Deep Dive | January 20, 2026 Databank Members Middle-Income Consumers Drive Improved Financial Optimism: 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
Market Navigators/Market Outlook | January 19, 2026 Premium US Apparel and Footwear Retailing: Market Forecast and Competitive Landscape—Digital Players, Off-Pricers and Warehouse Clubs Poised To Gain ShareThe US apparel and footwear market reset in 2025, with adaptability becoming the key competitive advantage over scale. Read More
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
Analyst Corner | January 11, 2026 Register for Free Access Analyst Corner: US Apparel and Footwear Retailing—Key Distribution Channel Shifts in 2026This week’s Analyst Corner previews key distribution channel shifts in the US apparel and footwear retail market as we look ahead to 2026. 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
Analyst Corner | December 21, 2025 Register for Free Access Analyst Corner: Learnings from Earnings, and Holiday-Season Insights, with John MercerWhat do 3Q25 retailer earnings tell us about consumer behavior in the 2025 holiday season? Discover highlights here. 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
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
Infographic | December 17, 2025 Premium 2026 Sector Outlook: US Department Stores Retailing—A Slowing Decline amid Strategic ResetThis report, part of our Retail 2026 Sector Outlooks, presents directional market insights and themes to watch in US department store retail. 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
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