Holiday

macro trends

A Better Holiday – Except at Apparel Stores

In-store holiday retail sales will improve from last year except at apparel stores—but gains will continue to benefit e-commerce retailers most of all. See the complimentary report at this link for more detail on the holiday forecast by MacroSavvy™, which addresses:…


Retail spending in 2017 suddenly looks weak

The trend in retail spending suddenly looks much weaker through April—partly as a result of revisions to the government-reported retail data. December holiday results also were revised downward. Sales excluding autos and fuel are growing roughly between 2.5% and 3.5% in…


Holiday retail sales and shopper insights

Updated Holiday Results: Revised Down a Bit

Brick and mortar retail gains for the November-December holiday were about 2.4%–given topline sales gains that were revised down a bit to 3.9% and online gains that came in at an estimated 14.9%. The results were slightly higher than expected. The…


See-Saw Start to 2017 Retail Spending

Retail spending to start 2017 continues to see-saw between weak-to-modest growth. In January, sales improved slightly from a weak December, according to the latest government data. So far, the numbers do not suggest that a big jump in spending is in…


Holiday retail sales and shopper insights

Initial Holiday Results: Stronger in Places

The 4% gain in holiday sales for November-December was stronger than expected and stronger than a year ago—by about half a percentage point on both counts. The better results occurred partly at brick and mortar stores—not just online. The in-store results,…


spending confidence trends

Boomer vs Millennial Split in Spending Confidence Persists

Boomers again pushed spending confidence higher in December, but Millennials may hold back the outlook for consumer spending through the remainder of the holidays and to start the New Year. The uptick in confidence follows a big jump in the immediate…


Strong November Retail Sales Hidden in Latest Results

Retail spending slowed in November, according to the latest government data. Or did it really? While the seasonally adjusted sales data suggest moderating growth, the unadjusted data suggest a strong November at the expense of a weak October—that consumers held back...
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