Retail



Holidays shaping up even better than forecast

The holidays are shaping up even better than forecast as November retail sales surged and prior months were revised upward—raising prospects for a strong consumer spending trend to start to the New Year. Store channels—primarily home improvement, electronics, and home furnishings…


Retail sales remain on pace toward a better holiday

Retail sales were kept on pace toward a better holiday by October sales results—although sales gains continue to favor e-commerce and in-store sales at homegoods retailers. Topline sales in October grew at the 4% or better pace expected for the holiday…


Q3 retail sales on pace for a better holiday

The pace of retail spending looks a bit stronger through the third quarter—between 3.5% and 4.0% growth—in the wake of September results and prior-month data revisions. The third-quarter results put retail sales on pace for a better holiday this year compared…


Modest spending through back-to-school headed to holidays

Retail sales gains have moderated near 3.5% growth in the back-to-school third quarter. That’s half a percentage point stronger than a year ago, although brick-and-mortar growth remains much weaker given e-commerce gains. Furniture and home improvement stores are holding up best…


July spending pickup muted by e-commerce impact

Retail sales gains firmed up in July, but except for e-commerce the year-to-date trends remain weak at brick and mortar stores—and especially at apparel and department stores. The July pickup was predicted by the latest measure of consumers’ confidence to spend…