Research

Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

Deep Dive | April 21, 2026 Databank Members

Sentiment Improves Slightly; Tariff Pessimism Eases; Inflation Awareness Highly Salient: US Consumer Survey Insights

How are US consumers’ sentiment and shopping behavior changing amid Middle-East conflict, inflation and tariffs? We review our latest US consumer data on consumer sentiment, consumers’ perceptions of the impacts of tariffs and consumers’ inflation awareness and responses to inflation.

Deep Dive | April 20, 2026 Databank Members

Consumer Sentiment Softens in March as Oil Shock Pressures Build: China Consumer Survey Insights

We analyze proprietary survey data to track consumer sentiment and financial sentiments in China. This report shows steady optimism in March 2026.

Deep Dive | April 20, 2026 Premium

Supply Chain Insights for Beauty and CPG: Strengthening with Technology, Diversification and Operational Resilience

This report examines how the beauty and CPG supply chain is adapting to tariffs, trade disruption and volatility through technology, visibility and diversification.

Deep Dive | April 15, 2026 Premium

Retail Tech for Holiday 2026: AI-Led Discovery and Operational Readiness—Playbook

Retailers currently have a window to experiment with and perfect new technologies—particularly AI-driven search, discovery and personalization—before holiday 2026.

Deep Dive | April 14, 2026 Databank Members

Consumers Pull Back—Sentiment Sinks as Gas Prices Crowd Out Services: US Consumer Survey Insights

How are US consumers’ sentiment and spending behavior changing amid the Middle East conflict and rising gasoline prices? We review our latest US consumer data on consumer sentiment and spending cutbacks across categories.

Deep Dive | April 13, 2026 Premium

Supply Chains Insights for Apparel, Footwear and Department Stores: Transforming with AI and Real‑Time Forecasting

Explore how supply chain issues affect apparel and footwear market, with insights on technological solutions and strategies.

Deep Dive | April 8, 2026 Premium

US Department Stores Show Signs of Improvement: Is the Reset Working?

Explore the resurgence of US department stores, with Macy’s and Dillard’s leading the way through strategic store modernization, curated assortments and improved customer service.

Deep Dive | April 8, 2026 Premium

Supply Chain Insights for Food, Drug and Mass Retail: Technology, Resilience and the Path to Stronger Margins

This report examines key challenges and solutions shaping the food, drug and mass supply chain, including tariffs, regulations, food waste and visibility gaps.

Deep Dive | April 7, 2026 Databank Members

Seasonal Shopping, 2Q26—Expectations for Memorial Day, Mother’s Day, Father’s Day; Plus, Holiday 2026 Plans: US Consumer Survey Insights Extra

Will 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 Memorial Day, Mother’s Day and Father’s Day, as well as for the end-of-year holiday season.

Deep Dive | April 7, 2026 Databank Members

Consumer Sentiment Hits New Low; Many Consumers Cut Back on Eating Out Amid High Gas Prices: US Consumer Survey Insights

How are US consumers’ sentiment and spending behavior changing amid the Middle East conflict and rising gasoline prices? We review our latest US consumer data on consumer sentiment and spending cutbacks across categories.

Deep Dive | April 6, 2026 Premium

The Middle East Energy Shock and the US Consumer: Lessons from 2022—Sustained Impacts Risk Trickle-Up Effect

Explore the potential impact of the Iran-driven energy shock on US consumer behavior, drawing insights from the 2022 Russia-Ukraine conflict-induced oil price hike.

Deep Dive | March 31, 2026 Premium

Agentic Commerce: The US’s Open Approach vs. China’s Vertical Integration

Explore the divergent evolution of Agentic Commerce in the US and China. While China leverages vertically integrated super-apps like Qwen for seamless transactions, the US faces a fragmented landscape of open protocols and Amazon’s closed ecosystem. Learn how brands must adapt to remain “agent-friendly.”

Deep Dive | March 31, 2026 Premium

US CPG: Why Unit Growth Has Stalled—and the Industry’s Path Forward

US CPG unit growth faces challenges from inflation, GLP-1 trends and shifting consumer behaviors. Explore insights and strategies for recovery in this report.

Deep Dive | March 31, 2026 Databank Members

Financial Sentiment Improves Amid Middle East News Flow: US Consumer Survey Insights

How are US consumers’ sentiment and shopping behavior changing amid Iran conflict and oil price spikes? We review our latest US consumer data on consumer sentiment.

Deep Dive | March 25, 2026 Premium

Ultrahigh Net Worth Individuals (UHNWIs) and the Luxury Consumer—UHNWIs Anchor Luxury Spending as Next Gen Rises

UHNWIs are becoming the key luxury growth engine as wealth concentrates and Next Gen ultra-affluent shoppers drive Fast Luxury, VIC spending and Asia-Pacific demand.