Deep Dive | November 11, 2025 Premium Holiday 2025 Survey Insights: Discount Retailers Dominate Top 10 as Government Shutdown ImpactsWe review our latest data and provide an in-depth analysis of consumers’ holiday shopping behavior. Read More
Deep Dive | November 11, 2025 Premium High Income Consumers’ Sentiment Improves; Government Shutdown Impacting Shoppers: US Consumer Survey InsightsHow is US consumers’ sentiment and shopping behavior changing amid new tariffs? We review our latest US consumer data on consumer sentiment and impact of Federal Government Shutdown. Read More
Deep Dive | November 4, 2025 Premium Financial Sentiment Turns Negative; Tariff Pessimism Deepens; Inflationary Trade-Down Persists: US Consumer Survey InsightsWe examine how US consumer sentiment and shopping habits are evolving under new tariffs, focusing on perceptions of tariff impacts and reactions to inflation. Read More
Infographic | October 30, 2025 Premium Sector Focus: Department Stores—Data GraphicOur Sector Focus data graphics feature the latest survey findings on US retail sectors and categories. Dive into the US department store sector in this graphic. Read More
Insight Report | October 30, 2025 Premium 2Q25 Retail Inventory Insights: Diverging Strategies Amid Tariff Impacts in the Pre-Holiday Build-UpOur quarterly US Retail Inventory Insights series analyzes inventory trends in US retail. Discover inventory turnover ratios by sector and for selected major retailers in the second quarter of 2025. Dive into key commentary on inventory trends, planning and challenges—with insights on tariffs, diverging supply chain strategies, AI (artificial intelligence)-driven tools and more. Read More
Insight Report | October 29, 2025 Premium Head-to-Head in US Department Stores: Kohl’s vs. Macy’sKohl’s and Macy’s are the two biggest names in the US department store sector. As part of the Head-to-Head series from Coresight Research, we provide insights into key elements of the businesses of Kohl’s and Macy’s, including their revenue and margin growth in recent years. Read More
Deep Dive | October 29, 2025 Premium High-Income Consumers’ Economic Optimism at Five-Month Low; Holiday Shopping Accelerates: US Consumer Survey InsightsWe review our latest data on US consumer sentiment and provide an in-depth analysis of consumers’ holiday shopping behavior. Read More
Market Navigators/Market Outlook | October 22, 2025 Premium US Beauty Retailing: Market Forecast and Competitive Landscape—From Rebound to Reinvention in 2026As part of our 2025 Market Navigator on beauty retailing in the US, we highlight key developments in market growth, category dynamics, retail channel shifts and consumer behavior we have seen in 2025, as well as our estimates for the market through 2029. Read More
Deep Dive | October 16, 2025 Premium Holiday 2025: US Consumer Survey and Retail Outlook—From Social to Smart: AI Becomes the New Driver of Holiday Discovery and ValueWhere, when and how will US consumers spend for holiday 2025? We analyze proprietary survey data to offer critical insights on the shape of demand and consumers’ shopping expectations for the holiday season. Read More
Deep Dive | October 14, 2025 Premium Higher-Income Sentiment Declines; Holiday Shopping Lull Before a Promotional Surge: US Consumer Survey InsightsHow is US consumer sentiment changing? We review our latest weekly data on financial and economic sentiment, plus we analyze consumers’ shopping for holiday 2025. Read More
Deep Dive | October 9, 2025 Premium Seasonal Shopping, 4Q25—Early Spending Momentum Sets the Tone for the Holiday Season: US Consumer Survey Insights ExtraWill US consumers celebrate or spend on key events in the fourth quarter this year? This month’s US Consumer Survey Insights Extra—Seasonal Shopping report analyzes consumer expectations for Halloween, Amazon Prime Big Deal Days, Single’s Day and Black Friday, as well as looking back at how consumers celebrated Labor Day, back-to-school shopping and Amazon Prime Day in the third quarter. Read More
Deep Dive | October 7, 2025 Premium Higher-Income Sentiment Improves; Holiday Shopping Is Firmly Under Way: US Consumer Survey InsightsHow is US consumers’ sentiment changing amid new tariffs––we review our latest US consumer data on consumer sentiment. Also, we analyze early holiday 2025 shopping trends. Read More
Deep Dive | September 30, 2025 Premium Economic Sentiment Remains Under Pressure; Plus, Apparel Shopping in Focus: US Consumer Survey InsightsHow is US consumer sentiment changing? We review our latest US consumer data. We also analyze consumer shopping behavior at apparel retailers and brand owners. Read More
Analyst Corner | September 21, 2025 Register for Free Access Analyst Corner: Understand Who Shops Where in US Retail, with John MercerIn this week’s Analyst Corner, John Mercer, Head of Global Research and Managing Director of Data-Driven Research, explores highlights from our new US shopper profiles, covering several retailers, including Amazon and Walmart. Read More
Deep Dive | September 16, 2025 Premium Lower-Income Sentiment Continues to Weaken; Plus, Off-Price and Dollar Stores in Focus: US Consumer Survey InsightsHow is US consumers’ sentiment changing amid new tariffs? We review our latest US consumer data on consumer sentiment. This week, we also analyze consumer shopping behavior at off-price and dollar stores. Read More
