Deep Dive | November 4, 2025 Premium Holiday 2025 Survey Insights: Dollar Stores and Temu Break into the Top Five RetailersWe review our latest data and provide an in-depth analysis of consumers’ holiday shopping behavior. Read More
Deep Dive | November 4, 2025 Premium Financial Sentiment Turns Negative; Tariff Pessimism Deepens; Inflationary Trade-Down Persists: US Consumer Survey InsightsWe examine how US consumer sentiment and shopping habits are evolving under new tariffs, focusing on perceptions of tariff impacts and reactions to inflation. Read More
Insight Report | October 30, 2025 Premium 2Q25 Retail Inventory Insights: Diverging Strategies Amid Tariff Impacts in the Pre-Holiday Build-UpOur quarterly US Retail Inventory Insights series analyzes inventory trends in US retail. Discover inventory turnover ratios by sector and for selected major retailers in the second quarter of 2025. Dive into key commentary on inventory trends, planning and challenges—with insights on tariffs, diverging supply chain strategies, AI (artificial intelligence)-driven tools and more. Read More
Deep Dive | October 29, 2025 Premium High-Income Consumers’ Economic Optimism at Five-Month Low; Holiday Shopping Accelerates: US Consumer Survey InsightsWe review our latest data on US consumer sentiment and provide an in-depth analysis of consumers’ holiday shopping behavior. Read More
Store Tracker | October 23, 2025 Premium Canada Store Openings and Closures Tracker 2025: Store Openings Edge Past Closures as Costco, Sephora and Uniqlo ExpandThe Canada Store Openings and Closures Tracker series reports on announced and actual store openings and closures in Canada. In this report, we include highlights from Costco, Sephora, Uniqlo and more. Read More
Deep Dive | October 21, 2025 Premium Economic Optimism at Five-Month Low; Holiday Shopping Slows: US Consumer Survey InsightsWe review our latest data on US consumer sentiment. We also analyze consumers’ holiday shopping activities. Read More
Deep Dive | October 16, 2025 Premium Holiday 2025: US Consumer Survey and Retail Outlook—From Social to Smart: AI Becomes the New Driver of Holiday Discovery and ValueWhere, when and how will US consumers spend for holiday 2025? We analyze proprietary survey data to offer critical insights on the shape of demand and consumers’ shopping expectations for the holiday season. Read More
Deep Dive | October 14, 2025 Premium Higher-Income Sentiment Declines; Holiday Shopping Lull Before a Promotional Surge: US Consumer Survey InsightsHow is US consumer sentiment changing? We review our latest weekly data on financial and economic sentiment, plus we analyze consumers’ shopping for holiday 2025. Read More
Deep Dive | October 9, 2025 Premium Seasonal Shopping, 4Q25—Early Spending Momentum Sets the Tone for the Holiday Season: US Consumer Survey Insights ExtraWill US consumers celebrate or spend on key events in the fourth quarter this year? This month’s US Consumer Survey Insights Extra—Seasonal Shopping report analyzes consumer expectations for Halloween, Amazon Prime Big Deal Days, Single’s Day and Black Friday, as well as looking back at how consumers celebrated Labor Day, back-to-school shopping and Amazon Prime Day in the third quarter. Read More
Deep Dive | October 7, 2025 Premium Higher-Income Sentiment Improves; Holiday Shopping Is Firmly Under Way: US Consumer Survey InsightsHow is US consumers’ sentiment changing amid new tariffs––we review our latest US consumer data on consumer sentiment. Also, we analyze early holiday 2025 shopping trends. Read More
Deep Dive | September 30, 2025 Premium Economic Sentiment Remains Under Pressure; Plus, Apparel Shopping in Focus: US Consumer Survey InsightsHow is US consumer sentiment changing? We review our latest US consumer data. We also analyze consumer shopping behavior at apparel retailers and brand owners. Read More
Deep Dive | September 23, 2025 Premium Sentiment Hits Four-Month Low as Higher-Income Confidence Weakens; Plus, Mass Merchandisers and Warehouse Clubs in Focus: US Consumer Survey InsightsHow is US consumer sentiment changing amid new tariffs? Ww review our latest weekly US consumer data on financial and economic sentiment. We also analyze consumer shopping behavior at mass merchandisers and warehouse clubs. Read More
Deep Dive | September 16, 2025 Premium Lower-Income Sentiment Continues to Weaken; Plus, Off-Price and Dollar Stores in Focus: US Consumer Survey InsightsHow is US consumers’ sentiment changing amid new tariffs? We review our latest US consumer data on consumer sentiment. This week, we also analyze consumer shopping behavior at off-price and dollar stores. Read More
Store Tracker | September 12, 2025 Premium Weekly US Store Openings and Closures Tracker 2025, Week 37: YTD Retail Bankruptcies Hit 25Our Weekly US Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the US. This week, we highlight store openings and closures by Alimentation Couche-Tard, American Eagle Outfitters, LEGO and more. Read More
Deep Dive | September 10, 2025 Premium Who Shops Where? 2025 Shopper Demographics: US Consumer Survey Insights ExtraWe examine who shops at different major US retailers for food and nonfood, as well as offering a closer look at shopper demographics for apparel, footwear and beauty retailers. This US Consumer Survey Insights Extra report takes a deep dive into our weekly survey data by building shopper profiles. Read More
