Jan 022012

Retail sales continue to grow at a very slow pace

Posted By: Tom Sanderson
Date Posted:  Monday, January 02, 2012  8:29 AM

Seasonally adjusted real retail sales increased in November to $176.1 billion. (Note that actual sales are deflated using CPI 1982-84=100.) Year-over-year growth was 3.2%, the ninth month in a row under 5%. From peak (Sep '07) to current, retail sales are off 2.3%, a much smaller percentage decline than what has occurred in the housing and auto markets. November sales were 12.6% higher than the trough (Mar '09) of the recent recession. Real retail sales have only recovered to the levels of 2005, which is not much of a recovery. The vertical bars in the graph represent recessions.

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Categories: Retail sales and same store sales
Dec 082011

Same store sales increase, but not at a robust pace

Posted By: Tom Sanderson
Date Posted:  Thursday, December 08, 2011  2:31 PM

While most retailers are seeing low single digit growth rates, the most recent monthly/quarterly same store sales data showed strong growth for four large retailers with sales up over 4% from last year. Costco, Sam’s and Kroger in particular had very strong numbers. Only Best Buy and Sears are reporting declining same store sales in the most recent reporting period. Results have improved from 2010 when same store sales for the same reporting period showed slower growth or greater declines for 7 of the 11. The retail segment drives a tremendous amount of freight transportation and this data shows that demand for freight transportation has some small upward momentum.

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Source: www.retailerdaily.com, www.stores.org, Transplace analysis, excludes fuel sales.


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Categories: Retail sales and same store sales
Dec 062011

Retail sales continue to grow in low single digits

Posted By: Tom Sanderson
Date Posted:  Tuesday, December 06, 2011  8:03 AM

Seasonally adjusted real retail sales increased in October to $175.4 billion. (Note that actual sales are deflated using CPI 1982-84=100.) Year-over-year growth was 3.4%, the eighth month in a row under 5%. From peak (Sep '07) to current, retail sales are off 2.8%, a much smaller percentage decline than what has occurred in the housing and auto markets. October sales were 12.1% higher than the trough (Mar '09) of the recent recession. Real retail sales have only recovered to the levels of 2005, which is not much of a recovery. The vertical bars in the graph represent recessions.

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Categories: Retail sales and same store sales
Nov 082011

Retail sales continue to show very slow growth rates

Posted By: Tom Sanderson
Date Posted:  Tuesday, November 08, 2011  6:23 PM

Seasonally adjusted real retail sales increased in September to $174.3 billion. (Note that actual sales are deflated using CPI 1982-84=100.) Year-over-year growth was 3.9%, the seventh month in a row under 5%. From peak (Sep '07) to current, retail sales are off 3.4%, a much smaller percentage decline than what has occurred in the housing and auto markets. September sales were 11.3% higher than the trough (Mar '09) of the recent recession. Real retail sales have only recovered to the levels of early 2005, which is not much of a recovery. The vertical bars in the graph represent recessions.

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Categories: Retail sales and same store sales
Sep 212011

Retail sales remain flat

Posted By: Tom Sanderson
Date Posted:  Wednesday, September 21, 2011  1:39 PM

Seasonally adjusted real retail sales dropped slightly in August to $172.1 billion. (Note that actual sales are deflated using CPI 1982-84=100.) Year-over-year growth was 3.1%, the sixth month in a row under 5%. From peak (Sep '07) to current, retail sales are off 4.5%, a much smaller percentage decline than what has occurred in the housing and auto markets. August sales were 10.0% higher than the trough (Mar '09) of the recent recession. Real retail sales have only recovered to the levels of early 2005, which is not much of a recovery. The vertical bars in the graph represent recessions.

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Categories: Retail sales and same store sales
Sep 082011

Same store sales results are fairly strong

Posted By: Tom Sanderson
Date Posted:  Thursday, September 08, 2011  3:10 PM

The most recent monthly/quarterly same store sales data showed strong growth for five large retailers with sales up over 4% from last year. Walgreen and Costco in particular had very strong numbers. Wal-Mart, Lowe’s, Best Buy and Sears are reporting declining same store sales. Results have improved from 2010 when same store sales for the same reporting period showed slower growth or greater declines for 8 of the 11. The retail segment drives a tremendous amount of freight transportation and this data shows that demand for freight transportation is not falling off the cliff.

same store sales sep 2011


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Categories: Retail sales and same store sales
Aug 262011

Retail sales were flat in July

Posted By: Tom Sanderson
Date Posted:  Friday, August 26, 2011  6:06 PM

Seasonally adjusted real retail sales were flat in July at $173.2 billion. (Note that actual sales are deflated using CPI 1982-84=100.) Year-over-year growth was 4.8%, the fifth month in a row under 5%. From peak (Sep '07) to current, retail sales are off 4.0%, a much smaller percentage decline than what has occurred in the housing and auto markets. July sales were 10.7% higher than the trough (Mar '09) of the recent recession. Real retail sales have only recovered to the levels of early 2005, which is not much of a recovery. The vertical bars in the graph represent recessions.

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Categories: Retail sales and same store sales
Jul 262011

Retail sales continue to grow at a very sluggish pace

Posted By: Tom Sanderson
Date Posted:  Tuesday, July 26, 2011  3:47 PM

Seasonally adjusted real retail sales increased slightly in June to $172.9 billion from $172.3 billion in May. (Note that actual sales are deflated using CPI 1982-84=100.) Year-over-year growth was 4.5%, the fourth month in a row under 5%. From peak (Sep '07) to current, retail sales are off 4.1%, a much smaller percentage decline than what has occurred in the housing and auto markets. June sales were 10.5% higher than the trough (Mar '09) of the recent recession. Real retail sales have only recovered to the levels of early 2005, which is not much of a recovery. The vertical bars in the graph represent recessions.


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Categories: Retail sales and same store sales
Jul 102011

May retail sales show modest growth over prior year

Posted By: Tom Sanderson
Date Posted:  Sunday, July 10, 2011  12:55 PM

Seasonally adjusted real retail sales decreased slightly in May to $172.2 billion from $172.9 billion in April. (Note that actual sales are deflated using CPI 1982-84=100.) Year-over-year growth was 4.2%. The last three months have all seen less than 5% year-over-year growth. From peak (Sep '07) to current, retail sales are only off 4.5%, a much smaller percentage decline than what has occurred in the housing and auto markets. May sales were 10.0% higher than the trough (Mar '09) of the recent recession. The vertical bars in the graph represent recessions.


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Categories: Retail sales and same store sales
May 242011

Retail sales growth is slowing

Posted By: Tom Sanderson
Date Posted:  Tuesday, May 24, 2011  9:15 AM

Seasonally adjusted real retail sales increased slightly in April to $173.5 billion from $173.3 billion in March. (Note that actual sales are deflated using CPI 1982-84=100.) Year-over-year growth was 4.3% down from 4.8% in March. March broke a string of six straight months above 6% growth. From peak (Sep '07) to current, retail sales are only off 3.8%, a much smaller percentage decline than what has occurred in the housing and auto markets. March sales were 10.9% higher than the trough (Mar '09) of the recent recession. The vertical bars in the graph represent recessions.


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Categories: Retail sales and same store sales
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