April 9, 2025 Insight Report Register for Free Access Breathing Space for US Retailers and Brands: US Tariffs Paused for 90 Days But Hiked Further for ChinaUS President Trump has announced a 90-day pause on reciprocal tariffs for countries excluding China—introducing a lower 10% rate in the interim—while simultaneously escalating tariffs on Chinese imports to a staggering 125%. In this report, we unpack the implications of the latest tariff restructuring, offering insights for brands and retailers looking to navigate the increasingly volatile trade environment.
April 9, 2025 Event Presentation Premium The State of US Consumer Sentiment: Insights Presented at NARG Spring Meeting 2025What is the state of US consumer sentiment, and how are consumers’ economic expectations and spending being impacted by tariffs and stock market volatility? Read our presentation from the NARG 2025 Spring Meeting.
April 9, 2025 Event Coverage Register for Free Access Shoptalk Spring 2025 Wrap-Up: Customer-Centricity for a New Golden Age of RetailWe present our top insights from Shoptalk Spring 2025, centered around five key themes, from unified commerce and customer-centricity to retail media and advanced retail technologies. Reflect on what you heard at the conference and catch up on what you missed! Coresight Research is an official research partner of Shoptalk Spring 2025.
April 9, 2025 Deep Dive Premium What You Need to Know About US Tariffs and Consumers’ and Retailers’ Reactions—April 2025 UpdateWhat are the impacts of new US tariffs on the retail industry and the economy? How are consumers and retailers responding? Find out in our new report, which explores economic disruption, consumer sentiment and retail strategies, drawing on proprietary survey data and industry interviews.
April 8, 2025 Deep Dive Databank Members Consumer Sentiment Flatlines Ahead of Big Tariff Reveal; Plus, Mass Merchandisers and Wholesale Clubs in Focus: US Consumer Survey InsightsDive into our survey-driven insights on mass merchandiser and warehouse club shopping in the US to uncover popular retailers and the most bought categories. Plus, we continue to track consumer sentiment, with new data this week revealing steady trends ahead of reciprocal tariffs being announced.
April 8, 2025 Infographic Premium Three Data Points We’re Watching: Will Stock Market Volatility Impact US Consumer Spending?We present new survey data on US consumers’ responses to changes in the stock market. Discover the impacts of stock market volatility on consumer spending overall and by income and age.
April 8, 2025 Insight Report Premium 4Q24 Retail Inventory Insights: Retailers Maintain Lean Inventories as Overall Inventory Ratio Remains UnchangedOur quarterly US Retail Inventory Insights series analyzes inventory trends in US retail. In this report, dive into trends by sector and inventory turnover ratios among major US retailers in the fourth quarter of 2024.
April 6, 2025 Analyst Corner Register for Free Access Analyst Corner: Agentic AI—The New Wave of AI Opportunity, with Charlie PoonIn this week’s Analyst Corner, Charlie Poon, Analyst, discusses the building blocks of agentic AI (artificial intelligence)—an emerging technology that builds on GenAI (generative AI) and is set to be transformative for retail and other industries.
April 4, 2025 Insight Report Premium US Tariffs: Who Wins, Who Loses and What It Means for the EconomyRising trade barriers and tariffs—including the announced reciprocal tariffs by the US on April 2, 2025—are fundamentally reshaping global supply chains and corporate strategies. In this report, we examine the industries poised to benefit or suffer in a high-tariff environment.
April 4, 2025 Insight Report Premium Amazon Bids to Acquire TikTok—What It Means for US E-CommerceOn April 3, 2025, e-commerce giant Amazon reportedly submitted a bid to acquire TikTok from its Chinese parent company, ByteDance. We examine the implications of the bid and the potential impact of a successful deal on the US e-commerce sector.
April 4, 2025 Store Tracker Databank Members Weekly US Store Openings and Closures Tracker 2025, Week 14: Urban Outfitters Announces Expansion PlanOur Weekly US Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the US. This week, we highlight the recent major store expansion plan announced by Urban Outfitters. Non-store-closure news includes Macy’s appointing a new Chief Operating Officer and Chief Financial Officer.
April 4, 2025 Store Tracker Databank Members Weekly UK Store Openings and Closures Tracker 2025, Week 14: Marks & Spencer Announces Store Openings Across Multiple FormatsOur Weekly UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the UK. This week, we highlight Marks & Spencer’s recently announced store expansion plan, with store openings occurring across many of its formats.
April 4, 2025 Infographic Free Report Three Data Points We’re Watching This Week, Week 14: What US Consumers Think About TariffsDiscover key data points we are watching in week 14 of 2025. This week, which saw the US announce reciprocal tariffs, we spotlight proprietary survey findings on what US consumers think about tariffs, including their greatest concerns and perceptions of benefits.
April 3, 2025 Insight Report Free Report Mapping the US’s Reciprocal Import Tariffs: Which Nations Are Affected?We provide the full list of reciprocal tariffs announced by the US on April 2, 2025, and chart the import rates of affected nations by continent.
April 3, 2025 Infographic Premium Economic and Financial Sentiment Stabilizes: Weekly US Consumer Sentiment, Week 14, 2025—InfographicOur latest weekly update on US consumer sentiment, based on proprietary survey findings, highlights stabilization in financial and economic expectations following a sustained period of declines.
