April 6, 2025 Analyst Corner Register for Free Access Analyst Corner: Agentic AI—The New Wave of AI Opportunity, with Charlie PoonIn 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.
April 4, 2025 Insight Report Premium US Tariffs: Who Wins, Who Loses and What It Means for the EconomyRising 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.
April 4, 2025 Insight Report Premium Amazon Bids to Acquire TikTok—What It Means for US E-CommerceOn 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.
April 4, 2025 Store Tracker Databank Members Weekly US Store Openings and Closures Tracker 2025, Week 14: Urban Outfitters Announces Expansion PlanOur 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.
April 4, 2025 Store Tracker Databank Members Weekly UK Store Openings and Closures Tracker 2025, Week 14: Marks & Spencer Announces Store Openings Across Multiple FormatsOur Weekly UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the UK. This week, we highlight Marks & Spencer’s recently announced store expansion plan, with store openings occurring across many of its formats.
April 4, 2025 Infographic Free Report Three Data Points We’re Watching This Week, Week 14: What US Consumers Think About TariffsDiscover key data points we are watching in week 14 of 2025. This week, which saw the US announce reciprocal tariffs, we spotlight proprietary survey findings on what US consumers think about tariffs, including their greatest concerns and perceptions of benefits.
April 3, 2025 Insight Report Free Report Mapping the US’s Reciprocal Import Tariffs: Which Nations Are Affected?We provide the full list of reciprocal tariffs announced by the US on April 2, 2025, and chart the import rates of affected nations by continent.
April 3, 2025 Infographic Premium Economic and Financial Sentiment Stabilizes: Weekly US Consumer Sentiment, Week 14, 2025—InfographicOur latest weekly update on US consumer sentiment, based on proprietary survey findings, highlights stabilization in financial and economic expectations following a sustained period of declines.
April 3, 2025 Deep Dive Premium 4Q24 Earnings Season Wrap-Up: Widespread Positive Sales Growth Recorded This QuarterWe analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the fourth quarter of 2024, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes.
April 2, 2025 Store Tracker Databank Members US Store Tracker Extra, March 2025: US Total Closed Retail Space Exceeds 100 Million Square FeetIn March 2025, closures by Big Lots, Forever 21 and Macy’s caused total US closed retail space for the year to push past 100 million square feet, according to Coresight Research estimates. Discover US retailers’ latest store closure and opening announcements, as well as the square-footage impacts of these developments, with our monthly US Store Tracker Extra series.
April 2, 2025 Deep Dive Databank Members Consumer Sentiment Stabilizes… for Now; Plus, Inflation Awareness Rises: US Consumer Survey InsightsWhat are US consumers’ perceptions of inflation, and how are they changing their spending habits as a result? We analyze new survey findings on consumers’ inflation-combating strategies when shopping for food and nonfood products. We also present an update on consumer sentiment.
April 1, 2025 Event Presentation Premium Shoptalk Spring 2025—Our Takeaways: Coresight Research Premium Subscriber Call, April 2025Fresh from Shoptalk Spring 2025, we reflect on key themes from the event, covered in panel discussions with retail leaders and our conversations with technology innovators. From unified commerce to retail media, don’t miss our top takeaways! This presentation accompanies the on-demand webinar of the Coresight Research Premium Subscriber Call in April 2025.
April 1, 2025 Insight Report Premium Dollar Tree To Divest Family Dollar: Here’s What It Means—Consumer + Real Estate Data AnalysisWe offer our take on the sale of the Family Dollar business by Dollar Tree, Inc., which was announced on March 26, 2025. Discover the key factors in Dollar Tree’s integration struggles with Family Dollar and what the acquisition agreement means for Dollar Tree, Family Dollar and other retailers.
April 1, 2025 Deep Dive Databank Members Seasonal Shopping, 2Q25—Expectations for Easter, Memorial Day, Mother’s Day, Father’s Day; Plus, Holiday 2025 Plans: US Consumer Survey Insights ExtraWill 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 Easter, Memorial Day, Mother’s Day and Father’s Day, as well as for the end-of-year holiday season.
March 31, 2025 Deep Dive Free Report Unlocking Success: The Pathway to Profitability for US Brands and RetailersDriving margin expansion is increasingly challenging in a highly competitive retail environment and amid growing uncertainty around tariffs. Understand profitability challenges and the technologies that retail companies are prioritizing to solve them with our free, survey-driven research report, produced in partnership with Rithum. We explore the path to profitability across the retail value chain, from product assortment to retail media to returns.
