Walker Capital Partners’ Post

🛍️ Watch out for the U.S. Core Retail Sales and Retail Sales data dropping this Tuesday. This could be a game-changer for the markets! 📊🇺🇸 #forextrading #forexbroker

🛍️ Watch out for the U.S. Core Retail Sales and Retail Sales data dropping this Tuesday. This could be a game-changer for the markets! 📊🇺🇸 #forextrading #forexbroker

📈 Exciting news! The May retail sales data is about to be released, and there's a lot of anticipation around the range of expectations. Stay tuned to see how this will impact the market. #RetailSales #MarketWatch #DataRelease https://ift.tt/ADR4F6P

US Retail Sales data is scheduled for release at 8:30AM New York time. Here are a few different views you can use on ECAN<GO>: >>Retail Sales MoM% Contributions: {ECAN US RETAIL SALES /D 3Y <GO>}, https://lnkd.in/eSANvV3u >>Retail Sales YoY%: Contributions: {ECAN US RETAIL SALES<GO>}, https://lnkd.in/eeC3y3AJ >>Retail Sales MoM% Weights: {ECAN US RETAIL SALES /DM WEIGHT /D 10Y <GO>}, https://lnkd.in/ehspnz-M *Chart shows weight of Non-Store Retailers (mostly online) vs General Merchandise stores

Last week, market pundits jumped to the conclusion that the U.S. consumer is beginning to crack following April’s retail sales data. We think one month’s worth of data does not show the whole picture – six-month annualized retail sales are running at 3.1%, and 12-months are at 2.8%: https://bit.ly/3URTzR2

The latest edition of our monthly #retail foot traffic analysis is live, with the May data summarized here: https://bit.ly/4cgrA51. Overall May retail growth remained steady, with sales increasing by 2.9% and foot traffic rising by 4.8% over the year, as consumers continue to invest despite being discerning. #ColliersRetail

US Retail Sales data for December is out, so we now have a complete look at all of 2023. Core Retail for 2023 was up 3.5% which is way slower than any of the past three (covid added) years, slower than the historical average (4.1%), and slower than the NRF Forecast (4% - 6%). You can watch this 10 minute overview of all the data. Or see the comments for a 30 page PDF. https://lnkd.in/gMmPpx_3

The December edition of our Online #Retail Sales Index shows a contraction in #online #sales growth in December, following strong results in October and November. 💻🛒 Get the full picture below or via BR&I: https://lnkd.in/e-WwDVFy

📺 Steve Liesman recently gave a good breakdown on the state of retail, the shopper, the economy on Squak Box. 📊 Full National Retail Federation report for March here: https://lnkd.in/eQS8Vm9a 🛍 In short, consumer spending has been surprisingly solid. There is a risk that it drops, but that is not a weakness as of the latest reporting. 💸 That said, one thing which is a struggle for retailers is MARGIN. Labor costs are up and inflation is hitting supply side hard. Consumers are hunting value right now more than usual, so there is a lot of pressure from both sides squeezing out the margin. This makes it most imperative to align limited resource to sources of value as a retailer. 🔎 I have been developing tools and implementing practices with my data team to empower small business retailers to be able to identify and label the diverse customers in their customer base and execute strategy which acquires, develops, and retains high-value. 💡 We can get through this - we've just got to use our data to focus our resources! #usretail #useconomy #retailbusiness #smallbusinessstrategy

Give this report from Jason Goldberg a like, repost and download, if you would like to see Q4 and FY2023 core retail sales with pre- and post-COVID outlook. (Spoiler: we are still in normalization mode.)