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 | May 13, 2025 Free Report

Five Ways Brands and Retailers Can Use AI/ML and Shared Data to Energize End-to-End Product Management

Product management plays a crucial role in driving revenues, margins, efficiency and customer satisfaction. Technologies such as AI (artificial intelligence), ML (machine learning) and GenAI (generative AI) offer powerful capabilities for retail companies to enhance key functions through the product lifecycle, from product development to customer interaction. This research report is produced and made available to non-subscribers in partnership with Centric Software.

Insight Report | May 12, 2025 Premium

How Will Tariffs Impact China’s Singles’ Day 2025? Six Months To Go—What Brands and Retailers Need to Know

China’s Singles’ Day, the largest online shopping festival in the world, is just six months away. The economy is facing external challenges like tariffs, yet key sectors show underlying resilience. We discuss what brands and retailers need to know to prepare for the upcoming festival, covering the country’s macroeconomic context and leveraging proprietary survey analysis to explore consumer sentiment.

Analyst Corner | May 11, 2025

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Analyst Corner: Three Themes Transforming US Apparel and Footwear Retail in 2025, with Anand Kumar

In this week’s Analyst Corner, Anand Kumar, Managing Director of Retail Research, discusses three key themes transforming US apparel and footwear retailing in 2025 and beyond.

Deep Dive | May 8, 2025 Premium

Tariff Anxiety Hits the Supermarket: US Consumers Turn Cautious When Shopping for Groceries

We explore the evolving landscape of US grocery retailing, shaped by economic pressures and evolving consumer priorities. Understand shifts in consumers’ food shopping behavior and discover AI (artificial intelligence)-powered strategies for grocery retailers to adapt and improve efficiency.

Event Presentation | May 4, 2025 Premium

The Changing Consumer: Insights Presented by Deborah Weinswig at YPO Retail CEO Summit

We explore the state of the consumer economy, with insights on drugstore/pharmacy shopping, cross-border commerce and the impacts of tariffs on retail. This presentation was delivered by Deborah Weinswig, CEO and Founder of Coresight Research, at an industry event.

Insight Report | May 1, 2025 Premium

The Impacts of US Tariffs: Assessing Companies’ International Sourcing Exposure by Country

Which retail companies face high risk from tariffs? We chart and detail the sourcing exposure of selected Coresight 100 retailers and brand owners to various countries, with a focus on nations that are subject to high reciprocal tariff rates.

Event Presentation | April 26, 2025 Premium

New Technologies to Drive Retailer-Supplier Collaboration: Insights Presented at NACDS Annual Meeting 2025

Discover five tech-driven strategies that protect against earnings erosion in the context of macroeconomic uncertainty and tariffs. These strategies, which touch on retail media, demand forecasting and pricing, align with elements of the Coresight Research CORE Framework for AI (artificial intelligence) in retail. This presentation was delivered by Coresight Research at the NACDS Annual Meeting 2025.

Analyst Corner | April 20, 2025

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Analyst Corner: Is Shein’s Fashion Model a Template for Environmental Sustainability? with John Mercer

In this week’s Analyst Corner, John Mercer, Head of Global Research, discusses Shein’s business model, highlighting insights from the Retail Technology Show 2025. Understand the company’s approach to aligning supply and demand in the fashion industry, and its implications for sustainability.

Insight Report | April 16, 2025 Premium

US Tariffs: Divergence Between Consumer and Business Sentiment and What It Means for Retail

As global trade tensions escalate and tariff policies evolve, we analyze how US consumer expectations compare to business confidence. Dive into the latest data, including proprietary survey findings, to unpack a divergence in key sentiment metrics and understand what this mean for retail.

Event Coverage | April 14, 2025 Premium

Walmart Investment Community Meeting 2025: From Low-Margin Retailer to Diversified, Digital Profit Engine, But Tariffs Create Uncertainty

We present insights from Walmart’s Investment Community Meeting 2025, covering its digital businesses, Sam’s Club’s growth plans, and the impacts of tariffs.

Insight Report | April 11, 2025 Premium

US Tariffs: Three Actions for Risk Mitigation and Long-Term Positioning

We expect rising tariffs to reshape the global retail landscape, forcing retailers and brand owners to rethink their supply chains and competitive strategies. Amid this context, Coresight Research provides a three-step action plan to help industry players safeguard margins, preserve agility and seize strategic advantage.

Insight Report | April 9, 2025

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Breathing Space for US Retailers and Brands: US Tariffs Paused for 90 Days But Hiked Further for China

US 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.

Deep Dive | April 9, 2025 Premium

What You Need to Know About US Tariffs and Consumers’ and Retailers’ Reactions—April 2025 Update

What 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.

Insight Report | April 8, 2025 Premium

4Q24 Retail Inventory Insights: Retailers Maintain Lean Inventories as Overall Inventory Ratio Remains Unchanged

Our 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.

Insight Report | April 4, 2025 Premium

US Tariffs: Who Wins, Who Loses and What It Means for the Economy

Rising 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.