October 21, 2025 Deep Dive Premium Holiday 2025: The Last Mile—Tariff-Driven Early Buying To Ease Peak Season Shipping RushHoliday 2025 brings new last mile trends as retailers tackle surcharges, labor gaps and shifting demand to ensure on-time delivery.
October 17, 2025 Store Tracker Databank Members Weekly UK Store Openings and Closures Tracker 2025, Week 42: Store Closures Exceed 1,000Our Weekly UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the UK. This week, we highlight store openings and closures by New Look, Alo Yoga, Iceland, Marks & Spencer, Sweaty Betty and more.
October 17, 2025 Store Tracker Databank Members Weekly US Store Openings and Closures Tracker 2025, Week 42: 40 New Openings for Ross Stores Reflect Off-Price EncroachmentOur Weekly US Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the US. This week, we highlight store openings by Metro Mattress, Samsung, Ross Stores and more.
October 16, 2025 Deep Dive 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.
October 14, 2025 Deep Dive Databank Members 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.
October 12, 2025 Analyst Corner Register for Free Access Analyst Corner: US Seasonal Shopping in the Holiday Quarter, with Aditya KaushikIn this week’s Analyst Corner, Aditya Kaushik, Analyst, explores US consumers’ spending expectations for shopping events in the fourth quarter of 2025—namely, Halloween (October 31), Singles’ Day (November 11), Black Friday (November 28) and the end-of-year holiday season.
October 10, 2025 Insight Report Premium Flipkart Big Billion Days 2025: Wrap-Up—Sales-Tax Reforms, Quick Commerce and “Trust Shield” Shape GrowthWe present key insights from Flipkart’s Big Billion Days (BBD) 2025, which ran alongside major festive events in India. This wrap-up explores how GST reforms, rapid expansion in quick commerce and new post-purchase trust features helped Flipkart capture pent-up demand and set the tone for sustained momentum through Diwali and the holiday season.
October 10, 2025 Store Tracker Databank Members Weekly UK Store Openings and Closures Tracker 2025, Week 41: Claire’s To Close 145 StoresOur Weekly UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the UK. This week, we highlight store openings and closures by Claire’s, Boyes, Miniso, Urban Outfitters and more.
October 10, 2025 Store Tracker Databank Members Weekly US Store Openings and Closures Tracker 2025, Week 41: Rite Aid Shuts Up Shop; Amazon Fresh Closes StoresOur Weekly US Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the US. This week, we highlight store openings by New Rite Aid, Amazon Fresh, LEGO and more.
October 9, 2025 Deep Dive Databank Members 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.
October 8, 2025 Deep Dive Databank Members Tariff Pessimism Cools; Inflationary Trade-Down Persists: US Consumer Survey Insights ExtraHow is US consumers’ shopping behavior changing amid new tariffs––we review our latest US consumer data on consumers’ perceptions of the impacts of tariffs and consumers’ inflation awareness and responses to inflation.
October 8, 2025 Market Navigators/Market Outlook Premium US Beauty Retailing: Themes, Concepts and Innovators—Personalization, Tech Integration and Wellness To Drive ChangeAs part of our 2025 Market Navigator on beauty retailing in the US, we explore the key trends and themes in the space, our blue-sky thinking and the retail innovators we are watching.
October 7, 2025 Deep Dive Databank Members 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.
October 5, 2025 Analyst Corner Register for Free Access Analyst Corner: Big Tech’s AI Application and Computing-Power Arms Race, with Charlie PoonIn this week’s Analyst Corner, Charlie Poon, Analyst, explores current investments in the artificial intelligence (AI) and GenAI (generative AI) spaces, as well as investments in the computing requirements for AI-powered applications.
October 3, 2025 Store Tracker Databank Members Weekly US Store Openings and Closures Tracker 2025, Week 40: Toys“R”Us Continues To ExpandOur Weekly US Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the US. This week, we highlight store openings by Ace Hardware, Lululemon Athletica, Toys“R”Us and more.
