May 1, 2025 Insight Report Premium The Impacts of US Tariffs: Assessing Companies’ International Sourcing Exposure by CountryWhich retail companies face high risk from tariffs? We chart and detail the sourcing exposure of selected Coresight 100 retailers and brand owners to various countries, with a focus on nations that are subject to high reciprocal tariff rates.
April 1, 2025 Insight Report Premium Dollar Tree To Divest Family Dollar: Here’s What It Means—Consumer + Real Estate Data AnalysisWe offer our take on the sale of the Family Dollar business by Dollar Tree, Inc., which was announced on March 26, 2025. Discover the key factors in Dollar Tree’s integration struggles with Family Dollar and what the acquisition agreement means for Dollar Tree, Family Dollar and other retailers.
April 1, 2025 Deep Dive Databank Members Seasonal Shopping, 2Q25—Expectations for Easter, Memorial Day, Mother’s Day, Father’s Day; Plus, Holiday 2025 Plans: US Consumer Survey Insights ExtraWill US consumers celebrate or spend on key events in the second quarter this year? This month’s US Consumer Survey Insights Extra—Seasonal Shopping report analyzes consumer expectations for Easter, Memorial Day, Mother’s Day and Father’s Day, as well as for the end-of-year holiday season.
March 12, 2025 Insight Report Premium Earnings Insights 4Q24, Week 6: Sales Decline for Kroger, Macy’s, Ross Stores and Other RetailersOur 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 March 9, 2025, including Adidas, Best Buy, Kroger, Macy’s, Prada, Ross Stores and Target.
March 5, 2025 Deep Dive Premium US Retail—Real Estate Insights: Embracing Small Store Formats, Immersive Experiences and Emerging TechnologiesExplore how small-format stores, technology integration and immersive retail experiences are becoming success factors for retailers. We also analyze store openings and closures, as well as recent traffic trends, to shed light on the relationship between retailers and real estate companies.
March 5, 2025 Deep Dive Databank Members Inflation Awareness Rises; Economic Sentiment Falls to Six-Month Low: US Consumer Survey InsightsWhat are US consumers’ perceptions of inflation, and how are they changing their spending habits as a result? We analyze new survey findings on consumers’ inflation-combating strategies when shopping for food and nonfood products, and present an update on their expectations for the economy.
March 4, 2025 Deep Dive Databank Members Where Shoppers Live vs. Where They Shop: US Consumer Survey Insights ExtraDive into regional trends in food and nonfood shopping in the US. We analyze proprietary consumer survey findings to identify the most popular retailers and break down shopper penetration rates across four regions and nine subregions.
February 26, 2025 Deep Dive 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.
February 18, 2025 Deep Dive 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.
February 13, 2025 Insight Report Premium Retail Shrink and ORC: Cargo Theft Hits Record Levels in the US, Retail Crime Costs Soar in the UKWe present the latest developments in retail shrink in the US and Europe, including retail crime costs, cargo theft rates and shoplifting data. Plus, discover news about loss-prevention technologies and dive into recent commentary on shrink from Albertsons and Walgreens.
February 12, 2025 Deep Dive Databank Members Luxury Shopping in Focus; Sentiment Slumps Overall Amid Tariffs: US Consumer Survey InsightsWhich luxury brands are popular among US consumers? What are luxury shoppers buying? Dive into our sector-focused insights and discover how overall consumer sentiment is tracking with our new survey findings.
February 6, 2025 Insight Report Premium Earnings Insights 4Q24, Week 1: Levi Strauss, P&G, Walgreens and Others Post Sales Growth, While Burberry and Kimberly-Clark Report DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major retailers. This week, there are highlights from companies that reported in the week ended January 31, 2025, including Albertsons, Procter & Gamble and Tractor Supply Company, among others.
February 4, 2025 Deep Dive 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.
January 29, 2025 Deep Dive Databank Members Responses to Inflation—Trading Down in Food and Nonfood Remains a Critical Shopping Strategy: US Consumer Survey InsightsWhat are US consumers’ perceptions of inflation, and how are they changing their spending habits as a result? We analyze new survey findings to find out, and present an update on consumers’ behaviors and sentiment.
January 27, 2025 Infographic Free Report The New Coresight 100: Leading the Retail Charge in 2025—InfographicThe Coresight 100 spotlights 100 of the most impactful and influential retailers and brand owners that our readers and subscribers should pay attention to. This infographic presents selected insights on the selection methodology and composition of our global watchlist.
