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.

Event Presentation | April 10, 2025 Premium

Freeze, Flight or Fight? How Retailers Can Strategically Navigate Tariff Turmoil

Navigate tariffs with our expert insights, presented in a webinar by our Advisory Services team. Discover what to watch, what to avoid, and what strategies your business should implement now to protect performance in 2025 and beyond. Freeze, flight or fight? Now is the time to decide.

Insight Report | April 10, 2025 Premium

US CPG Sales Tracker: Growth Momentum Eases Amid Greater Consumer Caution

The Coresight Research and Circana monthly US CPG Sales Tracker provides our data-driven analysis of sales trends in the US CPG industry—covering the product categories of food & beverages, health & beauty, and general merchandise & homecare. This report presents key insights for the four weeks ended March 23, 2025.

Infographic | April 10, 2025 Premium

Steadiness Continues: Weekly US Consumer Sentiment, Week 15, 2025—Infographic

Our latest weekly update on US consumer sentiment, based on proprietary survey findings, highlights continued steadiness in financial and economic expectations ahead of the April 2, 2025, announcement of reciprocal tariffs.

Infographic | April 10, 2025 Free Report

4Q24 Earnings Season Wrap-Up: Which Companies Missed, Beat and Fell in Line with Expectations?—Infographic

Explore which companies beat consensus expectations and which missed consensus expectations during 4Q24 (the fourth quarter of 2024) earnings season with this infographic, covering more than 90 of the companies on the Coresight 100, our focus list of retailers and brand owners.

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.

Event Presentation | April 9, 2025 Premium

The State of US Consumer Sentiment: Insights Presented at NARG Spring Meeting 2025

What 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.

Event Coverage | April 9, 2025

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Shoptalk Spring 2025 Wrap-Up: Customer-Centricity for a New Golden Age of Retail

We 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.

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.

Deep Dive | April 8, 2025 Databank Members

Consumer Sentiment Flatlines Ahead of Big Tariff Reveal; Plus, Mass Merchandisers and Wholesale Clubs in Focus: US Consumer Survey Insights

Dive 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.

Infographic | April 8, 2025 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.

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.

Analyst Corner | April 6, 2025

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Analyst Corner: Agentic AI—The New Wave of AI Opportunity, with Charlie Poon

In 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.

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.

Insight Report | April 4, 2025 Premium

Amazon Bids to Acquire TikTok—What It Means for US E-Commerce

On 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.

Store Tracker | April 4, 2025 Databank Members

Weekly US Store Openings and Closures Tracker 2025, Week 14: Urban Outfitters Announces Expansion Plan

Our 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.