Keyword: retail

Consumer, Housing & Retail, Imports-Exports and Industrial Chart suggesting that consumer strength should pull the industrial economy upwards. Image: Arbor Research & Trading LLC

U.S. Real Retail Sales and Recession In December, U.S. real retail sales at 3.5% YoY, and the trend remains up. About 70% of U.S. GDP is personal consumption. In the past, real retail sales trended sideways before the recession began.

Ecommerce as a Percentage of Total Retail Sales in the U.S. U.S. retail e-commerce sales now account for 11 percent of total sales. Image: Financial Times

Global Employment and Global Real Retail Sales Chart suggesting that the slowdown in global employment is expected to impact global real retail sales. Image: J.P. Morgan

Global Consumers (Housing and Retail) vs. Confidence (Soft Data) Chart showing the large divergence between global hard data and confidence (soft data). Confidence still refuses to rebound. Image: Arbor Research & Trading LLC

U.S. Retail Sales and Food Services vs. Fair Value Model After disappointing U.S. retail sales in September, this chart provides a good forward guide for U.S. consumer spending. The Fair Value Model leads consumption and includes: ASA Staffing Index (temps), spread between good unemployment (job leavers) and bad unemployment (job losers), and forward-looking income expectations.…

U.S. Total Retail Sales Volumes Chart showing that U.S. retail sales remain solid. Image: Pantheon Macroeconomics

U.S. Retail Market Share by Category This chart shows how quickly online shopping is eating the traditional retail world. Image: Institute of International Finance

U.S. Retail Sales and Consumer Sentiment Currently, the consumer is doing well, keeping the U.S. economy from tanking, and consumer sentiment is high. Image: Credit Suisse

Amount of Retail Space per Person in the U.S. vs. Other Developed Nations America’s retail apocalypse has only just begun. Image: International Council of Shopping Centers