June 18, 2025 Deep Dive Premium Earnings Insights 1Q25: Wrap-Up—Growth Outpaces Declines Across Most SectorsWe analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the first quarter of 2025, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes.
June 18, 2025 Deep Dive Databank Members Financial Confidence Improves but Tariffs and Inflation Impact Shopping Behavior: US Consumer Survey InsightsWhat are US consumers’ perceptions of tariffs and inflation, and how are they changing their shopping behavior as a result? We provide the answers through analysis of proprietary survey findings, and present an update on consumer sentiment, including improving financial confidence.
June 17, 2025 Insight Report Premium May 2025 US Retail Sales: Core Sales Growth Proves Solid Despite Pull-Forward of PurchasesIn May 2025, US retail sales (excluding gasoline and automobile sales) increased by nearly 4%, representing a deceleration from the previous month. Using data from the US Census Bureau, we analyze US retail sales in May 2025, in total and by sector.
June 17, 2025 Insight Report Premium Amazon Prime Day 2025: Preview—Five Essential Insights on Consumers’ Shopping PlansAmazon’s annual Prime Day shopping festival will be held during July 8–11, 2025, across 20 global markets, including the US. Leveraging proprietary US consumer survey findings, we present five essential insights ahead of the event, including how consumer interest in Prime Day compares with actual conversion, which product categories are set to dominate, and what brands can do to drive sales.
June 17, 2025 Deep Dive Free Report The State of In-Store Retailing 2025: The Dawn of New-Age Stores, Powered by TechnologyStore intelligence technologies offer transformative potential to optimize brick-and-mortar retail operations. Dive into our survey-driven insights on how to tackle inefficiencies and protect margins. This is our second annual study diving into the state of in-store retailing, offering year-over-year data comparisons. This report is produced and made available to non-subscribers of Coresight Research in partnership with Simbe.
June 16, 2025 Insight Report Premium Retail Under Pressure: How Will Tariffs Disrupt the Back-to-School and Holiday Seasons?Discover how retailers are adjusting their strategies ahead of the 2025 back-to-school and end-of-year holiday seasons in response to recent and potential changes to tariffs.
June 15, 2025 Analyst Corner Register for Free Access Analyst Corner: Exploring IKEA’s City Stores Worldwide, with John MercerIn this week’s Analyst Corner, John Mercer, Head of Global Research, discusses new openings by IKEA, based on our observations from store tours. We consider what the new store formats and features reveal about wider retail real estate trends in Western markets and in the furniture retail sector specifically.
June 13, 2025 Infographic Free Report Three Data Points We’re Watching This Week, Week 24: Consumer Sentiment Improves: US vs. ChinaDiscover key data points we are watching in week 24 of 2025. This week, we highlight consumers’ expectations for their personal financial situation, presenting proprietary survey findings on consumer sentiment in the US and China.
June 13, 2025 Store Tracker Databank Members Weekly UK Store Openings and Closures Tracker 2025, Week 24: Matalan To Open Stores; Poundland Continues To Shutter StoresOur Weekly UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the UK. This week, we highlight store opening and closure news at Anthropologie, Matalan, Poundland and Superdry, among others.
June 13, 2025 Store Tracker Databank Members Weekly US Store Openings and Closures Tracker 2025, Week 24: Casey’s To Open 80 Stores; Torrid To Close 180 StoresOur Weekly US Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the US. This week, we highlight the latest store opening and closure announcements from Casey’s, Dollar Tree, Family Dollar and Torrid, as well as the announcement of a new Chief Operating Officer at Kirkland’s.
June 12, 2025 Insight Report Premium Retail-Tech Landscape: Retail MediaRetail media is reshaping the advertising landscape, providing data-driven targeting. Read this Retail-Tech Landscape to discover key solution providers that are helping retailers to build and optimize their retail media capabilities.
June 12, 2025 Infographic Premium High-Income Consumers’ Financial Sentiment Reaches New Peak: Weekly US Consumer Sentiment, Week 24, 2025—InfographicOur latest weekly update on US consumer sentiment, based on proprietary survey findings, reveals improvement in consumers’ economic and financial outlooks, driven by high-income consumers.
June 11, 2025 Deep Dive Premium US Retail and Consumer Outlook: June 2025We consider the US macroeconomic outlook for 2025 as of the start of June 2025, including metrics that directly impact the consumer economy and in the context of the myriad of recent tariffs announcements made by the US government.
June 11, 2025 Deep Dive Databank Members Consumer Sentiment Shows Signs of Improvement Amid Temporary Tariff Reduction: China Consumer Survey InsightsWe analyze proprietary survey data to uncover consumer sentiment, behavior and shopping trends in China. This report reveals a rebound in economic and financial optimism following the US government’s announcement of a temporary reduction in tariffs.
June 10, 2025 Infographic Free Report Earnings Insights 1Q25, Week 7: Dollar Stores See Growth Amid Tariff Pressures—InfographicDiscover the latest revenue and EPS (earnings per share) data from week seven of the 1Q25 (first quarter of 2025) earnings season with this infographic, covering various companies that reported in the week ended June 8, 2025, including Dollar General, Dollar Tree, Petco and more.
