Calculated Risk

APRIL 14, 2023

On a monthly basis, retail sales were down 1.0% retail and food services sales for March 2023, adjusted for seasonal variation and holiday and trading-day differences, but not for price changes, were $691.7 This graph shows retail sales since 1992. Retail sales ex-gasoline were unchanged in March. percent from March 2022.

Retail 98

Retail Sales Food 98

Wealth Management

JULY 5, 2023

Healthcare providers’ preference for retail spaces has put them in competition with bricks-and-mortar retailers, triggering a race for premium retail spaces.

Healthcare 98

Healthcare Retail 98

Advisor Perspectives

JUNE 15, 2023

The Census Bureau's Advance Retail Sales Report for May was released this morning. Headline sales were up 0.3% month-over-month, above the expected 0.1% Core sales (ex Autos) were up 0.1% in May, in-line with expectations.

Retail 105

Retail Sales 105

Calculated Risk

SEPTEMBER 13, 2023

Also at 8:30 AM, Retail sales for August will be released. increase in retail sales. Thursday: • At 8:30 AM ET, The initial weekly unemployment claims report will be released. The consensus is for 212 thousand initial claims, down from 216 thousand last week. The consensus is for a 0.1% The consensus is for a 0.4%

Retail 56

Retail Sales 56

Calculated Risk

JUNE 15, 2023

On a monthly basis, retail sales were up 0.3% retail and food services sales for May 2023, adjusted for seasonal variation and holiday and trading-day differences, but not for price changes, were $686.6 This graph shows retail sales since 1992. Retail sales ex-gasoline were up 0.6% percent from May 2022. billion, up 0.3

Retail 80

Retail Sales Food 80

Calculated Risk

OCTOBER 13, 2022

Friday: • At 8:30 AM ET, Retail sales for September will be released. increase in retail sales. • The consensus is for a 0.2% At 10:00 AM, University of Michigan's Consumer sentiment index (Preliminary for October).

Retail 97

Retail Sales 97

Calculated Risk

JANUARY 18, 2023

On a monthly basis, retail sales were down 1.1% retail and food services sales for December 2022, adjusted for seasonal variation and holiday and trading-day differences, but not for price changes, were $677.1 This graph shows retail sales since 1992. Retail sales ex-gasoline were down 0.8% percent from December 2021.

Retail 101

Retail Sales Food 101

Calculated Risk

FEBRUARY 15, 2023

On a monthly basis, retail sales were up 3.0% retail and food services sales for January 2023, adjusted for seasonal variation and holiday and trading-day differences, but not for price changes, were $697.0 This graph shows retail sales since 1992. Retail sales ex-gasoline were up 3.2% percent from January 2022.

Retail 98

Retail Sales Food 98

Wealth Management

MAY 30, 2023

Retail options traders are gambling, driven by sentiment and narratives. That often leads to future price declines on the overbought stocks, research shows.

Retail 121

Retail 121

The Reformed Broker

JULY 19, 2022

The post Retail investors are buying, institutions are selling appeared first on The Reformed Broker. – “Why Did The Market Not Go Down In The Face Of Incredibly Worsening Data” ?Netflix Netflix Earnings – “Advertisers Were Locked Out of Netflix for Years. Now They Have Big Pla.

Retail 130

Retail Advertising Investing Investments 130

Advisor Perspectives

SEPTEMBER 14, 2023

The Census Bureau's Advance Retail Sales Report for August revealed a 0.6% increase in headline sales compared to July, marking the fifth consecutive month consumer spending has increased. The latest figure surpassed expectations of 0.2% monthly growth. Core sales (ex Autos) also exceeded expectations by registering 0.6% increase.

Retail 64

Retail Sales 64

Calculated Risk

AUGUST 15, 2023

On a monthly basis, retail sales were up 0.7% retail and food services sales for July 2023, adjusted for seasonal variation and holiday and trading-day differences, but not for price changes, were $696.4 This graph shows retail sales since 1992. Retail sales ex-gasoline were up 0.8% percent from June 2022. billion, up 0.7

Retail 52

Retail Sales Food 52

Calculated Risk

AUGUST 17, 2022

On a monthly basis, retail sales were unchanged from June to July (seasonally adjusted), and sales were up 10.3 retail and food services sales for July 2022, adjusted for seasonal variation and holiday and trading-day differences, but not for price changes, were $682.8 This graph shows retail sales since 1992. percent to up 0.8

Retail 98

Retail Sales Food 98

Calculated Risk

NOVEMBER 6, 2022

Here are two holiday retail sales forecasts. Holiday retail sales have averaged an increase of 4.9% Here is a graph from the NRF showing the year-over-year change in retail sales in November and December (ex-automobile dealers, gasoline stations and restaurants). billion and $960.4 billion and $960.4 over 2020 and totaled $889.3

Retail 80

Retail Sales Economics Accounting 80

Alpha Architect

JULY 28, 2023

Conditioning anomalies using retail attention metrics was originally published at Alpha Architect. We also apply these groupings to proprietary ExtractAlpha stock selection signals. Please read the Alpha Architect disclosures at your convenience.

Retail 72

Retail Investing Investments 72

Calculated Risk

SEPTEMBER 16, 2022

On a monthly basis, retail sales were up 0.3% retail and food services sales for August 2022, adjusted for seasonal variation and holiday and trading-day differences, but not for price changes, were $683.3 This graph shows retail sales since 1992. Retail sales ex-gasoline were up 0.8% percent from July 2021.

Retail 98

Retail Sales Food 98

Calculated Risk

OCTOBER 23, 2022

Every year I track seasonal retail hiring for hints about holiday retail sales. At the bottom of this post is a graph showing the correlation between October seasonal hiring and holiday retail sales. Here is a graph of retail hiring for previous years based on the BLS employment report: Click on graph for larger image.

Retail 69

Retail Sales 69

Calculated Risk

JULY 18, 2023

On a monthly basis, retail sales were up 0.2% retail and food services sales for June 2023, adjusted for seasonal variation and holiday and trading-day differences, but not for price changes, were $689.5 This graph shows retail sales since 1992. Retail sales ex-gasoline were up 0.3% percent from June 2022. billion, up 0.2

Retail 52

Retail Sales Food 52

Advisor Perspectives

SEPTEMBER 14, 2023

Month-over-month nominal retail sales in August were up 0.6% However, after adjusting for inflation, real retail sales were down 0.1% and up 2.47% year-over-year. MoM and down 1.19% year-over-year.

Retail 59

Retail Sales Economics 59

MarketWatch

FEBRUARY 15, 2023

stock indexes opened lower on Wednesday after January retail sales number came in higher than expected, a sign that the U.S. retailers jumped 3% in January, topping the 1.9% Retail sales are a big part of consumer spending and could offer clues about the strength of the economy. The S&P 500 was off 0.6% The S&P 500 was off 0.6%

Retail 98

Retail Sales Economy Economics 98

Wealth Management

MARCH 28, 2023

While the new generation of retail investors are tech-savvy, they are, nonetheless, uninformed amateurs who act more like gamblers in casinos than investors in capital markets.

Retail 109

Retail Marketing Marketing 109

Calculated Risk

NOVEMBER 16, 2022

On a monthly basis, retail sales were up 1.3% retail and food services sales for October 2022, adjusted for seasonal variation and holiday and trading-day differences, but not for price changes, were $694.5 This graph shows retail sales since 1992. Retail sales ex-gasoline were up 1.0% percent from October 2021.

Retail 78

Retail Sales Food 78

Wealth Management

FEBRUARY 14, 2023

The Dallas-based discount retailer filed in the Northern District of Texas, listing assets and liabilities of $100 million to $500 million, in its bankruptcy petition. It emerged from its last bankruptcy in January 2021 after closing about 200 stores, cutting its employee headcount and slashing debt.

Retail 103

Retail Assets 103

Calculated Risk

AUGUST 14, 2023

30 year fixed 7.24% ] emphasis added Tuesday: • At 8:30 AM ET, Retail sales for July is scheduled to be released. increase in retail sales. The average lender is quoting top tier 30yr fixed scenarios at the highest rates since November 7th. [ The consensus is for 0.4% The consensus is for a reading of -0.7, down from 1.1. •

Retail 52

Retail Sales Manufacturing Numbers 52

Calculated Risk

APRIL 13, 2023

Froday: • At 8:30 AM ET, Retail sales for March is scheduled to be released. decrease in retail sales. • Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. The consensus is for a 0.4% At 9:15 AM, The Fed will release Industrial Production and Capacity Utilization for March. The consensus is for a 0.2%

Retail 56

Retail Sales 56

Wealth Management

OCTOBER 4, 2022

Net lease retail REITs, aggregators and cash buyers are anticipating an extremely active acquisitions environment for the remainder of the year as terms become more attractive.

Retail 126

Retail 126

Wealth Management

JANUARY 25, 2023

Securian’s retail wealth business, including some $72.2 billion is assets across more than 30 independent firms and 1,000 financial professionals, will become a “distinct community” within Cetera Advisor Networks

Retail 111

Retail Assets 111

Wealth Management

SEPTEMBER 29, 2022

Retail stores that have traditionally only been seen in malls are now moving out and finding new opportunities to establish standalone storefronts, and vice versa.

Retail 111

Retail 111

Calculated Risk

JULY 17, 2023

30 year fixed 6.90% ] emphasis added Tuesday: • At 8:30 AM ET, Retail sales for June is scheduled to be released. increase in retail sales. • In fact, the average lender is still roughly a quarter of percent lower versus July 6/7. [ The consensus is for 0.5% At 10:00 AM, The July NAHB homebuilder survey.

Retail 52

Retail Sales Numbers 52

Advisor Perspectives

AUGUST 15, 2023

The Census Bureau's Advance Retail Sales Report for July revealed a 0.7% increase in headline sales compared to June, marking the fourth consecutive month consumer spending has increased. The latest figure surpassed expectations of 0.4% monthly growth. Core sales (ex Autos) also exceeded expectations by registering 1.0% decline.

Retail 52

Retail Sales 52

Advisor Perspectives

MAY 16, 2023

The Census Bureau's Advance Retail Sales Report for April was released this morning. Headline sales were up 0.4% month-over-month, below the expected 0.8% Core sales (ex Autos) were also up 0.4% in April, in-line with expectations.

Retail 59

Retail Sales 59

Calculated Risk

MARCH 15, 2023

On a monthly basis, retail sales were down 0.4% retail and food services sales for February 2023, adjusted for seasonal variation and holiday and trading-day differences, but not for price changes, were $697.9 This graph shows retail sales since 1992. Retail sales ex-gasoline were down 0.4% percent from February 2022.

Retail 52

Retail Sales Food 52

Advisor Perspectives

FEBRUARY 15, 2023

The Census Bureau's Advance Retail Sales Report for January was released this morning. Headline sales came in at 2.96% month-over-month and was above the Investing.com forecast of 1.8%. Core sales (ex Autos) came in at 2.31% MoM.

Retail 83

Retail Sales 83

Calculated Risk

DECEMBER 15, 2022

On a monthly basis, retail sales were up 0.6% retail and food services sales for November 2022, adjusted for seasonal variation and holiday and trading-day differences, but not for price changes, were $689.4 This graph shows retail sales since 1992. Retail sales ex-gasoline were down 0.6% percent from November 2021.

Retail 56

Retail Sales Food 56

Advisor Perspectives

AUGUST 16, 2023

Month-over-month nominal retail sales in July were up 0.7% However, after adjusting for inflation, real retail sales were up 0.6% and up 3.17% year-over-year. MoM and down 0.12% year-over-year.

Retail 52

Retail Sales Economics 52

Wealth Management

NOVEMBER 28, 2022

percent at brick-and-mortar retailers versus 2021, according to preliminary data compiled by Sensormatic Solutions. In-store traffic ticked up 2.9 Salesforce Inc. said the average consumer discount on Black Friday was expected to be greater than 30 percent, up from 28 percent last year and close to the 33 percent rate in 2019.

Retail 105

Retail 105

Advisor Perspectives

MAY 17, 2023

Month-over-month nominal retail sales in April were up 0.42% and up 1.60% YoY. However, after adjusting for inflation, real retail sales increased by 0.05% and were down 3.20% YoY.

Retail 59

Retail Sales 59