Hermès’ strong Q3 performance makes it a luxury outlier: The company’s double-digit growth was in stark contrast to Kering’s slump, as weak global demand weighed on sales.

September’s strong retail sales report underscores consumers’ resilience: Spending remains solid as higher-income households’ strength makes up for lower-income shoppers’ price-sensitive behaviors.

US inflation eased in September, but consumers remain anxious about their finances: Food prices and the cost of living keep shoppers on edge, even as most indicators point to healthy spending.

Our expanded Latin America retail and ecommerce coverage now includes breakouts for 16 markets across Mexico, Central America, and South America. Brazil and Mexico will drive the bulk of net new ecommerce sales this year with a combined regional market share of 75.2%.

August retail sales data points to consumers’ continued resilience: While spending is healthy, shoppers remain deal-focused as they look ahead to the holiday season.

Ecommerce sales have returned to modest growth in Western Europe as the economic outlook brightens and more people embrace the convenience of shopping via mobile phone.

Holiday sales forecasts range between 2% and 4.8%: That variation reflects an unusual environment shaped by lingering inflation, potential interest rate cuts, and a volatile election season.

US ad market grows 14% YoY in July: While spending continues, the industry remains cautious amid economic uncertainties and election-year volatility.

The US consumer is holding up, according to Walmart: The retailer raised its full-year outlook after solid spending from value-seeking shoppers drove it to a Q2 earnings beat—although it warned of uncertainty heading into election season.

Dynamic pricing plans risk alienating price-sensitive consumers: The mere possibility of variable prices is triggering anxiety over inflation and hurting trust in retailers

Consumers don’t feel great, but they’re still spending: Retail sales blew past expectations in June despite subdued confidence among lower-income households.

Consumers spend cautiously as inflation perceptions, higher debt payments hurt confidence: But we expect retail sales growth to be healthy as buying power recovers.

US consumers keep spending: Better-than-expected results from Abercrombie, Dick’s Sporting Goods, and Cava demonstrate that shoppers are willing to splurge on some nice-to-have items.

Knowing how price-sensitive consumers are at this moment, brands need to be extra cautious how they position themselves and their messaging. Otherwise, they could risk angering or alienating consumers, as evidenced by the reaction to recent comments from executives at the WK Kellogg Co and Wendy’s.

It was a happy holiday season for several retailers: Lululemon, Abercrombie & Fitch, Crocs, and Pandora are among the companies that beat expectations over the final months of 2023.

Deal-seeking shoppers spent $222.1 billion online this holiday season: Elevated discounts drove spending across the electronics, apparel, furniture, and toy categories.

There’s good reason to expect strong growth this holiday season: With consumer confidence ticking up, consumers are spending more money than ever before.

Most shoppers plan to reduce holiday spending this year: Cost concerns are driving consumers to start their holiday shopping early and look for deals.

Apparel and consumer electronics could get a boost from the back-to-school and holiday seasons. But home improvement may have a ways to go before the category rebounds.

US retail sales are falling back to Earth: After years of massive growth rates, we expect US retail sales to increase 2.9% this year.