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US Consumer and Retail Outlook—Holiday 2025 and Beyond: Premium Subscriber Call, September 2025

Join the Coresight Research team for our latest view on consumer and retail prospects for holiday 2025 and into 2026. We will dive into questions such as: Which consumer segments will drive growth and how can retailers serve their needs? How are consumers feeling about holiday, tariffs and more, and what are their behaviors, concerns and intentions? How will wider factors—beyond tariffs—shape consumer demand? What does the macroeconomic context mean for retail inflation and retail demand?

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Disrupting Retail: Lessons from SHEIN and TEMU on Redefining Consumer Engagement and Supply Chain Innovation

At SACSC Congress 2025, Maxwell Kahn, President of Coresight Research, explored how ultra-fast fashion platforms like Shein and Temu are disrupting global retail. His presentation unpacked the strategies behind their rapid rise—agile supply chains, AI-driven personalization and real-time consumer engagement—and what it all means for the future of retail.

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Seasonal Shopping, 3Q25—Expectations for the Fourth of July, Labor Day, Amazon Prime Day: US Consumer Survey Insights Extra

Will US consumers celebrate or spend on key events in the third quarter this year? This month’s US Consumer Survey Insights Extra—Seasonal Shopping report analyzes consumer expectations for the Fourth of July, Labor Day and Amazon Prime Day, as well as looking back at how consumers celebrated Easter, Memorial Day, Mother’s Day and Father’s Day in the second quarter.

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Recent Conference Insights, from World Retail Congress to ICSC Las Vegas: Coresight Research Premium Subscriber Call, June 2025

Dive into our insights from May 2025 retail events: World Retail Congress, ICSC Las Vegas and AAFA Global Supply Chain and Trade Conference. From the evolving tariff landscape and sustainability tensions to the rise of AI (artificial intelligence) in supply chains and real estate, explore the seismic shifts shaping 2025 and beyond. This presentation accompanies the on-demand webinar replay of the Coresight Research Premium Subscriber Call held on June 2, 2025.

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