Forecaster Charts & Tables

Retail Sales

Retail is shifting from ‘bricks and mortar’ stores to warehouse construction in support of online platforms.

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Total Retail Sales Since 'Great' Recession, U.S. & Canada

Canadian total retail sales were battered more severely than U.S. retail sales from February to April, 2020.

Based on Data Adjusted for Seasonal, Holiday & Trading Day Differences.
The latest released data point for the U.S. is July, 2021; for Canada, the data trails by a month, June, 2021.

Data sources: Statistics Canada and U.S. Census Bureau (Department of Commerce).

Canada vs U.S. Retail Sales - New & Used Vehicles and Parts

U.S. Jan 2021 = +13.0%; Canada Dec 2020 = +3.0%

U.S. retail trade numbers (January, 2021) are one month ahead of Canadian sales figures (December, 2020).
*”Year over year” is each month versus the same month of the previous year.
‘Based on ‘current’ (i.e., no accouting for inflation) dollar and seasonally adjusted data.

Data sources: Statistics Canada and U.S. Census Bureau (Department of Commerce).

Canadian vs U.S. Retail Sales - Building Materials & Garden Supplies

Canada Apr 2021 = +69.6% y/y: U.S. May 2021 = +10.5% y/y.

U.S. retail trade numbers (May, 2021) are one month ahead of Canadian sales figures (April, 2021).
*”Year over year” is each month versus the same month of the previous year.
‘Based on ‘current’ (i.e., no accouting for inflation) dollar and seasonally adjusted data.

Data sources: Statistics Canada and U.S. Census Bureau (Department of Commerce).

Canadian Retail Sales Y/Y

The large jump in gas station sales was partly due to a one-third increase, year-over-year, in the price of petrol.

For June 2021.
‘Current dollars’ means not adjusted for inflation. Underlying numbers are seasonally adjusted & not ‘smoothed’.

Data source: Statistics Canada / Chart: ConstructConnect-CanaData.

Retail Sales - Canada, Provinces & Cities

In June 2021, Toronto, Montreal & Vancouver combined for almost 1/3 (31.6%) of total Canadian retail sales. Nova Scotia (+14.7%) & British Columbia (+12.6%) among the provinces & Vancouver (+18.9%) within the group of 3 major cities showed the most y/y improvement.

June 2021 Year-over-Year (Y/Y) & Shares
Based on ‘current’ dollars (i.e., not altered for inflation) that have been seasonally adjusted.

Data source: Statistics Canada / Chart: ConstructConnect-CanaData.

U.S. Monthly Sales by General Merchandise Stores vs Non-Store Retailers (i.e., Internet Platforms & Auction Houses)

In July 2021, 'general merchandise store' sales of $68.5 billion were +10.9% year over year but -0.1% month to month. Nonstore retail sales of $85.4 billion were +5.9% y/y but -3.1% m/m.

Adjusted for seasonal variation, holiday and trading day differences, but not for price changes.
Latest data points are for July, 2021.

Data source: U.S. Census Bureau (Department of Commerce) / Chart: ConstructConnect-CanaData.

Sales by U.S. Building Material & Supplies Dealers

The background numbers for this graph are a subset derived from a broader designation that includes garden equipment. Also, the reported data for sales by 'building material & supplies dealers' alone is always a month behind. Latest (Jun 2021) results were +7.0% y/y, but -2.2% m/m.

Data source: Census Bureau / Chart: ConstructConnect-CanaData.

U.S. Total Retail Sales & a Key Subset, Motor Vehicle Sales (Y/Y)

U.S. total retail sales in May, 2021 were +24.4% year over year, but -1.2% month to month. 'Auto and parts' sales (as a subset of 'total retail') were +34.8% y/y, but -3.7% m/m.

*”Year over year” is each month versus the same month of the previous year.
Based on ‘current’ dollars. Latest data points are for May, 2021.
Adjustments have been made for seasonal variation, holiday and trading day differences, but not for price changes.

Data source: U.S. Census Bureau / Chart: ConstructConnect-CanaData.

U.S. Sales by Food Services & Drinking Places

Latest data point is for July, 2021.
Adjusted for seasonal variation, holiday and trading day differences, but not for price changes.
Data source: U.S. Census Bureau (Department of Commerce).
Chart: ConstructConnect.

Total Retail Sales in the U.S.

Non-store mainly Internet retail sales, so strong during most of the pandemic (i.e., in Jan 2021, they maxed out at +34.5% y/y), have eased off lately. In July, they were +5.9% y/y, but -3.1% m/m.

Latest data point is July, 2021.
Adjusted for seasonal variation, holiday and trading day differences, but not for price changes.

Data source: U.S. Census Bureau (Department of Commerce) / Chart: ConstructConnect – CanaData.

U.S. Retail and Food Services Sales Y/Y

Non-store (e.g., Internet) retail sales, which were so strong earlier in the pandemic, are easing off a bit. In June, they were +12.0% y/y. (In Jan 2021, they maxed out at +17.0% y/y.)

Y/Y, as of July 2021.
‘Current dollars’ means not adjusted for inflation. Underlying numbers are seasonally adjusted & not ‘smoothed’.

Data source: U.S. Census Bureau / Chart: ConstructConnect-CanaData.

Total Retail Sales in Canada

In June 2021, Cdn total retail sales were +6.2% y/y and +4.2% m/m. June of last year was the first recovery month after the horrendous dip from March to May.

Data source: Statistics Canada Table 20-10-0078-01/Chart: ConstructConnect — CanaData.