加拿大6月零售销售环比增长1.5%，预估增长1.5%，前值由-1.10%修正为-1.2%。 ...

Core Insights - The U.S. Census Bureau reported a month-over-month increase of 0.5% in retail sales for July [1] Group 1 - The retail sales growth indicates a positive trend in consumer spending, which may reflect economic resilience [1]

Group 1 - The core point of the article is that U.S. retail sales increased by 0.6% in June, significantly surpassing the forecast of 0.1% and improving from a previous decline of 0.9% [1]

Group 1 - Costco reported a retail sales growth of 8% in June, surpassing May's growth of 6.8% [1] - Comparable sales, adjusted for gasoline prices and currency, increased by 6.2% over five weeks, with international markets growing by 8.2%, Canada by 7.9%, and the U.S. by 5.5% [1] - Analysts have mixed views on Costco's outlook, with some noting a trend of declining U.S. foot traffic below 3% for two consecutive months [1] Group 2 - Evercore ISI analyst Greg Melich highlighted a core comparable sales growth of 6% but indicated a sales slowdown trend for the second half of the year [1] - Bank of America holds a more optimistic view, expecting a rebound in foot traffic in July due to extended store hours and additional Saturday hours [1] - UBS maintains a neutral stance, acknowledging a slowdown in overall comparable sales growth due to high base effects from gift card and precious metal sales [1] Group 3 - As of the report, Costco's stock rose 0.4% to $985.5, with a year-to-date increase of 7%, outperforming the S&P retail index ETF (XRT) [2] - Wall Street analysts generally rate Costco as "moderate buy," with an average target price of $1107.89, representing a 12% upside from the current stock price [2]

Group 1 - Hong Kong's retail sales volume increased by 1.9% year-on-year in May, contrary to the forecast of a decline of 3.7% [1] - Retail sales value in Hong Kong rose by 2.4% year-on-year in May, while the forecast predicted a decrease of 1.8% [1]

Group 1 - Hong Kong's retail sales increased by 2.4% year-on-year in May [1] - The sales volume also saw a year-on-year growth of 1.9% [1]

Core Insights - Australia's retail sales in May increased by 0.2% month-on-month, which is below the forecasted growth of 0.5% [1] Group 1 - The actual retail sales growth of 0.2% indicates a slower performance compared to market expectations [1]

Core Insights - UK retail sales surged in April, continuing a strong trend from earlier in the year, indicating consumer resilience amid rising bills and global trade tensions [1] - Retail sales increased by 1.2% month-on-month in April, marking the fourth consecutive month of growth, surpassing economists' expectations of 0.3% [1] - The warm and sunny weather in April contributed to the retail sales growth, with strong performance across most sectors [1] Retail Performance - Categories such as food and alcohol saw sales growth, reflecting consumer spending despite economic challenges [1] - The report coincided with the period following the announcement of tariffs by Trump, during which UK households faced significant increases in utility bills, train fares, and local government taxes [1] Consumer Confidence - A separate report indicated a slight rebound in UK consumer confidence in May after being impacted by Trump's tariffs in April, with consumers feeling more optimistic about their financial and economic situations [1] - Consumers expressed a greater willingness to purchase big-ticket items such as cars and furniture [1] Economic Outlook - According to Alex Kerr from Capital Economics, this marks the first time since 2015 (excluding the pandemic period) that retail sales have increased for four consecutive months, although he cautioned that this growth may not be sustainable [2] - Following the release of stronger-than-expected data, the British pound maintained its upward trend against the US dollar, rising by 0.3% to 1.3461, nearing its highest level since 2022 [2]

Group 1 - The core point of the article highlights that UK retail sales in April increased by 5% year-on-year, surpassing the expected growth of 4.5% and significantly higher than the previous value of 2.6% [1]

Group 1 - Singapore's retail sales in March increased by 1.1% year-on-year [1]