Deep Dive | January 13, 2026 Databank Members Sentiment by Age—Younger Consumers Are More Optimistic but Older Consumers’ Sentiment Improves: US Consumer Survey InsightsHow are US consumers’ sentiment and shopping behavior changing amid tariffs and rate cuts? We review our latest US consumer data on consumer sentiment. Read More
Deep Dive | January 6, 2026 Databank Members Consumer Sentiment Improves Entering the New Year: US Consumer Survey InsightsHow are US consumers’ sentiment and shopping behavior changing amid tariffs and rate cuts? We review our latest US consumer data on consumer sentiment Read More
Deep Dive | December 23, 2025 Databank Members Overall Sentiment Declines Despite Rate Cut—But Higher Earners Are More Confident: US Consumer Survey InsightsHow are US consumers’ sentiment and shopping behavior changing amid tariffs and rate cuts? We review our latest US consumer data on consumer sentiment. Read More
Deep Dive | December 23, 2025 Premium Holiday 2025 Survey Insights: Shopping Peak Nears as Two-Thirds Are Buying for the HolidaysWe review our latest data and provide an in-depth analysis of consumers’ holiday shopping behavior. Read More
Deep Dive | December 22, 2025 Premium Mass Merchandisers, Warehouse Clubs and Discount Stores: Themes, Concepts and Innovators—Target at a Crossroads, Dollar Stores Revive and Warehouse Clubs Gain MomentumBuilding on our Market Navigator on US mass merchandisers, warehouse clubs and discount stores, we explore the key trends and themes we are watching in the space, such as Target’s transition, dollar stores revival and private label growth. We also showcase our blue-sky thinking for the sector and the retail innovators we are watching. Read More
Event Presentation | December 19, 2025 Premium Retail Earnings Insights, 3Q25: Premium Subscriber CallCompare performance and uncover trends in retailer earnings from the third quarter of 2025, in this presentation. Read More
Infographic | December 19, 2025 Premium Quantifying Tariff Impacts: What Retail Companies Reported in 3Q25—Data GraphicWhat have US-focused retailers and brands reported on tariff impacts? In this data graphic, we summarize key financial impacts and commentary from 3Q25 earnings. Read More
Insight Report | December 18, 2025 Premium Holiday 2025: US Holiday Retail Homestretch—Strong Total Demand (So Far), with Price-Driven Players Entrenching Structural GainsUnderstand the holiday season in US retail so far. We cover sector trends and which retailers are winning and losing share, based on our consumer research, shopper traffic metrics and other data. Read More
Deep Dive | December 18, 2025 Premium 3Q25 Earnings Season Wrap-Up: 84% of Companies Grow Sales, 77% Beat Top-Line Consensus in a Solid Quarter for Discount, Off-Price and Specialty ApparelWe analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies) in the third quarter of 2025, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes. Read More
Deep Dive | December 16, 2025 Premium Holiday 2025 Survey Insights: Shopping Continues To Accelerate as the Homestretch ApproachesWe review our latest data and provide an in-depth analysis of consumers’ holiday shopping behavior. Read More
Deep Dive | December 16, 2025 Databank Members Financial Sentiment Turns Positive Ahead of Rate Cut: US Consumer Survey InsightsHow are US consumers’ sentiment and shopping behavior changing amid tariffs and rate cuts? We review our latest US consumer data on consumer sentiment Read More
Store Tracker | December 12, 2025 Premium Weekly US Store Openings and Closures Tracker 2025, Week 50: Dollar General To Open More Than 450 Stores in 2026Our 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 Dollar General, Best Buy, Dollar Tree, Aerie, Best Buy, more. Read More
Infographic | December 10, 2025 Premium US Retail and Logistics Holiday Hiring Hits Lowest Level in Over a Decade—Data GraphicUnderstand trends in US retail and logistics holiday hiring—including 2025 and multiyear data. Read More
Deep Dive | December 9, 2025 Databank Members Lower-Income Consumers’ Economic and Financial Sentiment Improves: US Consumer Survey InsightsHow are US consumers’ sentiment and shopping behavior changing amid new tariffs? We review our latest US consumer data on consumer sentiment Read More
Deep Dive | December 9, 2025 Premium Holiday 2025 Survey Insights: Shopping Activity Builds Amid Black Friday WeekendWe review our latest data and provide an in-depth analysis of consumers’ holiday shopping behavior. Read More
