Deep Dive | April 16, 2025 Premium Consumer Sentiment—The Big Surprise in a Week of Shocks; Plus, Apparel Shopping in Focus: US Consumer Survey InsightsHow did the April 2, 2025, announcement of reciprocal tariffs impact US consumer sentiment? Our latest weekly survey reveals surprising findings. Understand the consumer mindset with our comprehensive data on financial and economic expectations. Also this week, we dive into apparel and footwear shopping trends, uncovering popular retailers, brands and products. Read More
Infographic | April 10, 2025 Free Report 4Q24 US Earnings Season Wrap-Up: Which Companies Missed, Beat and Fell in Line with Expectations?—InfographicExplore which companies beat consensus expectations and which missed consensus expectations during 4Q24 (the fourth quarter of 2024) earnings season with this infographic, covering more than 90 of the companies on the Coresight 100, our focus list of retailers and brand owners. Read More
Deep Dive | April 8, 2025 Premium Consumer Sentiment Flatlines Ahead of Big Tariff Reveal; Plus, Mass Merchandisers and Wholesale Clubs in Focus: US Consumer Survey InsightsDive into our survey-driven insights on mass merchandiser and warehouse club shopping in the US to uncover popular retailers and the most bought categories. Plus, we continue to track consumer sentiment, with new data this week revealing steady trends ahead of reciprocal tariffs being announced. Read More
Insight Report | April 8, 2025 Premium 4Q24 Retail Inventory Insights: Retailers Maintain Lean Inventories as Overall Inventory Ratio Remains UnchangedOur quarterly US Retail Inventory Insights series analyzes inventory trends in US retail. In this report, dive into trends by sector and inventory turnover ratios among major US retailers in the fourth quarter of 2024. Read More
Deep Dive | April 3, 2025 Premium 4Q24 US 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. Read More
Deep Dive | April 2, 2025 Premium 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. Read More
Deep Dive | April 1, 2025 Premium 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. Read More
Deep Dive | March 25, 2025 Premium Consumer Sentiment Steadies; Plus, Off-Price and Dollar-Store Shopping in Focus: US Consumer Survey InsightsDive into our survey-driven insights on off-price and dollar-store shopping in the US to uncover shopping rates, popular retailers and the most bought categories. Plus, we continue to track consumer sentiment, with new data this week revealing an end to the decline in financial expectations. Read More
Deep Dive | March 19, 2025 Premium Consumer Sentiment Falls Further After Stock-Market Sell-Off; Plus, Social Commerce in Focus: US Consumer Survey InsightsWe analyze new survey findings on consumers’ economic and financial outlooks, in total and by income group. Plus, we spotlight social commerce, revealing which social media platforms are popular for shopping and which product categories are bought at the highest rates. Read More
Deep Dive | March 11, 2025 Premium Home and Home-Improvement Shopping in Focus; Financial Sentiment Turns Negative: US Consumer Survey InsightsDive into our survey-driven insights on home and home-improvement shopping in the US to uncover shopping rates, popular retailers and the most bought categories. Plus, we continue to track consumer sentiment, with new data this week revealing a negative turn in consumers’ financial outlook. Read More
Deep Dive | March 5, 2025 Premium US Retail—Real Estate Insights: Embracing Small Store Formats, Immersive Experiences and Emerging TechnologiesExplore how small-format stores, technology integration and immersive retail experiences are becoming success factors for retailers. We also analyze store openings and closures, as well as recent traffic trends, to shed light on the relationship between retailers and real estate companies. Read More
Deep Dive | March 5, 2025 Premium Inflation Awareness Rises; Economic Sentiment Falls to Six-Month Low: 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, and present an update on their expectations for the economy. Read More
Deep Dive | March 4, 2025 Premium Where Shoppers Live vs. Where They Shop: US Consumer Survey Insights ExtraDive into regional trends in food and nonfood shopping in the US. We analyze proprietary consumer survey findings to identify the most popular retailers and break down shopper penetration rates across four regions and nine subregions. Read More
Deep Dive | February 26, 2025 Premium Beauty Shopping in Focus; Economic Sentiment Turns Negative: US Consumer Survey InsightsFrom the dominance of Walmart and Amazon to the most popular product categories, dive into our survey-driven insights on beauty shopping in the US. Plus, understand how overall consumer sentiment is tracking as expectations for the economy turn negative. Read More
Deep Dive | February 18, 2025 Premium Department Stores in Focus; Plus, Consumer Sentiment Latest: US Consumer Survey InsightsFrom the dominance of Kohl’s to the popularity of apparel categories, dive into our survey-driven insights on department store shopping. Plus, what are consumers’ expectations for the economy and their personal finances? Discover how overall consumer sentiment is tracking in this weekly research report series. Read More
