Deep Dive | July 2, 2025 Premium Positivity About Personal Finances Continues; Walmart Leads Mass Merchandisers and Warehouse Clubs: 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 greater divergence between financial and economic expectations. Read More
Insight Report | June 27, 2025 Premium 1Q25 Retail Inventory Insights: Lean Inventory, Tariff Mitigation, Supply Chain AdjustmentsOur quarterly US Retail Inventory Insights series analyzes retail inventory turnover. Discover inventory turnover ratios by sector and for selected major retailers in the first quarter of 2025. Dive into key commentary on inventory trends, planning and challenges—with insights on tariffs, AI (artificial intelligence)-driven tools and more. Read More
Infographic | June 27, 2025 Free Report Three Data Points We’re Watching This Week, Week 26: US Consumer Survey InsightsDiscover key data points we are watching in week 26 of 2025. This week, we present highlights from our US consumer survey analysis, covering financial optimism, and off-price and dollar-store shopping. Read More
Deep Dive | June 25, 2025 Premium Financial Confidence Reaches Five-Month High; TJX Dominates Off-Price Retail; Dollar Tree Leads Dollar Stores: 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 improving financial confidence. Read More
Deep Dive | June 18, 2025 Premium Earnings Insights 1Q25: Wrap-Up—Growth Outpaces Declines Across Most SectorsWe analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the first quarter of 2025, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes. Read More
Deep Dive | June 18, 2025 Premium Financial Confidence Improves but Tariffs and Inflation Impact Shopping Behavior: US Consumer Survey InsightsWhat are US consumers’ perceptions of tariffs and inflation, and how are they changing their shopping behavior as a result? We provide the answers through analysis of proprietary survey findings, and present an update on consumer sentiment, including improving financial confidence. Read More
Insight Report | June 17, 2025 Premium Amazon Prime Day 2025: Preview—Five Essential Insights on Consumers’ Shopping PlansAmazon’s annual Prime Day shopping festival will be held during July 8–11, 2025, across 20 global markets, including the US. Leveraging proprietary US consumer survey findings, we present five essential insights ahead of the event, including how consumer interest in Prime Day compares with actual conversion, which product categories are set to dominate, and what brands can do to drive sales. Read More
Deep Dive | June 10, 2025 Premium High-Income Consumers’ Financial Sentiment Reaches New Peak; Facebook Slumps in Social Commerce: 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 | June 4, 2025 Premium Economic Sentiment Climbs; Walmart Overtakes Lowe’s in Home-Improvement Sector: US Consumer Survey InsightsWhich retailers are popular among US home and home-improvement shoppers, and what are these shoppers buying? Dive into our sector-focused insights and discover how overall consumer sentiment is tracking with our new survey findings. Read More
Infographic | May 28, 2025 Free Report Earnings Insights 1Q25, Week 5: BJ’s Wholesale Club and Home Depot Report Sales Growth; Target Reports Sales Decline—InfographicDiscover the latest revenue and EPS (earnings per share) data from week five of the 1Q25 (first quarter of 2025) earnings season with this infographic, covering various companies that reported in the week ended May 25, 2025, including Home Depot, Target and more. Read More
Deep Dive | May 28, 2025 Premium High-Income Consumers Drive Uptick in Financial Optimism; Inflation Awareness Down Versus Early 2025: 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 continue to track shifts in consumer sentiment, overall and by income level. Read More
Store Tracker | May 23, 2025 Premium Weekly UK Store Openings and Closures Tracker 2025, Week 21: Greggs Drives Store Closures—And OpeningsOur Weekly UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the UK. This week, we highlight store opening and closure news at Greggs, The Range and The TJX Companies, among others. Read More
Insight Report | May 21, 2025 Premium Dick’s Sporting Goods To Acquire Foot Locker: Analyzing Store Overlap, Shopper Penetration and Strategic ReachDick’s Sporting Goods announced in mid-May 2025 that it will acquire competitor Foot Locker for $2.4 billion. Uncover the implications of the deal for each company and for the wider US apparel market. We offer insights on shopper penetration, store portfolios and expansion, and geographical reach, leveraging proprietary survey findings and data analysis. Read More
Deep Dive | May 20, 2025 Premium Positive Sentiment Trend Comes to an End; Kohl’s Leads in Department Store Shopping: US Consumer Survey InsightsWhich department stores are popular among US consumers? What are department store shoppers buying? Dive into our sector-focused insights and discover how overall consumer sentiment is tracking with our new survey findings. Read More
Insight Report | May 20, 2025 Premium Kohl’s CEO Removal—Why It Happened and What It Means for US Department StoresKohl’s abruptly terminated its former CEO, Ashley Buchanan, on May 1, 2025, “for cause.” We explore the reasons behind Buchanan’s termination, as well as the implications of the firing for both Kohl’s and the US department store sector at large. Read More