Isla Meldon, Author at Coresight Research | Page 16 of 70

Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

Deep Dive | July 1, 2025 Premium

US Back to School 2025, Part 1: Early Shopping, Tariff Worries and Strategic Choices Shape BTS 2025

We kick off our US Back to School 2025 series of reports by diving into proprietary survey findings on US consumers’ spending expectations for the BTS (back-to-school) season. How much will BTS shoppers spend, and what impacts will tariffs and global supply chain disruption have?

Analyst Corner | June 29, 2025

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Analyst Corner: Five Back-to-School Shopping Trends to Watch, with Madhav Pitaliya

In this week’s Analyst Corner, Madhav Pitaliya, Analyst, discusses the back-to-school (BTS) shopping trends we are watching in 2025, drawing on findings from a proprietary survey of parents in the US.

Insight Report | June 27, 2025 Premium

1Q25 Retail Inventory Insights: Lean Inventory, Tariff Mitigation, Supply Chain Adjustments

Our quarterly US Retail Inventory Insights series analyzes retail inventory turnover. Discover inventory turnover ratios by sector and for selected major retailers in the first quarter of 2025. Dive into key commentary on inventory trends, planning and challenges—with insights on tariffs, AI (artificial intelligence)-driven tools and more.

Infographic | June 27, 2025 Databank Members

Three Data Points We’re Watching This Week, Week 26: US Consumer Survey Insights

Discover key data points we are watching in week 26 of 2025. This week, we present highlights from our US consumer survey analysis, covering financial optimism, and off-price and dollar-store shopping.

Event Coverage | June 26, 2025 Premium

Revving Up the Flywheel: Insights from the Inaugural Amazon Prime Analyst Day

Coresight Research attended Amazon’s two-day inaugural Prime Analyst Day in early June 2025. Dive into key highlights and strategic insights from our experience, covering Prime membership benefits, Alexa+, Buy with Prime, and our impressions of Amazon’s robotics-powered same-day fulfillment center in Seattle.

Infographic | June 24, 2025 Free Report

Highlights from NextGen 2025: Retail, Real Estate & the New Consumer—Infographic

NextGen 2025: Retail, Real Estate & the New Consumer, held on June 23, 2025, was a huge success. Which key themes emerged, and what did panelists think of the event? This infographic offers highlights from the Coresight Research conference.

Event Coverage | June 24, 2025 Premium

Shaping What’s Next in Retail—Physical Retail, AI, Retail Media: Insights from NextGen 2025, a Coresight Research Conference

NextGen 2025: Retail, Real Estate & the New Consumer brought together a curated mix of leaders and innovators to dive into the shifts reshaping how we build, operate and connect. This comprehensive report presents critical insights and takeaways from the conference, spanning five key themes. Discover how AI (artificial intelligence), retail media and design are redefining commerce—from the store to the supply chain.

Event Coverage | June 23, 2025 Free Report

NextGen 2025: Retail, Real Estate & the New Consumer—Agenda

NextGen 2025: Retail, Real Estate + the New Consumer will bring together a curated mix of leaders and innovators to dive into the shifts reshaping how we build, operate and connect. Dive into the full agenda, which puts a sharp focus on AI (artificial intelligence), the evolving consumer and the spaces where commerce comes to life.

Deep Dive | June 23, 2025 Premium

Transforming Beauty Retail: AI Across the Value Chain, from Innovation to Personalization

AI (artificial intelligence) is transforming the beauty industry, reshaping product innovation, manufacturing, marketing strategies and loyalty building. We delineate the “B.E.A.U.T.Y.” of AI’s value and use cases in the beauty market, from building new products to providing better consumer experiences. Discover the technology’s key benefits, spanning personalization, cost efficiency and sustainability.

Analyst Corner | June 22, 2025

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Analyst Corner: Three Consumer-Focused Predictions for US Retail for the Second Half of 2025, with Anand Kumar

In this week’s Analyst Corner, Anand Kumar, Managing Director of Retail Research, presents three consumer-focused predictions that will define retail’s trajectory in the second half of 2025, from stagflation to private-label expansion.

Infographic | June 19, 2025 Premium

Financial Confidence Improves: Weekly US Consumer Sentiment, Week 25, 2025—Infographic

Our latest weekly update on US consumer sentiment, based on proprietary survey findings, reveals improvement in consumers’ financial outlook, with a positive turn among middle-income consumers.

Deep Dive | June 19, 2025 Premium

Navigating TikTok’s Uncertainty: Analyzing Challenges and Emerging User Migration Trends

What would a TikTok ban mean for the social media landscape in the US? We analyze proprietary US consumer survey findings to discuss the implications of TikTok’s uncertainty for other social media platforms as well as brands and advertisers.

Deep Dive | June 18, 2025 Premium

Earnings Insights 1Q25: Wrap-Up—Growth Outpaces Declines Across Most Sectors

We analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the first quarter of 2025, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes.

Deep Dive | June 18, 2025 Databank Members

Financial Confidence Improves but Tariffs and Inflation Impact Shopping Behavior: US Consumer Survey Insights

What are US consumers’ perceptions of tariffs and inflation, and how are they changing their shopping behavior as a result? We provide the answers through analysis of proprietary survey findings, and present an update on consumer sentiment, including improving financial confidence.

Insight Report | June 17, 2025 Premium

May 2025 US Retail Sales: Core Sales Growth Proves Solid Despite Pull-Forward of Purchases

In May 2025, US retail sales (excluding gasoline and automobile sales) increased by nearly 4%, representing a deceleration from the previous month. Using data from the US Census Bureau, we analyze US retail sales in May 2025, in total and by sector.