Target Corporation

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Deep Dive | April 22, 2025 Premium

Economic Sentiment Shows First Uptick in Eight Weeks; Plus, Drugstore and Pharmacy Shopping in Focus: US Consumer Survey Insights

The decline in US consumers’ economic expectations has finally come to an end, new survey findings reveal. In addition to diving into consumer sentiment data, this report spotlights drugstore and pharmacy shopping trends, uncovering popular retailers and products.

Deep Dive | April 16, 2025 Premium

Consumer Sentiment—The Big Surprise in a Week of Shocks; Plus, Apparel Shopping in Focus: US Consumer Survey Insights

How 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.

Insight Report | April 11, 2025 Premium

US Tariffs: Three Actions for Risk Mitigation and Long-Term Positioning

We expect rising tariffs to reshape the global retail landscape, forcing retailers and brand owners to rethink their supply chains and competitive strategies. Amid this context, Coresight Research provides a three-step action plan to help industry players safeguard margins, preserve agility and seize strategic advantage.

Infographic | April 10, 2025 Free Report

4Q24 Earnings Season Wrap-Up: Which Companies Missed, Beat and Fell in Line with Expectations?—Infographic

Explore 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.

Deep Dive | April 9, 2025 Premium

What You Need to Know About US Tariffs and Consumers’ and Retailers’ Reactions—April 2025 Update

What are the impacts of new US tariffs on the retail industry and the economy? How are consumers and retailers responding? Find out in our new report, which explores economic disruption, consumer sentiment and retail strategies, drawing on proprietary survey data and industry interviews.

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 Insights

Dive 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.

Insight Report | April 8, 2025 Premium

4Q24 Retail Inventory Insights: Retailers Maintain Lean Inventories as Overall Inventory Ratio Remains Unchanged

Our 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.

Deep Dive | April 3, 2025 Premium

4Q24 Earnings Season Wrap-Up: Widespread Positive Sales Growth Recorded This Quarter

We 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.

Deep Dive | April 2, 2025 Premium

Consumer Sentiment Stabilizes… for Now; Plus, Inflation Awareness Rises: US Consumer Survey Insights

What 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.

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 Extra

Will 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.

Deep Dive | March 25, 2025 Premium

Consumer Sentiment Steadies; Plus, Off-Price and Dollar-Store Shopping in Focus: US Consumer Survey Insights

Dive 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.

Deep Dive | March 19, 2025 Premium

Consumer Sentiment Falls Further After Stock-Market Sell-Off; Plus, Social Commerce in Focus: US Consumer Survey Insights

We 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.

Infographic | March 19, 2025 Free Report

Earnings Insights 4Q24, Week 7: Costco, Inditex and Puma Lead with Solid Fourth-Quarter Growth—Infographic

Discover the latest revenue and EPS (earnings per share) data from week seven of the 4Q24 (fourth quarter of 2024) earnings season with this infographic, covering various companies that reported in the week, including American Eagle Outfitters, Costco, Kohl’s and Ulta Beauty, among others.

Infographic | March 12, 2025 Free Report

Earnings Insights 4Q24, Week 6: Sales Decline for Kroger, Macy’s, Ross Stores and Other Retailers—Infographic

Discover the latest revenue and EPS (earnings per share) data from week six of the 4Q24 (fourth quarter of 2024) earnings season with this infographic, covering various companies that reported in the week, including Adidas, Burlington Stores, Macy’s and Zalando, among others.

Insight Report | March 12, 2025 Premium

Earnings Insights 4Q24, Week 6: Sales Decline for Kroger, Macy’s, Ross Stores and Other Retailers

Our weekly Earnings Insights reports feature highlights from recent management commentary from major retailers within our Coresight 100 coverage list as they report fourth-quarter 2024 earnings. This week, discover highlights from major companies that reported in the week ended March 9, 2025, including Adidas, Best Buy, Kroger, Macy’s, Prada, Ross Stores and Target.