June 16, 2025 Insight Report Premium Retail Under Pressure: How Will Tariffs Disrupt the Back-to-School and Holiday Seasons?Discover how retailers are adjusting their strategies ahead of the 2025 back-to-school and end-of-year holiday seasons in response to recent and potential changes to tariffs.
June 15, 2025 Analyst Corner Register for Free Access Analyst Corner: Exploring IKEA’s City Stores Worldwide, with John MercerIn this week’s Analyst Corner, John Mercer, Head of Global Research, discusses new openings by IKEA, based on our observations from store tours. We consider what the new store formats and features reveal about wider retail real estate trends in Western markets and in the furniture retail sector specifically.
June 13, 2025 Infographic Free Report Three Data Points We’re Watching This Week, Week 24: Consumer Sentiment Improves: US vs. ChinaDiscover key data points we are watching in week 24 of 2025. This week, we highlight consumers’ expectations for their personal financial situation, presenting proprietary survey findings on consumer sentiment in the US and China.
June 13, 2025 Store Tracker Databank Members Weekly UK Store Openings and Closures Tracker 2025, Week 24: Matalan To Open Stores; Poundland Continues To Shutter StoresOur Weekly UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the UK. This week, we highlight store opening and closure news at Anthropologie, Matalan, Poundland and Superdry, among others.
June 13, 2025 Store Tracker Databank Members Weekly US Store Openings and Closures Tracker 2025, Week 24: Casey’s To Open 80 Stores; Torrid To Close 180 StoresOur Weekly US Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the US. This week, we highlight the latest store opening and closure announcements from Casey’s, Dollar Tree, Family Dollar and Torrid, as well as the announcement of a new Chief Operating Officer at Kirkland’s.
June 12, 2025 Insight Report Premium Retail-Tech Landscape: Retail MediaRetail media is reshaping the advertising landscape, providing data-driven targeting. Read this Retail-Tech Landscape to discover key solution providers that are helping retailers to build and optimize their retail media capabilities.
June 12, 2025 Infographic Premium High-Income Consumers’ Financial Sentiment Reaches New Peak: Weekly US Consumer Sentiment, Week 24, 2025—InfographicOur latest weekly update on US consumer sentiment, based on proprietary survey findings, reveals improvement in consumers’ economic and financial outlooks, driven by high-income consumers.
June 11, 2025 Deep Dive Premium US Retail and Consumer Outlook: June 2025We consider the US macroeconomic outlook for 2025 as of the start of June 2025, including metrics that directly impact the consumer economy and in the context of the myriad of recent tariffs announcements made by the US government.
June 11, 2025 Deep Dive Databank Members Consumer Sentiment Shows Signs of Improvement Amid Temporary Tariff Reduction: China Consumer Survey InsightsWe analyze proprietary survey data to uncover consumer sentiment, behavior and shopping trends in China. This report reveals a rebound in economic and financial optimism following the US government’s announcement of a temporary reduction in tariffs.
June 10, 2025 Infographic Free Report Earnings Insights 1Q25, Week 7: Dollar Stores See Growth Amid Tariff Pressures—InfographicDiscover the latest revenue and EPS (earnings per share) data from week seven of the 1Q25 (first quarter of 2025) earnings season with this infographic, covering various companies that reported in the week ended June 8, 2025, including Dollar General, Dollar Tree, Petco and more.
June 10, 2025 Deep Dive Databank Members High-Income Consumers’ Financial Sentiment Reaches New Peak; Facebook Slumps in Social Commerce: US Consumer Survey InsightsWe analyze new survey findings on consumers’ economic and financial outlooks, in total and by income group. Plus, we spotlight social commerce, revealing which social media platforms are popular for shopping and which product categories are bought at the highest rates.
June 9, 2025 Insight Report Premium US Retail in the Rest of 2025: Normalized Demand and Leaner Inventories Ahead of a High-Stakes Holiday SeasonWe offer 10 predictions for the rest of 2025, and outline core economic dynamics that are set to reshape the retail sector in the months ahead. What qualities will set retailers and brands apart? Discover critical insights to stay ahead through 2025.
June 8, 2025 Analyst Corner Register for Free Access Analyst Corner: From Models to Markets—The Accelerating Shift Toward AI Applications, with Charlie PoonIn this week’s Analyst Corner, Charlie Poon, Analyst, discusses recent AI (artificial intelligence)-focused developments and events—including Amazon’s AWS Summit and Google I/O—that point to a shift in focus from hardware to applications in the world of AI.
June 6, 2025 Infographic Free Report Three Data Points We’re Watching This Week, Week 23: US Retail Sectors in FocusDiscover key data points we are watching in week 23 of 2025. This week, we present proprietary survey findings on US consumers’ shopping behavior in the grocery, home and home-improvement sectors.
June 6, 2025 Store Tracker Databank Members Weekly UK Store Openings and Closures Tracker 2025, Week 23: Aldi and Topshop To Open StoresOur Weekly UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the UK. This week, we highlight store opening and closure news at Aldi, B&M, Bershka and Heron Foods, among others.
