Insight Report | July 26, 2022 Premium July 2022 Leading Indicators of US Retail Sales: What To Expect for the Rest of the SummerIn our monthly Leading Indicators of US Retail Sales series, we examine several key macroeconomic indicators of US retail sales and analyze how they may impact the industry in the months to come. We analyze the latest available data, as of July 20, 2022, covering income, savings, the job market and housing, and offer US retail sales projections. Read More
Deep Dive | July 26, 2022 Premium US Consumer Tracker: What Consumers Didn’t Do This Week Could Help Ease InflationSummer travel may have peaked, helping reduce pressure on gas prices. Our US Consumer Tracker survey analysis presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail. Read More
Deep Dive | July 19, 2022 Premium US Consumer Tracker: Shoppers Settle into SummerShoppers are settling into the summer, with the avoidance rate remaining steady for public places overall. Our US Consumer Tracker survey analysis presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail. Read More
Insight Report | July 18, 2022 Premium June 2022 US Retail Sales: Record-Low Consumer Sentiment Not Reflected in Sales GrowthJune 2022 US retail sales, excluding gasoline and automobiles, grew by 5.6% year over year as consumer sentiment dropped to an all-time low. Using data from the US Census Bureau, we look at how different retail sectors performed and which saw declines. Read More
Deep Dive | July 12, 2022 Premium US Consumer Tracker: How Did Consumers Celebrate Independence Day?Fewer US consumers avoided public places over the Fourth of July holiday weekend, with many choosing to dine out or visit coffee shops. Our US Consumer Tracker survey analysis presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail. Read More
Deep Dive | July 7, 2022 Premium US Consumer Tracker Extra: Consumers’ Complete Inflation PlaybookOur US Consumer Tracker Extra series offers a deeper dive into longer-term trends revealed by our weekly survey data. With inflation at a 40-year high, we examine changing consumer behavior and major food retailers’ shopper profiles by income. Read More
Deep Dive | July 5, 2022 Premium US Consumer Tracker: The Summer of Travel Rages OnUS consumers continue to travel more. Our US Consumer Tracker survey analysis presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail. Read More
Insight Report | June 29, 2022 Premium June 2022 Leading Indicators of US Retail Sales: What Does the Summer of Experiences Mean for Retail?In our monthly Leading Indicators of US Retail Sales series, we examine several key macroeconomic indicators of US retail sales and analyze how they may impact the industry in the months to come. We analyze the latest available data, as of June 27, 2022, covering income, savings, the job market and housing, and offer US retail sales projections. Read More
Deep Dive | June 28, 2022 Premium US Consumer Tracker: Consumers Shop More In Person as Avoidance DropsConsumers are shopping more in-person as overall avoidance drops. The latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Insight Report | June 28, 2022 Premium June 2022 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand in May 2022, the decline of retail sales in China began to ease, while retail sales in the UK and the US grew. We assess these trends and consider wage growth and food and fuel prices in these three markets. Read More
Insight Report | June 27, 2022 Premium May 2022 UK Retail Sales: Slowing Sales Growth and Accelerating Volume Declines Point Toward Economic UncertaintyWe present May 2022 UK retail sales data showing that sales volumes are shrinking while sales growth is slowing. In May, total UK retail sales grew 1.8% in value while volumes declined by 5.7%. We analyze retail sales, in total and by sector, as well as online sales penetration. Read More
Deep Dive | June 22, 2022 Premium US Consumer Tracker: Consumers Further Shift Spending To ExperiencesConsumer spending is shifting toward travel and experiences, even as inflation forces shoppers to cut back on groceries. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Insight Report | June 16, 2022 Premium May 2022 US Retail Sales: Sales Stay Nominally Healthy While Volumes Continue To DeclineMay 2022 US retail sales, excluding gasoline and automobiles, grew by 6.5% year over year as discretionary spending was squeezed by inflation. Using data from the US Census Bureau, we look at which retail sectors saw sales increase and which did not do well. Read More
Deep Dive | June 14, 2022 Premium US Consumer Tracker: Are Consumers Postponing Travel Plans?While most trends held steady, our data show that taking and planning trips has declined in the past four weeks, perhaps due to the inflationary squeeze on consumers’ budgets. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Deep Dive | June 7, 2022 Premium US Consumer Tracker: Shoppers Feel the Impact of Rising Grocery PricesForty-year-high inflation is dampening consumers’ grocery shopping patterns and discretionary spending. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
