Weather, Traffic, Findings in US Retail: Web Traffic in June Wk 5 Decel vs June Wk 4; June Slight Accel vs May

Research evidence excerpt

Weather, Traffic, Findings in US Retail: Web Traffic in June Wk 5 Decel vs June Wk 4; June Slight Accel vs May

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08 Jul 2026 17:50:44 ET │ 17 pages

Weather, Traffic, Findings in US Retail

Web Traffic in June Wk 5 Decel vs June Wk 4; June Slight Accel vs May

CITI'S TAKE

Paul Lejuez, CFA, CPA AC

Based on Similarweb data, US retail web traffic for the companies we track +1-212-816-6462

was +27.2% (on avg) in June Week 5 vs +32.0% in June Week 4. The median paul.lejuez@citi.com

was +23.7% in June Week 5 vs +33.5% in June Week 4. Note the data

capture web traffic thru Friday (7/3). June overall was +28.8% vs +26.3% in Steven Zaccone, CFA

May. Temps in June Week 5 were 0.9°F warmer vs LY after temps were 3.6°F +1-212-816-7089

cooler in June Week 4. July Week 1 is forecasted to be similar to LY with some steven.zaccone@citi.com

big differences by region.

Brandon Cheatham, CFA

Weather – June week 5 warmer vs LY: Temps in June Week 5 were 0.9°F warmer vs +1-212-816-7113

LY after temps were 3.6°F cooler in June Week 4. Based on Citi’s Innovation Lab using brandon.cheatham@citi.com

government data, the forecast for July Week 1 is similar vs LY. The Northeast,

Kimberly HongNorthwest, and Southwest are forecast to be ~2°F cooler vs LY. The N Rocky

Mountain, S Rocky Mountain, South Central, Southeast, and North Central are +1-212-816-6682

forecasted to be ~2°F warmer vs LY. kimberly.hong@citi.com

Web traffic – June wk 5 vs June wk 4: Using Similarweb data, US retail web traffic Tracy Kogan

for the companies we track was +27.2% (on avg) in June Week 5 vs +32.0% in June +1-212-816-2793

Week 4. The median was +23.7% in June Week 5 vs +33.5% in June Week 4. Note tracy.kogan@citi.com

the data capture web traffic thru Friday (7/3). June overall was +28.8% vs +26.3% in

May.