Deep Dive | June 6, 2022 Premium US Consumer Tracker Extra: Are Shoppers Consolidating Trips to Stores Amid Record-High Gas Prices?As record-high US gas prices force consumers to adapt their shopping patterns, we examine consumer behavior broken down by age and income band, based on exclusive Coresight Research data. Our US Consumer Tracker Extra provides a deeper dive into longer-term trends revealed by our weekly survey data. Read More
Deep Dive | May 31, 2022 Premium US Consumer Tracker: Conflicted Shoppers React to Rising Covid-19 Cases and Rising TemperaturesConsumer behavior shows the conflict between rising Covid-19 cases and warmer weather. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Insight Report | May 24, 2022 Premium May 2022 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand in April 2022, we saw UK retail sales growth losing momentum, stronger-than-expect retail sales growth the US and total retail sales continue to decline in China. We assess these trends and consider wage growth and food and fuel prices in these three markets. Read More
Deep Dive | May 24, 2022 Premium US Consumer Tracker: In-Store Spending Falters as Avoidance Rises Once MoreIn-store shopping is already feeling the impact of rising Covid-19 cases. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Insight Report | May 23, 2022 Premium April 2022 UK Retail Sales: Sales Volumes Continue Shrinking with Rising InflationWe present April 2022 UK retail sales data showing that sales volumes are shrinking with rising inflation. In April, total UK retail sales grew 2.7% in value while volumes declined by 4.9%. We analyze retail sales, in total and by sector, as well as online sales penetration. Read More
Insight Report | May 18, 2022 Premium April 2022 US Retail Sales: Growth Strengthens but Volumes Remain Down Year over YearApril 2022 US retail sales, excluding gasoline and automobiles, grew by 6% 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 | May 17, 2022 Premium US Consumer Tracker: Dollar Stores Surge as Inflation Forces Focus on ValueAs inflation bites, more consumers are turning to dollar stores for both grocery and nonfood purchases. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Deep Dive | May 10, 2022 Premium US Consumer Tracker: Inflation Update—Consumers Change Their PlaybookConsumers are adopting new shopping strategies to respond to record levels of inflation. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Insight Report | May 9, 2022 Premium May 2022 Leading Indicators of US Retail Sales: Will Consumer Spending Persevere Through Higher Interest Rates and Inflation?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 May 5, 2022, covering income, savings, the job market and housing, and offer US retail sales projections. Read More
Deep Dive | May 5, 2022 Premium US Consumer Tracker Extra: Consumers Unleash Pent-Up Demand for Travel and Services Ahead of SummerWith US shoppers returning to spending on services and travel ahead of the summer, we examine consumer behavior broken down by age and income band, based on exclusive Coresight Research data. Our US Consumer Tracker Extra provides a deeper dive into longer-term trends revealed by our weekly survey data. Read More
Insight Report | May 4, 2022 Premium US and China Quarterly Economic Update, 1Q22: Supply Chain Challenges and Covid-19 Lockdowns Result in Troublesome First QuarterOur Quarterly Economic Update discusses macroeconomic indicators from the US and China, including GDP and industrial production. We look at recently released data for the first quarter of 2022, which show GDP shrinkage in the US and further slowdown in growth momentum in China. Read More
Deep Dive | May 3, 2022 Premium US Consumer Tracker: Shoppers Continue Spending on Services as Avoidance Hits New LowConsumer avoidance of public places reached another new low while inflation hits consumers’ pockets as Dollar General sees a rise in shoppers. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Insight Report | April 26, 2022 Premium April 2022 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand in March 2022, we saw slowed retail sales growth in both the UK and the US, and total retail sales decline in China. We assess these trends and consider wage growth and food and fuel prices in these three markets. Read More
Deep Dive | April 25, 2022 Premium US Consumer Tracker: Consumer Travel Spikes as Avoidance Hits New LowConsumer avoidance of public places has hit a new low, and consumer travel has spiked, offering significant opportunities for physical US retail. Our latest US Consumer Tracker charts shifts in consumer behaviors, with a focus on the implications for retail. Read More
Insight Report | April 22, 2022 Premium March 2022 UK Retail Sales: Volumes Slump as Inflation Finally Hits Consumers’ PocketsIn March 2022, UK retail sales volumes fell 2.5% year-over-year while online sales declined by 20.6%. We analyze retail sales, in total and by sector, as well as online sales penetration. Read More