May 18, 2020 Insight Report Premium April 2020 US Retail Sales: Discretionary Sectors Post Huge Declines; Food Stores and Nonstore Retailers Save Total Sales from Double-Digit FallWith nonessential retail shut down for the full month of April due to the coronavirus, US retail sales nosedived in discretionary sectors, following deep declines in March. Lower levels of food stockpiling by consumers also saw growth slow in the grocery sector.
April 28, 2020 Insight Report Premium March 2020 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand in March 2020, we can see the substantial impact of the coronavirus in the US and the UK, but a minor rebound for China as the retail sales decline eased.
April 16, 2020 Insight Report Premium March 2020 US Retail Sales: Discretionary Sectors Post Deep Declines as Coronavirus-Led Lockdowns Hit Consumer SpendingUS retail sales saw deep declines in March, a stark change from the impressive gains made in January and February as large-scale retail shutdowns are implemented due to the coronavirus pandemic.
April 7, 2020 Deep Dive Premium New Retail Models in the Global Beauty MarketAs part of our series exploring new models of retailing across different sectors and channels, we focus on the innovative strategies being implemented by brands and retailers in the global beauty market, including Sephora and Ulta Beauty. We discuss how brands are leveraging technologies to improve the shopping experience, implementing save-a-sale programs and embracing cross-channel retail to drive shopper engagement.
April 2, 2020 Deep Dive Premium 4Q19 US Retail Inventory Tracker: Higher Inventory Turnover Due to Solid Holiday Sales and Disciplined ApproachesIn our quarterly US Retail Inventory Tracker reports, we analyze inventory trends among those US retailers listed in the Coresight 100. We look at the inventory levels of various retailers in 4Q19 and assess why levels may have changed from the year-ago period. The coronavirus crisis means 4Q trends will not be an accurate guide to 2020, but those retailers heading into the storm with cleaner stock levels will enjoy an advantage over more heavily stocked rivals.
March 30, 2020 Insight Report Premium February 2020 Monthly Consumer Update: US, UK and ChinaGlobal consumer markets were buffeted last month as the coronavirus outbreak once limited to one country spread to become a global pandemic. Recent figures show consumer spending took a pounding in China, experienced an uncharacteristic surge in the US and grew in the UK.
March 23, 2020 Deep Dive Premium 4Q19 US Earnings Season Wrap-UpFourth-quarter 2019 retail earnings show that many companies across the retail industry saw strong growth. However, our coverage of the Coresight 100 reveals that the CPG and department-store sectors bucked this trend, with the latter continuing to struggle. Companies across the board have updated their guidance due to coronavirus disruption in the supply chain and demand in Asia, but we are yet to see updates based on the spread of the virus to the US, with the nation moving closer to lockdown.
March 19, 2020 Insight Report Premium February 2020 US Retail Sales: Growth Strengthens as Grocery Stores See Coronavirus-Driven Panic BuyingRetail sales jumped in February following already impressive gains in January. But the wealth was not spread evenly as growth was largely driven by coronavirus panic buying.
February 26, 2020 Insight Report Premium January 2020 Monthly Consumer Update: US, UK and ChinaWe 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.
February 6, 2020 Insight Report Premium US Valentine’s Day 2020 Preview: Americans Set To Spend Record-Breaking $27.4 BillionUS consumer spending on Valentine’s Day looks set to break records this year. We see the category expanding as people buy for a wider range of recipients—and the preference for online continues to grow.
February 4, 2020 Deep Dive Premium Private Labels in US Beauty and Personal CareWe consider the penetration of private labels in the US beauty and personal care sector over recent years and discuss the impact of contextual factors such as market fragmentation. Private labels remain a hot topic in beauty, particularly in the skincare category, and leading retailers such as Amazon and Walmart debuted private-label beauty products in 2019. We offer our view on why private labels are important for retailers as well as the challenges they present.
January 30, 2020 Insight Report Premium Beauty Insights: How Brands and Retailers Are Deploying Customization and Personalization TechnologiesWe explore how beauty brands are leveraging technology to enhance their offerings. Some of the more interesting developments include smart devices with increased functionality and tools to boost consumer engagement with the brand.
January 29, 2020 Insight Report Premium December 2019 Monthly Consumer Update: US, UK and ChinaThis month’s economic data from China, the US and the UK was largely positive, although higher gasoline prices in the US pushed up the CPI. But, we still saw strong growth in US retail sales, despite consumers having to spend more on gasoline.
January 17, 2020 Flash Report Register for Free Access Gap Scraps Old Navy Spin-Off; Moderately Raises Its Fiscal 2019 OutlookOn January 16, Gap Inc. announced that it had canceled its plans to spin off the Old Navy business, citing investors’ concerns over the complexity of the separation and softer business performance of the brand. Gap Inc. has raised its fiscal year 2019 outlook moderately, owing to better-than-expected promotional levels over the holiday period.
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.
