February 11, 2025 Insight Report Premium Earnings Insights 4Q24, Week 2: Columbia Sportswear, Mondelēz and Tapestry See Sales Growth; Clorox, Estée Lauder and PepsiCo Report DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major retailers. This week, there are highlights from companies that reported in the week ended February 7, 2025, including Clorox Company, PepsiCo and Tapestry, among others.
February 10, 2025 Insight Report Premium US CPG Sales Tracker: Homecare and Health Dominate at the Start of 2025In partnership with Circana, we present data-driven insights into sales trends in the US CPG industry as of late January 2025, covering food & beverage, health & beauty, and general merchandise & homecare.
February 10, 2025 Deep Dive Premium New Tariffs, New Challenges: How US Trade Policies Could Impact Prices and ProfitsWhat are the implications of the new tariffs implemented by the US government, and what measures can retail companies take to lessen their impact? Coresight Research dives into the latest on the tariffs and their impact.
February 9, 2025 Analyst Corner Register for Free Access Analyst Corner—DeepSeek Opens the Door for AI Democratization: The AI Opportunity, with Charlie PoonIn this week’s Analyst Corner, Charlie Poon, Analyst, discusses the emergence of Chinese AI (artificial intelligence) startup DeepSeek, and its impact on the AI opportunity.
February 7, 2025 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2025, Week 6: Bargain Hunt and Liberated Brands To Close About 200 StoresOur Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week, we highlight bankruptcy-led closures by Bargain Hunt and Liberated Brands, as well as developments from other major retailers. Non-store-closure news includes the appointment of a new Operating Division President at Raley’s.
February 7, 2025 Infographic Free Report Three Data Points We’re Watching This Week, Week 6: US Consumer and Retail FocusFrom the impacts of US tariffs to Amazon’s dominance in e-commerce, discover key data points we are watching in week 6 of 2025, with a US consumer and retail focus.
February 6, 2025 Deep Dive Databank Members Seasonal Shopping, 1Q25—Expectations for Valentine’s Day and Presidents’ Day: US Consumer Survey Insights ExtraWill US consumers spend on key events in the first quarter this year? This month’s US Consumer Survey Insights Extra—Seasonal Shopping report analyzes consumer expectations for Valentine’s Day and Presidents’ Day, as well as for the end-of-year holiday season.
February 6, 2025 Insight Report Premium Earnings Insights 4Q24, Week 1: Levi Strauss, P&G, Walgreens and Others Post Sales Growth, While Burberry and Kimberly-Clark Report DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major retailers. This week, there are highlights from companies that reported in the week ended January 31, 2025, including Albertsons, Procter & Gamble and Tractor Supply Company, among others.
February 5, 2025 Store Tracker Databank Members US Store Tracker Extra, January 2025: 50+ Million Square Feet of Retail Space Slated To Close This YearAnnouncements by Big Lots, Macy’s and Party City at the start of the year have pushed planned total closed retail space for 2025 to over 50 million square feet, Coresight Research estimates. Discover US retailers’ latest store closure and opening announcements, as well as the square-footage impacts of these developments.
February 4, 2025 Deep Dive Databank Members Online Shopping in Focus—Amazon Dominates E-Commerce Competition: US Consumer Survey InsightsWhich e-commerce retailers and marketplaces are popular? What are online shoppers buying? Dive into our sector-focused insights, and discover how overall consumer sentiment is tracking with our new survey findings.
February 4, 2025 Insight Report Premium January 2025 US Retail Sales Outlook: Projecting Mid-Single-Digit Growth for the Start of 2025The monthly Coresight Research US Retail Sales Outlook series tracks several major macroeconomic indicators and their likely effect on US retail sales. We analyze the latest available data as of January 22, 2025.
February 4, 2025 Deep Dive Premium The Tech-Driven Future of US Retail: AI To Power Smarter Supply Chains, Seamless Operations and Personalized ExperiencesIn an era of rapid digital transformation, the US retail industry is harnessing the power of innovation across three critical areas: the supply chain, operations, and the customer experience. We dive into the importance and impacts of key technologies—including AI (artificial intelligence) and Web3—and outline major retailers that are leading the charge in technology adoption.
February 4, 2025 Event Presentation Premium What Can Retailers Learn from Shein and Temu?: Insights Presented at RLC Global Forum 2025What lessons can retailers learn from Shein and Temu? Explore how these Chinese e-commerce players are disrupting retail, redefining consumer engagement and supply chain innovation. Dive into growth metrics, AI opportunities and more with our insights, presented at the RLC Global Forum 2025.
February 3, 2025 Insight Report Premium 2025 Tariffs: What Do US Consumers Think?—Proprietary Survey InsightsOn February 1, 2025, the US government implemented a 25% tariff on imports from Canada and Mexico, as well as a 10% tariff on all goods from China. We explore proprietary Coresight Research survey data on what US consumers believe the impact of these tariffs will be.
February 3, 2025 Insight Report Premium Retail 2025: US Macro, Consumer and Retail OutlookWe consider the US macroeconomic outlook for 2025, including metrics that directly impact the consumer economy and retail for the new year and in the context of a new administration entering the White House. Dive into our insights on inflation, interest rates, the housing market and more.
