Insight Report | February 26, 2025 Premium Earnings Insights 4Q24, Week 4: Birkenstock, Hermès, Sprouts and More Post Double-Digit GrowthOur weekly Earnings Insights reports feature highlights from recent management commentary from major retailers within our Coresight 100 coverage list as they report fourth-quarter 2024 earnings. This week, discover highlights from major companies that reported in the week ended February 21, 2025. Read More
Infographic | February 26, 2025 Free Report Earnings Insights 4Q24, Week 4: Birkenstock, Hermès, Sprouts and More Post Double-Digit Growth—InfographicDiscover the latest revenue and EPS (earnings per share) data from week four of the 4Q24 (fourth quarter of 2024) earnings season with this infographic, covering various companies that reported in the week, including Hermès, Sprouts Farmers Market and Walmart, among others. Read More
Deep Dive | February 26, 2025 Databank Members Beauty Shopping in Focus; Economic Sentiment Turns Negative: US Consumer Survey InsightsFrom the dominance of Walmart and Amazon to the most popular product categories, dive into our survey-driven insights on beauty shopping in the US. Plus, understand how overall consumer sentiment is tracking as expectations for the economy turn negative. Read More
Event Presentation | February 25, 2025 Premium What Can Retailers Learn from Shein and Temu?: Premium Subscriber Call, February 2025What lessons can retailers learn from Shein and Temu? Explore how these Chinese e-commerce players are disrupting retail, redefining consumer engagement and supply chain innovation. This presentation accompanies the on-demand webinar of the Coresight Research Premium Subscriber Call in February 2025. Read More
Deep Dive | February 18, 2025 Databank Members Department Stores in Focus; Plus, Consumer Sentiment Latest: US Consumer Survey InsightsFrom the dominance of Kohl’s to the popularity of apparel categories, dive into our survey-driven insights on department store shopping. Plus, what are consumers’ expectations for the economy and their personal finances? Discover how overall consumer sentiment is tracking in this weekly research report series. Read More
Infographic | February 17, 2025 Free Report 2025 Tariffs: Impacts on the US Consumer Economy—InfographicDiscover new data on the US consumer economy in this free infographic, spanning inflation, consumer sentiment and tariffs. Read More
Analyst Corner | February 16, 2025 Register for Free Access Analyst Corner: Constrained Consumers Could Soon “Get to the Goods” Again—Evolving In-Store Loss Prevention, with John HarmonIn this week’s Analyst Corner, John Harmon, Managing Director of Technology Research, discusses the challenges that locking up goods as a loss-prevention measure presents for retailers and consumers, and a key technology solution that has finally arrived. Read More
Insight Report | February 14, 2025 Premium January 2025 US Retail Sales: Nearly All Sectors Report Mid-Single-Digit Sales GrowthIn January 2025, US retail sales (excluding gasoline and automobile sales) grew 4% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More
Infographic | February 14, 2025 Free Report Three Data Points We’re Watching This Week, Week 7: Consumer Sentiment FocusUnderstand consumer sentiment in the US and China with new survey data on consumers’ financial prospects and the impacts of tariffs. This graphic presents key insights from our research in week 7 of 2025. Read More
Insight Report | February 13, 2025 Premium Inflation Up, Sentiment Down: Alarm Bells for the US Consumer Economy?We unpack the latest data on critical indicators shaping the retail landscape in 2025, offering insights and proprietary survey analysis spanning inflation, consumer sentiment and the impacts of tariffs on the US consumer economy. Read More
Deep Dive | February 13, 2025 Premium AI Underpins the Tech-Driven Shift in US Grocery, from Smarter Forecasting to Faster CheckoutFrom AI (artificial intelligence) to ESLs (electronic shopping labels), discover the technology solutions and trends that are revolutionizing US grocery retailing across three critical areas: the supply chain, operations, and the customer experience. Read More
Analyst Corner | February 9, 2025 Register for Free Access Analyst Corner—DeepSeek Opens the Door for AI Democratization: The AI Opportunity, with Charlie PoonIn this week’s Analyst Corner, Charlie Poon, Analyst, discusses the emergence of Chinese AI (artificial intelligence) startup DeepSeek, and its impact on the AI opportunity. Read More
Deep Dive | February 6, 2025 Databank Members Seasonal Shopping, 1Q25—Expectations for Valentine’s Day and Presidents’ Day: US Consumer Survey Insights ExtraWill US consumers spend on key events in the first quarter this year? This month’s US Consumer Survey Insights Extra—Seasonal Shopping report analyzes consumer expectations for Valentine’s Day and Presidents’ Day, as well as for the end-of-year holiday season. Read More
Deep Dive | February 4, 2025 Databank Members Online Shopping in Focus—Amazon Dominates E-Commerce Competition: US Consumer Survey InsightsWhich e-commerce retailers and marketplaces are popular? What are online shoppers buying? Dive into our sector-focused insights, and discover how overall consumer sentiment is tracking with our new survey findings. Read More
Insight Report | February 4, 2025 Premium January 2025 US Retail Sales Outlook: Projecting Mid-Single-Digit Growth for the Start of 2025The monthly Coresight Research US Retail Sales Outlook series tracks several major macroeconomic indicators and their likely effect on US retail sales. We analyze the latest available data as of January 22, 2025. Read More