Lauder, Clorox and Wayfair See Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week includes coverage of companies such as Carter’s, Clorox, CVS Health, Estée Lauder, Floor & Decor Holdings and Gildan Activewear, among others. Read More
Deep Dive | November 7, 2022 Premium Head-to-Head in US Home-Improvement Retailing: Home Depot vs. Lowe’sWe analyze leading US home-improvement retailers Home Depot and Lowe’s as part of our Head-to-Head series, comparing revenue, operating margin, customer purchases, store metrics, technological advancement, supply chain strategies, key strategies and acquisition activities. Read More
Deep Dive | November 4, 2022 Premium October 2022 US Housing Market Indicators: Home Sales Decline as Mortgage Rates Hit 2002 LevelsWe examine nine indicators to assess the health of the US housing market in our monthly report. The most recent data show that all home sales have declined. Read More
Deep Dive | November 1, 2022 Premium How the US Home and Home-Improvement Market Can Target MillennialsWe analyze the preferences and trends of US millennials, the country’s largest demographic, in home and home-improvement, providing retailers with insights into how to attract this group. Millennials are important to the market as they have the highest rates of homebuying activities. Read More
Insight Report | October 31, 2022 Premium Countdown to Holiday 2022: US Inventory Oversupply Signals Highly Promotional Holiday SeasonAs part of our 10-week Countdown to Holiday 2022 series, we assess the impacts of the supply chain crisis and excess inventory issues on major US retailers for the fourth quarter. Read More
Insight Report | October 31, 2022 Premium September 2022 US Retail Traffic and In-Store Metrics: Traffic Growth Decelerates to 5.7%In our monthly report on US retail traffic and in-store metrics, we review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type. September 2022’s data shows traffic grew 5.7% year over year. Read More
Insight Report | October 24, 2022 Premium September 2022 UK Retail Sales: Deepest Real Declines for 30+ YearsIn August 2022, UK retail sales volumes fell 6.4% year over year while values grew 3.1%. Online sales declined by 8.2%. We analyze retail sales, in total and by sector, as well as online sales penetration. Read More
Insight Report | October 18, 2022 Premium September 2022 US Retail Sales: Growth Slows as Inflation ModeratesSeptember 2022 US retail sales, excluding gasoline and automobiles, grew 7.0% year over year. Using data from the US Census Bureau, we look how different sectors performed. Read More
Market Outlook | October 13, 2022 Premium Market Outlook: US Home-Improvement Retailing—Personalization and the Resurrection of In-Store RetailWe analyze the US home-improvement (DIY) retail sector as the housing market cools off, covering market size, factors, the online market, competitive landscape and themes we are watching. We also introduce retail innovators. Read More
Deep Dive | October 10, 2022 Premium 4Q22 US Livestreaming Tracker: Promotions and Informative Content Attract Shoppers Ahead of the Festival SeasonThe first report in our new, quarterly US Livestreaming Tracker series analyzes findings from a proprietary survey of US consumers to explore the role of livestreaming in the shopping journey over the past three months. We discuss livestreaming platforms, spending across various product categories and more. Read More
