Deep Dive | April 22, 2025 Databank Members Economic Sentiment Shows First Uptick in Eight Weeks; Plus, Drugstore and Pharmacy Shopping in Focus: US Consumer Survey InsightsThe decline in US consumers’ economic expectations has finally come to an end, new survey findings reveal. In addition to diving into consumer sentiment data, this report spotlights drugstore and pharmacy shopping trends, uncovering popular retailers and products. Read More
Store Tracker | April 18, 2025 Databank Members Weekly UK Store Openings and Closures Tracker 2025, Week 16: B&M and Tesco Provide Store-Opening PlansOur Weekly UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the UK. This week, we highlight store-opening plans from B&M and Tesco, as well as Asda’s appointment of a new Chief People Officer. Read More
Store Tracker | April 18, 2025 Databank Members Weekly US Store Openings and Closures Tracker 2025, Week 16: 7-Eleven To Close 300+ Stores; Plus Updates on Drugstore ClosuresOur Weekly US Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the US. This week, we highlight the recent major store-closure plan announced by 7-Eleven, as well as CVS Health appointing a new Executive Vice President and Chief Financial Officer. Read More
Insight Report | April 16, 2025 Premium US Tariffs: Divergence Between Consumer and Business Sentiment and What It Means for RetailAs global trade tensions escalate and tariff policies evolve, we analyze how US consumer expectations compare to business confidence. Dive into the latest data, including proprietary survey findings, to unpack a divergence in key sentiment metrics and understand what this mean for retail. Read More
Insight Report | April 16, 2025 Premium March 2025 US Retail Sales: Retail Sales Rebound Amid Tariff ConcernsIn March 2025, US retail sales (excluding gasoline and automobile sales) rebounded from February’s decline, despite concerns around tariffs. Using data from the US Census Bureau, we analyze US retail sales in February 2025, in total and by sector. Read More
Deep Dive | April 15, 2025 Databank Members Financial Sentiment Falls to 14-Month Low Ahead of Reciprocal Tariffs, But Policy Measures Aim to Stabilize Economy: China Consumer Survey InsightsWe analyze proprietary survey data to uncover declining trends in consumer sentiment in China ahead of new US tariffs. We also present an update on consumer behavior and shopping trends. Read More
Event Coverage | April 15, 2025 Premium Retail Technology Show 2025: Hearing About Sustainability, Smart Fashion, QR Codes, Unified Commerce and MoreWe offer highlights from the Retail Technology Show 2025, with insights from the likes of John Lewis, Shein, Tesco and more. We touch on environmental sustainability, QR codes and the deployment of AI (artificial intelligence) and unified commerce. Read More
Event Coverage | April 14, 2025 Premium Walmart Investment Community Meeting 2025: From Low-Margin Retailer to Diversified, Digital Profit Engine, But Tariffs Create UncertaintyWe present insights from Walmart’s Investment Community Meeting 2025, covering its digital businesses, Sam’s Club’s growth plans, and the impacts of tariffs. Read More
Infographic | April 10, 2025 Premium Steadiness Continues: Weekly US Consumer Sentiment, Week 15, 2025—InfographicOur latest weekly update on US consumer sentiment, based on proprietary survey findings, highlights continued steadiness in financial and economic expectations ahead of the April 2, 2025, announcement of reciprocal tariffs. Read More
Infographic | April 10, 2025 Free Report 4Q24 Earnings Season Wrap-Up: Which Companies Missed, Beat and Fell in Line with Expectations?—InfographicExplore which companies beat consensus expectations and which missed consensus expectations during 4Q24 (the fourth quarter of 2024) earnings season with this infographic, covering more than 90 of the companies on the Coresight 100, our focus list of retailers and brand owners. Read More
Deep Dive | April 9, 2025 Premium What You Need to Know About US Tariffs and Consumers’ and Retailers’ Reactions—April 2025 UpdateWhat are the impacts of new US tariffs on the retail industry and the economy? How are consumers and retailers responding? Find out in our new report, which explores economic disruption, consumer sentiment and retail strategies, drawing on proprietary survey data and industry interviews. Read More
Deep Dive | April 8, 2025 Databank Members Consumer Sentiment Flatlines Ahead of Big Tariff Reveal; Plus, Mass Merchandisers and Wholesale Clubs in Focus: US Consumer Survey InsightsDive into our survey-driven insights on mass merchandiser and warehouse club shopping in the US to uncover popular retailers and the most bought categories. Plus, we continue to track consumer sentiment, with new data this week revealing steady trends ahead of reciprocal tariffs being announced. Read More
Infographic | April 8, 2025 Premium Three Data Points We’re Watching: Will Stock Market Volatility Impact US Consumer Spending?We present new survey data on US consumers’ responses to changes in the stock market. Discover the impacts of stock market volatility on consumer spending overall and by income and age. Read More
Analyst Corner | April 6, 2025 Register for Free Access Analyst Corner: Agentic AI—The New Wave of AI Opportunity, with Charlie PoonIn this week’s Analyst Corner, Charlie Poon, Analyst, discusses the building blocks of agentic AI (artificial intelligence)—an emerging technology that builds on GenAI (generative AI) and is set to be transformative for retail and other industries. Read More
Insight Report | April 4, 2025 Premium US Tariffs: Who Wins, Who Loses and What It Means for the EconomyRising trade barriers and tariffs—including the announced reciprocal tariffs by the US on April 2, 2025—are fundamentally reshaping global supply chains and corporate strategies. In this report, we examine the industries poised to benefit or suffer in a high-tariff environment. Read More